Tenants & Councils

Manage residents and UK council cases side-by-side. This area centralises occupancies, payments, compliance and communications—whether your counterparty is a private tenant or a local authority.

Portfolio view (overview)

• Unified search & filters – Find by tenant/council name, property, status (Active, Notice, Vacated, In Arrears, Council Placement), branch, or manager.
• At-a-glance columns – Contact details, linked property, occupants, deposit/guarantee status, arrears flag, notes and current stage.
• Quick actions – Open record, log payment/note, start a notice, create a maintenance/inspection task, or trigger a council update.

Tenant records

• Profile & contacts with GDPR history and emergency details.
• Occupancy – Tenancy dates, occupants vs named tenants, keys issued/returned.
• Right to Rent & referencing – IDs, income, outcomes, time-stamped.
• Agreement & deposit – Signed ASTs/addenda and DPS details.
• Rent schedule & payments – Receipts, part-payments, arrears and repayment plans with reminders.
• Comms timeline – Emails, calls, notes, and files with @mentions.
• Inspections & requests – See outcomes and follow-ups tied to the tenancy.
• Documents – IDs, inventories, check-in/out, custom forms.
• Notices & compliance – Track Section 8/21 (where applicable) and legal milestones.

Council records (UK)

• Council profile – Authority, scheme (e.g., Private Sector Leasing / Rent Guarantee / Homelessness Prevention), caseworkers and contact routes.
• Placements – Link households to properties, record offer/accept dates, move-in packs and special conditions.
• Funding & charges – Capture nightly/weekly rates, incentives, bonds/deposits, top-ups and recharges; see what’s billed vs received.
• SLA tracking – Response targets, inspection cadence, void management and compliance tasks.
• Compliance bundle – Proofs and certificates required by the authority (EICR, Gas Safety, alarms, HMO where relevant) with expiry alerts.
• Case communications – Structured notes and file uploads; share updates with named officers.
• Renewals & reviews – Record extension decisions, rent reviews and exit dates with reasons.

Workflow power-ups

• Color-coded statuses for fast scanning (In Arrears, Notice Served, Council Placement, Vacated, Void).
• Smart reminders for rent due, inspections, deposit/deposit-bond deadlines, expiring docs and SLA checkpoints.
• Role-based access so managers, accounts and maintenance see exactly what they need.

Why it matters: One workspace for tenants and councils reduces double-entry, keeps you compliant with authority requirements, and speeds up decisions—so households move in faster and arrears/voids stay under control.Thinking