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Upfront & Material Information

Digital property packs that help reduce the back-and-forth

InventoryBase helps estate agents, sellers, landlords, conveyancers and property teams collect, structure and reuse upfront property information before delays begin.

Create digital PIQ, BASPI and TA-style packs, collect seller and landlord information, reuse answers across forms, pre-fill property data from trusted sources and prepare records for a market moving toward trusted property data exchange.

Book a Demo Talk to Us About Digital Packs Learn About the Property Data Trust Framework
Digital property packsPIQ, BASPI & TA-style formsSeller & landlord onboardingProperty listing dataData porting between formsTrusted data pre-fillOPDA involvementPDTF schema support
Digital property pack 78% complete
Seller information (PIQ)Complete
BASPI material informationComplete
TA6-style responsesIn progress
Title & tenurePre-filled · Land Registry
EPC & certificates2 documents
ID verificationAwaiting seller
Answer reused 5×
across forms
Provenance tracked
Market proof

The case for digital reform is now clear

Research commissioned by the Open Property Data Association shows homebuyers and sellers are ready for a more digital, transparent and secure way to move home — in a process still affected by delays, repeated document requests, fragmented communication and a lack of visibility between parties.

InventoryBase's role is to help solve the practical data-collection problem behind that reform: capturing property information earlier, structuring it properly, reducing duplication between forms and preparing data to be shared more securely between trusted parties.

5,336

Homebuyers and sellers surveyed by OPDA about the future of homebuying.

40.6%

Cited communication between stakeholders as the most challenging aspect.

39.5%

Highlighted chasing for updates as a major frustration.

62.3%

Were asked to provide the same information or documents two to three times.

82.2%

Viewed the concept of a digital property pack positively.

76.7%

Would use a digital solution for secure data and information sharing.

Source: Open Property Data Association, The Future of Homebuying: Consumer Expectations and the Path to Digital Reform.

The problem

The same property information is being chased, copied and repeated

Consumers are frustrated by repeated document requests, fragmented communication and unclear progress after an offer is accepted. InventoryBase helps by collecting information once, reusing it across forms and keeping a clearer record of where it came from.

Repeated information requests

Property information is often requested multiple times by different parties, creating frustration, delay and risk of inconsistent answers.

Poor communication

Buyers and sellers often lack a clear view of what is happening, who is waiting on what and what information is still missing.

Slow exchange timelines

Delays after offer acceptance can leave both sides exposed to uncertainty, changing circumstances and transactions falling through.

Security concerns

Consumers want digital solutions, but also reassurance around identity, data protection, fraud prevention and trusted platforms.

Lack of provenance

Property data needs more context: who supplied it, when, whether it has been verified and whether it can be trusted by the next party.

The basics

What is upfront and material property information?

Upfront information is collected before or during listing so buyers, agents, sellers and conveyancers have a clearer view of the property earlier. Material information is what a buyer needs to know to make an informed transactional decision.

InventoryBase supports the structured capture, management and sharing of property information. It does not replace legal advice, conveyancing review, surveyor judgement or estate agent responsibility for material information disclosure.

Material & upfront information can include
TenureCouncil taxPrice and feesLeasehold informationGround rent & service chargesProperty conditionRestrictions, rights & easementsUtilities and servicesFlood risk & environmentalPlanning & building controlCertificates & complianceSeller questionnaire responsesOccupancy & tenancySurvey & valuationProperty listing dataTransaction form responsesIdentity & verification statusSupporting documents & declarations
The practical first step

Start with the pack. Build toward trusted data exchange.

For many agents, the first step isn't a complex data standard — it's a better pack: a structured, secure and reusable set of property information that supports listing, onboarding, conveyancing, survey, valuation and future property records.

Reduce repeated data entry
Give consumers more control over information sharing
Improve transparency between transaction parties
Support secure identity and property data workflows
Create a clearer audit trail
Make property data easier to reuse beyond a single transaction
Prepare sellers, agents and conveyancers earlier
Move information into the next system without unnecessary retyping

InventoryBase already supports many of the building blocks needed for this shift: configurable forms, seller and landlord onboarding, PIQ, BASPI and TA-style templates, document collection, audit trails, digital signatures, data exports, integrations and Property Data Trust Framework schema support.

Clear boundaries

Where the framework ends and our product begins

The Property Data Trust Framework and OPDA's standards work are shared industry infrastructure. InventoryBase doesn't sell the framework — it provides practical software workflows that help customers work in the direction the industry is moving.

