FOR ESTATE AGENTS — DEMO

Listing energy biography snapshot
with verified facts, not listing hype

Preview how a seller Passport could support listing conversations: EPC-related signals, Evidence Grade, verification tasks, and consent-first attach guardrails.

Planning view only — not a listing guarantee, EPC certificate, or buyer warranty.

Partner inquiry · EPC guide

Snapshot

Property label

Listing property A

Known EPC status

Indicative EPC C, sample record dated Nov 2020

Listing energy narrative risk

Medium - requires seller verification

Health / Resilience Score

53-69

Confidence level

medium

Evidence GradeC

Some values are estimated from public data and assumptions. Verify more facts to increase confidence.

Listing conversation context

Potentially useful where buyers ask about running costs, upgrade potential, or evidence behind energy claims. Any listing attach depends on seller consent and verified facts.

Listing talking points
  • EPC record may be stale or incomplete for recent seller upgrades.
  • Wall and loft insulation status is unknown and affects buyer confidence.
  • Energy biography claims need seller-verified facts before listing attach.
Buyer Q&A prompts
  • What is the known EPC status versus what still needs verification?
  • Which upgrades are realistic before exchange versus post-completion?
  • What evidence would a buyer want before relying on energy claims?
Top 3 facts to verify

Verifying these top facts can improve your indicative Evidence Grade and sharpen your Action Plan — not a test you can fail (results may vary).

1.

Wall insulation type

Current: Cavity wall, insulation assumed partial

high impact
EstimatedConfidence: low

Confirm cavity fill, internal/external insulation, or solid-wall treatment.

2.

Roof / loft insulation depth

Current: Pitched roof, loft insulation depth unknown

high impact
EstimatedConfidence: low

Measure loft depth or check insulation certificate — EPC text is often approximate.

3.

Recent annual energy use

Current: Not yet provided

high impact
EstimatedConfidence: low

Upload a recent bill or connect a smart meter export to calibrate demand.

Add verified facts in your Home Resilience Passport when ready — indicative grades may shift as you confirm facts (results may vary).

Consent-first listing workflow

Demo workflow only. A real agent view should be read-only and based on explicit seller sharing choices.

Private (seller only)Shared with estate agentAttached to listingBuyer Q&A enabled
  1. 1.Seller creates or claims Passport
  2. 2.Seller reviews estimated vs verified facts
  3. 3.Seller consents to estate-agent snapshot
  4. 4.Agent attaches read-only listing biography
  5. 5.Buyer Q&A uses consent-bounded facts only
Estate agent actions

Mock actions for the commercial workflow. They do not export or share live data.

Listing guardrails

This is a planning view, not a property valuation.

This is not an EPC certificate or sales advice.

All estimates require seller verification before listing attach or buyer reliance.

Professional & partner collaboration

Export summary and architect planning are live where labelled. Share links, invitations, and practice workspaces remain pilot-only — use /partners to express interest. Always with homeowner consent.

Share Passport
Pilot only

Shareable Passport links are pilot-only and not connected yet. The goal is consent-scoped evidence subsets for trusted professionals — express interest via /partners.

Invite professional
Pilot only

Planned collaboration flow for assessors, retrofit coordinators, contractors, and partners. No invitation is sent in this view — pilot interest only.

Export summary
Demo

Public sample Passport shows export-style layout. Owner-only versioned export is live after you claim a home — this portfolio view uses mock data.

View sample export demo →
Architect handoff
Beta

Design-stage energy briefs with north-star routing and consultant handoff packs. Live planning beta on /architect — not SAP, PHPP, or certification.

Open architect planning beta →
Collaboration workspace
Pilot only

A consent-first workspace for homeowners and professionals to review evidence, Action Plans, and review flags together. Pilot-only — not connected yet.

Professional review recommended

These flags come from mock Action Plan guardrails — they explain why review is recommended, not that a professional has already reviewed the home.

  • Listing property AMCS installer and heat-loss calculation required for safe sizing.

Use today

  • Preview seller energy biography before listing attach
  • See which facts are verified vs still estimated
  • Prepare buyer Q&A around EPC and upgrade realism
  • Discuss consent-first sharing with sellers
  • Flag where professional review is recommended before claims

Not for

  • Listing guarantee or buyer warranty on energy performance
  • Substitute for a lodged EPC or legal property disclosure
  • Automated listing attach in this demo
  • Buyer lending or mortgage advice
  • Guaranteed sale price impact from upgrades
  • Replacement for solicitor or compliance advice