Compliance dashboard for letting agents

One record per property, one per tenancy, one list of what is due.

The product keeps the dates and the evidence. You decide what the law needs.

Try the demo Choose a plan and start

Compliance deadline list

Every deadline across the book, on one list.

Overdue first, then this week and this month. Filter by office, negotiator or landlord.

The deadline list in the demo agency, due this week: an energy performance certificate, alarms checked on the first day, the gas safety record given to the tenant and a deposit to protect, each with its address, tenants, owner, due date and status. — The deadline list across all offices. Demo agency, fictional data.

Tenancy audit trail

Each tenancy reads as a timeline.

The clocks start from the tenancy dates. Each entry says what happened, when and who recorded it.

The timeline for Flat 2, 14 Example Road in the demo agency: closed right to rent checks with the check type, result and reference, and the written statement of terms served by email to both tenants on 16 Sep 2026. — Flat 2's timeline: each clock with what was served, to whom, when and how. Demo agency, fictional data.

Property certificates

Each property's certificates and licences, in one place to find.

Each has its issue date, expiry date and reference. Red is overdue, amber is due within 90 days.

The certificates and licences on 9 Sample Terrace in the demo agency: the electrical installation condition report expired 20 days ago, the energy performance certificate in date, each with its reference, issue and expiry dates. — A property record with its certificates and licences. Demo agency, fictional data.

Proof of service

Proof of delivery, on the deadline it closes.

Record what was served, to each named tenant, when and how, and attach the receipt. The audit trail records every change.

The audit trail in the demo agency, newest first: each entry says what was created or changed, by whom and when, with an entry number. — The audit trail: what changed, by whom and when. Demo agency, fictional data.

Compliance reminders

Reminders before each key date, in the app.

A daily list in the app shows what falls due in the next 7 and 30 days.

The Today list in the demo agency for Monday 19 October 2026: one tenancy moving in, then counts of reminders today, overdue, due in the next 7 days and waiting for a date, grouped by office and owner. — The daily list of what falls due. Demo agency, fictional data.

Landlord list

Landlords and their PRS Database numbers.

Properties marketed or let without both numbers are flagged. More on the PRS Database.

The landlord list in the demo agency: each landlord with their Landlord Registration Number or Not recorded, their properties, how many have a Property Registration Number, and how many are flagged. — The landlord list with registration numbers. Demo agency, fictional data.

CSV import and export

Import from a CSV export.

Match the columns once and the map is saved. Every register exports as a CSV.

The import preview in the demo agency for a sample CSV export: 3 new landlords, 10 properties, 7 tenancies and 7 certificates, and the rows missing a deposit received date, before anything is saved. — The preview of a CSV export before saving. Demo agency, fictional data.

Roles and permissions

Each person works within their role and office.

At their own office, negotiators record proof and property managers also change properties, certificates and tenancies. A head of lettings or a director can do everything, at every office.

Action	Director	Head of lettings	Property manager	Negotiator
Record proof on a tenancy	Every office	Every office	Own office	Own office
Add, edit or end a tenancy	Every office	Every office	Own office	No
Change a property, its registration numbers and licence answer	Every office	Every office	Own office	No
Add or renew a certificate or licence	Every office	Every office	Own office	No
Import a CSV	Every office	Every office	No	No
Download CSV files and evidence packs	Every office	Every office	No	No
Add and remove people	Every office	Every office	No	No
Rename offices	Every office	Every office	No	No

Director
Record proof on a tenancy
Every office
Add, edit or end a tenancy
Every office
Change a property, its registration numbers and licence answer
Every office
Add or renew a certificate or licence
Every office
Import a CSV
Every office
Download CSV files and evidence packs
Every office
Add and remove people
Every office
Rename offices
Every office
Head of lettings
Record proof on a tenancy
Every office
Add, edit or end a tenancy
Every office
Change a property, its registration numbers and licence answer
Every office
Add or renew a certificate or licence
Every office
Import a CSV
Every office
Download CSV files and evidence packs
Every office
Add and remove people
Every office
Rename offices
Every office
Property manager
Record proof on a tenancy
Own office
Add, edit or end a tenancy
Own office
Change a property, its registration numbers and licence answer
Own office
Add or renew a certificate or licence
Own office
Import a CSV
No
Download CSV files and evidence packs
No
Add and remove people
No
Rename offices
No
Negotiator
Record proof on a tenancy
Own office
Add, edit or end a tenancy
No
Change a property, its registration numbers and licence answer
No
Add or renew a certificate or licence
No
Import a CSV
No
Download CSV files and evidence packs
No
Add and remove people
No
Rename offices
No