OPDA / Property Data Trust Framework
InventoryBase
Defines principles for trusted property data
Provides templates, packs and workflows to capture property information
Supports interoperability and portability
Helps information move more cleanly between forms, parties and systems
Establishes trust, provenance and governance principles
Maintains records, audit trails and structured data that can align with those principles
Exists for the benefit of the wider industry and consumers
Provides a paid software product, service model and support
Describes what good looks like
Helps customers work toward that standard in practice
Industry collaboration

InventoryBase has been involved with the Open Property Data Association as part of the industry movement toward open, trusted and interoperable property data.

OPDA's work helps the market move away from fragmented, repeated and manually checked information, toward a secure ecosystem where property data can be shared between trusted parties with clear provenance.

InventoryBase & OPDA

Working with OPDA toward trusted property data exchange

For InventoryBase, this means helping property professionals capture the right information in the right structure, preserve useful context and prepare property records for future data exchange.

InventoryBase supports OPDA's direction of travel and is building practical workflows that help customers capture and use property data in more structured, reusable and provenance-aware ways. OPDA does not endorse or sell InventoryBase's commercial products.

The standard

Supporting the Property Data Trust Framework

An emerging, OPDA-led approach for exchanging property information in a structured and trusted way — designed to help data move between systems while preserving provenance, source, status and ownership.

The question is no longer just "what is the answer?"

It's also:

Who provided it?
When was it provided?
Where did it come from?
Has it been verified?
Has it changed?
Who has permission to access it?
Can another party trust and reuse it?
Can it move into the next system without retyping?

InventoryBase supports this by helping teams

Practical workflows that align with the framework's direction:

Capture structured property data
Map data between templates and forms
Maintain audit history
Reuse answers across documents
Support schema-aligned outputs
Connect with trusted data partners
Prepare data for onward sharing
Learn About the Property Data Trust Framework

The Property Data Trust Framework is an emerging, OPDA-led framework. InventoryBase provides schema support and workflows aligned with it — it is not a government-approved or legally mandated standard.

The product

What InventoryBase can help you build

This isn't just a future standards conversation. InventoryBase already provides many of the building blocks needed to create practical digital property information workflows.

Digital TA packs

Build structured TA-style information packs that help sellers and agents collect key information earlier.

Seller information packs

Gather property details, declarations, supporting documents and seller responses in an organised digital workflow.

PIQ and BASPI workflows

Use PIQ and BASPI-style templates to capture property information and reduce duplication between forms.

Data reuse between forms

Port answers between PIQ, BASPI, TA-style, listing, valuation and related property records.

Property listing preparation

Use property data templates to prepare more complete listings, with optional pre-fill from trusted sources.

Landlord onboarding packs

Collect landlord details, property consultation forms, contracts, documents and supporting information.

Tenant onboarding & self-assessments

Capture tenant information, ID verification, self-assessments and occupancy-related information.

Lender & enterprise workflows

Structured, reusable property information workflows that reduce manual reconciliation and improve consistency.

The workflow

From instruction to a more transaction-ready property record

STEP 1

Start with the property record

Create or import the property profile and known information.

STEP 2

Invite the seller, landlord or client

Issue secure access to complete the relevant forms, questionnaires or onboarding steps.

STEP 3

Pre-fill from trusted data

Where integrations are available, pre-fill fields from trusted data partners and existing records.

STEP 4

Collect missing information

Use digital forms, guided questions, document uploads, signatures and self-assessments.

STEP 5

Reuse data across forms

Port data between PIQ, BASPI, TA-style, listing, valuation and other documents.

STEP 6

Review and validate

Let agents, administrators or authorised stakeholders review responses and flag missing information.

STEP 7

Export, share or integrate

Produce PDFs, share reports, export data or pass structured information into connected systems.

STEP 8

Maintain provenance

Keep a record of who provided the information, when it was updated and how it was used.

Templates & forms

Templates for the information property teams need

InventoryBase's template engine gives teams a flexible way to collect, structure and reuse property information across multiple workflows.

Sales & transaction forms

Seller instruction formsProperty information questionnairesBASPI-style formsTA-style transaction formsProperty listing formsLegal pack informationConveyancing handover formsDigital TA packsSeller information packs

Lettings & onboarding forms

Landlord onboardingProperty consultation formsAgency contractsTenant onboardingTenant information formsID verification workflowsSelf-assessmentsOccupancy & tenancy records

Property condition & survey forms

Inventory reportsCheck-insCheck-outsMidterm inspectionsProperty valuation formsComparablesRICS Home Survey style templatesCondition & risk assessment templates

Custom data templates

Custom questionnairesCustom property recordsPartner data formsInternal compliance formsOperational checklistsData collection templates for partners
Explore Templates & Dictionaries
Trusted data

Connect property information with trusted partners

Property data becomes more valuable when it can move securely between the systems and organisations that need it. InventoryBase can support integrations and data flows that reduce manual entry and improve consistency.

