Platform documentation

Service Flow Guide

End-to-end journey for each service type — showing the user steps and the matching partner steps in parallel. Each service runs on the same 7-step framework from request to completion.

User Journey — Homeowner / Landlord / Provider
Partner Journey — Service Professional
⌂
Property Sale & Lettings
Partner: Estate Agent·Users: Homeowner, Landlord
USERPARTNER
⌄
U
User JourneyHomeowner / Landlord
1
Submit request
User selects 'Sell My Home' or 'Let My Property' from their dashboard and fills in property details, location, and timeline.
2
Property details collected
Address, property type, bedrooms, current condition, and desired outcome (sale price / rental yield) are captured.
3
Matched to agents
Maxmize matches the user to verified local estate agents based on region, specialisation, and track record.
4
Receive valuations
Agents submit their market appraisal and proposed fees. User receives notification and can review all valuations side by side.
5
Choose an agent
User selects their preferred agent. Other agents are notified they were not selected.
6
Instruct and progress
User instructs the chosen agent. Maxmize monitors progress through listing, viewings, offers, and completion.
7
Transaction complete
Sale or tenancy agreed. Maxmize credits the £50 welcome voucher and records completion.
P
Partner JourneyEstate Agent
1
Lead assigned
Agent receives a matched lead notification via dashboard and email, showing property details and user contact info.
2
Accept or decline
Agent reviews the lead and accepts within 24 hours, or declines with a reason. Declining too many leads affects match priority.
3
Submit valuation
Agent submits a formal market appraisal including estimated value, fees, marketing plan, and timeline.
4
Await selection
User reviews all valuations. Agent is notified when selected or not selected, with optional user feedback.
5
Instruct received
Agent receives instruction confirmation. Full contact details released and case marked as 'In Progress' on their dashboard.
6
Progress updates
Agent logs milestones — listing live, viewings booked, offers received, sale agreed — via their Maxmize workspace.
7
Completion logged
Agent marks transaction complete. Income share calculated and paid by Maxmize on the 1st of the following month.
1
1
User submits ↔ Partner receives
3
3
User matched ↔ Partner accepts
5
5
User instructs ↔ Partner begins
7
7
User completes ↔ Partner paid
◈
Mortgage & Finance
Partner: Finance Adviser·Users: Homeowner, Landlord
USERPARTNER
⌄
⬡
Conveyancing & Legal
Partner: Solicitor·Users: Homeowner, Landlord, Care Provider
USERPARTNER
⌄
◉
Insurance
Partner: Insurance Broker·Users: Homeowner, Landlord, Care Provider
USERPARTNER
⌄
▦
Accounting & Tax
Partner: Accountant·Users: Homeowner, Landlord, Care Provider
USERPARTNER
⌄
◐
C2 Planning & Development
Partner: Planning Consultant·Users: Landlord, Care Provider
USERPARTNER
⌄
Universal 7-step framework
1
Request submitted
2
Details collected
3
Partners matched
4
Quotes received
5
Partner instructed
6
Service in progress
7
Completion logged