Dashboard
Compliance overview
Expiring soon — next 60 days
| Property | Certificate | Expires | Status |
|---|
Property rents
Financial year rent schedule
Landlords
Portfolio management and fee structures
| Landlord | Props | Collected (BT & Cash) | +SL excl. | Mgmt fee | Repairs | B/f | Net due |
|---|
Compliance
Gas, Electric and EPC certificates
Tenancies
Active and historical tenancy records
| Property | Tenant | Start | End | Rent | Deposit | Scheme | Status | Agreement |
|---|
Documents
All property documents and certificates
Maintenance log
Track maintenance issues across all properties
| Property | Issue | Category | Reported | Due date | Contractor | Cost | Status | Priority |
|---|
Mortgages
Track mortgage details, payments and remortgage dates
| Property | Lender | Type | Rate | Original loan | Current balance | Est. valuation | LTV | Fixed end date | Mortgage end | Status |
|---|
Utilities
Track gas and electric accounts and payments per property
| Property | Type | Supplier | Account Ref | Monthly Est. | Responsible | Status | Bills |
|---|
Reports
Download reports as PDF or Excel
Rent schedule
Full rent schedule for selected financial year grouped by landlord
Landlord statement
Rent collected, management fees and amount due per landlord
Arrears report
All properties with outstanding balances
Cash payments
All cash payments — filtered by date range if set
Bank Transfer payments
All bank transfer payments — filtered by date range if set
SL payments
All SL payments — filtered by date range if set
Compliance report
All certificates — status, expiry dates, missing documents
Tenancy schedule
All tenancies — start/end dates, deposits, renewals
Landlord payments — monthly
Every payment made to landlords, month by month and for the full year. Four sheets: totals by landlord, totals by property, every individual payment, annual summary.
Landlord payments report
Payments made to all landlords vs amounts owed — reconcile against statements
Agreed rent reconciliation
Income received vs rent agreed paid to landlords — your margin per property
Maintenance report
All maintenance issues — filtered by date range if set
Utilities report
All utility accounts — gas and electric across all properties
Mortgage portfolio
All mortgages — balances, rates, LTV and remortgage dates
Remortgage schedule
Properties with fixed rates ending — sorted by date
Full system backup
Complete point-in-time snapshot of every record. Keep this safe — it is what you restore from if the system ever needs repopulating.
Restore from backup
Load a previous backup file back into the system. Shows you what it contains before anything is written.
Audit log
Full audit trail — filtered by date range if set