3fields prefilled automatically
Booking, already filled in
The property address, core home characteristics and lender and borrower details travel into the booking module automatically, nothing re-typed.
Process management, for lenders & brokers
Yes on the process, booking to reportstart to sign-offno chasing required
Every booking arrives with the address, property details and borrower already filled in. From the confirmation email to the signed report, lenders and brokers follow the same live tracker and the same chat thread as Geowox and the surveyor, with reminders firing automatically the moment a step runs late.
0chat thread, three parties
0%bookings arrive prefilled
0status-check emails needed
What's happeningBookings arrive prefilled, lender, borrower and property, nothing re-keyed.
Booking Prefilled
9 Ashgrove LawnTerenure, Dublin 6W · D6W F8K2Booked
Lender, borrower & propertyAll three prefilled, nothing re-keyed by anyonePrefilled ✓
Confirmation Live tracker
Confirmation email sentTo lender and borrowerDay 0
Tracking link sentLive status, no login neededDay 0
Tracker opened by brokerProgress checked without a single emailDay 1
Live chat Posted
chat.geowox.com
Seen by everyone, instantlyNo refresh, no forwarding, no CC chains
Lender sees it live
Geowox sees it live
Logged to the order record
Posted ✓
Delivery Signed
Valuation reportPDF delivered the moment it's signed
Data synced to lender via API
·
Chat & reminder log attached
The process, covered end to end
Five moments. All accounted for.
From the first click on a booking link to the report landing in a lender's system, nothing depends on someone remembering to follow up.
Livetracking link
Confirmed, then tracked
An email confirms the booking the moment it's placed, with a live tracking link the booking party can open at any time to see exactly where things stand.
3parties, one thread
One chat, everyone in it
Geowox, the lender and the surveyor share a single live chat. The surveyor posts progress updates that the lender and Geowox can view at any time.
Autoreminders, logged
Nothing slips through quietly
If an inspection date isn't updated, or a report isn't signed within a few business days of inspection, a reminder goes to the surveyor by email and in-platform, logged in the chat for everyone to see.
Booking to confirmation
The booking arrives filled in. The confirmation arrives instantly.
The two moments that used to mean re-keying details and waiting on an inbox now happen in one motion.
Nothing re-typed, nothing missed
Whether the booking comes from a lender's LOS or a broker's link, the vital data is already there when the module opens.
🔗 book.geowox.com/nua-money/9-ashgrove-lawn
Property address9 Ashgrove Lawn, D6W F8K2
Home characteristics3-bed semi-detached
LenderNua Money
BorrowerC. Doyle
Confirmed by email, tracked from there
The moment a booking is complete, the booking party gets a confirmation email with a live tracking link, theirs to check any time, with no need to ask anyone for a status update.
Booking confirmed: 9 Ashgrove Lawn
From Geowox · to C. Doyle, Nua Money
Your valuation has been booked. Track progress at any time using the link below, we'll keep it updated automatically.
🔗 View live tracker
The shared chat thread
Geowox, the lender and the surveyor: one thread, always current
1
The surveyor posts progress
Inspection booked, inspection complete, report in review: each update is posted to the thread as it happens.
2
Everyone sees it, any time
The lender and Geowox can open the same thread whenever they want an update, no separate call or email required.
3
Reminders are logged, not hidden
When an automated reminder is sent to the surveyor, it's posted to the thread too, so the lender can see exactly what's been chased and when.
Order #IE-90417 · 9 Ashgrove Lawn
GeowoxNua MoneyS. O'Connor
G
Booking confirmed for 9 Ashgrove Lawn. Tracking link sent to Nua Money and C. Doyle.
S
Inspection booked for Thursday, 10:30am.
S
Inspection complete. Report now being finalised.
!
Report not yet signed, 2 business days after inspection. A reminder has been sent to S. O'Connor by email and in-platform.
N
Thanks for flagging, no action needed on our side.
Automated reminders
Nothing waits on someone noticing
Two moments are watched automatically, and both escalate the same way: a reminder to the surveyor, logged where every party can see it.
Inspection dateDay 0
Awaiting updateDay 1
Reminder sentDay 2 · email + in-platform
Logged in chatVisible to all parties
Inspection date not confirmed
If the surveyor hasn't updated the inspection date in the platform, an automated reminder is sent by email and logged in the chat.
Report not signed in time
If the report isn't signed within a few business days of the inspection date, the same reminder fires, again visible to the lender and Geowox in the chat.
Delivery & data
The report lands everywhere it needs to, at once
Delivery isn't a separate step someone triggers manually. It happens automatically the moment the report is signed.
The signed PDF report is delivered to both the booking party and the lender at the same time.
The underlying hard data, figures, dates and reference details, is pushed into the lender's system via API.
The full chat history and reminder log stay attached to the order for later reference.
Delivered to booking party
PDF report · C. Doyle
Delivered to lender
PDF report · Nua Money
API push: Loan #IE-90417
Report ID, valuation figure & dates synced to lender system
What certainty on the process wins you
Less chasing, fewer surprises, faster closings
The knock-on effects show up in how the file moves, not just in how it feels to manage.
Status-check emails
With a live tracker and a shared chat, nobody needs to ask "any update?". The answer is already visible.
Fewer stalled files
Automated reminders catch a late inspection date or an unsigned report before it becomes a delay.
Broker & borrower trust
A transparent process, visible from the moment of booking, matches the digital experience they expect elsewhere.
Clean handoff to the lender
Hard data lands in the lender's own system via API, nothing to re-key once the report is signed.
Getting started
Up and running in three steps
No change to how borrowers or brokers experience the process today, just visibility and follow-up that used to be manual.
Connect your booking method
Order from your LOS, or start with personalised booking links. Either way, vital data is prefilled from day one.
Activate tracking & chat
Every order gets a confirmation email, a live tracking link and a shared chat thread with Geowox and the surveyor, no setup required.
Go live
Reminders, tracking and report delivery run automatically from the first booking, with your API sync in place from the start.
Questions
Frequently asked, about process management
The practical details, answered before you switch on a demo.
The property address, core home characteristics, and the lender and borrower details are prefilled into the booking module, so whoever is booking only needs to confirm the remaining details.
The booking party receives an email confirmation as soon as the booking is complete, with a live tracking link they can open at any time to see progress, no login or app required.
Geowox, the lender and the surveyor. The surveyor posts progress updates, and all parties can view the full thread at any time.
A reminder goes to the surveyor by email and in-platform if the inspection date hasn't been updated in the platform, or if the report hasn't been signed within a set number of business days from the inspection date. Every reminder is also logged in the chat thread.
The signed PDF report is delivered automatically to both the booking party and the lender at the same time the underlying data is synced to the lender's system.
Alongside the PDF, the hard data behind the report, figures, dates and reference details, is pushed into your system via API, so nothing needs to be re-entered manually.
Ready to say yes to the whole process?
See how Geowox turns booking, tracking, chat updates, reminders and delivery into one accountable workflow, with visibility for lenders and brokers at every step.