Welcome to Step 4 of the Find and Assess phase: Shortlisting Opportunities.
If you haven't run a quick assessment of your opportunities yet, head back to [Guide: Assessing Opportunities].
You've sense-checked your sites and removed the obvious red flags. Now it's time to go one step further. At this stage, your goal is to stress-test viability, enrich your understanding with deeper intelligence, and prepare your strongest sites for internal decision-making.
In this guide, we'll cover:
Enrich sites with advanced market intelligence
Run a high-level financial appraisal
Generate a Site Report
1. Enrich sites with advanced market intelligence
Once a site looks promising, you can layer in deeper intelligence from our integrated partners to compare shortlisted sites with greater confidence.
Hometrack Comparables
Access advanced comparables, valuations, and live market data. While HMLR data can take months to surface, Hometrack uses mortgage valuation data to give you a current view of the market, so you can assess where values are heading, not just where they were.
How to use it:
Open The Explorer on the left of your screen
Click Comparables
Select Hometrack
Refine your search using the available filters
View comparables on the map or download results as a CSV
Click on a comparable to open its Hometrack data in the Assessor
LandTech Tip: When comparing shortlisted sites, use Hometrack to check whether your projected GDV aligns with current market direction, not just historic sold prices.
Read more:
Utilities Report by AtkinsRéalis
Before progressing a shortlisted site, it's important to understand potential infrastructure constraints. A Utilities report provides detailed data across gas, electricity, water, sewerage, telecoms, and more, visualised on the map and compiled into a comprehensive PDF report for your site.
How to access it:
Save your site to your preferred pipeline stage
Open The Assessor on the right of your screen
Click the Management panel
Click the Reports tab
Select Utilities report
LandTech Tip: Utilities constraints can significantly affect long-term costs. Running a utilities report early can prevent expensive surprises later.
Read more:
RenKap Site Survey Marketplace
Strong technical insight starts with the right surveys, but a long survey list can be a signal in itself. RenKap pulls site data directly from LandInsight to recommend the most relevant surveys for your site, helping you gauge technical complexity early.
How to access it:
Save your site to your preferred pipeline stage
Open The Assessor on the right of your screen
Click the Management panel
Click Reports
Select Survey Marketplace
LandTech Tip: If RenKap surfaces multiple high-risk or specialist surveys, it could be a sign of additional technical complexity. That's useful context when comparing sites side by side.
Read more:
2. Run a high-level financial appraisal
Before progressing a site to decision-making, it's worth checking that the numbers stack up. The Appraisal Tool lets you build a development appraisal in minutes, calculating residual land value, forecasting GDV, modelling sensitivities, and generating lender-ready reports. It pulls site data directly from LandInsight, including planning, ownership, CIL rates, and build costs.
How to access it:
Save your site to your preferred pipeline stage
Open The Assessor on the right of your screen
Click the Management panel
Click Reports
Select Appraisal Tool
LandTech Tip: At this stage, use the Appraisal Tool as a shortlist filter. If viability doesn't work at a high level, it's usually better to know early.
Read more:
3. Explore funding options
After you use the Appraisal Tool to determine the site's value and funding requirements, you can seamlessly transition to the new Funding tab. The Brickflow integration connects your site assessment workflow with LandFund to surface different indicative loan options to you and facilitates getting the loan.
How to access it:
Save your site to your preferred pipeline stage
Open The Assessor on the right of your screen
Click the Management panel
Navigate to the dedicated Funding tab (or use the shortcut located on the default Summary tab)
LandTech Tip: Use the Funding tab to build funding certainty earlier in the development process. By viewing potential loan results and registering your interest for a funding conversation directly in LandInsight, you reduce context switching and ensure your shortlisted sites are financially viable.
See more in our Library:
4. Generate a Site Report
When you're narrowing down multiple promising sites, consistency matters. The Site Report compiles all key site information into a structured, downloadable document, giving everyone a clear, comparable view of each opportunity.
How to use it:
Save your site to your preferred pipeline stage
Open The Assessor on the right of your screen
Click the Management panel
Click Reports
Select Site Report
Use the checkboxes to select the data you want to include
Click Generate and Download
LandTech Tip: Generate reports for your top three to five sites and review them together. Seeing the same structured information across each site makes it much easier to identify your strongest opportunity.
Read more:
What's next?
You've stress-tested viability, added deeper intelligence, and prepared your sites for decision-making. Now it's time to keep a close eye on the opportunities that matter most.
Next step: Move on to [Guide: Monitoring Opportunities] to learn how to set up alerts and stay informed when something changes.