Portfolio snapshot · current period
Good morning, Sam.
Properties
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Tenants
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Monthly rent roll
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Net to landlords
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After fees & deductions
Rent collected
Upload data to see collection status
Occupancy
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– occupied
– vacant
Actions required
Month-end reconciliation
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Top properties by rent
From import
Deductions by type
PayProp categories
Properties
All managed properties. Click a card to edit details.
Tenants
Tenants from your PayProp import plus any added manually. Click a row to edit, reassign or remove.
Messages
Inbox for tenant and landlord communications.
Inbox
Select a conversation
Select a message from the inbox.
Finances
Rent collection, arrears, and landlord payouts for the current period.
Collection status
Rent roll
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Expected this period
Collected
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Outstanding
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Agency revenue
Commission
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Net to landlords–
Total deductions–
Agency income–
Arrears
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Monthly income
Rolling period
Landlord payouts
Income & expense ledgers
Income ledger
Latest rent receipts
| Date | Property | Tenant | Amount |
|---|
Expense ledger
Deductions & manual
| Date | Property | Category | Description | Amount |
|---|
Open banking
Mocked feed — connect when ready
Connected — Barclays Business
Last synced: today · 2 transactions need categorising
| Date | Description | Amount | Category | Matched to |
|---|---|---|---|---|
| Today | PATEL A RENT | +£1,500 | Rent | Amara Patel · Matched |
| Yesterday | JOHNSON PLUMBING | −£180 | Maintenance |
Rent Collection
Expected vs received rent per tenant. Chase arrears before month-end.
Collected
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Arrears (est.)
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Collection rate
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Next due
1st
Month-End Reconciliation
Six-step workflow: upload, map landlords, set commission, add expenses, review statements, export.
Upload
Landlords
Commission
Expenses
Statements
Export
Upload PayProp export
.csv · .xlsx · .xls
Drop your spreadsheet here
For testing, use
All_Payments_2025-01-01-2025-12-01.csvTip: Three-column bulk paste below (Property, Landlord, Pay ref). Properties match by address exactly.
Landlords
Bulk paste landlord mapping
Missing landlords are created.
Properties
| Property | Landlord | Rent | PP ded. |
|---|
Default rule
Applies to every property unless overridden.
Per-property overrides
| Property | Landlord | Commission % | Fixed | VAT % | Base | Rent | Commission |
|---|
Other expenses
Anything paid on the landlord's behalf outside PayProp.
| Date | Property | Category | Payee / desc | Amount |
|---|
Deposit movements
Holds reduce the remit. Releases add back.
| Date | Property | Type | Notes | Amount |
|---|
Excel landlord statement pack
.xlsx
One sheet per landlord, plus summary and audit tabs.
PayProp remittance CSV
.csv
One row per landlord, ready to import to PayProp for bulk pay-out.
Single-landlord print / PDF view
Open a clean statement in a new tab; print or save as PDF.
Reports & MTD
Quarterly summary for UK Making Tax Digital. Export and bridge to HMRC when ready.
Making Tax Digital
Quarterly submission summary built from your PayProp data.
Quarterly summary
Tax year
| Quarter | Period | Income | PP deductions | Other expenses | Net | Status |
|---|
Export
Portfolio summary
Compliance score
Maintenance
Every contractor job derived from PayProp deductions, plus anything you log manually.
Jobs YTD
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Total spend
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Properties
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Avg cost / job
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Compliance
Gas Safety, EICR, EPC, HMO and deposit protection per property.
Gas Safety issues
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EICR issues
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EPC missing
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Compliance score
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Inspections
Routine, move-in, move-out and HMO inspections.
Contractors
Your approved contractor directory, with settlement activity matched from PayProp batch references.
Tenancy Management
Each tenant-property pairing with current tenancy status.
Active tenancies
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Renewals in 60 days
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Periodic
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Avg tenancy
18mo
Applicants
Prospective tenants and reference checks.
Documents
Tenancy agreements, certificates and notices.
Tenancy agreements
0 documents
UK legal templates
Users & Access
Users and their roles. Roles: Administrator, Manager, Staff.
Import Data
Upload your PayProp All Payments export to populate the whole platform.
PayProp export
.csv · .xlsx · .xls
Drop your spreadsheet here
Required columns: PaymentRecordID, ID, PropertyID, Property, PayorName, PaidAmount, AfterSplitAmount, BeneficiaryType, BenDescription, BenReference, DepRef, BankStatementDate, ReconDate, DueDate, TransferredDate, TransferredDateMonth.
Demo dataset
For testing
Populate the platform with a realistic sample portfolio — 12 Wirral properties, 5 landlords, 10 tenants, 6 contractors and 6 months of transactions including arrears, a void, a refurbishment and compliance issues.
Audit Log
Immutable record of imports, exports, period changes and statement runs — supports client money protection compliance.
Settings
Company defaults, branding, and integration placeholders.
Company
Danger zone
Integrations
PayProp
Connected — upload-based
Active
Xero / QuickBooks
Push agency books from MTD module
HMRC MTD bridge
Submit quarterly returns
Open Banking
Real-time bank feed
Email provider
Send statements and reminders
Diagnostics
Built-in self-test
Runs automated checks over the loaded data: derivations, period filter, rent reconciliation, statement maths, tenant & contractor records, storage and export libraries.