Pre-fill forms with trusted property data
Reduce repeated questions
Validate key information
Connect property records to CRM and agency systems
Share data with conveyancers or transaction platforms
Link documents, certificates and evidence
Support property listing preparation
Move structured data into the next workflow
Support data exchange with trusted transaction partners
Talk to Us About Integrations
Example integration categories
Property data providers
CRM & agency systems
Identity verification
Document & certificate providers
Conveyancing platforms
Property portals
Valuation & comparables data
Land registry & local authority data
Open property data exchange partners
Lender & panel systems
Mortgage & transaction platforms
View all integrations
Portability & provenance

Know where the data came from — and where it goes next

A faster transaction depends on trusted information. InventoryBase helps create a clearer record of the data collected, who provided it, when it changed and how it was shared.

Audit trail

Maintain a date and time-stamped record of activity, changes, form completion and document history.

Data provenance

Support workflows that make it clearer where information came from and who supplied or reviewed it.

Export and sharing

Export completed forms, reports and property data for onward use.

PDF and structured data

Generate human-readable documents while also supporting structured data portability.

Data reuse

Reuse property data across multiple templates and transaction stages.

Secure access

Provide controlled access for sellers, landlords, tenants, clients, teams and authorised stakeholders.

Permissions and review

Support review workflows so the right people can complete, check, approve or share information.

Lenders & enterprise

For lenders, panels and enterprise transaction workflows

Lenders, panel managers and enterprise stakeholders often receive property information that is inconsistent, manually assembled and hard to reconcile. InventoryBase can capture structured, reusable, trust-aligned property information earlier — helping reduce manual reconciliation, improve consistency and create records that are easier to review when transactions are stress-tested.

Panel data collectionStructured property information intakeSeller / property pack workflowsData consistency across partnersReusable property recordsAudit trail and provenanceIntegration and API workflowsEnterprise reporting and oversightData handover from agents to conveyancersProperty data validation workflowsTransaction readiness checks
Talk to Us About Enterprise Workflows
Who it helps

Built for the teams involved in modern property transactions

Estate agents

Collect material information earlier, prepare better listings and reduce friction after offer.

Sellers

Complete property questionnaires and supporting information digitally.

Landlords

Provide property details, onboarding information and compliance records in a structured format.

Conveyancers

Receive clearer information earlier and reduce repeated follow-up questions.

Lenders & panel managers

Improve the consistency and usability of property information across transaction participants.

Property managers

Reuse existing property records and inspection data in sales, lettings or onboarding workflows.

Surveyors & valuers

Capture survey, valuation, comparable and condition information in structured templates.

Proptech & data partners

Exchange property data through agreed structures and integrations.

Compliance teams

Maintain better evidence, audit trails and process visibility.

Feature overview

Features for practical upfront information workflows

Property Information Forms

Start from PIQ, BASPI, TA-style, seller instruction or custom property templates.

Digital Property Packs

Create structured packs that bring together forms, documents, evidence and property data.

Data Porting Between Forms

Reuse answers across forms and avoid retyping the same property facts.

Trusted Data Pre-Fill

Pre-fill forms from live property data sources and trusted partners where integrations are available.

Seller & Landlord Portals

Invite sellers and landlords to complete information securely online.

Tenant Information & Self-Assessments

Collect tenant details, ID verification and self-assessment data where relevant.

Audit Trail

Maintain a date and time-stamped history of form activity, edits, submissions and sharing.

Digital Signatures

Capture signatures and acknowledgements where required.

Offline & Mobile Capture

Collect property data and inspection information in the field where supported.

Reports & PDFs

Generate formatted reports and documents for stakeholders.

Structured Data Export

Export or share structured property data for onward use.

API & Integration Support

Connect with partner systems where configured.

PDTF Schema Support

Structure data to support future-ready property data exchange and provenance.

Resources

Go deeper on upfront information

Watch the Upfront Information Video

See how digital property packs work in practice.

Open

Download the Upfront Information White Paper

A deeper guide to upfront information and digital property packs.

Open

Read the OPDA research on the future of homebuying

Consumer demand for faster, more transparent and more secure property transactions.

Open

OPDA report assets are shown here for illustration and are linked only where InventoryBase has permission to host or reference them.

FAQ

Upfront and Material Information FAQs

Upfront property information is collected before or during the listing process so buyers, agents, sellers and conveyancers have a clearer view of the property earlier.

InventoryBase supports property data collection, reporting, workflow and sharing. It does not replace legal advice, conveyancing review, surveyor judgement or estate agent responsibility for material information disclosure.

Ready to turn upfront information into a practical workflow?

Speak to InventoryBase about digital property packs, TA-style forms, PIQ, BASPI, seller onboarding, data reuse, integrations and Property Data Trust Framework-aligned workflows.

Book a Demo Talk to Us About Digital Packs Talk to Us About Enterprise Workflows