Dashboard

Your portfolio at a glance.

Real-time overview of your properties, finances, and compliance status. Four KPIs at the top, compliance traffic lights across your portfolio, and a live activity feed of everything happening.

Good Morning, John
Here's what's happening across your properties today
4 actions needed
Certificates Expiring Soon 1
Incomplete Onboarding 1
Vacant Properties 2
+ Add Property
+ Add Prospect
+ Add Tenant
+ Invite Contractor
4
Portfolio
100% occupied · £5,875/mo
£0
Arrears
All payments on track
FEB 2026
£5,875
Rent Collected
100% of £5,875 expected
FEB 2026
£4,350
Net Profit
£5,875 in · £1,525 out
Active MaintenanceView All >
Boiler Pressure Loss
23 Cavendish Lane
In Progress
Window Seal Damaged
16 Granville Close
Quoted
CalendarView Full >
THU
19
FRI
20
SAT
21
SUN
22
MON
23
TUE
24
WED
25
Rent due - 23 Cavendish Lane1 Mar
Gas Safety expires - 10 Ashford Parade8 Mar

Portfolio KPIs

Four key metrics at the top: total portfolio value, current arrears, rent collected this month, and net profit. Instant clarity on portfolio health.

  • Real-time portfolio valuation
  • Current arrears at a glance
  • Monthly rent collection tracking
  • Net profit calculation
Key Metrics
Portfolio Value
£1.8M
+3.1%
Current Arrears
£1,500
1 tenant
Collected (Feb)
£5,875
97%
Net Profit (Feb)
£4,350
+£220

Needs Action

Never miss a thing. Your dashboard highlights exactly what needs attention right now - expiring certificates, incomplete onboarding, vacant properties, and overdue maintenance - so you can take action before anything slips.

  • Certificates expiring soon
  • Incomplete tenant onboarding
  • Vacant properties flagged
  • Overdue maintenance highlighted
Needs Action5 actions needed
Certificates Expiring Soon1
Incomplete Onboarding1
Vacant Properties2
Overdue Maintenance1

Compliance Overview

See compliance status across all properties at once. Traffic-light indicators show valid, expiring, expired, and missing certificates for your entire portfolio.

  • Portfolio-wide compliance view
  • Traffic-light status indicators
  • Expiring certificates highlighted
  • Quick-action links to resolve issues
Compliance Documents
+ Add
Gas Safety CertificateExpiring
Expires 27/02/2026
Renew
EICR
No expiry set
EPCRequired
Every 10 years
Add
Legionella Risk Assessment
Every 2 years
Add
HMO Licence
Every 5 years
Add
Buildings Insurance
Annual
Add
Landlord Insurance
Annual
Add
Fire Safety
Annual
Add
PAT Testing
Annual
Add

Upcoming Calendar

See what's coming across your entire portfolio. Rent due dates, property viewings, certificate expiries, and tenancy milestones - all in one timeline so you can plan ahead.

  • Rent due dates at a glance
  • Scheduled viewings
  • Certificate expiry reminders
  • Rent review dates
UpcomingNext 30 days
Rent
Viewings
Compliance
Tenancy
Rent due - 23 Cavendish Lane
1 Mar
Rent due - 10 Ashford Parade
1 Mar
Viewing - 16 Granville Close
3 Mar
Gas Safety expires - 10 Ashford Parade
8 Mar
Rent review - 8 Granville Cl.
12 Mar
EICR due - 23 Cavendish Lane
15 Mar
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FAQs

Dashboard questions

See your entire portfolio in one view.

KPIs, compliance, and activity - all in real time.

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