Connected surveying workflows

Private instructions and reports, connected through Survey Hub

Survey Booker integrates with Cotality Survey Hub to connect private surveying instructions with the reporting workflow.

Job information can move from Survey Booker into Survey Hub, while important progress updates and the completed report can return to the relevant Survey Booker job.

The integration reduces repeated data entry and helps keep booking, inspection and reporting activity connected across both platforms.

Explore Cotality surveying products

What is Cotality?

Property data, technology and surveying workflows

Cotality provides data, technology and workflow products across the property ecosystem, including a dedicated range for property surveyors.

Its surveying products include Survey Hub and tools supporting mortgage valuations, private valuations, Home Survey Level 2 reports, new-build valuations and Scottish Home Reports.

Digital surveying and valuation workflows

Property information and reporting tools

Connected records and report management

Survey Booker + Cotality Survey Hub

How the connected reporting workflow works

Private instructions can move between the platforms while key updates remain connected to the original job.

Job created

The customer, property and private instruction are held within Survey Booker.

Instruction sent

The relevant job information is passed into Cotality Survey Hub.

Updates synchronised

Booking dates and inspection confirmations can update across the workflow.

Report completed

The surveyor completes the relevant reporting process through Cotality.

Report returned

The final report is retrieved into the associated Survey Booker job.

This creates a clearer route from initial instruction to completed report, reducing the need to re-key job information or manually move documents between systems.

For surveying practices

What does the integration mean in practice?

A connected Survey Hub workflow helps practices coordinate private instructions, progress information and completed reports.

Less duplicate entry

Reuse job information already held in Survey Booker when passing an instruction into Survey Hub.

Synchronised updates

Keep important booking and inspection progress connected across the two platforms.

Reports against the right job

Retrieve the completed report into the associated Survey Booker instruction and job history.

A clearer reporting trail

Keep the instruction, workflow updates and resulting document connected through the job lifecycle.

Better workflow visibility

Give the practice a clearer view of progress without relying on separate manual status checks.

Explore Cotality for property surveyors

Discover Survey Hub and Cotality's wider range of surveying and valuation products.

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This page forms part of the Survey Booker Integrations Directory. Third-party products and services are provided and managed independently by the companies featured. Inclusion does not imply endorsement or affiliation unless otherwise stated. Please refer to the provider directly for current product, pricing and service information.

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