Onboarding Guide

Welcome to Figtree

The revenue management platform built for BTR, shaped by industry.

Figtree helps you optimise pricing and maximise revenue by combining deep performance insights with advanced data science, while giving you full transparency, control, and governance over your pricing strategy.

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What We’re Aiming to Achieve

This pilot is designed to validate that Figtree can maximise revenue and increase control over pricing decisions, while fitting seamlessly into your existing leasing workflow

Core outcomes

Maximise revenue

By optimising asking rents in line with property-specific demand

Improve leasing velocity

By keeping pricing competitive and responsive as availability changes

Support occupancy targets

Through structured, proactive pricing decisions rather than reactive discounting

Reduce manual effort

Spent reviewing rents, spreadsheets and competitor checks

Increase control

Through transparent rules, guardrails and approval workflows

Build confidence in decision-making

Through explainable recommendations and performance tracking

Validate rental levels

Against local market benchmarks, protecting income while supporting compliant rent setting.

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What’s Included in the Pilot

What we will deliver

  • A clear delivery plan and step-by-step onboarding journey

  • Setup of your pricing strategy, rules and approval workflows

  • Pricing output review sessions before Go-live

  • Hands-on user training and adoption support

  • Bi-monthly check-in sessions

  • Performance reporting against success metrics

What you will get access to

  • Unit-level pricing recommendations powered by advanced data science

  • Portfolio and scheme performance dashboards

  • Availability and leasing pipeline visibility

  • Pricing governance tools (audit trail, approvals, overrides)

  • Market benchmark insights to support pricing confidence

  • AI-assisted insights and decision intelligence

The Onboarding Journey

Our onboarding follows six structured stages — guiding you from delivery planning through to launch and ongoing performance reviews.

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    Stage 1

    Pilot Delivery Plan

    Confirm operational delivery plan, pricing framework, governance and data approach.

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    Stage 2

    Platform Setup & Data Integration

    Complete platform setup, user configuration, data integration and validation.

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    Stage 3

    Pricing Output Validation

    Review outputs, address edge cases, and refine the model before activation.

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    Stage 4

    Platform Training & Enablement

    Train users on platform workflows, pricing controls and governance to ensure confident day-to-day operation.

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    Stage 5

    Pilot Launch

    Activate live pricing workflows and governance controls, supported by A/B testing to measure performance and confirm impact.

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    Stage 6

    Pilot Review & Scale Decision

    Structured bi-monthly performance reviews against agreed success metrics to support for continuation and full roll-out decisions.

Stage 1 Pilot Delivery Plan

    • Onboarding kick-off session (60–90 minutes)

    • Confirmation of operational scope and baseline performance

    • Review and agreement of pricing strategy and configuration options

    • Confirmation of governance structure, approval workflows and key contacts

    • Agreement on data integration method and required data inputs

    • Confirmation of onboarding timeline and pilot launch target dates

    • Property and portfolio details

    • Unit mix and baseline performance data

    • Minimum rent guardrails

    • User access and permission levels

    • Confirmation of the preferred data transfer method

    • Completed Pilot Delivery Plan document

    • Completed onboarding Excel workbook

    • Confirmed data integration method

    • Agreed onboarding timeline and pilot launch target date

Purpose

Confirm the operational delivery plan, pricing framework, governance structure and data integration approach before platform configuration begins.

Outcome

A completed and agreed Pilot Delivery Plan and onboarding information pack, ensuring Figtree has the information required to configure the platform and begin onboarding.

Stage 2 Platform Setup & Data Integration

    • Review your source system data structure and receive sample datasets

    • Map and format your data fields to Figtree’s internal data schema

    • Test ingestion of sample data to validate unit structures, rents and availability

    • Establish the agreed live data integration method (API, SFTP or alternative)

    • Validate that rent, availability and leasing activity data are flowing accurately

    • Apply the agreed pricing framework and platform settings

    • Create stakeholder user accounts and configure access permissions

    • Access to your source system data covering leasing activity, rent pricing and unit availability

    • Availability of key stakeholders to answer any data or operational queries

    • Access credentials or IT support required to enable the agreed data integration method

    • Confirmation once data files or integrations are available for testing

    • Properties fully configured within the Figtree platform

    • Live and validated data integration

    • Configured pricing strategy and guardrails

    • Approval workflows established

    • Stakeholder accounts created and active

Purpose

Configure your properties within Figtree, establish reliable data integration, and prepare the platform for pricing validation in a non-live environment.

Outcome

Your properties are fully configured within the platform, data is flowing accurately, and pricing rules and guardrails are set ready for validation and testing.

