Platform workflows

One connected view of post-let work.

Core covers the day-to-day: records, compliance, agreements, rent, move-in and move-out, repairs and contractor jobs. Core+ adds assisted document reading, evidence checks, gap-finding and automation, with people reviewing consequential decisions. Demonstrated workflows do not imply staffed service.

Demonstrated with fictional records · Human review for consequential decisions · Support availability confirmed separately

The compliance clock

Core

Track certificate dates against property evidence; tenancy obligations such as right-to-rent re-checks and rent reviews are tracked too. Review current England rules before relying on any legal deadline.

Certificate inbox

CoreReads and scores; a person accepts

Certificates arrive by secure link or import, are fingerprinted so nothing is filed twice, read, scored, matched to a property, and only become proof when a named person accepts the read.

Reading the post

Core · email connection by agreementClassifies and routes

Uploaded documents can be classified — council letter, licence notice, complaint, payment promise, repair — and routed to the right queue with the original preserved byte for byte.

Registration and the PRS Database

Core · England

Keep preparation, supporting evidence and manual submission history together. Check current official England requirements; no direct submission connection is assumed.

Evidence log

Core

Append-only. Corrections are new entries with a reason. Nothing is quietly overwritten, because a record that can be edited is worth nothing in a dispute.

Upcoming work

Core

Review upcoming certificate work across the portfolio and assign follow-up. Costs depend on the actual work agreed.

Where the AI actually is

Document readers and an assistant can prepare work for review. A named person confirms consequential actions.

It reads

Certificates, agreements, identity documents, supplier invoices, inbound post, tenancy briefs and check-out photographs — each read scored, each doubtful read held for a person.

It drafts

Landlord emails, chase letters, briefings, repair triage and rent rationale — in British English, from your records, never inventing a fact it was not given.

It proposes

Raise a job, book an engineer, open a complaint, create a tenancy: each arrives as a pending action with the exact values it would use, waiting for a yes.

It never decides

Hazard severity downward, possession grounds, licensing determination, deposit amounts, right to rent, pet refusals, market rent as a valuation, or anything that moves client money. A named person decides, and the decision is written down.

How the automation works

See the workflows with your team.

The demonstration uses fictional worked records. Request access or a guided walkthrough; plan and service scope are agreed separately.

Evidence-based, always Hazards never under-called Clocks written once, never recomputed Every reading scored and kept Your CRM keeps everything pre-let