Screens/Morning Meeting

Screens

Key screens

The main screens of the product in the picked shell, with the sample company’s data.

The main screens of Valere CRM, each in the picked shell with the sample company’s data, on a desktop and a tablet (there is no phone layout in V1, N-02). The flows reuse them step by step.

Morning Meeting

The board the day starts with: Primary, deadlines first, actions by function, Deal Health.

Updated 12m agoJMCHRC

Morning Meeting

Monday 9 November · Monday: company, Interest and Offers · chair Rhys Calloway

Overdue1Heron Fields, 3 days
Due this week4Church Farm, Hatch Farm and 2 more
On track0Nothing later in Primary

Thresholds changed last week: the stall rule “no contact” now fires at 14 days, was 35 (Tom Ashworth, Wed 4 Nov).

SITESTAGENEXT DEADLINENEXT ACTIONS BY FUNCTIONDEAL HEALTH
Heron Fields, ColchesterLE-022 · 46 unitsUnder Offer Fri 6 Novoverdue 3 days Carried over
  • PartnershipsChase the board date with Calder Valley Homes
  • ConstructionNot applicable
72Deal Health
Church Farm, RugbyCE-014 · 28 unitsLegals Mon 9 Novdue today
  • PartnershipsSend the offer review to the landowner
  • LegalChase Hadley & Finch LLP for the draft contract
55Deal HealthStalled · critical Legals task lateland contract draft 14 days late
Hatch Farm, SindleshamSW-031 · 33 unitsFee Discussion Tue 10 Novin 1 day
  • LandConfirm the fee agreement is signed
  • ConstructionNot applicable
68Deal Health
Lea Bridge Works, WalthamstowLE-019 · 64 unitsAcceptable Offer Wed 11 Novin 2 days
  • ConstructionAgree the CSA with Westbrook Construction
41Deal HealthStalled · no contact 14 dthreshold 14 d · changed 4 Nov
Orchard Lane, WokinghamSW-027 · 52 unitsAcceptable Offer Thu 12 Novin 3 days
  • ConstructionReview the contractor price from Marlow & Pike Build
74Deal Health

Every row is a live slice of the Site records; nothing is typed here. Sites on hold or Parked are left out: Mill Pond, On Hold · Parked since 2 Nov. Deal Health weights are set by the Admin.

Updated 12m agoJMCHRC

Morning Meeting

Monday 9 November · Monday: company, Interest and Offers · chair Rhys Calloway

Overdue1Heron Fields, 3 days
Due this week4Church Farm, Hatch Farm and 2 more
On track0Nothing later in Primary

Thresholds changed last week: the stall rule “no contact” now fires at 14 days, was 35 (Tom Ashworth, Wed 4 Nov).

SITENEXT DEADLINENEXT ACTIONS BY FUNCTIONDEAL HEALTH
Heron Fields, ColchesterLE-022 · 46 unitsUnder Offer Fri 6 Novoverdue 3 days Carried over
  • PartnershipsChase the board date with Calder Valley Homes
  • ConstructionNot applicable
72Deal Health
Church Farm, RugbyCE-014 · 28 unitsLegals Mon 9 Novdue today
  • PartnershipsSend the offer review to the landowner
  • LegalChase Hadley & Finch LLP for the draft contract
55Deal HealthStalled · critical Legals task lateland contract draft 14 days late
Hatch Farm, SindleshamSW-031 · 33 unitsFee Discussion Tue 10 Novin 1 day
  • LandConfirm the fee agreement is signed
  • ConstructionNot applicable
68Deal Health
Lea Bridge Works, WalthamstowLE-019 · 64 unitsAcceptable Offer Wed 11 Novin 2 days
  • ConstructionAgree the CSA with Westbrook Construction
41Deal HealthStalled · no contact 14 dthreshold 14 d · changed 4 Nov
Orchard Lane, WokinghamSW-027 · 52 unitsAcceptable Offer Thu 12 Novin 3 days
  • ConstructionReview the contractor price from Marlow & Pike Build
74Deal Health

Every row is a live slice of the Site records; nothing is typed here. Sites on hold or Parked are left out: Mill Pond, On Hold · Parked since 2 Nov. Deal Health weights are set by the Admin.

The Primary view on Monday, opened by Dana Whitfield: the day’s views, deadlines first, next actions by function (Construction “Not applicable” where Construction Involved = No), the carried-over flag (VIW-C10), Deal Health and the stalled badge with the threshold applied (VIW-C20). A row opens the Site’s live actions in place (D-033).

Weekly Regional Review

A region’s week: statuses, what changed, the Hotlist, the checks that need an explanation, the week lock.

Updated 12m agoJMCHRC

Weekly Regional Review

South & West · regional lead Jamie Morgan · week of Mon 9 Nov

Week of 2 Nov locked Mon 2 Nov Week open
7Open actions0Overdue actions0Overdue to agree1No movement 14+ days0Awaiting with no chase
SITE · SECTION · PRIORITYWeekly statusWhat changed this weekNext actionLast progress
Hatch Farm, SindleshamSW-031 · 33 unitsFee DiscussionActiveHigh Hotlist On track
Needs one line before the lock
Last week: Fee agreement sent to Edward Marsh for signature.
JMConfirm the fee agreement is signedTue 10 Nov 22 Oct18 days ago
Orchard Lane, WokinghamSW-027 · 52 unitsAcceptable OfferActiveNormal On track
Offer accepted; Heads of Terms drafted for the buyer.
Last week: Offer review sent to the landowner; tender issued to four contractors.
CHReview the Marlow & Pike Build priceThu 12 Nov 4 Nov5 days ago
Kingsmead, BasingstokeSW-024 · 40 unitsLegalsAwaitingNormal No change
No reply from the buyer’s solicitor; a chase is booked for next Monday.
Last week: Draft contract sent to the buyer’s solicitor.
Locked On track, adjusted At risk · Jamie Morgan, 4 Nov: “solicitor quiet”
DWChase the buyer’s solicitorMon 16 Nov 30 Oct10 days ago
Mill Pond, NewburySW-019 · 22 unitsSite ReviewOn Hold · ParkedLow No change
No change while parked.
Last week: Parked from the review: the landowner is abroad until December.
JMCall the landowner once back from abroadMon 7 Dec 2 Novparked · ageing paused

