Property & Compliance Management help guides
Task-led guidance for Property & Compliance Management, with routes, permissions, steps, verification and answers to common questions.
Choose the task
Merger and navigation
- Use the merged Property & Compliance Management module
- Find every property and compliance workspace
- Use the administrator Quick Actions bar
Access and identity
Upgrade and compatibility
Tenant onboarding
- Understand secure tenant invitations and public applications
- Continue onboarding without confusing viewing and saving
Notifications and evidence
- Check maintenance and onboarding notification delivery
- Check workspace branding, PDFs and protected evidence
Compliance lifecycle
Complete feature library
Complete feature directory
The 770 reviewed task guides are grouped below. Current module navigation is documented separately; reviewed workflows remain at their original URLs.
Property operations — 525 retained guides
- Property & Compliance Management module overview
- Install and activate Property & Compliance Management
- Verify Real Estate Management database readiness
- Understand the Property Operations menu
- Understand the Requests & Applications menu
- Open Maintenance & Jobs
- Open Real Estate reports
- Open Real Estate settings
- Use the module guide screen
- Understand staff, client, broker and public route areas
- Configure the Google Maps API key
- Enable or disable the broker portal setting
- Understand module assets and page scoping
- Understand customer and contact synchronisation hooks
- Understand the payment-added property activity hook
- Deactivate Property & Compliance Management safely
- Understand Property & Compliance Management uninstall risk
- Run the Real Estate Management production-readiness checklist
- Understand all Real Estate capability groups
- Grant Real Estate dashboard access
- Grant estate-agent view-own or view access
- Grant estate-agent staff access
- Grant property-owner access
- Grant business-broker access
- Grant broker-request access
- Grant property access
- Grant property-approval access
- Grant buy-request access
- Grant rent-request access
- Grant tenant access
- Grant report access
- Grant permission-manager access
- Use the Real Estate Permissions table
- Create or update a Real Estate permission assignment
- Delete a Real Estate permission assignment
- Create a Real Estate role
- Edit a Real Estate role and propagate permissions
- Delete a Real Estate role
- Create a Real Estate plan
- Edit or delete a Real Estate plan
- Configure property numbering
- Configure property-owner numbering
- Configure company numbering
- Configure business-broker numbering
- Configure broker-staff numbering
- Configure general staff-code numbering
- Troubleshoot a hidden Real Estate menu
- Open the Real Estate Agents register
- Create an estate-agent company
- Edit an estate-agent company
- Delete an estate-agent company
- Upload or remove an estate-agent profile image
- Manage estate-agent company addresses
- Set estate-agent company social links
- Assign a plan to an estate-agent company
- Open My Staff
- Open company staff
- Create an estate-agent staff member
- Edit an estate-agent staff member
- Activate or deactivate estate-agent staff
- Mark estate-agent staff as public or private
- Set an approval manager
- Require a staff member’s properties to be approved
- Remove a staff profile image
- Delete estate-agent staff
- Check estate-agent company email uniqueness
- Check staff email uniqueness
- Understand staff-in-company menu behaviour
- Open the Business Brokers register
- Create a business-broker company
- Edit a business-broker company
- Delete a business-broker company
- Open broker staff
- Create broker staff
- Edit broker staff
- Remove broker staff or company profile images
- Open the broker portal login
- Register a broker portal account
- Validate broker registration email and CAPTCHA
- Reset a broker portal password
- Log out of the broker portal
- Edit the broker portal profile
- Change broker portal language
- Use broker portal notifications
- Use the broker portal dashboard
- Manage broker portal company profile
- Browse broker portal properties
- Create or edit a broker portal property listing
- Delete a broker portal property listing
- Manage broker portal property owners
- Create a broker portal buy or rent request
- Convert a broker request to contract
- Convert a broker request to invoice
