Dashboard
Compliance overview
Recent activity
Expiring soon — next 60 days
| Property | Certificate | Expires | Status |
|---|
Properties
Rent schedule — financial year view
Landlords
Portfolio management and fee structures
| Landlord | Properties | Fee structure | This month collected | Management fee | Due to landlord |
|---|
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 | 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
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
Audit log
Full audit trail — filtered by date range if set