Journeys
From onboarding to renewal — both sides covered.
The portal works both ways. Landlords stay on top of compliance; tenants get a clear way to report issues, access documents, and communicate.
Landlord journey
How a property gets set up, run, and renewed.
Five stages. Each one moves the property closer to notice-ready.
Stage 1
Property setup
- Add property + rooms + utilities
- Upload existing compliance docs
- Set renewal reminders for GSC / EICR / EPC
- Connect bank/payment details (Plus+)
Stage 2
Tenancy onboarding
- Move-in pack + AST + deposit registration
- Tenant invite to their own portal
- Inventory captured (Plus+)
- Right to Rent doc prep (admin only)
Stage 3
In-tenancy operations
- Maintenance requests routed to contractors
- Mid-term inspection scheduling
- Rent reviews + statement generation
- Document expiry alerts (30/14/1 days)
Stage 4
Notice readiness
- Compliance scorecard turns green
- Document evidence gathered + indexed
- Solicitor pack generator (Protect)
- Admin oversight catches gaps (Protect)
Stage 5
Check-out + renewal
- Check-out inspection DIY (Plus+)
- Deposit return + dispute prep (if needed)
- Renewal vs re-let decision support
- Clean handover to next tenant
Want a walkthrough?
15-minute free consultation — we'll show you the portal from the landlord side using a real property example.
Tenant journey
What a tenant gets — without paying anything.
If the landlord is on a Plus or Protect plan, the tenant has their own portal. Free for the tenant.
Step 1
Invite + access
- Email invite from landlord
- Set password, accept terms
- See their tenancy + property summary
Step 2
Documents on hand
- AST + How-to-Rent guide
- Deposit certificate + prescribed info
- Latest GSC, EICR, EPC certificates
Step 3
Report maintenance
- Log issue with photo + urgency
- Track status as landlord/contractor respond
- Accept or decline contractor appointments
Step 4
Communicate
- Audience-scoped messaging (one thread per topic)
- Pre-tenancy form responses
- Renewal / move-out coordination
Step 5
Move-out clean exit
- Inventory comparison at check-out
- Deposit return tracking
- Final inspection sign-off
Are you a tenant?
Want guidance on processes, documents or next steps? The Tenant Protection Pack covers most situations.
Try the portal — landlord or tenant view
14-day free trial. See how both sides experience it.