- Use broker portal contracts
- Use broker portal invoices
- Record a broker portal invoice payment
- Use broker portal payments
- Use broker portal dashboard reports
- Understand broker portal layout helper methods
- Open Property Owners
- Create a property owner
- Edit a property owner
- Change a property owner status
- Delete a property owner
- Check whether a property owner already exists
- Load property-owner information into a form
- Remove a property-owner profile image
- Open Landlords
- Create a landlord CRM customer
- Verify landlord customer-group synchronisation
- Link properties to a CRM client
- Change the landlord on a property-client link
- Remove a property-client link
- Review landlord payout links
- Create or update a landlord payout
- Change a landlord payout status
- Review landlord payout history in the client portal
- Open the landlord maintenance view
- Open a landlord maintenance job report
- Use property owner codes and numbering
- Troubleshoot a missing landlord property
- Open the Properties register
- Create a property listing
- Edit a property listing
- Delete a property listing
- Review a property listing detail page
- Set the property code and commodity code
- Set listing type and transaction type
- Set listing privacy
- Assign the property owner
- Understand the company and staff context of a property
- Set owner contact fields on the property
- Enter the property address
- Set latitude and longitude
- Use the property map drawing tools
- Set beds and bathrooms
- Set property size and land values
- Set building dimensions and access
- Set construction and structural details
- Set heating, air conditioning and fuel
- Set electrical service and energy efficiency
- Set water, sewer and utilities
- Set included utility charges
- Set appliances and equipment
- Set kitchen, fireplace and grill details
- Set balcony, garage, parking and lift
- Set pool details
- Set flooring and building features
- Set lot features and other structures
- Set disclosures and possession details
- Set furnished and tenant capacity values
- Set schools, landmarks and hospitals
- Add a property group
- Add a school, landmark or hospital option
- Set property description content
- Set listing price, rent and commission
- Set annual income and expense values
- Set maintenance fee
- Set ownership and front exposure
- Add room rows
- Upload property attachments
- Upload alternate property attachment groups
- Preview a property file
- Delete a property attachment
- Upload or delete a property listing PDF file
- Share property details through the supported request workflow
- Assign a property to brokers
- Review broker requests for a property
- Delete a broker request
- Complete property media and exterior
- Complete property interior and comfort
- Complete property access and parking
- Complete property utilities and services
- Complete property investment figures
- Complete property legal and land data
- Complete property equipment and construction
- Switch between property table and map views
- Reload the property map
- Search properties by text
- Filter properties by transaction type
- Filter properties by listing type
- Filter properties by status
- Filter properties by minimum and maximum price
- Filter properties by bedrooms and bathrooms
- Filter properties by land size and floors
- Filter properties by property style
- Filter properties by accessibility features
- Filter properties by air conditioning and appliances
- Filter properties by electrical service
- Filter properties by garage
- Filter properties by security features
- Filter properties by sewer, water and utilities
- Reset property filters
- Open a property from the client portal grid
- Switch the client portal property map
- Browse a company’s property grid
- Browse a staff member’s property grid
- Mark or unmark a property favourite
- Understand saved-properties limitations
- Understand My Rental Listings menu limitation
- Troubleshoot an empty property map
- Troubleshoot a property missing from portal search
- Open Property Status
- Create or update a Property Status record
- Generate a Property Status PDF
- Open Account Status
- Add notes to an account/status relation
- Review account/status notes
- Open the Property Approvals workspace
- Approve an individual property
- Handle a property that should not be approved
- Approve selected properties in bulk
- Set staff as an approval manager
