Coordinate the people behind every deal.
Give internal teams and invited specialists a clear place in the project, with responsibilities and access matched to their role.
Real estate & development
Move the project forward.
Keep every approval in context.
Developers, brokers and delivery teams need the same view of participants, documents and next steps.
THE HANDOVERA changed drawing.
A changed drawing.
A decision waiting on site.
The challenge is knowing which version the engineer reviewed, what the engineer answered, and whether the delivery team can proceed.
THE VISIBLE COST
Another call. Another forwarded attachment. Another meeting to confirm a decision that should already be in the project record.
An illustrative working process
From first contact
to continuing responsibility.
01
Invite the client and project teamClient mandate, project team and access roles
Recorded context02
Collect mandates, plans and project documentsBrief, drawings and contract scope linked to their versions
Recorded context03
Schedule design reviews and site appointmentsDesign review, appointment and assigned reviewers
Recorded context04
Record version-specific approvalsExplicit approval or change request against the right version
Recorded context05
Track handover and post-completion actionsHandover, defects and later client requests
Recorded contextSITE TO OFFICE
The drawing changes. The site needs one clear answer.
An engineer receives revised drawings while work is already under way. The important question is which revision reached the site, who responded and what still requires review.
Less chasing between site and office. A visible response tied to the right revision.
Illustrative workflow. Scope and availability are agreed for the engagement.
THE WORKING RECORD / EXAMPLE
VO-27 · Drawings v7
- Source
- The variation and the exact drawing revision
- Required response
- The assigned engineer reviews the change from site
- Next owner
- The project lead checks remaining conditions
THE DIFFERENCE
A decision should leave its own trail.
One project record gives the team a place to follow a version-specific response now and return to it when the question arrives later.
WHEN THE HANDOVER IS SCATTERED
PROJECT FOLDERRevised drawing
MESSAGE THREADEngineer response
STATUS TRACKERNext decision
Someone must piece the sequence together.
WHEN THE RECORD IS CONNECTED
ILLUSTRATIVE PROJECT RECORD
Drawing revision and response
- Version issuedWhich drawing
- Engineer respondsWho answered
- Team follows the positionWhat happens next
The decision and its context stay together.
FROM ONE PROJECT TO AN OPERATING STANDARDOne standard.
One standard.
Every team.
For a developer or brokerage, the value grows when each office, agent and partner works within defined roles and a connected project history.
Make your standard teachable.
Scope an academy for onboarding, playbooks and recurring learning alongside the work. Programme and release availability are agreed per engagement.
Make the infrastructure yours.
Explore a branded service, connections to existing systems or a deployment designed around your data perimeter. Resale, support and operating responsibilities require an agreement.
What can go wrong
Where a project loses the thread.
Illustrative coordination examples. Brokers, engineers and project owners remain responsible for their professional decisions.
The site is working from an earlier drawing.
A revision reaches the office, but the engineer on site is still looking at the previous plan.
Request a response to the current version.
Connect the revised drawing, named recipient, questions and acknowledgement to the project.
The mandate and the next instruction disagree.
A broker, developer and client each hold a different copy of what was agreed.
Keep the authority beside the instruction.
Link the mandate, agreed terms and later change to their versions and authorised respondents.
Handover starts a new email trail.
A defect or client request appears after the delivery team has changed.
Continue the project record.
Assign the follow-up, retain the relevant file and record the response in the same project.
EXEDRO AI · PRODUCT PREVIEW
Less chasing between project updates.
See how Exedro can surface missing records, prepare a follow-up and give the next step an owner.
Make the next handover easier to run.
Bring us a drawing, approval or agent handover that now crosses inboxes and teams. We will map the roles, versions and decisions that belong in one project.