Stage 3 Pricing Output Validation

    • Review pricing outputs together against current rents and market expectations

    • Assess overall model behaviour to confirm recommendations are commercially sound

    • Review and resolve any cases where pricing recommendations differ from expectations

    • Test minimum rent guardrails to confirm all pricing recommendations adhere to defined limits

    • Revisit the agreed pricing strategy to confirm recommendations align with current property conditions such as occupancy levels

    • Test unit-level price change workflows to ensure approvals operate correctly and changes are only applied once approved

    • See which factors in your data have the greatest influence on pricing recommendations using Shapley value analysis. 

    • Availability of key team members to participate in validation sessions

    • Feedback on recommended prices and any cases where outputs differ from expectations

    • Confirmation of acceptable pricing behaviour and guardrail settings

    • Validated pricing behaviour across your portfolio

    • Confirmed guardrails and approval logic

    • Refined pricing configuration where required

    • Clear understanding of pricing drivers and model behaviour

    • Documented readiness for pilot launch

Purpose

Validate that Figtree’s pricing recommendations behave as expected and align with your agreed pricing strategy before activating live pricing workflows.

Outcome

You understand how the pricing engine behaves, are confident in the recommendations being produced, and confirm readiness to proceed to pilot launch.

Stage 4 Platform Training & Enablement

    • Guided walkthrough of the Figtree platform and its core features

    • Explanation of how pricing recommendations are generated and where they appear within the platform

    • Overview of Market Insights, including the data sources behind it and how unit-level comparisons are calculated

    • Training on pricing approval workflows and user permissions

    • Demonstration of how guardrails protect your pricing strategy and ensure governance

    • Introduction to available support resources, including process videos, FAQs, the Figtree AI assistant, and support tickets

    • Guidance on how to use the AI assistant to analyse performance and understand pricing recommendations

    • Opportunity for your team to ask questions and explore the platform in practice

    • Availability of all relevant team members to attend the training session

    • Active participation in the walkthrough and platform exercises

    • Questions or feedback on platform functionality and workflows

    • Your team is trained and confident using the Figtree platform

    • Clear understanding of pricing recommendations and approval workflows

    • Familiarity with key platform features and data insights

    • Readiness to proceed to pilot launch

Purpose

Ensure your team understands how the Figtree platform operates and how pricing recommendations are generated, enabling confident use of the system ahead of pilot launch.

Outcome

Your team is comfortable navigating the platform, understands how pricing recommendations are produced, and is confident using the tools and workflows that support pricing review and approval.

Stage 5 Pilot Launch

    • Figtree access is enabled for your operational teams

    • Teams begin logging into the platform as part of their normal leasing workflow

    • Pricing recommendations are used when discussing available units with prospects

    • Market insights and competitor rent comparisons support pricing reviews

    • Pricing approval workflows are used where price strategy changes are adjusted

    • The Performance Dashboard is used to monitor leasing activity, occupancy, and pricing performance

    • The Figtree AI assistant is used to analyse performance and understand pricing recommendations

    • Support resources such as process guides, FAQs, and support tickets remain available to assist your team

    • Teams actively using Figtree within the leasing and pricing workflow

    • Feedback on pricing recommendations and platform usability

    • Notification of any issues or questions encountered during early use

    • Figtree integrated into day-to-day leasing and pricing workflows

    • Pricing recommendations being reviewed and applied through the platform

    • Pricing governance and approval workflows operating as configured

    • Early operational feedback captured to support continuous improvement

Purpose

Begin using Figtree within your live leasing process, enabling your team to access pricing recommendations, market insights, and performance tools as part of day-to-day operations.

Outcome

Your team is actively using Figtree to manage pricing during the leasing process — reviewing and applying pricing recommendations, and making any required adjustments through the platform’s approval workflows and governance controls.

Stage 6 Pilot Monitoring & Review

    • Bi-monthly review meetings take place throughout the pilot to track progress and discuss insights

    • Platform usage, data quality and operational adoption are reviewed

    • Performance is assessed against the agreed success metrics

    • Operational feedback is gathered from your team using the platform

    • Opportunities to refine pricing strategies or operational processes are identified

    • Any operational issues or data considerations are addressed collaboratively

    • At the end of the pilot period, a formal review session is held to assess outcomes

    • Potential next steps are discussed, including scaling Figtree to the wider portfolio

    • Participation from key operational and stakeholder contacts in review meetings

    • Feedback on platform usage, pricing recommendations and operational impact

    • Internal alignment on potential next steps for scaling the platform

    • Clear assessment of pilot performance against success metrics

    • Shared understanding of operational value and pricing outcomes

    • Agreed next steps for ongoing subscription and potential scaling

    • Figtree will provide a completed Pilot Tracker documenting onboarding timelines, bi-monthly performance reviews, and the end-of-pilot evaluation

Purpose

Review pilot performance, assess outcomes against the agreed success metrics, and discuss the potential to scale Figtree across the wider portfolio.