- Require property approvals for staff
- Change a property listing status
- Mark a property as sold
- Mark a property as rented
- Mark a property temporarily off market
- Mark a property expired
- Delete a property-status entry with a reason
- Understand property status date effects
- Troubleshoot a property stuck pending approval
- Open Buy Requests
- Create a buy request
- Edit a buy request
- Delete a buy request
- Open buy-request details
- Load a property into a buy request
- Load customer billing data into a buy request
- Calculate estimated request duration
- Change a buy-request status
- Generate a buy-request PDF
- Email a buy request
- Convert a buy request to a contract
- Convert a buy request to an invoice
- Open the converted contract
- Open the converted invoice
- Create a buy request from the client portal
- Review a client buy request
- Delete a client buy request
- Change a client buy-request status
- Troubleshoot failed buy-request conversion
- Open Rent Requests
- Create a rent request
- Edit a rent request
- Delete a rent request
- Change a rent-request status
- Generate and email a rent-request PDF
- Convert a rent request to contract or invoice
- Open a renter profile from a rent request
- Open My Renter Profile
- Update renter identity and contact details
- Update renter employment details
- Upload renter identity evidence
- Upload renter income evidence
- Add an address-history record
- Delete an address-history record
- Add an income source
- Delete an income source
- Add an occupant or person
- Delete an occupant
- Record pets
- Record emergency contact
- Introduce the renter
- Create a rent request from the client portal
- Open client rent-request details and PDF
- View agent/company/staff details from a property
- Troubleshoot a missing renter-profile section
- Open Real Estate contracts
- Create a Real Estate contract
- Edit a Real Estate contract
- Load a contract template
- Mark a contract signed or unsigned
- Clear a contract signature
- Generate a contract PDF
- Email a contract
- Add, edit or remove contract comments
- Add or remove contract attachments
- Renew a contract — Contracts, invoices, payments and PDFs
- Delete a contract renewal
- Copy a contract
- Delete a contract
- Manage contract types
- Open Real Estate invoices
- Create a Real Estate invoice
- Edit a Real Estate invoice
- Validate an invoice number
- Load invoice customer data
- Load invoice relation data and merge data
- Mark an invoice cancelled or restore it
- Mark an invoice sent
- Send an invoice email
- Send an overdue notice
- Generate an invoice PDF
- Upload or delete an invoice attachment
- Toggle invoice file visibility
- Record an invoice payment — Contracts, invoices, payments and PDFs
- Delete an invoice payment
- Open a payment and generate its PDF
- Email a payment receipt
- Schedule an invoice email — Contracts, invoices, payments and PDFs
- Delete an invoice
- Troubleshoot a contract/invoice PDF or email
- Open Tenant Applications
- Filter tenant applications
- Open a tenant application
- Send a tenant application invitation
- Revoke a tenant application invitation
- Open the public application form
- Complete applicant identity fields
- Complete current address fields
- Complete employment and income fields
- Complete previous-landlord fields
- Choose requested move-in date and term
- Declare pets
- Declare smoker, benefits and children flags
- Enter number of occupants
- Enter the right-to-rent share code
- Accept data-processing consent
- Accept referencing and credit-check consents
- Choose marketing consent
- Submit the public tenant application
- Review a submitted application
- Approve a tenant application
- Reject a tenant application
- Archive a tenant application
- Convert an approved application into the next workflow
- Understand public intake and invitation settings
- Configure privacy and terms URLs
- Troubleshoot an invalid or expired application link
- Troubleshoot a duplicate or incomplete application
- Open Tenant Onboarding
- Open the Onboarding workspace
- Create an onboarding record
- Continue an onboarding draft
- Delete an onboarding draft
- Select the property context
- Select or create the tenant client context
- Quick-add a tenant
- Confirm landlord and tenant parties
- Review occupiers during onboarding
- Set tenancy start, end and move-in dates
- Set rent amount and frequency
- Set deposit and holding-deposit amounts
- Choose the deposit scheme