Checks needing an explanation

1 of 3 flagged · clear: On track with overdue actions, Awaiting with no chase · Sites on hold or Parked skipped
  • On track with no movement for 14+ daysHatch Farm, Sindlesham · emails and chasing do not count as progress
    Needs a line
Updated 12m agoJMCHRC

Weekly Regional Review

South & West · regional lead Jamie Morgan · week of Mon 9 Nov

Week of 2 Nov locked Mon 2 Nov Week open
7Open actions0Overdue actions0Overdue to agree1No movement 14+ days0Awaiting with no chase
SITE · SECTION · PRIORITYWeekly statusWhat changed this weekNext actionLast progress
Hatch Farm, SindleshamSW-031 · 33 unitsFee DiscussionActiveHigh Hotlist On track
Needs one line before the lock
Last week: Fee agreement sent to Edward Marsh for signature.
JMConfirm the fee agreement is signedTue 10 Nov 22 Oct18 days ago
Orchard Lane, WokinghamSW-027 · 52 unitsAcceptable OfferActiveNormal On track
Offer accepted; Heads of Terms drafted for the buyer.
Last week: Offer review sent to the landowner; tender issued to four contractors.
CHReview the Marlow & Pike Build priceThu 12 Nov 4 Nov5 days ago
Kingsmead, BasingstokeSW-024 · 40 unitsLegalsAwaitingNormal No change
No reply from the buyer’s solicitor; a chase is booked for next Monday.
Last week: Draft contract sent to the buyer’s solicitor.
Locked On track, adjusted At risk · Jamie Morgan, 4 Nov: “solicitor quiet”
DWChase the buyer’s solicitorMon 16 Nov 30 Oct10 days ago
Mill Pond, NewburySW-019 · 22 unitsSite ReviewOn Hold · ParkedLow No change
No change while parked.
Last week: Parked from the review: the landowner is abroad until December.
JMCall the landowner once back from abroadMon 7 Dec 2 Novparked · ageing paused

Checks needing an explanation

1 of 3 flagged · clear: On track with overdue actions, Awaiting with no chase · Sites on hold or Parked skipped
  • On track with no movement for 14+ daysHatch Farm, Sindlesham · emails and chasing do not count as progress
    Needs a line

South & West, run by Jamie Morgan as regional lead: one line per Site beside last week’s, owner and next action, last progress amber at 7 days and red at 14, Mill Pond in the Parked section as On Hold · Parked, its ageing paused (D-037), the checks, then the lock, which warns on the flagged line and does not block; a skipped review locks at the admin-set cut-off. A locked week is never unlocked: Kingsmead’s correction is an adjustment beside the frozen value (D-034, VIW-C52).

Leads

The working list with its tiles, saved views and filters.

Updated 12m agoJMCHRC

Leads

Every Site before instruction: what needs contact today and what is going cold

Review queue3
Total Sites105all stages
Instructed41now on the Sites list
Appraised18with an outcome
Warm Leads27contact within 7 days
Not Contacted9no contact logged
RegionAllLocal authorityAllRelationship ownerAllStageAllPlanning statusAllLead typeAllWarmGoing ColdOverdue Follow-upNot Contacted
SiteStage · planning statusAppraisal statusDays since contactIn stageOwnerDeal HealthNext action
Hatch Farm, SindleshamSW-031 · 33 unitsFee DiscussionOutline · Approvedv2 approved4 dThu 5 NovWarm7 dJM68Deal HealthConfirm the fee agreement is signedTue 10 Nov
Old Dairy, HungerfordSW-036 · 14 unitsContactedTo be SubmittedNot requested28 dMon 12 OctOverdue Follow-up28 dJM31Deal HealthCall the landowner’s agentFri 6 Nov
Hollow Lane, DaventryCE-021 · 40 unitsQualifiedOutline · PendingNot requested10 dFri 30 OctGoing Cold10 dPN47Deal HealthRequest the appraisalWed 11 Nov
Barn Field, KetteringCE-023 · 22 unitsNew LeadTo be SubmittedNot requested6 d—Not Contacted6 dPN—Log the first contactToday
Marsh Lane Yard, ChelmsfordLE-027 · 36 unitsAppraisal RequestedOutline · PendingRequested · day 3 of 57 dMon 2 NovWarm3 dPN52Deal HealthRun the appraisalThu 12 Nov
Grange Paddock, TowcesterCE-026 · 30 unitsAppraisedOn HoldFull · PendingParked · revisit 4 JanTue 20 OctOn Hold · clock paused21 dJM44Deal HealthRevisit with the landownerMon 4 Jan

Sorted by next action · 64 Leads · contact classes at 7 and 14 days, set by the Admin · an On Hold Lead leaves the classes and its clock pauses

Updated 12m agoJMCHRC

Leads

Every Site before instruction: what needs contact today and what is going cold

Review queue3
Total Sites105all stages
Instructed41now on the Sites list
Appraised18with an outcome
Warm Leads27contact within 7 days
Not Contacted9no contact logged
RegionAllLocal authorityAllRelationship ownerAllStageAllWarmGoing ColdOverdue Follow-upNot Contacted
SiteStageDays since contactOwnerNext action
Hatch Farm, SindleshamSW-031 · 33 unitsFee Discussion4 dWarmJMJamieConfirm the fee agreement is signedTue 10 Nov
Kennet Meadow, NewburySW-034 · 24 unitsAppraised7 dWarmJMJamieSend the appraisal to the landownerTue 10 Nov
Old Dairy, HungerfordSW-036 · 14 unitsContacted28 dOverdue Follow-upJMJamieCall the landowner’s agentFri 6 Nov
Hollow Lane, DaventryCE-021 · 40 unitsQualified10 dGoing ColdPNPriyaRequest the appraisalWed 11 Nov
Barn Field, KetteringCE-023 · 22 unitsNew Lead6 dNot ContactedPNPriyaLog the first contactToday
Marsh Lane Yard, ChelmsfordLE-027 · 36 unitsAppraisal Requested7 dWarmPNPriyaRun the appraisalThu 12 Nov
Grange Paddock, TowcesterCE-026 · 30 unitsAppraisedOn HoldOn Hold · clock pausedJMJamieRevisit with the landownerMon 4 Jan

Sorted by next action · 64 Leads · contact classes at 7 and 14 days, set by the Admin · an On Hold Lead leaves the classes and its clock pauses

Jamie Morgan’s list: the columns of LED-C01 (appraisal status, days in stage, Deal Health), the class named beside every days-since-contact badge (LED-C04), an On Hold Lead out of the classes with its clock paused (LED-C19), the private Land Sites log only Land and Partners / MD can open (LED-C05), the queue count (LED-C25) and the one bulk edit, re-assigning the owner (LED-C26).

