Governance & operations managers

Never lose a document again—everything organised and searchable

Keep all your documents, evidence, and files in one secure place that's easy to find and share.

Stop hunting through email threads, shared drives, and personal folders to find important documents. Social Home gives you a secure, organised document library where everything lives in the right place. Upload documents, photos, audio recordings, and files—they're automatically organised, searchable, and linked to the right properties, tenants, or cases. Share documents with precise permissions so the right people see what they need, and export complete packages for auditors or partners with one click. Turn document management from a source of frustration into a source of confidence, knowing everything is where it should be and easy to find.

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Why teams invest

• Find any document in under 30 seconds
• Create export packages in minutes
• Never lose a document again

Available on all devices

Access from your computer: full

Use on your mobile device: partial

Your team can work seamlessly whether they're in the office or out in the field. Everything stays in sync automatically, so you always have the latest information at your fingertips.

Pain point

Important documents get lost in the chaos

Critical files end up in personal drives, email attachments, or shared folders with confusing names. When you need a document urgently—for an audit, a case file, or a tenant meeting—you waste time searching through multiple places. Documents get deleted accidentally, saved in the wrong place, or lost when someone leaves. This creates stress and risks missing critical information.

• Every property and tenant has their own secure document locker
• See the complete history of every document—who uploaded it, when, and what changed
• Track who accessed what documents and when for complete audit trails
• Never lose a document again—everything is backed up and searchable

Pain point

Creating case file packages takes forever

When you need to share documents with partners, regulators, or tribunals, you're spending days compiling files from multiple sources. You're manually selecting documents, organising them, redacting sensitive information, and creating packages. This wastes time and increases the risk of missing something important.

• Use export templates to create packages for different purposes instantly
• Sensitive information is automatically redacted when needed
• Create secure shareable links that expire when you want
• Go from request to complete package in minutes, not days

Pain point

Organising documents is tedious and time-consuming

Your team spends hours tagging, categorizing, and organising documents manually. Bills, forms, photos, and voice recordings all need to be processed and filed correctly. This takes time away from actual work and creates opportunities for errors.

• Documents are automatically organised and searchable—no manual tagging needed
• Intelligent classification understands what each document is
• Upload multiple documents at once and they're organised automatically
• Focus on your work instead of document management

Key capabilities

What you'll love about this feature

Organised document lockers for everything

Every property, tenant, and case has its own secure document locker where everything lives together. Documents are automatically organised by type and linked to the right records. Control who can see what with precise permissions, and track changes automatically so you always know what's current.

• Control access with role-based permissions so people only see what they need
• Set retention policies so documents are kept for the right amount of time
• Track every change so you know the complete history of every document
• Find any document instantly with powerful search

Export professional packages in seconds

Create curated document packages for regulators, partners, or tribunals with one click. Include exactly what's needed, with automatic watermarks, expiration dates, and audit logs. Share securely and track when packages are opened.

• Generate watermarked PDFs automatically for professional presentation
• Set download expiration dates so documents don't stay accessible forever
• See audit logs showing exactly when packages were opened and by whom
• Create packages tailored to each recipient's specific needs

Capture information from any source automatically

Upload bills, forms, photos, or voice recordings—the system understands what they are and organises them automatically. Text is extracted from images, voice recordings are transcribed, and everything becomes searchable. No more manual data entry or lost information.

• Upload photos of bills or forms and text is extracted automatically
• Voice recordings are transcribed so you can search spoken notes
• Get confidence scores so you know how reliable extracted information is
• Everything becomes searchable, so you can find information instantly

Time-saving benefits

Save 10 hours per week on document management

Stop spending time organising, tagging, and searching for documents. When you upload a document, the system understands what it is, organises it automatically, and links it to the right property or tenant. Documents are searchable instantly, and export packages are created with one click.

• Documents are automatically tagged and organised—no manual work needed
• Get suggestions for which cases or properties documents might belong to
• Information is extracted automatically so you don't need to type it in
• Spend time on important work instead of document administration

Real-world scenarios

See how this works in practice

Scenario: You need to prepare a case file for a tribunal

In the past, this meant days of work—collecting documents from multiple systems, organising them, redacting sensitive information, and creating a package. With Social Home, you select the case, choose the export template, and the complete package is ready in seconds. All relevant documents are included, sensitive information is automatically redacted, and everything is properly organised.

• Create complete case file packages in minutes instead of days
• Ensure nothing is missed with automatic document collection
• Protect privacy with automatic redaction of sensitive information

Scenario: A tenant disputes something and you need evidence

When a tenant questions something, you need to find the relevant documents quickly. With Social Home, you simply search for the tenant or property, and all related documents appear instantly. Photos, notes, communications, and records are all linked together, so you can find exactly what you need in seconds instead of hours.

• Find any document in under 30 seconds with powerful search
• See the complete history of every interaction and document
• Resolve disputes faster with instant access to all evidence

See it in action

Real screenshots from Social Home

These screenshots show exactly what you'll see when you use this feature. Every detail is designed to make your work easier and more efficient.

Tenant 360 with risk and arrears context

Property portfolio view with occupancy insights

Customer perspective

“We can finally hand regulators exactly what they need without hunting through drives. The exports include everything they ask for, properly organised, with the complete audit trail. It's transformed how we work.”

Sophie Iqbal — Governance Manager, BrightSteps

FAQs

Everything teams ask before they sign

How quickly can we get started?

Most teams are up and running within a week. We provide comprehensive onboarding support, including training sessions for your team, data migration assistance, and dedicated support to ensure a smooth transition. You can start using the platform immediately while we help you import your existing data.

What training and support do you provide?

We offer comprehensive training for all team members, including live training sessions, video tutorials, and detailed documentation. Our support team is available via email, phone, and in-app chat. Plus, you'll have access to our knowledge base with step-by-step guides for every feature.

Can we customize it for our specific needs?

Absolutely. Social Home is designed to adapt to your workflows. You can customize fields, create custom reports, set up automated workflows that match your processes, and configure permissions to match your team structure. Our team works with you to ensure the platform fits your unique requirements.

What kind of support is included?

Every plan includes email and in-app chat support with response times based on your plan tier. We also provide regular check-ins during your first 90 days, access to our knowledge base, video tutorials, and community forums. Premium plans include priority phone support and dedicated account management.

How secure are the documents?

Security is built into every aspect of Social Home's document management. All documents are encrypted, access is controlled through role-based permissions, and every access is logged. You control who can see what, and sensitive information can be automatically redacted when exporting packages. We meet the highest security standards and can help you configure the system to meet your specific security requirements.

What file types can we upload?

You can upload virtually any file type—PDFs, images, Word documents, Excel spreadsheets, audio recordings, video files, and more. The system automatically extracts text from images, transcribes audio, and makes everything searchable. There are reasonable size limits to ensure performance, but we can accommodate most document types you'll need.

Can we import documents from our existing systems?

Yes. We can help you import documents from your existing systems during onboarding. This includes bulk uploads, organising documents into the right lockers, and ensuring everything is properly tagged and searchable. Our team will work with you to make the transition smooth and ensure nothing is lost.

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Ready to Transform Your Documents & Evidence?

See how documents & evidence can transform your operations and help you serve your tenants better. Join over 500 housing providers already using Social Home to streamline their work.

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Never lose a document again—everything organised and searchable

Keep all your documents, evidence, and files in one secure place that's easy to find and share.

Save 10 hours per week on document management

• Documents are automatically tagged and organised—no manual work needed

• Get suggestions for which cases or properties documents might belong to

• Information is extracted automatically so you don't need to type it in

• Spend time on important work instead of document administration