- Set the agreement template label and review the draft
- Edit agreement body HTML
- Save and continue an onboarding step
- Understand onboarding workflow statuses
- Move from draft to context selected
- Move to parties confirmed
- Move onboarding into progress
- Mark onboarding ready for review
- Confirm the draft for tenant e-signature
- Send the tenant e-signature request
- Record tenant signature completion
- Open the landlord countersign link
- Complete landlord countersignature
- Verify a fully executed agreement
- Approve or final-approve onboarding
- Cancel or terminate onboarding
- Attach supporting evidence to the linked tenancy records
- Review onboarding document records
- Send the supported onboarding invitations and signature messages
- Review onboarding audit history
- Understand onboarding invoices and downstream records
- Troubleshoot a blocked onboarding transition
- Troubleshoot a missing tenant or landlord signature
- Troubleshoot a duplicate onboarding record
- Open client maintenance requests
- Submit a maintenance request
- Verify maintenance-request property access
- Upload maintenance photos
- Open the admin maintenance register
- Review maintenance-request details
- Update an existing maintenance request in admin
- Set maintenance priority
- Assign maintenance to staff
- Assign maintenance to a supplier
- Update maintenance status
- Record maintenance cost
- Generate a maintenance PDF
- Email a maintenance request or work order
- Review maintenance from the landlord view
- Open a landlord maintenance job report — Maintenance requests and tenant feedback
- Submit tenant feedback
- Review tenant feedback
- Troubleshoot a missing maintenance request
- Troubleshoot a maintenance email or PDF
- Open the Suppliers and Jobs hub
- Create or allocate a supplier job
- Understand automatic maintenance-job creation
- Send the supplier work-order email
- Update an allocated supplier job
- Delete a supplier job
- Revoke a supplier job
- Resend a supplier job email
- Mark a supplier job status in admin
- Resend a supplier alert
- Generate a supplier job PDF
- Review supplier notes
- Open the supplier portal
- Accept or acknowledge a supplier job
- Mark a supplier job in progress
- Mark a supplier job completed
- Cancel or void a supplier job from the portal
- Review supplier job status normalisation
- Upload supplier completion photos
- Add supplier completion notes
- Generate a supplier job report
- Print a supplier receipt
- Understand automatic supplier invoice creation
- Open supplier invoices in admin
- Mark a supplier invoice paid
- Pay a supplier through the payout action
- Change supplier payout status
- Update a supplier invoice
- Troubleshoot a supplier portal access failure
- Troubleshoot duplicate supplier invoices
- Open the client Real Estate menu
- Browse client portal properties
- Open a client property detail
- Preview a client property file
- Delete a client-uploaded Real Estate attachment
- Use the client portal buy application
- Use the client portal rental application
- Use the client renter profile
- Open linked property status
- Download a linked compliance certificate
- Open client supplier/maintenance information
- Open client payout information
- Open landlord maintenance
- Open landlord job report
- Understand client portal menu omissions
- Troubleshoot a portal property or certificate access denial
- Open the Real Estate dashboard
- Filter the Real Estate dashboard by period
- Review buy-request status analysis
- Review rent-request status analysis
- Review request analysis by property type
- Review listing analysis by status
- Run the rent-paid report
- Run the vacant rental-property report
- Run the rental-unit report
- Run the delinquent-tenants report
- Run the leases-ending report
- Run the vacant sale-property report
- Run the sold-unit report
- Run the top-city listing report
- Use Real Estate app search
- Open broker portal notifications
- Mark a broker notification read
- Poll broker notifications
- Review Real Estate activity
- Delete an incorrect property activity entry
- Troubleshoot an empty report or dashboard
- Review Real Estate email templates
- Use Real Estate merge fields
- Send property, request, contract, invoice, payment and maintenance emails
- Understand Real Estate global SMTP dependency
- Use Real Estate PDF organisation text
- Use Real Estate PDF logo branding
