Guide
Operational readiness in 30 days.
Build a compliance baseline that scales from 5 to 5,000 properties with clear evidence files and task ownership.
Summary
Map every property, classify tenancy types, and centralise certificates in a single evidence vault.
Week 1: Portfolio mapping
Create a baseline register for every property and tenancy. Capture local authority, licensing flags, and tenure type.
1
Import properties and validate addresses.
2
Assign responsible parties and routing rules.
3
Identify missing safety certificates.
Week 2: Evidence capture
Upload or request EPC, EICR, gas, deposit, and licence documents. Capture expiry dates and proof of service.
Week 3: Workflow guardrails
Configure rent gating, pet request timers, and approval steps so staff cannot bypass compliance steps.
Week 4: Reporting baseline
Publish compliance scores and a weekly readiness report for landlords and leadership.
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Checklist
Key readiness actions.
1
Confirm every tenancy has an executed agreement timestamp.
2
Verify safety certificates with expiry dates and evidence of service.
3
Implement a communications log with decision rationale.