Outcome

Both teams have a clear understanding of pilot performance, operational impact and platform value, and agree the approach for continuing the Figtree subscription and scaling usage where appropriate.

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What happens after the Pilot

Once the pilot period concludes and the outcomes have been reviewed during the Pilot Monitoring & Review stage, Figtree transitions from pilot evaluation into standard platform operation.

At this point, the experimental elements used during the pilot — such as controlled A/B testing and statistical performance analysis — conclude, and the platform continues supporting your teams as part of their normal pricing and leasing workflow.

  • Where the outcome of the pilot review includes a decision to continue using Figtree, your subscription will automatically continue on an ongoing basis in accordance with the SaaS agreement.

    We believe Figtree will deliver significant ongoing value to your portfolio, however, for peace of mind, the agreement allows you to terminate the subscription for convenience at any time with three months’ written notice.

  • With the pilot phase complete, Figtree becomes integrated into your team’s day-to-day leasing and pricing workflow.

    Operational teams will use the platform to review and apply pricing recommendations, manage price changes through approval workflows, monitor leasing performance, compare rents with local market data, and analyse pricing behaviour and performance trends using Figtree’s AI assistant.

  • Where the outcome of the pilot review includes a decision to extend Figtree to additional properties, we will work with your team to create a rollout plan for onboarding those schemes.

    Where the platform is not expanded immediately, additional properties can still be onboarded at any time using a streamlined onboarding process that typically requires less setup than the initial pilot.

  • With the pilot evaluation complete, this experimental testing phase concludes. Ongoing pricing performance is instead monitored through the platform dashboards, reporting tools and performance insights available within Figtree.

    These tools enable your team to continuously track pricing behaviour, leasing performance, and market positioning as part of normal operations.

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How Pilot Performance is Assessed

During the pilot period, performance will be assessed and documented  in the Pilot Tracker using Figtree’s standard success metrics. These metrics allow both teams to evaluate pricing performance objectively and compare outcomes across properties and portfolios.

The metrics focus on revenue performance, occupancy outcomes, pricing accuracy, market alignment and operational adoption. Together they provide a clear view of how the pricing engine performs in practice and how effectively the platform supports day-to-day pricing management.

  • Performance is assessed by comparing achieved rent against manual pricing approaches, alongside revenue per available unit and revenue per available month.

    To ensure a fair comparison, controlled A/B testing using stratified sampling is used to compare algorithm-driven pricing with manual pricing across similar unit types and conditions. Statistical analysis is then used to assess confidence that algorithm performance exceeds manual pricing.

    What good looks like: Improved revenue performance while maintaining or improving occupancy.

  • Occupancy performance is assessed by monitoring overall occupancy rate and average void duration across the pilot properties.

    This ensures that pricing recommendations support revenue optimisation without negatively impacting occupancy performance.

    What good looks like: Stable or improved occupancy with reduced void exposure.

  • The performance of the pricing engine is measured through forecast accuracy and operational pricing outcomes.

    Forecast accuracy is measured using Mean Absolute Error, which represents the average £ difference between the recommended price and the final let price, and Mean Absolute Percentage Error, which represents the average percentage difference between the recommended price and the final let price.

    Additional indicators include the average number of price drops per let, the average time from listing to let, and price explainability, which shows how unit attributes influence each recommended price.

    What good looks like: Forecasts aligned with demand, minimal or no price drops required, and pricing recommendations that can be clearly explained and justified

  • Operational adoption is assessed by reviewing platform usage activity and the percentage of recommended prices that are manually overridden.

    This helps ensure the platform is being used consistently within operational workflows and that pricing governance processes are being followed.

    What good looks like: Consistent use of structured pricing workflows and approval processes, with confidence in the pricing strategy being applied.

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Roles & Responsibilities

Clear roles and responsibilities help ensure a smooth onboarding experience, effective collaboration, and well-governed pricing decisions throughout both the pilot period and ongoing platform use.

Specific pilot leads and the detailed RACI model are documented in the Pilot Delivery Plan, which defines ownership and accountability for key activities during onboarding, pilot delivery and ongoing operation.

The outline below summarises how responsibilities are typically shared between Figtree and your team.