Lead page

One Site before instruction: stage bar, qualification, expectation against the appraisal, follow-up.

Updated 12m agoJMCHRC

Hatch Farm, Sindlesham

SW-031 · South & West
Warm · 4 d
Relationship owners
JMJamie+PNPriya
Source
Wokingham BC portal · 2 Oct
First contact
14 Oct
Last contact
5 Nov
Days open
38
Pre-instruction
Pending
Next action
Fee agreement · 10 Nov
  1. New LeadBack Office
  2. ContactedLand
  3. QualifiedLand
  4. Appraisal RequestedLand
  5. AppraisedBack Office
  6. Landowner CallLand
  7. Site ReviewLand
  8. Fee DiscussionLand
  9. Instruction ApprovalLand
  10. InstructedPartnerships

Site Details

Address
Mill Road, Sindlesham RG41
Area · units
1.9 ha · 33 units
Floor area · type
26,400 sq ft · houses
Planning
Outline · Approved
Green Belt · title
No · Freehold, registered
Landowner
Edward Marsh
Promoter
None
Deal Type
S106 · provisional
Site Review gaps
title plan not linked

Lead Qualification

Qualified
Motivation
Retiring; wants certainty
Decision-maker
Identified · Edward Marsh
Exclusivity potential
High
Likelihood to instruct
Likely

Key Contacts

  • Gareth PryceAgent · Pryce & Lowe

Expectation vs Appraisal

Landowner’s figure · 14 Oct£3,400,000
Residual land value · v2£2,975,000
Variance+14.3%

Appraisal Summary

Outcome
Under Review
Land deal grading
Acceptable set by hand
GDV £/sq ft
£412
Version
v2 · approved 28 Oct

Follow-Up Tracker

Confirm the fee agreement is signedDue Tue 10 Nov · Jamie Morgan · Primary
Last contact
Thu 5 Nov · call, 4 days ago
Land clock
7 working days left · 18 Nov

15 working days applied · changed 12 Oct

Pending proposals

Landowner’s figure → £3,250,000Email, 6 NovMediumfor Jamie Morgan

Other Sites Owned

  • Mill Lane, ArborfieldSW-038 · 12 units
    New Lead
  • Marsh Barn, FinchampsteadSW-029 · 8 units
    Dead · Rejected

Activity Timeline

  • Email from Edward Marsh
    6 Nov
  • Call with Edward Marsh
    5 Nov
  • Site Review → Fee Discussion · 7 days in stage
    2 Nov

Documents and Notes

1 Site Info 42 Fee Agreement 1Notes 2
Updated 12m agoJMCHRC

Hatch Farm, Sindlesham

SW-031 · South & West
Warm · 4 d
Relationship owners
JMJamie+PNPriya
Source
Wokingham BC portal · 2 Oct
First contact
14 Oct
Last contact
5 Nov
Days open
38
Pre-instruction
Pending
Next action
Fee agreement · 10 Nov
  1. New LeadBack Office
  2. ContactedLand
  3. QualifiedLand
  4. Appraisal RequestedLand
  5. AppraisedBack Office
  6. Landowner CallLand
  7. Site ReviewLand
  8. Fee DiscussionLand
  9. Instruction ApprovalLand
  10. InstructedPartnerships

Expectation vs Appraisal

Landowner’s figure · 14 Oct£3,400,000
Residual land value · v2£2,975,000
Variance+14.3%

Appraisal Summary

Outcome
Under Review
Land deal grading
Acceptable set by hand
GDV £/sq ft
£412
Version
v2 · approved 28 Oct

Site Details

Address
Mill Road, Sindlesham RG41
Area · units
1.9 ha · 33 units
Floor area · type
26,400 sq ft · houses
Planning
Outline · Approved
Green Belt · title
No · Freehold, registered
Landowner
Edward Marsh
Promoter
None
Deal Type
S106 · provisional
Site Review gaps
title plan not linked

Lead Qualification

Qualified
Motivation
Retiring; wants certainty
Decision-maker
Identified · Edward Marsh
Exclusivity potential
High
Likelihood to instruct
Likely

Key Contacts

  • Gareth PryceAgent · Pryce & Lowe

Follow-Up Tracker

Confirm the fee agreement is signedDue Tue 10 Nov · Jamie Morgan · Primary
Last contact
Thu 5 Nov · call, 4 days ago
Land clock
7 working days left · 18 Nov

15 working days applied · changed 12 Oct

Pending proposals

Landowner’s figure → £3,250,000Email, 6 NovMediumfor Jamie Morgan

Other Sites Owned

  • Mill Lane, ArborfieldSW-038 · 12 units
    New Lead
  • Marsh Barn, FinchampsteadSW-029 · 8 units
    Dead · Rejected

Activity Timeline

  • Email from Edward Marsh
    6 Nov
  • Call with Edward Marsh
    5 Nov
  • Site Review → Fee Discussion · 7 days in stage
    2 Nov

Documents and Notes

1 Site Info 42 Fee Agreement 1Notes 2

The ten Lead stages with the function that owns each (LCY-C06), the pre-instruction status (LED-C19), the panels of LED-C06, the Land clock in working days (D-037) and a proposal from an email with its source and confidence, waiting for its approver (N-08).

Review queue

Candidate leads with their provenance, near matches, accept or reject.

