Taking early access applications

MOZAIC Core for

Relocation Specialists

Guide clients through every stage of an international move — with one system that keeps the whole journey visible.

The Problem

A twelve-month journey, tracked in a spreadsheet.

Relocation is multi-month, multi-step, and involves multiple third parties. Clients are often in a different country, anxious, and overwhelmed. Consultants track progress in spreadsheets. Referral credits are missed.

Complex journeys tracked in spreadsheets

Visa applications, school searches, property viewings, NIE appointments, bank accounts — each step is in a different channel. Nothing is connected.

Clients feel lost mid-journey

Without a visible tracker, clients call and email constantly for updates. Consultants waste time on status calls instead of delivering the service.

Education resources are scattered

Every consultant maintains their own guides in Google Docs. Content is not branded, not gated, and not measured. Expertise is not captured as an asset.

How it works

A workflow built for
relocation specialists.

Enquiry captured from microsite or referral

Prospective clients submit their relocation brief via the consultant's microsite. Budget, destination, timeline, and family profile collected upfront.

Journey tracker launched

The client becomes an active record with a visual journey tracker — milestones set for their specific relocation type. They can see exactly where they are.

Documents collected securely

The consultant requests specific documents at each stage. Client uploads directly to their portal. No email attachments. Full audit trail.

Education resources unlocked

At each milestone, relevant knowledge base content unlocks for the client — NIE guide when legal starts, school search guide when property stage completes.

Platform modules

Everything you need,
connected.

Professional Microsite

Branded public page for your consultancy. Service catalogue, team bios, enquiry form.

Client Journey Tracker

Visual milestone system specific to each client's relocation — visible to both consultant and client.

Client Portal

Private link per client. Journey, documents, messages, and resources in one place.

Document Workflow

Stage-gated document requests. Client uploads securely. Nothing lost in email.

Knowledge Base

Publish location guides, visa processes, school directories, banking guides. Gated or free.

Community

Expat community space for clients — ask questions, share experiences, build trust with your brand.

Referral Attribution

Track which estate agents, employers, or partner agencies refer clients to your consultancy.

Newsletter

Stay in contact with past and prospective clients. Location updates, events, market news.

GDPR-aware by design

EU data residency

Full audit trail

Also on MOZAIC Core

MOZAIC Core · Early access · Invite only

Be among the first relocation specialists on MOZAIC Core.

We are selecting early access partners in this vertical. Tell us about your firm and we will be in touch within 48 hours.

No contract required
Personal onboarding within 48 hours
GDPR-compliant — EU data residency

We review every request personally. No automated access. No spam.