Browse the complete merged feature library
Use this directory to find the reviewed property and compliance tasks, including the additional guides for current module features.
Where to goAdmin Area → Properties Management / Compliance
Before you start
Use this directory to find the reviewed property and compliance tasks, including the additional guides for current module features.
Follow these steps
- Choose the property or compliance feature group from the directory below.
- Open the detailed task guide for the action you need.
- Use the current Properties Management or Compliance header route described in the merger navigation guide.
- Check the article’s prerequisites, record rules and verification steps.
- Use the Flow guide only when the action belongs to the separate Flow module.
Check it worked
Every retained property/compliance article remains reachable from a feature group and its original URL.
If something does not look right
Older guide names and version labels describe the inherited source. The merger addendum supplies current navigation and changed behaviour; do not treat a historical standalone activation instruction as a reason to reactivate the retired module.
Questions and answers
What does the property library cover?
Setup, roles/plans, owners, agents/staff, brokers, property details/media/maps, approvals, buy/rent requests, contracts/invoices, public applications, onboarding, repairs, suppliers, portals, reports, communications and security.
What does the compliance library cover?
Core records/sync, safety certificates, tenancy obligations, deposits and returns, licensing across supported jurisdictions, agency governance, renewals, notifications, retention, audit registers, PDFs, packs and chain of custody.
What should I include in a support request?
The workspace, feature, record reference, expected result and actual error. Do not include passwords, private access tokens or unnecessary personal evidence.
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
Useful next steps
- Use the merged Property & Compliance Management module
- Find every property and compliance workspace
- Use the administrator Quick Actions bar
Browse all merged module guides
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