Updated 12m agoJMCHRC

Review queue

Candidate leads from collection runs and inbound email; nothing becomes a Lead until Back Office accepts it

Last run finished today, 06:10
Source healthWokingham BC06:10Peterborough CC06:05Reading BCfailing since 6 Nov · Admin alertedInbound emaillisted domains
New3Rejected41Duplicate6SourceAllTypeAllRegionAllPlanning statusAllAgeAny
2 selected
  • Land at Hatch Farm, Sindlesham RG41 Inbound emailGareth Pryce, 6 Nov32 unitsMixed tenureOutline · ApprovedSW Near match3 d
  • Former depot, Reading Road, Wokingham Planning portal runWokingham BC · ref 262481 · captured 6 Nov18 units100% affordableFull · ApprovedSW3 d
  • Fenland Road Yard, Peterborough Planning portal runPeterborough CC · ref 25/01187 · captured 6 Nov26 unitsMixed tenureOutline · PendingCE3 d

A new candidate not reviewed in 30 days is rejected as “not reviewed”; the age is an Admin setting. Rejected and duplicate candidates can be returned to new with a reason.

Land at Hatch Farm, Sindlesham RG41

Near match: SW-031
ProvenanceEmail from Gareth Pryce, Fri 6 Nov · 2 attachments, filed on acceptance
Open the email
Suggested32 unitsHighMixed tenureMedium
This candidateSW-031 · Hatch Farm
AddressMill Road, SindleshamHatch Farm, Sindlesham
Referencenone in the emailWokingham BC 262113
Units3233, the team’s edit stays
StageCandidate · newFee Discussion
Contact candidates · each keeps its lawful basis and Article 14 text
  • Edward MarshOwner · private: letter or phone only Matches a Contact
  • Gareth PryceAgentCreate a Contact
Same site?
Updated 12m agoJMCHRC

Review queue

Candidate leads from collection runs and inbound email; nothing becomes a Lead until Back Office accepts it

Last run finished today, 06:10
Source healthWokingham BC06:10Peterborough CC06:05Reading BCfailing since 6 Nov · Admin alertedInbound emaillisted domains
New3Rejected41Duplicate6SourceAllTypeAllRegionAll
2 selected
  • Land at Hatch Farm, Sindlesham RG41 Inbound emailGareth Pryce, 6 Nov32 unitsMixed tenureOutline · ApprovedSW Near match3 d
  • Former depot, Reading Road, Wokingham Planning portal runWokingham BC · ref 262481 · captured 6 Nov18 units100% affordableFull · ApprovedSW3 d
  • Fenland Road Yard, Peterborough Planning portal runPeterborough CC · ref 25/01187 · captured 6 Nov26 unitsMixed tenureOutline · PendingCE3 d

A new candidate not reviewed in 30 days is rejected as “not reviewed”; the age is an Admin setting. Rejected and duplicate candidates can be returned to new with a reason.

Land at Hatch Farm, Sindlesham RG41

Near match: SW-031
ProvenanceEmail from Gareth Pryce, Fri 6 Nov · 2 attachments, filed on acceptance
Open the email
Suggested32 unitsHighMixed tenureMedium
This candidateSW-031 · Hatch Farm
AddressMill Road, SindleshamHatch Farm, Sindlesham
Referencenone in the emailWokingham BC 262113
Units3233, the team’s edit stays
StageCandidate · newFee Discussion
Contact candidates · each keeps its lawful basis and Article 14 text
  • Edward MarshOwner · private: letter or phone only Matches a Contact
  • Gareth PryceAgentCreate a Contact
Same site?

Priya Nair’s queue. A near match is never decided by the system: Back Office marks it a duplicate of SW-031, where new values merge and the team’s edits stay, or keeps it as a new candidate (LGN-C17…C19, C24). Unreviewed candidates are rejected at the admin-set age (LGN-C34); a failing source is shown, never silent (LGN-C29, C30).

Site › Overview

The Site record: header, the lifecycle bar, buyer and contractor positions, key dates, actions, activity.

Updated 12m agoJMCHRC
CE-014

Church Farm, Rugby

Legals Land & Build Priority: High Legals is owned jointly byLandPartnershipsConstruction
LandownerThe Hale family
LandSBSophie Brennan
Partnerships PMDWDana Whitfield
ConstructionCHConor Higgins
Region · unitsCentral· 28
StatusActive
Construction InvolvedYes
Deal HealthFairProvisional formula
GDV£13,420,000Approved appraisal
Land£3,640,000£130,000 per unit
Build£6,394,000+£74,000 since HoTs
Package£10,034,00074.8% of GDV
Fees£262,0002.6% of package

Stages

One record from Lead to Completed; each move is set by the event its module records
Construction Involved: Acceptable Build applies
  1. Lead10 stages done
  2. Instructed3 Aug
  3. Acceptable Offer26 Aug
  4. Acceptable Build14 Sep
  5. Under Offer14 Sep
  6. LegalsSince 5 Oct
  7. ExchangedTarget 13 Nov
  8. CompletedTarget 4 Dec
Preferred RPAgreed
Calder Valley Homes
Offer, package
£9,960,000
Grade
Good 74.2%
Preferred contractorAppointed
Westbrook Construction
Agreed build cost
£6,394,000
Base price rank
1 of 4 bids

Next actions

2 overdue
  • Chase the land contract draftPartnerships3 days late
  • Answer the easement enquiryLand4 days late
  • Approve the extension letterLandToday

Deal clocks

Lengths changed 12 Oct 2026
  • AppraisalMet in 4
    Back Office5 working days
  • InstructionMet in 12
    Land15 working days
  • Acceptable offerMet day 23
    Partnerships28 days, first offer in 21
  • Bid · CSAMet 19 · 27
    Construction21 · 30 days from handover
  • HoTs to exchange65 days left
    PartnershipsUnder 100 days · day 35

Construction waited on its awaiting-handover list 3 to 26 Aug; its clocks run from the handover.