  • Figtree is responsible for delivering and maintaining the platform and supporting your team throughout onboarding and the pilot period. This includes: 

    • Providing and configuring the Figtree platform

    • Supporting data integration and validation

    • Facilitating onboarding, alignment and configuration workshops

    • Delivering platform training and enablement sessions

    • Providing structured review sessions during the pilot period

    • Supporting users with platform guidance and operational queries

    • Maintaining platform reliability, security, and ongoing product enhancements

  • Your team remains responsible for system-of-record data accuracy, pricing governance and operational decision-making. This includes: 

    • Providing accurate and complete property, leasing and operational data

    • Confirming pricing objectives, strategy settings and execution mode

    • Defining internal governance and approval workflows

    • Nominating key stakeholders to participate in workshops, training and review sessions

    • Reviewing pricing recommendations and approving any pricing changes

    • Monitoring portfolio performance and ensuring operational adoption of the platform

  • Several aspects of the pilot and ongoing platform use are delivered through collaboration between Figtree and your team.

    • Align Aligning on pilot objectives and success metrics

    • Reviewing platform outputs and validating configuration

    • Communicating any changes to portfolio structure, leasing strategy or operational processes

    • Ensuring pricing decisions remain compliant with internal policies and regulatory requirements

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Support Model

Figtree provides a range of support channels to help your team confidently use the platform as part of their day-to-day pricing and leasing workflow.

Our support model combines self-service resources, in-platform assistance, and direct support from the Figtree team, ensuring users can quickly access guidance and resolve questions when needed.

Figtree’s AI Assistant

  • Figtree includes an integrated AI assistant designed to help users understand pricing recommendations and analyse performance directly within the platform.

    Your team can use Figtree’s AI assistant to explore the factors influencing pricing recommendations, analyse leasing and pricing performance, and navigate platform features. This enables users to quickly access insights without needing to perform manual analysis.

Help Guides & Process Resources

  • Figtree provides help guides, FAQs and short process videos to support users in getting the most from the platform.

    These resources explain key workflows, demonstrate platform features, and provide practical guidance for both new and experienced users.

Support Tickets

  • Where additional assistance is required, users can raise support tickets directly with the Figtree team.

    Tickets can be used for platform questions, technical issues, data queries or feature feedback. Further guidance on service levels and response times can be found in the Figtree Subscription Agreement.

Platform Reliability & Improvements

  • As part of your subscription, Figtree continuously maintains and improves the platform.

    This includes monitoring system performance, maintaining platform reliability and security, and delivering ongoing product enhancements as the platform evolves.

Key Contacts

George Ahye
Co-Founder & CEO

George@figtreetechnology.co.uk

Leads customer onboarding, pilot delivery and ongoing customer success, acting as the primary point of contact for platform adoption, pricing workflows and performance reviews.

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Ed Thomas
Co-Founder

Ed@figtreetechnology.co.uk

Supports onboarding delivery, configuration and optimisation sessions, helping ensure the platform is aligned with operational workflows and pricing strategy.

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Shezan Nabiel
Co-Founder & CTO

Shez@figtreetechnology.co.uk

Leads technical delivery, including data integration, platform configuration, and ongoing technical oversight throughout onboarding, the pilot period and ongoing platform operation.

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Speaking our language Here’s a quick guide to the language used throughout Figtree.

AI Assistant

Figtree’s integrated assistant that helps users understand pricing recommendations, analyse portfolio performance and explore platform insights through natural language questions.

Comparable Listings

Rental listings from similar properties in the local market used to provide context for pricing decisions.

Data Integration

The process of securely transferring operational data from your property management system (PMS) into the Figtree platform.

Execution Mode

The operational approach used when applying pricing recommendations. This determines how recommendations are reviewed, approved and implemented within your leasing workflow.

Guardrails

Rules configured within the platform that limit how pricing recommendations can change. Guardrails help ensure pricing remains aligned with your pricing strategy and governance requirements.

Performance Dashboard

The main platform dashboard used to monitor leasing performance, occupancy trends and pricing outcomes across a property or portfolio.

Market Insights

Figtree’s market intelligence view, which analyses comparable local listings and rental trends to help users understand how their pricing compares with the wider market.

Price Recommendation

The rent suggested by Figtree for a specific unit based on operational data, pricing strategy and market conditions.

AI Assistant

Figtree’s integrated assistant that helps users understand pricing recommendations, analyse portfolio performance and explore platform insights through natural language questions.

Pricing Governance

The internal controls and approval processes used to ensure pricing decisions are reviewed and authorised in line with company policy.

Pricing Strategy

The pricing approach configured within Figtree that guides how recommendations are generated. This reflects the customer’s leasing objectives and operational priorities.

System of Record

The primary operational system used by the customer to manage leasing data, typically the property management system (PMS). Figtree reads data from this system but does not replace it.

Approval Workflow

A configurable process that ensures pricing changes are reviewed and approved by authorised users before they are applied.

Unit Attributes

Characteristics of an individual unit that may influence pricing, such as floor level, aspect, balcony or layout.