Fleet MortgagesProperty Portfolio Intelligence SpinePowered by Crosstide
Current view focus: Valuation routing, case readiness and exception review across the lending book.For intermediary use only.

Data governance

Trusted Data and Accountable Decisions

The spine separates what is known, what is assessed and what must happen next. Those three things are never presented as the same thing.

Fact, inference and action

Fact

Verified information, such as EPC rating, product maturity or AVM estimate.

Carries source, date and permitted purpose.

Inference

An assessment, such as potential LTV movement or valuation-review need.

Carries a confidence level and the evidence behind it.

Action

A task for a broker, agent, lender or landlord.

Carries a named owner, a due date and completion evidence.

Governance controls

Data authority

Each field has a named authoritative source. Where sources conflict, the authority order and the conflict are both recorded.

Source and provenance

Every value carries its origin, the method of acquisition and the permitted purpose under which it was obtained.

Freshness

Currency is stated on every field. Ageing evidence reduces confidence and can change a recommended route.

Confidence

Confidence is scored and shown, never implied. Low confidence routes work to human review rather than automated conclusions.

Consent and permitted purpose

Information is reused downstream only where consent and permitted purpose allow it. Capture once, validate once, reuse with consent and controls.

Information barriers

Competing participants do not see one another's commercial information. The spine is provider-neutral by construction.

Human override

Any recommendation can be overridden by an accountable person, with a recorded reason that feeds the override reporting.

Market-status confidence

Property market status can come from listing, agent, portal, valuation, public-record or other approved data sources. The platform must show the source, timestamp, confidence and permitted purpose. A listed, under-offer or Sold STC status is not equivalent to legally completed sale evidence.

Risk and improvement confidence

Environmental risk, EPC opportunity, solar potential and property-improvement indicators are evidence-led screening signals. The portal must show source, timestamp, confidence, permitted purpose, assumptions and known limitations. It must distinguish a property fact from an opportunity hypothesis and from an approved action.

Audit trail

Each action records who raised it, who owned it, what evidence closed it and when.

Status confidence model

Every market-status field carries one of four confidence levels.

ConfidenceMeaning
HighStatus supported by current approved source and corroborating evidence
MediumStatus supported by a current approved source but no independent corroboration
LowStatus is stale, incomplete or conflicts with another relevant record
UnknownNo approved status evidence available

Risk and improvement confidence model

Every environmental-risk, EPC, solar and improvement field carries one of four confidence levels.

ConfidenceMeaning
HighCurrent approved evidence with property-level location or certificate match
MediumApproved data is available but needs survey, title, tenancy, planning or condition confirmation
LowInformation is incomplete, stale or conflicts with other evidence
UnknownNo approved evidence is available

Success measures

Target KPI categories for the pilot. These are measurement commitments, not performance claims.

UPRN coverage and match rate
Complete-first-time case rate
Manual touches per case
Time from DIP to valuation instruction
Time from valuation instruction to offer
Valuation cost per completion
Percentage of cases using each valuation route
Broker action completion rate
Portfolio compliance completion rate
Product-maturity retention conversion
Percentage of insights with provenance and confidence
Human override rate and reason

All values are illustrative demonstration data. No Fleet customer, borrower, landlord or property records are used.