Fees

2.6% of package · none triggered
Fee agreement signed 3 Aug, at instruction
  • Agency fee (RP)At exchangeAgreed£130,000
  • OverageAt the overage eventContingent£20,000
  • Contractor introductionAt JCT signing · 50/50 splitAgreed£72,000
  • Design / RMAt Reserved Matters approvalSpeculative£40,000
ExclusivityActiveStandard, back-to-back · to 23 Nov

14 days left · extension letter drafted for Land

Updated 12m agoJMCHRC
CE-014

Church Farm, Rugby

Legals Land & Build Priority: High Legals is owned jointly byLandPartnershipsConstruction
LandownerThe Hale family
LandSBSophie Brennan
Partnerships PMDWDana Whitfield
ConstructionCHConor Higgins
Region · unitsCentral· 28
StatusActive
Construction InvolvedYes
Deal HealthFairProvisional formula
GDV£13,420,000Approved appraisal
Land£3,640,000£130,000 per unit
Build£6,394,000+£74,000 since HoTs
Package£10,034,00074.8% of GDV
Fees£262,0002.6% of package

Stages

One record from Lead to Completed; each move is set by the event its module records
Construction Involved: Acceptable Build applies
  1. Lead10 stages done
  2. Instructed3 Aug
  3. Acceptable Offer26 Aug
  4. Acceptable Build14 Sep
  5. Under Offer14 Sep
  6. LegalsSince 5 Oct
  7. ExchangedTarget 13 Nov
  8. CompletedTarget 4 Dec
Preferred RPAgreed
Calder Valley Homes
Offer, package
£9,960,000
Grade
Good 74.2%
Preferred contractorAppointed
Westbrook Construction
Agreed build cost
£6,394,000
Base price rank
1 of 4 bids

Next actions

2 overdue
  • Chase the land contract draftPartnerships3 days late
  • Answer the easement enquiryLand4 days late
  • Approve the extension letterLandToday

Deal clocks

Lengths changed 12 Oct 2026
  • AppraisalMet in 4
    Back Office5 working days
  • InstructionMet in 12
    Land15 working days
  • Acceptable offerMet day 23
    Partnerships28 days, first offer in 21
  • Bid · CSAMet 19 · 27
    Construction21 · 30 days from handover
  • HoTs to exchange65 days left
    PartnershipsUnder 100 days · day 35

Construction waited on its awaiting-handover list 3 to 26 Aug; its clocks run from the handover.

Fees

2.6% of package · none triggered
Fee agreement signed 3 Aug, at instruction
  • Agency fee (RP)At exchangeAgreed£130,000
  • OverageAt the overage eventContingent£20,000
  • Contractor introductionAt JCT signing · 50/50 splitAgreed£72,000
  • Design / RMAt Reserved Matters approvalSpeculative£40,000
ExclusivityActiveStandard, back-to-back · to 23 Nov

14 days left · extension letter drafted for Land

One Site record from Lead to Completed: each stage is set by the event its module records (LCY-C03), each function’s deal clock shows the length applied (VIW-C21), and the fees sit under one signed fee agreement with their basis and trigger (HOT-C12, C14). Deal Health is shown with its band; its formula is provisional until Valere agrees it (Q-001).

Site › Buyers

Recommended buyers with their scores, the buyer journey, offers compared.

Updated 12m agoJMCHRC
CE-014

Church Farm, Rugby

Legals Land & Build Priority: High Legals is owned jointly byLandPartnershipsConstruction
LandownerThe Hale family
LandSBSophie Brennan
Partnerships PMDWDana Whitfield
ConstructionCHConor Higgins
Region · unitsCentral· 28
StatusActive
Construction InvolvedYes
Deal HealthFairProvisional formula

Recommended buyers

Scored out of 100 with the admin’s weights · threshold 50
82Strong

Fenwick Housing GroupRP · updated 14 Oct

Active in Central; 28 homes in their 20 to 60 range.

RegionUnitsS106Turnkey
68Fair

Brackley Community HomesRP · updated 2 Sep

Scored on 3 of 4 criteria: turnkey not on the Account.

RegionUnitsS106Turnkey
3 buyers already in the journey are hidden · 4 scoring under 50 are not shown

Coverage

Target 15 · an RP counts from Pitched
10of 15 RPs reachedUnder-pitched · 5 short
  • Coverage1
  • Teaser1
  • Pitched3
  • Interested2
  • Offered3
  • Agreed1
  • Board0
  • Approved0
  • Not Interested3

Buyer journey

Fee agreement recorded 3 Aug 2026buyers may move past Coverage; no held moves to replay
Buyer · contactStageOfferLand valuePer unit% of GDVValere feeGradeNext step
RPs · 11current offer version first · Calder Valley Homes’s unique offer was £9,800,000 · 8 more: 2 Offered, 1 Interested, 2 Pitched, 1 Teaser, 2 Not Interested
Calder Valley HomesSarah Lomax · Preferred RPAgreed£9,960,000£3,640,000£355,71474.2%£262,000GoodBoard date 12 Nov
Ashby Rural HousingMark FeeneyOffered£9,730,000£3,410,000£347,50072.5%£256,000AcceptableKept as back-up
Northfield PartnershipHelen PriceNot Interested£9,450,000£3,130,000£337,50070.4%£249,000WeakReason: price too low
Private buyers · 3No coverage target · 1 more at Coverage
Tamar HomesBTR · Owen PryceInterested––––––Site visit 12 Nov
Oakhurst LivingBTR · Rachel DunnPitched––––––Awaiting feedback
Updated 12m agoJMCHRC
CE-014

Church Farm, Rugby

Legals Land & Build Priority: High Legals is owned jointly byLandPartnershipsConstruction
LandownerThe Hale family
LandSBSophie Brennan
Partnerships PMDWDana Whitfield
ConstructionCHConor Higgins
Region · unitsCentral· 28
StatusActive
Construction InvolvedYes
Deal HealthFairProvisional formula

Recommended buyers

Scored out of 100 with the admin’s weights · threshold 50
82Strong

Fenwick Housing GroupRP · updated 14 Oct

Active in Central; 28 homes in their 20 to 60 range.

RegionUnitsS106Turnkey
68Fair

Brackley Community HomesRP · updated 2 Sep

Scored on 3 of 4 criteria: turnkey not on the Account.