- Generate a property-status PDF — Email, PDF branding and integrations
- Generate request PDFs
- Generate contract, invoice and payment PDFs
- Generate maintenance and supplier-job PDFs
- Use Google Maps places/marker integration
- Understand Google Maps region configuration
- Use optional Compliance Monitor links
- Use CRM customer-profile tabs
- Use project, task and reminder links where exposed
- Understand module route compatibility and portal themes
- Troubleshoot Real Estate email delivery
- Troubleshoot Real Estate PDF branding/output
- Troubleshoot Google Maps
- Apply least privilege to Real Estate Management
- Protect public application tokens
- Protect agreement countersign tokens
- Protect renter identity and income evidence
- Protect property-owner and tenant contact details
- Protect supplier job evidence
- Protect broker portal accounts
- Review Real Estate stored tables
- Review core table extensions
- Review property activity and audit evidence
- Review tenant application audit evidence
- Review onboarding audit and workflow evidence
- Review supplier and payout audit evidence
- Understand file-storage responsibilities
- Understand application retention setting
- Understand public application consent separation
- Understand no generic Real Estate REST API
- Understand no Real Estate webhook framework
- Understand scheduled work in the merged module
- Review backup and checkpoint files as excluded artefacts
- Run a Real Estate security review
- Troubleshoot Real Estate activation
- Troubleshoot a 404 Real Estate page
- Troubleshoot a permission denied message
- Troubleshoot a form validation error
- Troubleshoot a duplicate email error
- Troubleshoot a missing owner/company/broker selector option
- Troubleshoot a property attachment
- Troubleshoot a request conversion
- Troubleshoot client portal login or visibility
- Troubleshoot broker portal login
- Troubleshoot public application or countersign link
- Troubleshoot onboarding workflow state
- Troubleshoot supplier job allocation
- Troubleshoot supplier completion
- Troubleshoot supplier invoice payment
- Troubleshoot Real Estate reports
- Troubleshoot scheduled property and compliance work
- Understand the absence of a generic API/webhook interface
- Understand commented or hidden portal features
- Understand module version and migration details
- Use the Agreement_countersign controller reference
- Use the Apply controller reference
- Use the Authentication_broker controller reference
- Use the Broker controller reference
- Use the Client controller reference
- Use the Realestate controller reference
- Use the Maintenance and supplier controller references
- Use the Realestate_portal reference
- Run the Real Estate Management production verification checklist
Compliance — 245 retained guides
- Understand compliance in the merged property module
- Enable Compliance Monitor permissions
- Understand the Compliance Monitor menu groups
- Use the Compliance Monitor dashboard
- Interpret dashboard compliance risk metrics
- Synchronise linked properties
- Synchronise suppliers
- Use the compliance records register
- Search and filter compliance records
- Open an approved compliance record PDF
- Download a compliance record PDF safely
- Understand compliance record statuses
- Use display references and certificate numbers
- Review the notification and intimation engine
- Run the intimation engine manually
- Understand staged compliance notifications
- Generate a notification PDF
- Repair a missing notification PDF
- Resend a compliance notification email
- Resend the latest notification for a record
- Open the latest notification PDF for a record
- Use the renewal submissions register
- Review an external renewal submission
- Move a renewal submission into document review
- Approve, reject or mark a renewal under review
- Use your protected compliance renewal link
- Upload evidence through your protected renewal link
- Check scheduled compliance processing
- Use Gas Safety / CP12 tracking
- Upload Gas Safety / CP12 evidence
- Parse Gas Safety / CP12 evidence
- Review and edit Gas Safety / CP12 details
- Approve a Gas Safety / CP12 compliance record
- Open the Gas Safety / CP12 PDF record
- Delete Gas Safety / CP12 intake evidence safely
- Use EICR tracking
- Upload EICR evidence
- Parse EICR evidence
- Review and edit EICR details
- Approve a EICR compliance record
- Open the EICR PDF record
- Delete EICR intake evidence safely
