Our Tools

We have developed and refined our tools for many years, using them ourselves to manage large portfolios for institutions. We are now making them available to you. From at-a-glance dashboards to document management, compliance warnings and triggers, they’re all here waiting to make your life easier.

At a glance dashboard

Category
Site Compliance Documents Site Insurance Documents Unit Compliance Documents
Site ref Site name Commercial
Units
Residential
Units
Required Uploaded % complete Required Uploaded % complete Required Uploaded % complete
0001 Site number one 23 2 10 10 100% Manage 10 10 100% Manage 400 210 54% Manage
0002 Site number two 12 12 14 14 100% Manage 14 14 100% Manage 14 14 100% Manage
0003 Site number three 23 2 10 10 100% Manage 10 10 100% Manage 400 210 54% Manage
0004 Site number four 12 12 14 14 100% Manage 14 14 100% Manage 14 14 100% Manage
0005 Site number five 23 2 10 10 100% Manage 10 10 100% Manage 400 210 54% Manage
0006 Site number six 12 12 14 14 100% Manage 14 14 100% Manage 14 14 100% Manage
20 documents outstanding 20 documents outstanding 20 documents outstanding

Our dashboards summarise and centralise all of a landlords compliance obligations. It is easy to dig quickly into detail and know where to focus attention. No nasty surprises and simple tools to efficiently resolve any compliance concerns.

Tenant document tracker

Document Present? Status Document Expires Due(days)
Building Regs Compliance No 31/05/2026 -85
Damp Proofing Yes Pending approval, 2 days ago 31/05/2026
Deed of Assignment Yes Pending approval, 2 days ago 31/05/2026
Deed of Easement Yes Complete 31/05/2026
Deed of Variation No 31/05/2026 -85
EICR Yes Complete 31/05/2026
EPC Yes Complete 31/05/2026
FENSA Yes Complete 31/05/2026
Year End (Charge) Yes Complete 31/05/2026
Fire Inspection Yes Complete 31/05/2026
Gas Safe Yes Complete 31/05/2026
HMO Licence Yes Complete 31/05/2026
Heat Supply Yes Complete 31/05/2026

Our portal is the place where tenants can track and manage their obligations and avoid simple errors. Tenants can view required documents, uploaded docs and expiry dates. Tenants have everything they need to stay fully compliant.

Financial oversight

Demands Arrears Bank C/Book “S” C/Book “F” Budget Budget Spent
£281.00 £0.00 £0.00 £0.00 £0.00 £78,111.76 £340.00
£2381.00 £123.00 £0.00 £12,133.00 £0.00 £178,111.76 £32,040.00
£2181.00 £192.00 £0.00 £11,881.00 £0.00 £210,111.01 £12,340.00
£1081.00 £881.00 £0.00 £1118.00 £0.00 £18,111.76 £2000.00
£291.00 £0.00 £0.00 £11,919.00 £0.00 £98,111.76 £10.000.00
£2111.00 £0.00 £0.00 £11,919.00 £0.00 £66,111.01 £340.00
£229.00 £0.00 £0.00 £0.00 £0.00 £22,111.76 £340.00
£2881.00 £0.00 £0.00 £0.00 £0.00 £18,111.76 £340.00
£681.00 £0.00 £0.00 £0.00 £0.00 £98,111.76 £340.00

With our fully managed package, it’s not just compliance. We can also help you track and manage your finances, live and site-wide.