Live position across sites, lettings, compliance and people
Your Property Co · 9 staff · Surrey
Compliance score
Recalculated nightly from every register below
0%Overall
Portfolio compliance57%
Insurances & warranties79%
Training & tickets74%
RAMS & site packs90%
3
Expired right now
6
Expiring inside 30 days
4
Compliance actions overdue
7/9
Staff fully ticketed
Needs attention this week
Chases already queued — nothing waits for someone to remember
Chases sent automatically — last 14 days
Email + SMS, no one had to write these
Sent
To
About
Result
9
Live sites, units & deals
£172k
Contractor prices awaited
£830k
Under offer or let agreed
2
Items with no next action
Every site, unit and deal, one screen
Each one carries a named next action — nothing lives in someone's head
Project / unit
Counterparty
Value
Stage
Next action
How projects move
Acquisition → planning → contractor tender → prices chased on day 2, 7 and 14 automatically → on site → snagging → marketing or letting → sale or tenancy complete → compliance pack refreshed for the lender. Every stage change is one tap on a phone. The two items flagged red above have sat still for over a week — the system noticed, not a person.
5
Prices & offers being chased
£172k
Contractor prices awaited
2
Closed after an auto-chase
£415k
Oldest stalled sale
Price & offer follow-up — day 2 / 7 / 14
Nobody writes these. Nobody forgets these.
Ref
Counterparty
Value
Out
Chase status
Why this module pays for the whole system
Every week a site waits on a contractor price is a week of prelims and bridging interest. Every week a sale or letting stalls, the finance clock keeps running. The chase goes out politely on day 2, with a nudge on day 7 and a "closing the file" on day 14 — the same sequence that gets a price back on Friday instead of a shrug next month.
Per-property compliance register
EICR, gas safety (CP12), EPC and fire risk assessments — this system schedules, chases and holds the evidence
Property
Last assessed
Assessed by
Next review
Open actions
Status
Overdue & upcoming portfolio actions
Each one chased to the named owner until closed with the certificate on file
Action
Property
Owner
Due
Severity
Routine checks
Logged on a phone in 30 seconds — builds the evidence trail automatically
Check
Frequency
Last done
By
Status
Insurances
Renewal chases start 60 days out — broker copied in automatically
Document
Provider
Expires
Status
Warranties, memberships & registrations
The paperwork lenders, agents and the council check first
Item
Ref
Expires
Status
Training & ticket matrix
Green = valid · Amber = expiring ≤60 days · Red = expired · Grey = not held
Booked renewals
Courses found and booked as soon as a ticket goes amber
Staff member
Course
Provider
Date booked
Status
Live sites — RAMS & sign-off
No one on site without a signed method statement on record
Site
For
RAMS
Sign-offs
Asbestos check
Status
What sign-off looks like on site
Everyone due on site gets a link by SMS the evening before they start. They read the RAMS on their phone, tap to sign, and it's timestamped against the site. If anyone hasn't signed by 7am, Martin gets a text with the names. The paper trail builds itself.
Lender & investor pack
Every certificate, current version, one PDF — in about 20 seconds
◈
Pack preview
Select the documents required and generate. Expired certificates are flagged before anything reaches the lender.