- Use EPC / MEES tracking
- Upload EPC / MEES evidence
- Parse EPC / MEES evidence
- Review and edit EPC / MEES details
- Approve a EPC / MEES compliance record
- Open the EPC / MEES PDF record
- Delete EPC / MEES intake evidence safely
- Use Smoke & CO Alarms tracking
- Upload Smoke & CO Alarms evidence
- Parse Smoke & CO Alarms evidence
- Review and edit Smoke & CO Alarms details
- Approve a Smoke & CO Alarms compliance record
- Open the Smoke & CO Alarms PDF record
- Delete Smoke & CO Alarms intake evidence safely
- Use Fire Risk Assessment tracking
- Upload Fire Risk Assessment evidence
- Parse Fire Risk Assessment evidence
- Review and edit Fire Risk Assessment details
- Approve a Fire Risk Assessment compliance record
- Open the Fire Risk Assessment PDF record
- Delete Fire Risk Assessment intake evidence safely
- Use Legionella Risk Assessment tracking
- Upload Legionella Risk Assessment evidence
- Parse Legionella Risk Assessment evidence
- Review and edit Legionella Risk Assessment details
- Approve a Legionella Risk Assessment compliance record
- Open the Legionella Risk Assessment PDF record
- Delete Legionella Risk Assessment intake evidence safely
- Use Building Safety / Higher-Risk Buildings tracking
- Upload Building Safety / Higher-Risk Buildings evidence
- Parse Building Safety / Higher-Risk Buildings evidence
- Review and edit Building Safety / Higher-Risk Buildings details
- Approve a Building Safety / Higher-Risk Buildings compliance record
- Open the Building Safety / Higher-Risk Buildings PDF record
- Delete Building Safety / Higher-Risk Buildings intake evidence safely
- Use Asbestos Management tracking
- Upload Asbestos Management evidence
- Parse Asbestos Management evidence
- Review and edit Asbestos Management details
- Approve a Asbestos Management compliance record
- Open the Asbestos Management PDF record
- Delete Asbestos Management intake evidence safely
- Use HMO / Licensing tracking
- Upload HMO / Licensing evidence
- Parse HMO / Licensing evidence
- Review and edit HMO / Licensing details
- Approve a HMO / Licensing compliance record
- Open the HMO / Licensing PDF record
- Delete HMO / Licensing intake evidence safely
- Use Selective / Additional Licensing tracking
- Upload Selective / Additional Licensing evidence
- Parse Selective / Additional Licensing evidence
- Review and edit Selective / Additional Licensing details
- Approve a Selective / Additional Licensing compliance record
- Open the Selective / Additional Licensing PDF record
- Delete Selective / Additional Licensing intake evidence safely
- Use Wales Licensing / Registration tracking
- Upload Wales Licensing / Registration evidence
- Parse Wales Licensing / Registration evidence
- Review and edit Wales Licensing / Registration details
- Approve a Wales Licensing / Registration compliance record
- Open the Wales Licensing / Registration PDF record
- Delete Wales Licensing / Registration intake evidence safely
- Use Scotland Letting Agent Register tracking
- Upload Scotland Letting Agent Register evidence
- Parse Scotland Letting Agent Register evidence
- Review and edit Scotland Letting Agent Register details
- Approve a Scotland Letting Agent Register compliance record
- Open the Scotland Letting Agent Register PDF record
- Delete Scotland Letting Agent Register intake evidence safely
- Use Northern Ireland Landlord Registration tracking
- Upload Northern Ireland Landlord Registration evidence
- Parse Northern Ireland Landlord Registration evidence
- Review and edit Northern Ireland Landlord Registration details
- Approve a Northern Ireland Landlord Registration compliance record
- Open the Northern Ireland Landlord Registration PDF record
- Delete Northern Ireland Landlord Registration intake evidence safely
- Use England PRS Database tracking
- Upload England PRS Database evidence
- Parse England PRS Database evidence
- Review and edit England PRS Database details
- Approve a England PRS Database compliance record
- Open the England PRS Database PDF record
- Delete England PRS Database intake evidence safely
- Use CMP / Client Money tracking
- Upload CMP / Client Money evidence
- Parse CMP / Client Money evidence
- Review and edit CMP / Client Money details
- Approve a CMP / Client Money compliance record
- Open the CMP / Client Money PDF record
- Delete CMP / Client Money intake evidence safely
- Use HMRC / MTD tracking
- Upload HMRC / MTD evidence
- Parse HMRC / MTD evidence