RegionUnitsS106Turnkey
3 buyers already in the journey are hidden · 4 scoring under 50 are not shown

Coverage

Target 15 · an RP counts from Pitched
10of 15 RPs reachedUnder-pitched · 5 short
  • Coverage1
  • Teaser1
  • Pitched3
  • Interested2
  • Offered3
  • Agreed1
  • Board0
  • Approved0
  • Not Interested3

Buyer journey

Fee agreement recorded 3 Aug 2026buyers may move past Coverage; no held moves to replay
Buyer · contactStageOfferLand valuePer unit% of GDVValere feeGradeNext step
RPs · 11current offer version first · Calder Valley Homes’s unique offer was £9,800,000 · 8 more: 2 Offered, 1 Interested, 2 Pitched, 1 Teaser, 2 Not Interested
Calder Valley HomesSarah Lomax · Preferred RPAgreed£9,960,000£3,640,000£355,71474.2%£262,000GoodBoard date 12 Nov
Ashby Rural HousingMark FeeneyOffered£9,730,000£3,410,000£347,50072.5%£256,000AcceptableKept as back-up
Northfield PartnershipHelen PriceNot Interested£9,450,000£3,130,000£337,50070.4%£249,000WeakReason: price too low
Private buyers · 3No coverage target · 1 more at Coverage
Tamar HomesBTR · Owen PryceInterested––––––Site visit 12 Nov
Oakhurst LivingBTR · Rachel DunnPitched––––––Awaiting feedback

The fee agreement is recorded, so no buyer is held at Coverage (BUY-C05). Recommendations are a proposal scored with the admin’s weights (BUY-C08); offers are compared like for like and the grade is the PM’s to confirm (BUY-C18, C19).

Site › Legals

Critical dates, variance against Heads of Terms, legal progress, the oldest outstanding item.

Updated 12m agoJMCHRC
CE-014

Church Farm, Rugby

Legals Land & Build Priority: High Legals is owned jointly byLandPartnershipsConstruction
LandownerThe Hale family
LandSBSophie Brennan
Partnerships PMDWDana Whitfield
ConstructionCHConor Higgins
Region · unitsCentral· 28
StatusActive
Construction InvolvedYes
Deal HealthFairProvisional formula
ExchangeTarget
4days left
13 NovMoved once
CompletionTarget
25days left
4 DecSet 5 Oct
LongstopHard date
39days left
18 DecIn the contract
HoTs to exchange
65days left
13 JanDay 35 of 100
Oldest outstanding

Land contract draft

With Hadley & Finch LLP for 21 days · critical, 14 days late

Variance against Heads of Terms

HoTs signed 5 Oct
ItemHeads of TermsNowChange
Land price£3,640,000£3,640,000No change
Build cost£6,320,000£6,394,000+£74,000 (1.2%)
Package£9,960,000£10,034,000+£74,000 (0.7%)
Valere fee£262,000£262,000No change

Critical items

Land · Build · Scheme

Land

  • Land contract14 days late
  • Easement enquiry12 days open

Build

  • JCT amendments2 days late
  • ProposalsDue 11 Nov

Scheme

  • S106 variationBlocked: council
  • Condition 9Due 16 Nov

Fee controls

No fee flag up
  • Fee agreementSigned 3 Aug 2026
  • Triggered, not invoicedNone yet · agency at exchange
  • Exclusivity ends 23 NovExtension letter drafted

Legal progress

5 of 11 closed · 4 critical open · board dates 12 and 20 Nov
MilestoneHeld byDaysDeadlineStatus
Heads of Terms agreedValere–5 OctClosed
Land contract draftCritical pathHadley & Finch LLP2126 OctIn progress
Contractor’s ProposalsCritical pathWestbrook Construction1211 NovIn progress
Board approval, first roundCritical pathCalder Valley Homes412 NovOpen
ExchangeCritical pathAll parties–13 NovOpen

Contracts out

3 with others · weekly chaser to the solicitor drafted today
DocumentWithSinceDaysStatus
Land contractHadley & Finch LLP19 Oct21Draft awaited
Development agreementCalder Valley Homes’ solicitors2 Nov7Draft
JCT contractWestbrook Construction28 Oct12Draft
Updated 12m agoJMCHRC
CE-014

Church Farm, Rugby

Legals Land & Build Priority: High Legals is owned jointly byLandPartnershipsConstruction
LandownerThe Hale family
LandSBSophie Brennan
Partnerships PMDWDana Whitfield
ConstructionCHConor Higgins
Region · unitsCentral· 28
StatusActive
Construction InvolvedYes
Deal HealthFairProvisional formula
ExchangeTarget
4days left
13 NovMoved once
CompletionTarget
25days left
4 DecSet 5 Oct
LongstopHard date
39days left
18 DecIn the contract
HoTs to exchange
65days left
13 JanDay 35 of 100
Oldest outstanding

Land contract draft

With Hadley & Finch LLP for 21 days · critical, 14 days late

Variance against Heads of Terms

HoTs signed 5 Oct
ItemHeads of TermsNowChange
Land price£3,640,000£3,640,000No change
Build cost£6,320,000£6,394,000+£74,000 (1.2%)
Package£9,960,000£10,034,000+£74,000 (0.7%)
Valere fee£262,000£262,000No change

Critical items

Land · Build · Scheme

Land

  • Land contract14 days late
  • Easement enquiry12 days open

Build

  • JCT amendments2 days late
  • ProposalsDue 11 Nov

Scheme

  • S106 variationBlocked: council
  • Condition 9Due 16 Nov

Fee controls

No fee flag up
  • Fee agreementSigned 3 Aug 2026
  • Triggered, not invoicedNone yet · agency at exchange
  • Exclusivity ends 23 NovExtension letter drafted

Legal progress

5 of 11 closed · 4 critical open · board dates 12 and 20 Nov
MilestoneHeld byDaysDeadlineStatus
Heads of Terms agreedValere–5 OctClosed
Land contract draftCritical pathHadley & Finch LLP2126 OctIn progress
Contractor’s ProposalsCritical pathWestbrook Construction1211 NovIn progress
Board approval, first roundCritical pathCalder Valley Homes412 NovOpen
ExchangeCritical pathAll parties–13 NovOpen

Contracts out

3 with others · weekly chaser to the solicitor drafted today
DocumentWithSinceDaysStatus
Land contractHadley & Finch LLP19 Oct21Draft awaited
Development agreementCalder Valley Homes’ solicitors2 Nov7Draft
JCT contractWestbrook Construction28 Oct12Draft

Countdowns come from the critical dates and the HoTs-to-exchange clock (LEG-C03, C38); the variance is against the signed Heads of Terms (LEG-C18); the oldest outstanding item and the critical item past its deadline raise the stalled flag (LEG-C08, C09).

Executive dashboard

The MD’s view: exceptions first, fees, the funnel, Deal Health league, the team.

