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Features

Everything a UK letting agent needs

From tenancy creation to rent collection, compliance tracking to landlord statements. The full lifecycle, built in. No add-ons, no per-user fees.

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The core

Properties, tenancies, rent and compliance in one record.

Properties

Every property, organised and audit-ready

A clean record per property — photos, certs, units, landlord splits — with HMO + selective licensing built in.

  • Property records (BTL, HMO, commercial, multi-unit)
  • Photo galleries with primary image + sort order
  • Per-property certificate vault
  • Multiple landlord ownership splits via pivot
  • HMO licence + expiry tracking with warnings
  • Full UK address + postcode capture
  • Public property listing pages
  • Multi-unit block management
Tenancies

Tenancies from signed to renewed

Draft agreements with merge fields, capture e-signatures, generate move-in packs, and run renewals on a single board.

  • Tenancy lifecycle — draft → active → ended
  • Joint tenancies with multiple occupants
  • Agreement template builder + clause library
  • Multi-party e-signature workflow
  • PDF agreement generation with your branding
  • Tenancy renewal engine
  • Possession notice records (Form 3A)
  • Move-in pack generator
Smart Payments

Rent collection without the chasing

Tenants claim "I've paid", you confirm in one tap, UK bank CSVs auto-reconcile, and the system chases late rent for you.

  • Auto-generated rent schedules
  • Tenant "I've paid" claim flow with receipts
  • Bank-CSV reconciliation across 7 UK banks
  • Standing-order auto-claim
  • Late-rent auto-escalation with empathy options
  • Payment plans with instalment tracking
  • Per-tenancy account ledger
  • Arrears alerts + dashboard widget
Compliance

Every UK regulation, never missed

Gas, EICR, EPC, HMO, RTR, deposit schemes. Certificate expiry reminders at 60, 30, 14 and 7 days, on the day and after. Compliance checks before a possession notice is recorded.

  • Gas Safety (CP12) tracker + reminders
  • EICR + portable appliance testing
  • EPC certificates + expiry alerts
  • HMO + selective licensing tracker
  • Deposit protection records: DPS, MyDeposits or TDS (TDS link coming soon)
  • How-to-Rent auto-attach
  • Compliance pre-check gate on every notice
  • GDPR-compliant audit log
Right-to-Rent

RTR checks tied to the gov.uk portal

Verify a tenant's right-to-rent in one click via the gov.uk share-code portal. Result auto-saved to the tenant record, expiry tracked.

  • gov.uk share-code verification
  • Result auto-saved to tenant record
  • Expiry tracking with renewal reminders
  • Manual override for non-digital cases
  • Auditable history per tenant
  • Compliance status on tenant profile
  • Bulk re-check workflow
  • Privacy-safe data handling

Win and run more business

Lettings pipeline, sales, HMO rooms and client money.

Lettings pipeline

From enquiry to let agreed, nothing lost

Capture enquiries from your own website, match applicants to what you are marketing, book viewings without clashes and agree offers in one place.

  • Enquiry form for your own website
  • Enquiries shared out to whoever has the fewest open
  • Time to first reply tracked
  • Applicant requirements matched to marketed properties
  • Viewings with clash warnings and confirmation emails
  • Offers compared with the asking rent
  • Accepting an offer marks the property let agreed
  • Pipeline report: sources, conversion and reply times
Sales

Valuation to completion, in the same system

A full sales section beside your lettings: valuations, instructions, vendors, offers, the memorandum of sale and progression with chase tasks.

  • Valuations booked in the diary, with figures and outcome
  • Instructions with vendors, executors and power of attorney
  • Sales offers with buyer finance and chain details
  • Offer emails to the vendor and the buyer
  • Memorandum of sale PDF sent once both solicitors are known
  • Conveyancer contacts for both sides
  • Progression steps with automatic chase tasks
  • Chain links, stalled-sale alerts and fall-through reasons
HMO rooms

Let an HMO room by room

Add each room, let it on its own tenancy and see occupancy, rent roll, arrears and rooms coming free on one screen.

  • Rooms with floor, size, en suite and furnished details
  • Room picker on the tenancy form, one live let per room
  • Maximum occupants still checked for the whole house
  • Room status: occupied, ending, let agreed, available or vacant
  • Occupancy, rent roll and arrears for each HMO
  • Rooms coming free in the next 60 days
  • Certificate copies sent to every room's tenants
  • Repairs and inspections recorded against a room
Client money

Move-in money and client accounts, kept straight

Request the holding deposit, deposit and first rent with their own payment references, correct mistakes with a reason, and reconcile the client account every month.

  • Move-in requests: holding deposit, deposit and first rent
  • A payment reference for each, matched from your bank statement
  • Correct or delete a payment, with the reason kept in the history
  • Client money report: what you hold and for whom
  • Monthly client account reconciliation with sign-off
  • Money held for tenants is never paid out to the landlord
  • Agency fee or cost passed on, with VAT on fees
  • Non-resident landlord tax by quarter

Before and after the tenancy

Renewals, notices, repairs and inspections, all on the same record.

Renewals

Renewals run on autopilot

See every tenancy ending in the next 90 days, generate renewal offers in one click, and chase signatures from a single board.

  • Renewals board with 30/60/90-day filters
  • One-click renewal offer generation
  • Rent review automation
  • Tenant signature reminders
  • Renewed-tenancy auto-creation
Notices & legal

Possession notices, updated for the Renters' Rights Act

Section 21 ended on 1 May 2026. Record every Form 3A notice with its grounds, dates and a copy, with a compliance check first.