- Review and edit HMRC / MTD details
- Approve a HMRC / MTD compliance record
- Open the HMRC / MTD PDF record
- Delete HMRC / MTD intake evidence safely
- Use deposit protection workflows
- Create a deposit protection intake
- Review a deposit protection intake
- Approve a deposit protection record
- Transition a deposit protection workflow
- Start a deposit return or deductions case
- Build a deposit deductions breakdown
- Save and initiate a deposit return case
- Open and resolve a deposit dispute
- Complete, close or reopen a deposit return case
- Export deposit return cases to CSV
- Print a deposit settlement summary
- Generate a deposit protection PDF
- Use the Right to Rent workspace
- Search for a Right to Rent tenant
- Upload multiple Right to Rent evidence files
- Review a Right to Rent intake
- Attach additional Right to Rent review evidence
- Approve a Right to Rent compliance record
- Generate a Right to Rent PDF certificate
- Delete a Right to Rent intake safely
- Use the Right to Rent audit workspace
- Use the AML / KYC intake workspace
- Upload AML / KYC evidence
- Parse AML / KYC evidence
- Review an AML / KYC intake
- Attach additional AML / KYC evidence
- Record a manual AML credit check
- Approve an AML / KYC record
- Send an AML / KYC notification
- Generate an AML / KYC PDF
- Open an AML / KYC notification PDF
- Delete AML / KYC evidence safely
- Use the AML / KYC and sanctions audit
- Use GDPR retention and deletion controls
- Review GDPR retention policies
- Backfill retention metadata
- Run a GDPR retention dry run
- Apply a GDPR legal hold
- Remove a GDPR legal hold
- Execute GDPR retention actions
- Review GDPR retention audit logs
- Understand GDPR anonymisation boundaries
- Review the scheduled GDPR retention cycle
- Use tenant information and prescribed documents
- Create a tenant information service log
- Review a tenant information service log
- Issue an official tenant information pack
- Use tenant information pack acknowledgement
- Generate a tenant information service certificate
- Review tenant information service evidence
- Use possession and notice compliance
- Upload a possession notice intake
- Parse and review a possession notice
- Approve possession notice evidence
- Generate a possession notice PDF
- Review possession notice evidence
- Use the legacy Section 21 archive
- Use rent increase and bidding compliance
- Create a rent increase or bidding intake
- Review and approve a rent increase or bidding record
- Delete a rent increase or bidding intake safely
- Use the rent increase and bidding audit
- Use tenant fees and permitted payments
- Create a tenant fee or permitted-payment log
- Review and approve a tenant fee record
- Delete a tenant fee log safely
- Use the tenant fees audit
- Use pet requests compliance
- Create a pet request intake
- Review and decide a pet request
- Delete a pet request intake safely
- Use the pet requests audit
- Use the Redress Scheme Membership register
- Review and update Redress Scheme Membership
- Approve and open the Redress Scheme Membership PDF
- Use the ICO Data Protection Fee / Registration register
- Review and update ICO Data Protection Fee / Registration
- Approve and open the ICO Data Protection Fee / Registration PDF
- Use the Estate Agency AML Supervision register
- Review and update Estate Agency AML Supervision
- Approve and open the Estate Agency AML Supervision PDF
- Use the Landlord Ombudsman register
- Review and update Landlord Ombudsman
- Approve and open the Landlord Ombudsman PDF
- Use the Material Information register
- Review and update Material Information
- Approve and open the Material Information PDF
- Use financial sanctions checks
- Use the legal governance register
- Use the Legal & Audit dashboard
- Use the approved records register
- Build an audit pack
- Use official PDF reports
- Create authority or regulator exports
- Export an audit register to CSV
- Export an audit pack PDF
- Export an audit evidence ZIP
- Run a compliance audit backbone check
- Use audit logs and chain of custody
- Use the financial audit workspace
- Use the tenancy audit workspace
- Use the property audit workspace
- Review Gas Safety, EICR and EPC audit evidence
- Review fire, legionella and alarm audit evidence
Current staff route reference
These paths are relative to the active workspace’s administrator area. Use the visible menu rather than constructing a route to bypass permissions.
