User journeys · Metra head office

Settings, policies and the team

The rules the platform runs on are visible and editable: default fee schedules for new operators, the criteria referencing scores against, arrears policy, the templates every message starts from — and the people, across head office and every operator, who can sign in and do the work.

The full run, recorded

Recorded in the live product at 1280 × 800 against the seeded portfolio — unedited.

01

Organisation and policy

Fee defaults, criteria for residency, arrears grace and admin fees — set once, applied everywhere, changed with an audit trail.

Step 1: Organisation and policy
02

Message templates

The enquiry welcome, the viewing reminder, the renewal offer — written once, personalised automatically, consistent from every keyboard.

Step 2: Message templates
03

The team, across companies

Head-office staff and every operator's people in one directory — invite, retitle or remove, with each person scoped to their organisation from the moment they join.

Step 3: The team, across companies
Next journey

Three sign-ins, one platform

Head office, a managing agent and a repair partner open the same system — and each sees exactly their world.