Property & Ownership
- Property registration
- Owner profiles (Individual or Company with ownership percentage)
- Detailed property information
- Property valuation log
- Property visit/inspection log
Tenancy Management
- Tenancy registration
- Tenancy documents storage
- Inventory images
- Before-and-after tenant move-in/move-out images
- Keep existing tenant records
- Tenancy renewal reminders
- Tenancy move-out dates and upcoming new tenant records
Compliance & Legal
- Compliance checklists
- Gas Safety Certificates with expiry reminders
- EPC Certificates with expiry reminders
- Electrical Safety Certificates with expiry reminders
- Selective Licence records with reminders
- Right to Rent documentation
Financial Management
- Rent records
- Rent records CSV export
- Expense tracking
- Expense document storage
- Repeating/recurring expenses
- Income & expense reports for tax returns
Mortgage Management
- Mortgage records
- Mortgage renewal reminders
- Mortgage monthly payment tracking
- Store mortgage documents
- Mortgage company registration
- Keep closed mortgage records
Documents & Storage
- Centralised document storage
- Automated reminders and alerts
- Centralised document storage
- One-click multi-document upload
- Automated reminders and alerts
Professional Contacts
- Solicitor records
- Accountant records
- Mortgage advisor records
- Tradespeople register
Multi-User & Support
- Multi-user access with configurable permissions
- Online training for users
- Email support (response within 1 working day)
- Phone support
Property Registration
Easily register each property with full ownership details, whether held personally or through a company, and record every important attribute from purchase data to physical features. Track the status of each property—purchased, rented, or unoccupied—to get a clear overview of your entire portfolio.
- Register properties under personal or company ownership, including ownership shares if held personally.
- Add complete property details: address, purchase date, deposit paid, EPC rating, council, bedrooms, parking, conservatory, property size, and more.
- Record relevant legal/financial attributes such as Purchase price, Deposit, Mortgage etc.
- Mark each property as purchasing / rented / unoccupied for instant portfolio insights.
- See at a glance how many properties you own and how many are currently rented vs. vacant.
Mortgage Management
Easily track all mortgage details, from purchase price and deposit to interest type and remaining balance, all in one organised place. Stay ahead of payments and key dates with built-in reminders and complete visibility over your mortgage timeline.
- Record full mortgage details: purchase price, deposit %, deposit amount, initial loan amount, and current balance.
- Capture all mortgage types including repayment or interest-only, with monthly interest or payment amounts.
- Store interest information: fixed or variable, fixed term years, and interest rate details.
- Log mortgage dates: start date, end date, product fee, payment method, and any notes.
- Set reminder dates for product expiry, rate changes, or renewals.
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Tenancy Management
Effortlessly manage active, upcoming, and past tenancies in one central place—track tenants, deposits, rent payments, agreements, and all related documents. Keep your tenancy records organised with clear timelines, reminders, and complete visibility from move-in to move-out.
- Store full tenant details: names, contact info, agreement dates, rent amount, advance rent, deposit, payment day, and agent fees.
- Upload and manage essential documents: tenancy agreements, ID checks, inventories, property photos (move-in/out), utility confirmations, council tax, and other files.
- Track active, upcoming, and closed tenancies with detailed history for effortless referencing.
- Log key tenancy events: notice dates, move-out dates, and notes for each stage.
- Keep everything organised to handle renewals, disputes, and compliance effortlessly.
Automated Reminders & File Management
Stay fully organised with automated reminders for all key property deadlines, plus the ability to upload and store every important document securely in one place. Never miss a renewal, inspection, or payment again with reminders delivered to your dashboard calendar and inbox.
- Automated alerts for tenancy renewals, gas safety checks, EPC expiry, selective licensing, and other compliance deadlines.
- Create custom reminders for anything unique to your property or workflow.
- Reminders appear in your dashboard, sync to your calendar, and are also sent via email.
- Upload and store all essential files: solicitor documents, mortgage statements, bank statements, council tax letters, and more.
- Keep everything organised in a secure, centralised digital filing system for easy access and compliance tracking.
Expense Tracking & Financial Reports
Track every property-related cost with ease and upload invoices for instant reference, while automatically generating clear income and expense reports. View monthly rental income, mortgage payments, and all other costs in one place—and download printable or CSV reports for your accountant.
- Store full tenant details: names, contact info, agreement dates, rent amount, advance rent, deposit, payment day, and agent fees.
- Upload and manage essential documents: tenancy agreements, ID checks, inventories, property photos (move-in/out), utility confirmations, council tax, and other files.
- Track active, upcoming, and closed tenancies with detailed history for effortless referencing.
- Log key tenancy events: notice dates, move-out dates, and notes for each stage.
- Keep everything organised to handle renewals, disputes, and compliance effortlessly.
Professional Contacts Management
Keep all your key property-related contacts in one organised space—from estate agents and accountants to solicitors, insurers, and trusted trade professionals. Easily access essential details whenever you need support with repairs, legal matters, or financial tasks.
- Store contact information for estate agents, accountants, solicitors, insurance providers, and all trade professionals.
- Keep details such as names, phone numbers, email addresses, company names, and notes.
- Quickly access the right professional for repairs, maintenance, legal queries, or financial help.
- Maintain a centralised, organised directory for smoother property management.
