Connections

• Sale sources. Decide how staff obtain the address, sale date, price, area and source reference for a comparable before they enter it.
• Bank reference source. Decide where Receipt Officer checks the payment reference before confirming a tenant receipt.
• Property records. Map existing unit identifiers, lease numbers and tenant records into the linked records used by the team.

Name the owner of each source and the person who resolves a mismatch. Preserve source references so a reviewer can return to the original sale or payment evidence. Test a missing sale reference, a tenant mismatch and a duplicated unit identifier before importing a wider portfolio. Keep source corrections attributable to the team that owns them, then review the affected comparable, adjustment or allocation again.