Landlord reporting

Know how your property is performing without having to chase the details.

Professional management should tell you what is happening before you have to ask. Our reporting brings together the information about your property, tenancy, rent, maintenance and management activity so you can see the position and what needs your attention.

Your property at a glance

• Tenancy. Current tenant and tenancy status.
• Rent. Due, received and outstanding.
• Arrears. Current or historic outstanding balances.
• Maintenance. Open, completed and upcoming repairs.
• Inspections. Recent and planned.
• Compliance. Relevant certificates and upcoming dates.
• Expenditure. Approved costs and contractor invoices.
• Actions. Outstanding matters needing your attention.
• Upcoming dates. Renewals, inspections and other key dates.

The exact information depends on the management service and the property.

Rental income

Where rent collection forms part of your service, reporting covers the amount due, payment received, payment date, outstanding rent, arrears status, applicable management fees and the relevant balance.

More on rent collection

Maintenance

Maintenance is often the largest variable cost of owning a rental property, so it is worth seeing properly. Reports cover what was reported and when, what has been arranged, which contractor, the quotation or invoice, whether the repair is open, scheduled, in progress or complete, and whether further action or approval is needed.

More on maintenance and repairs

Inspections

After an inspection you may receive the date, general condition, visible maintenance concerns, photographs, observations, recommended action, urgent issues and follow-up requirements.

More on inspections and compliance

Compliance

Where compliance coordination is part of the service, reporting covers gas safety, electrical safety, EPC information, licensing, alarms, deposit administration, inspections, remedial actions and upcoming renewal dates.

Landlord statements

Where included, statements record rental payments received, applicable management or collection fees, authorised maintenance expenditure, other agreed property costs, and the net position.

Portfolio reporting

For landlords with several properties, consolidated reporting covers total rental income, property-level performance, outstanding rent, maintenance expenditure, vacant properties, upcoming tenancy events, compliance dates, outstanding actions and planned works.

That makes it possible to see trends and prioritise across a portfolio rather than property by property.

Vacancy and letting

While a property is vacant, updates cover marketing status, enquiry levels, viewing activity, applicant interest, feedback, any proposed rental adjustment, applications, referencing status and the expected tenancy start.

An honest read on viewing numbers is the earliest signal that an asking rent needs revisiting.

Action tracking

Where your approval or input is needed, we say so clearly: repair approval, quotation approval, a proposed rent review, a renewal decision, a property improvement, a compliance action or a contractor appointment.

We aim to distinguish between what has happened, what we have done, what we think should happen next, and where your decision is required. Those are four different things and running them together is how decisions get missed.

Reporting frequency

Monthly

Regular financial and management reporting.

Quarterly

A broader review of performance and outstanding matters.

Event based

Updates when a significant maintenance, compliance, tenancy or financial issue arises.

Portfolio review

Periodic review for landlords with multiple properties.

Confidentiality

Landlord and tenant information is handled in line with data protection and confidentiality requirements. Reports contain only information appropriate to the purpose of the management service.

Our privacy policy

Important information

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