Updated 12m agoJMCHRC

Good morning, Rhys

Monday 9 November · 3 decisions wait for you

Weighted fee pipeline£1,386,000£94,000 vs last month
Active Sites413 more than last month
Stalled Sites21 more than last week
Legal blockers21 more than last week

Needing MD decision

Exception requests and overrides
  • Contractor below AcceptableLea Bridge Works · Conor Higgins · Thu 5 NovBest bid graded Unviable; no other bid within budget
  • Gate item without evidenceHatch Farm · Jamie Morgan · Fri 6 NovInstruction Approval: LPA highways comments not yet published
  • Duplicate-send overrideHeron Fields · Dana Whitfield · todaySecond send to the same buyer group

Stalled Sites

The rule that fired, the threshold applied
  • Church Farm LegalsCritical Legals task past deadlineLand contract draft 14 days late · last contact Fri 6 Nov, 3 days ago
    55
  • Lea Bridge Works Acceptable OfferNo contact · CSA missingThreshold 14 days, changed 4 Nov 2026 · 14 days without contact · CSA threshold 21 days
    41
  • On Tender overdue: threshold 21 days, changed 12 Oct 2026 · no Site past it today

Legal blockers

Critical items late, or no next action
  • Church Farm LegalsCritical item past deadlineLand contract draft, with Hadley & Finch LLP for 21 days
    55
  • Kingsmead LegalsIn Legals with no named next actionStatus Awaiting since 28 Oct
    49

Funnel conversion

Last 12 months · weakest step marked
  • Lead to appraisal59%
  • Appraisal to instruction71%
  • Instruction to first offer85%
  • First to acceptable offer64%
  • Acceptable offer to build and CSA78%
  • HoTs to exchange83%
  • Exchange to completion90%

Deal Health league

Lowest first · provisional formula, admin-set weights
  • 1
    Lea Bridge Works Acceptable Offer
    41
  • 2
    Kingsmead Legals
    49
  • 3
    Church Farm Legals
    55
  • 4
    Hatch Farm Fee Discussion
    68
  • 5
    Heron Fields Under Offer
    72
  • 6
    Orchard Lane Acceptable Offer
    74

Team snapshot

Open and overdue actions by function
  • Land182
  • Partnerships265
  • Construction111
  • Back Office140
Updated 12m agoJMCHRC

Good morning, Rhys

Monday 9 November · 3 decisions wait for you

Weighted fee pipeline£1,386,000£94,000 vs last month
Active Sites413 more than last month
Stalled Sites21 more than last week
Legal blockers21 more than last week

Needing MD decision

Exception requests and overrides
  • Contractor below AcceptableLea Bridge Works · Conor Higgins · Thu 5 NovBest bid graded Unviable; no other bid within budget
  • Gate item without evidenceHatch Farm · Jamie Morgan · Fri 6 NovInstruction Approval: LPA highways comments not yet published
  • Duplicate-send overrideHeron Fields · Dana Whitfield · todaySecond send to the same buyer group

Stalled Sites

The rule that fired, the threshold applied
  • Church Farm LegalsCritical Legals task past deadlineLand contract draft 14 days late · last contact Fri 6 Nov, 3 days ago
    55
  • Lea Bridge Works Acceptable OfferNo contact · CSA missingThreshold 14 days, changed 4 Nov 2026 · 14 days without contact · CSA threshold 21 days
    41
  • On Tender overdue: threshold 21 days, changed 12 Oct 2026 · no Site past it today

Legal blockers

Critical items late, or no next action
  • Church Farm LegalsCritical item past deadlineLand contract draft, with Hadley & Finch LLP for 21 days
    55
  • Kingsmead LegalsIn Legals with no named next actionStatus Awaiting since 28 Oct
    49

Funnel conversion

Last 12 months · weakest step marked
  • Lead to appraisal59%
  • Appraisal to instruction71%
  • Instruction to first offer85%
  • First to acceptable offer64%
  • Acceptable offer to build and CSA78%
  • HoTs to exchange83%
  • Exchange to completion90%

Deal Health league

Lowest first · provisional formula, admin-set weights
  • 1
    Lea Bridge Works Acceptable Offer
    41
  • 2
    Kingsmead Legals
    49
  • 3
    Church Farm Legals
    55
  • 4
    Hatch Farm Fee Discussion
    68
  • 5
    Heron Fields Under Offer
    72
  • 6
    Orchard Lane Acceptable Offer
    74

Team snapshot

Open and overdue actions by function
  • Land182
  • Partnerships265
  • Construction111
  • Back Office140

Rhys Calloway’s view on Monday 9 November: exceptions first (VIW-C26): partner exception requests and overrides to approve or decline (ADM-C54), stalled Sites with the rule and threshold applied, legal blockers (LEG-C09), the funnel by step (VIW-C29); a rule that fires on no Site today is listed with its threshold (D-033). The Deal Health formula is provisional (Q-001).

Appraisal

Inputs read from documents with their source and confidence, the calculation, versions and approval.

Updated 12m agoJMCHRC

HA appraisal · Hatch Farm v3 Submitted for approval

SW-031 · S106 · Submitted by Priya Nair · you are the named approver (Appraisal approver duty) · target 1 working day: due today

Inputs and their sources

Reviewed by Back Office before submit
  • Net internal area28,400 sq ft
    Edited by Priya Nair, was 28,900
  • Private value, best case£440 per sq ft
    Accepted by Priya Nair
  • Build cost£182 per sq ft
    Taken from the benchmark
  • S106 contribution£412,000
    Flag open: low confidence
  • Biodiversity net gain£96,000
    Accepted by Priya Nair

Unit stack

33 units
TypeUnitsValue eachTotal
1-bed apartment6£265,000£1,590,000
2-bed house12£340,000£4,080,000
3-bed house11£425,000£4,675,000
4-bed house4£540,000£2,160,000
GDV, best case33£12,505,000

Result

Package 74% of GDV, an admin setting
Best caseWorst case
GDV£12,505,000£11,937,000
Package£9,254,000£8,833,000
Build, S106 and BNG£5,677,000£5,677,000
Residual land value£3,577,000£3,156,000
Per unit£108,394£95,636
Residual, best£3,577,000
Landowner’s expectation£3,400,000

£177,000 above the expectation in the best case, £244,000 below it in the worst · land 38.7% of the package; for an S106 deal the grade is chosen by hand and is not chosen yet

