Landlords

Everything you need to manage your landlord relationships in one place. The Landlords area brings contacts, properties, payments, compliance, and notes together—so you always know the status of each client and every unit they own.

What you can do

• See your book at a glance – Search, filter, and sort landlords; view contact details, number of active/inactive properties, latest status, and quick actions.
• Create & onboard fast – Add a landlord in seconds, then attach properties, tenancies, bank details, fees, and preferences.
• Track health & status – Use clear badges (e.g., Unpaid Landlord, Nurture, Pending) and add internal notes for your team.
• Switch context instantly – Tabs for Overview, Valuations, and Contracts keep your workflow tidy.

Inside a landlord record

• Properties – List of the landlord’s units with rent schedule, arrears flag, term dates, cost/frequency, tenant count, and live status (Accepted, Cancelled, etc.).
• Payments – View incoming rent, deductions, and payout history aligned with the landlord’s chosen bank account.
• Financial – Cashflow and P&L per property and for the portfolio held by that landlord.
• Management – Fees, service levels, work-order visibility, and communication preferences.
• Bank Info – Store multiple accounts and set a default for payouts.

Property detail (per unit)

• Address & map – Verified location with quick navigation.
• Property information – Beds/baths, amenities, access info, media gallery, and marketing highlights.
• Certificates & checks – Track compliance (EICR, gas safety, alarms, fire doors, window restrictors, heat/CO/smoke alarms) with issue/expiry dates and files.
• Documents – Proof of ownership, building/household insurance, and any landlord-supplied paperwork.
• Utilities & meters – Stopcock, fuse board, boiler details; record water, gas, and electric meter readings.
• Valuations & history – Keep appraisals, rent reviews, and a full activity timeline in one place.

Workflow power-ups

• Active/Deleted toggle to declutter views while keeping an audit trail.
• Smart filters by branch, status, property count, arrears, or alphabetical order.
• Role-based access so admins, property managers, and accountants see exactly what they need.

Why it matters: One clean system to nurture landlord relationships, stay compliant, and protect margins—without jumping between spreadsheets, emails, and shared drives.