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Green Deal Factory’s Tracker Mobile Integration

Green Deal Factory have integrated Stroma Software’s Tracker Mobile software into their business infrastructure to enable streamlined Green Deal Plan creation. Tracker Mobile automated responses reduce Green Deal Finance Company delays, ensuring Green Deal Assessor Organisations can access their GDPs within 24 hours.

Company: Stroma Software

Client: Green Deal Factory

Project: Green Deal finance application

Case Study Specifics

  • Stroma Software developed the first mobile application to produce a Green Deal Plan and submit a finance application directly to The Green Deal Finance Company (TGDFC).
  • This was made possible through the use of Stroma software’s Tracker Mobile software which underwent additional development to ensure integration when processing Green Deal financial data. It was achieved through close liaison between Stroma and TGDFC.
  • Tracker Mobile was developed to allow this functionality on an iPad for use in the field.
  • Green Deal Factory is an approved Green Deal Provider, working across domestic and non-domestic markets


The Standard Assessment Procedure (SAP) is the Government’s methodology for assessing and comparing the environmental performance of dwellings. Its purpose is to provide accurate and reliable assessments of energy performances required to underpin energy and environmental policy initiatives.

Reduced Data SAP (RdSAP) was introduced as a lower cost method of assessing the energy performance of existing dwellings. It has been used to support the delivery initiatives, such as the Green Deal and the Energy Companies Obligation (ECO).

Tracker Mobile is Stroma software’s software suite which is based on RdSAP, and covers Energy Performance Certificate (EPC) and Occupancy Assessment (OA) calculation and lodgement; digital data capture via mobile forms; and the creation of Green Deal Plans and Green Deal finance applications. Green Deal Factory is a regular user of this software for the purpose of Green Deal Plan creation.

Green Deal Factory’s Tracker Mobile Integration

The Project

Green Deal Factory wanted the ability to assist Stroma Certification certified Green Deal Assessor Organisations (GDAOs) by taking EPC and OA data from agreed parties and producing the Green Deal Plan using Stroma’s Tracker Mobile software (specifically the Green Deal Plan and Green Deal Finance Modules).

Green Deal Factory and Stroma collaborated on the process of integrating the Tracker Mobile software to be used within Green Deal Factory’s existing software infrastructure. Green Deal Factory played an integral role in the testing phase by providing Stroma software with valuable feedback from an active user.

Green Deal Factory Case Study


Green Deal Factory is now able to offer an end to end solution for Green Deal Plan creation to Stroma Certification members. This reduces the delay in receiving the plan for GDAOs who used to rely on the service on the GDFC website. They have delivered an automated process, which complies with FCA regulations and allows customers access to a Green Deal Plan within 24 hours.