Agents

Manage properties for clients. Not just yourself.

Invite your team, group properties by client, set spend approval thresholds, and generate landlord statements - all from the same platform your landlords use to self-manage. No separate agent tier. No upgrade required.

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Here's what's happening across your portfolios today

5 Actions NeededTap to review
2 Urgent1 Important2 Attention

8

Portfolio

88% occupied · £7,200/mo

MAR 2026

£6,350

Income

No rent expected

£850

Arrears

1 tenant overdue

MAR 2026

£4,925

Net Profit

£6,350 in · £1,425 out

+ Add Property
Schedule Viewing
Add Tenant
Invite Contractor

Active Maintenance

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Boiler Pressure Loss

23 Cavendish Lane

In Progress

Window Seal Damaged

16 Granville Close

Quoted

Scheduled Maintenance

View >
1 overdue

Annual Gas Safety Check

Overdue · 10 Ashford Parade

Calendar

View Full >
TFSSMTW
19
20
21
22
23
24
25

Gas Safety expires

Sun

Maintenance visit

Wed

Team Management

Invite your team with Admin, Manager, or Viewer roles. Admins get full access and manage billing. Managers have full access to assigned portfolios. Viewers get read-only access with optional financial visibility.

  • Three roles: Admin, Manager, Viewer
  • Viewers can optionally see financials
  • Invite, revoke, and manage team members
  • Portfolio-scoped access for Managers
Key Metrics
Portfolio
8 Properties
88% occupied
Current Arrears
£1,500
1 tenant
Collected (Feb)
£5,875
97%
Net Profit (Feb)
£4,350
+£220

Client Portfolios

Group properties by landlord client. Set management fees (fixed or percentage), bank details, and spend approval thresholds per portfolio. Assign properties to portfolios and track financials at the portfolio level.

  • Group properties by landlord client
  • Management fee tracking (fixed or percentage)
  • Spend approval thresholds per client
  • Bank details and notes per portfolio
Portfolios
4 active portfolios · 15 total properties
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Show Archived
Harrison Estates
Michael Harrison
6 properties
Clarke Holdings
Laura Clarke
4 properties
Whitfield Properties
Nathan Whitfield
3 properties
Bennett Lettings
Sophie Bennett
2 properties

Landlord Client Portal

Invite property owners to view their portfolio. They see properties, maintenance issues, compliance status, and financials - read-only. Spend above their threshold requires their approval before work proceeds.

  • Invite clients via email or shareable link
  • Read-only access to their portfolio
  • Spend approvals above their threshold
lentals
Client Portal
Overview
Properties
Maintenance
Compliance
Financials
Approvals2
Harrison Estates
Welcome back
Your portfolio overview
Properties
6
Open Issues
3
Expired Docs
1
Pending Approvals
2
Net This Month
£4,820
Open Maintenance Issues
Boiler Pressure Loss
14 Ashford Rise
In Progress
Damp patch in bedroom
22 Birchwood Lane
Quoted
Spend Approvals Needed
Roof repair - 8 Granville Close
Smith Roofing
£480Approve
Drain clearance - 14 Ashford Rise
AquaFlow Ltd
£195Approve

Statements & Reports

Give your landlord clients a clear view of their investment. Generate statements per portfolio for any date range, or pull agency-wide reports across compliance, maintenance, and financials. Everything exports as PDF.

  • Landlord statements by portfolio and date range
  • Agency-wide financial overview
  • Compliance and maintenance summaries
  • One-click PDF export for everything
Financials
Track rent, expenses, and profitability
All Properties
CSV
PDF
Overview
Transactions
Rent
Expenses
Reports
Total Income
£4,375.00
Allowable Expenses
£1,240.00
Tax deductible only
Net Rental Profit
£3,135.00
Taxable rental income
Income Breakdown
Rent£4,375.00
100% of total income
Expense Breakdown
Repairs & Maintenance£890.00
72% of allowable expenses
Legal Fees£200.00
16% of allowable expenses
Insurance£150.00
12% of allowable expenses
Property Breakdown
4 Hartwell Crescent
4 Hartwell Crescent, London SE15
↗ £2,175.00↘ £250.00
£1,925.00
CSV
PDF
11 Thornbury Avenue
11 Thornbury Avenue, London E8
↗ £1,275.00↘ £450.00
£825.00
CSV
PDF
8 Kingsfield Terrace
8 Kingsfield Terrace, London W9
↗ £925.00↘ £540.00
£385.00
CSV
PDF
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