  • Form 3A notice records with grounds and dates
  • Notice periods suggested for Grounds 1, 1A and 8
  • Warnings for the 12-month bar and the 3-month arrears threshold
  • Link to the official gov.uk forms
  • Compliance pre-check (Gas/EPC/EICR/Deposit)
Maintenance

Maintenance tickets that close themselves

Tenants raise issues from their portal, contractors get auto-dispatched, landlords approve costs, photos prove the job is done.

  • Maintenance ticket board
  • Contractor assignment + quotes
  • Landlord approval workflow
  • Photo-attached job reports
  • Email / SMS dispatch
Inspections

Inspection PWA with photo + signature

Run inspections on a phone, offline-tolerant, photo evidence + tenant signature embedded, branded PDF auto-emailed to landlord.

  • Mobile-first inspection PWA
  • Offline-tolerant data capture
  • Photo evidence per item
  • Tenant signature on screen
  • Auto-generated branded PDF
Communication

Email from your domain, not ours

Configure your own SMTP, send branded emails from your address, and keep every tenant / landlord / contractor on a single thread.

  1. Agency Your team runs the whole record.
  2. Tenant Sees rent due, reports repairs, reads the agreement.
  3. Landlord Statements and repair quotes to approve.
  4. Contractor Accepts, quotes and completes jobs.
  • In-app messaging (real DB threads + attachments)
  • Per-agency SMTP with your domain
  • Bulk email composer
  • Reusable email templates with merge fields
  • Quick-send modal on every contact page
  • Email log + bounce tracking

One record, four sign-ins.

Your team, your landlords, your tenants and your contractors each see their part of the same tenancy.

Your team →
Landlords →
Tenants →
Contractors →

Run the agency

Diary, reports, checks, calls, news, branches, security and moving in from your old system.

Calendar

One diary for every date that matters

Reviews, expiries, inspections, viewings, rent dues and renewals — one diary, ICS export, branch filter.

What's included
  • Unified calendar of every event
  • Month / week / today views
  • Branch filter (respects topbar)
  • ICS export to Google Calendar + Outlook
  • Colour-coded by event kind
  • Click-through to source record
  • Today + Next 7 days agenda
  • Per-event upcoming counts
Reports

Numbers your accountant can use

Arrears, renewals, portfolio, sales, monthly KPIs and landlord statements, filtered by branch and date, downloadable as PDF or CSV.

What's included
  • Arrears report with ageing buckets
  • Renewals report by date window
  • Portfolio overview
  • Landlord statement PDFs
  • Monthly auto-send to every landlord
  • Per-branch reporting
  • CSV export
  • Date-range filters
  • Sales reports: instructions, offers, pipeline, fall-throughs and fees
  • Monthly KPI summary against last month and last year
  • Staff performance report
  • Upcoming expiries and the cost of empty properties
1-click migration

Switch from Reapit, Alto, Goodlord in one click

Upload CSV exports from your current system. We auto-detect columns, dry-run the import, and only commit when you approve. Reversible.

What's included
  • Auto-detect column mapping
  • Dry-run preview before commit
  • Per-row validation with friendly errors
  • Postcode + phone + date normalisation
  • Full transactional commit (all-or-nothing)
  • One-click rollback after import
  • Supports Reapit, Alto, Goodlord + generic CSV
  • Audited end-to-end
Multi-branch

Branches, isolated and reportable

Per-branch data isolation, per-branch reporting, owner sees everything, branch managers see only theirs.

What's included
  • Unlimited branches on Agency plan
  • Per-branch data isolation
  • Live branch switcher in topbar
  • Role-based permissions
  • Per-user branch access lists
  • Per-branch reporting
  • Branch-specific SMTP & branding
  • Two-factor authentication
Security & data

GDPR, 2FA, audit-logged everywhere

Two-factor authentication, security event log, login throttling, content-security headers and one-click GDPR data export.

What's included
  • Two-factor authentication (TOTP)
  • Login throttling + lockout
  • Full audit log on every business event
  • Security event dashboard
  • CSP, HSTS, X-Frame-Options enforced
  • GDPR-compliant data export
  • Encrypted secrets at rest
  • 90-day post-cancellation retention
Referencing and ID

References and ID checks from your own accounts

Connect your own PropertyGoose and APLYiD accounts to order tenant references and ID and anti-money laundering checks from the record. Both are in beta.

What's included
  • Order a PropertyGoose reference from a tenant, applicant or offer
  • Reference outcome and report saved on the record
  • APLYiD ID and anti-money laundering checks
  • Checks for tenants, applicants and landlords
  • Re-check reminders
  • Choose which staff may order paid checks
Calls and invites

Call, text and invite in one click

Click any phone number to call. With bOnline, calls are logged on the right person and you see who is calling before you answer. Portal invites go out in one click and show their status.

What's included
  • Click-to-call on lists, tenancies, landlords and tenants
  • bOnline call logging on the matching contact (beta)
  • Caller pop-up with the person's record
  • Unmatched calls listed to file by hand
  • Text messages from your own Twilio number
  • One-click portal invites from lists and the tenancy page
  • Invite status: not invited, sent, expired or active
Property news

Housing news in every portal

Law changes and housing news from GOV.UK and other housing feeds, summarised and shown to your team, landlords, tenants and contractors.

What's included
  • News from GOV.UK and other housing feeds
  • Each story tagged by topic and who it is for
  • Law changes flagged and emailed as alerts
  • Shown on all four portal dashboards
  • Add your own note to a story
  • Daily, weekly or monthly email round-ups
  • You choose what landlords and tenants receive
  • One-click unsubscribe
Try it free

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From £29/month. 30-day free trial, no card required. Cancel any time.

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