Residential Surveying
The survey takes a morning. The report shouldn't take the night.
Cut around three hours of write-up from every survey: dictate on site and the draft is waiting when you get back. Issue reports the same day, keep every job consistent with RICS Level 1, 2 and 3 templates or fully custom templates of your own, and protect your PII standing with an immutable seven-year audit trail.
The same sequence, from arriving on site to the issued report - and what each step takes off your desk.
Open the RICS Level 1, 2 or 3 template on your phone or tablet and work room by room. The structure is already laid out; photos land on the item you are standing at, time and GPS stamped; condition ratings are sliders; observations are dictated, not typed.
By the time you are back, dictation has come back as text against the item it describes. On the web platform you verify the photos, extend notes with your firm's pre-approved phrasing, and correct anything that needs it - without revisiting the property.
The report renders as a branded PDF - your logo, cover, colours and layouts - with digital signatures built in, sent from the platform. Surveyors typically save around three hours per survey, and one practice reports client turnaround down from five working days to 24-48 hours.
Reports freeze on generation: a re-render is byte-identical, with named sign-off, timestamps and the original photos preserved for seven years. Flagged defects roll up into the portfolio dashboard, so repeat instructions are tracked across years rather than folders.
Growth is a scheduling problem before it is anything else. Work is booked with a time, a duration and an assigned surveyor against their published availability, invites are accepted or declined on the spot, and every job carries a visible status from booked to delivered. The diary, the evidence and the dashboards stay centralised however many surveyors you add.
Templates & workflows
RICS Home Survey structures aligned to the standard, formats that support RPSA members in meeting the RPSA Survey Inspection & Reporting Standards, plus the specialist work that fills the rest of the diary. Open a template and start - the structure, ratings and wording are already there.
Every template is fully customisable - structure, wording, branding - and your reports carry your identity, not ours.
Phone & tablet · iOS & AndroidNative iOS and Android capture on phone or tablet: photos with GPS and timestamps - as many as the job needs - voice dictation, floor-plan pins, costs and condition ratings. Sync templates before you set out, then capture all day with no signal.
Everything behind the field work: bookings and the team's diary, dictation returned as text, review and edit of everything captured, photo markup in the browser, and branded reports issued from the platform - frozen on generation, with originals kept for seven years.
Every flagged issue from every inspection in one grid: severity grades A–D, remediation costs, configurable statuses with a full activity history, charts by any dimension, Excel export with the audit trail, and a branded PDF portfolio report - each row deep-linked to its photo evidence.
For the scheduled side of the workload: every property on one screen - which inspection is next due, who is assigned, how many days overdue, and which statutory checks are still in date. Assign from the dashboard and a real booking goes into the team's bookings calendar.
Imfuna sits in the middle of the tools you already run - bookings in, evidence captured, findings pushed on to the systems that act on them.
Surveyor CRM & job management
Book the appointment in Survey Booker and the job arrives in Imfuna pre-filled - you choose which job types flow. Post the completed report back, and Survey Booker delivers it to your client.
Output all inspection data to MS Excel for use in other software - so even tools we don’t talk to natively can work from Imfuna data.
I was initially a little reluctant to get started on this new way of working due to a habit and fear of new technology. However, once I started to use the system, I can only say that it has transformed my week… I no longer have to work nights and weekends, and all reports are completed for the client within 24-48 hours, rather than the usual 5 working days. I would thoroughly recommend the system to other Surveyors.
Independent surveyors, national agencies and institutional landlords run their inspections on Imfuna.
A live demo takes 30 minutes: we look at how you work today and show how it runs in Imfuna.
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