Versions

An approved version is final
  • v3
    Re-appraisal · Priya Nair · Fri 6 Nov · 1 open flag listed
    Submitted
  • v2
    Eleanor Shaw · Wed 28 Oct · residual £2,975,000 · raised the Appraised move
    Approved
  • v1
    Eleanor Shaw · Mon 26 Oct · reason: S106 contribution missing from the costs
    Returned
Updated 12m agoJMCHRC

HA appraisal · Hatch Farm v3 Submitted for approval

SW-031 · S106 · Submitted by Priya Nair · you are the named approver (Appraisal approver duty) · target 1 working day: due today

Inputs and their sources

Reviewed by Back Office before submit
  • Net internal area28,400 sq ft
    Edited by Priya Nair, was 28,900
  • Private value, best case£440 per sq ft
    Accepted by Priya Nair
  • Build cost£182 per sq ft
    Taken from the benchmark
  • S106 contribution£412,000
    Flag open: low confidence
  • Biodiversity net gain£96,000
    Accepted by Priya Nair

Unit stack

33 units
TypeUnitsValue eachTotal
1-bed apartment6£265,000£1,590,000
2-bed house12£340,000£4,080,000
3-bed house11£425,000£4,675,000
4-bed house4£540,000£2,160,000
GDV, best case33£12,505,000

Result

Package 74% of GDV, an admin setting
Best caseWorst case
GDV£12,505,000£11,937,000
Package£9,254,000£8,833,000
Build, S106 and BNG£5,677,000£5,677,000
Residual land value£3,577,000£3,156,000
Per unit£108,394£95,636
Residual, best£3,577,000
Landowner’s expectation£3,400,000

£177,000 above the expectation in the best case, £244,000 below it in the worst · land 38.7% of the package; for an S106 deal the grade is chosen by hand and is not chosen yet

Versions

An approved version is final
  • v3
    Re-appraisal · Priya Nair · Fri 6 Nov · 1 open flag listed
    Submitted
  • v2
    Eleanor Shaw · Wed 28 Oct · residual £2,975,000 · raised the Appraised move
    Approved
  • v1
    Eleanor Shaw · Mon 26 Oct · reason: S106 contribution missing from the costs
    Returned

Version 3, a re-appraisal submitted on Fri 6 Nov, waits for Eleanor Shaw, who holds the appraisal approver duty and is not its editor (APR-C04, C05; D-035); v1 was returned with its reason and v2, approved on 28 Oct, stays final and unedited. Each input shows its source, and its confidence where the AI read it (APR-C13, C16); an HA appraisal shows best and worst case (APR-C19); for S106 the grade is chosen by hand (APR-C20).

Settings › Rules

A threshold changed with its impact preview, change history and restore.

Updated 12m agoJMCHRC

Rules

Stall rules, deal clocks, Deal Health and the working-day calendar · Tom Ashworth, Admin

No contact

A Site stalls after this many days without contact; Sites on hold or Parked are skipped
Preview: 3 Sites would show stalled, against 1 todayStalled today at 14 days: Lea Bridge Works. New at 10 days: Heron Fields (11 days) and Kingsmead (10 days). Mill Pond is On Hold · Parked: skipped. Rhys Calloway gets one summary alert.

All stall rules

An empty threshold turns a rule off
RuleThresholdLast changed
No contact14 → 10 days4 Nov 2026
Tender overdue21 days12 Oct 2026
CSA missing21 days1 Jun 2026
Heads of Terms open over30 days1 Jun 2026
In Legals with no named next actionOn1 Jun 2026
Deal clock exceededClock lengths12 Oct 2026

Change history

No contact · from the audit log
  • 35 → 14 daysTom Ashworth · Wed 4 Nov 2026, 14:05 · restored
  • 14 → 35 daysTom Ashworth · Mon 3 Aug 2026, 09:40
  • 14 daysSeeded from the source · Mon 1 Jun 2026

Working-day calendar

Next days left out
  • Fri 20 Nov 2026Company closure · away day
    Closure
  • Fri 25 Dec 2026Christmas Day
    Bank holiday
  • Mon 28 Dec 2026Boxing Day, substitute day
    Bank holiday
  • 29 to 31 Dec 2026Company closure · Christmas
    Closure

The 5- and 15-working-day clocks and the approver’s 1 working day skip weekends, England & Wales bank holidays and company closures; the other clocks count every day.

Updated 12m agoJMCHRC

Rules

Stall rules, deal clocks, Deal Health and the working-day calendar · Tom Ashworth, Admin

No contact

A Site stalls after this many days without contact; Sites on hold or Parked are skipped
Preview: 3 Sites would show stalled, against 1 todayStalled today at 14 days: Lea Bridge Works. New at 10 days: Heron Fields (11 days) and Kingsmead (10 days). Mill Pond is On Hold · Parked: skipped. Rhys Calloway gets one summary alert.

All stall rules

An empty threshold turns a rule off
RuleThresholdLast changed
No contact14 → 10 days4 Nov 2026
Tender overdue21 days12 Oct 2026
CSA missing21 days1 Jun 2026
Heads of Terms open over30 days1 Jun 2026
In Legals with no named next actionOn1 Jun 2026
Deal clock exceededClock lengths12 Oct 2026

Change history

No contact · from the audit log
  • 35 → 14 daysTom Ashworth · Wed 4 Nov 2026, 14:05 · restored
  • 14 → 35 daysTom Ashworth · Mon 3 Aug 2026, 09:40
  • 14 daysSeeded from the source · Mon 1 Jun 2026

Working-day calendar

Next days left out
  • Fri 20 Nov 2026Company closure · away day
    Closure
  • Fri 25 Dec 2026Christmas Day
    Bank holiday
  • Mon 28 Dec 2026Boxing Day, substitute day
    Bank holiday
  • 29 to 31 Dec 2026Company closure · Christmas
    Closure

The 5- and 15-working-day clocks and the approver’s 1 working day skip weekends, England & Wales bank holidays and company closures; the other clocks count every day.

A change carries an effective date and shows how many Sites would change before the save (ADM-C11, ADM-C18; VIW-C23); Sites on hold or Parked are skipped (D-037), Mill Pond among them; the history is drawn from the audit log and Restore makes a new change (ADM-C17); the working-day calendar is what every working-day clock reads (ADM-C53).