realestate/dashboardrealestate/propertiesrealestate/property_statusrealestate/account_statusrealestate/approvalsrealestate/property_ownersrealestate/company_staffsrealestate/companiesrealestate/business_brokersrealestate/requestsrealestate/rent_requestsrealestate/tenant_onboardingrealestate/tenant_onboarding_workspacerealestate/suppliersrealestate/reportsrealestate/settings?tab=generalrealestate/module_guiderealestate/settings?tab=permissionsrealestate/compliance_monitorrealestate/compliance_monitor/compliance_recordsrealestate/compliance_monitor/sync_indexrealestate/compliance_monitor/notification_enginerealestate/compliance_monitor/gas_safetyrealestate/compliance_monitor/eicrrealestate/compliance_monitor/epc_meesrealestate/compliance_monitor/smoke_alarmsrealestate/compliance_monitor/fire_riskrealestate/compliance_monitor/legionella_riskrealestate/compliance_monitor/building_safetyrealestate/compliance_monitor/asbestos_riskrealestate/compliance_monitor/rent_increase_biddingrealestate/compliance_monitor/pet_requestsrealestate/compliance_monitor/deposit_protectionrealestate/compliance_monitor/right_to_rentrealestate/compliance_monitor/tenant_fees_permitted_paymentsrealestate/compliance_monitor/tenant_information_prescribed_documentsrealestate/compliance_monitor/possession_notice_compliancerealestate/compliance_monitor/prs_databaserealestate/compliance_monitor/hmo_licensingrealestate/compliance_monitor/selective_additional_licensingrealestate/compliance_monitor/wales_licensing_registrationrealestate/compliance_monitor/scotland_letting_agent_registerrealestate/compliance_monitor/northern_ireland_landlord_registrationrealestate/compliance_monitor/material_informationrealestate/compliance_monitor/landlord_ombudsmanrealestate/compliance_monitor/aml_kycrealestate/compliance_monitor/financial_sanctions_checksrealestate/compliance_monitor/ico_data_protection_fee_registrationrealestate/compliance_monitor/gdpr_retentionrealestate/compliance_monitor/client_moneyrealestate/compliance_monitor/redress_scheme_membershiprealestate/compliance_monitor/estate_agency_aml_supervisionrealestate/compliance_monitor/landlord_ombudsman_auditrealestate/compliance_monitor/prs_database_auditrealestate/compliance_monitor/legal_audit_dashboardrealestate/compliance_monitor/approved_records_registerrealestate/compliance_monitor/audit_pack_builderrealestate/compliance_monitor/official_pdf_reportsrealestate/compliance_monitor/authority_regulator_exportsrealestate/compliance_monitor/hmrc_mtd_workflowsrealestate/compliance_monitor/aml_kyc_sanctions_auditrealestate/compliance_monitor/cmp_client_money_redress_auditrealestate/compliance_monitor/ico_data_protection_auditrealestate/compliance_monitor/estate_agency_aml_auditrealestate/compliance_monitor/rent_increase_bidding_auditrealestate/compliance_monitor/pet_requests_auditrealestate/compliance_monitor/deposit_protection_auditrealestate/compliance_monitor/right_to_rent_auditrealestate/compliance_monitor/tenant_fees_auditrealestate/compliance_monitor/tenant_information_service_evidencerealestate/compliance_monitor/possession_notice_evidencerealestate/compliance_monitor/legacy_section21_archiverealestate/compliance_monitor/wales_compliance_auditrealestate/compliance_monitor/scotland_letting_agent_auditrealestate/compliance_monitor/northern_ireland_registration_auditrealestate/compliance_monitor/material_information_auditrealestate/compliance_monitor/gas_eicr_epc_auditrealestate/compliance_monitor/fire_legionella_alarm_auditrealestate/compliance_monitor/hmo_licensing_auditrealestate/compliance_monitor/building_safety_auditrealestate/compliance_monitor/asbestos_auditrealestate/compliance_monitor/audit_logs_chain_of_custody
Check the source and result
Follow the guide for your task, confirm the intended property or client and reopen the saved record to verify the outcome.
Need a specific answer?
Use Help Centre search for the action, field, error or question. New guides include explicit questions and answers, limits and troubleshooting.
More tasks in the current module
- Find a record in Synced Compliance Index
- Record postal tracking for a compliance notification
- Start a renewal from an approved onboarding pack
- Review due compliance before extending an approved tenancy
- Terminate or reopen an onboarding application
- Replace a pending or rejected supplier invoice
- Review Landlord Ombudsman Audit
- Review PRS Database Audit
- Review CMP / Client Money / Redress Audit
- Review ICO / Data Protection Audit
- Review Estate Agency AML Audit
- Review Deposit Protection Audit
- Review Wales Compliance Audit
- Review Scotland Letting Agent Audit
- Review Northern Ireland Registration Audit
- Review Material Information Audit
- Review HMO / Licensing Audit
- Review Building Safety Audit
- Review Asbestos Audit