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02 · Asset management
Run every property workflow from one workspace.
Portfolio brings assets, forms, partner updates, costs, compliance, tasks, automation rules and white label outputs into one configurable property operating system.
Portfolio workspaceConfigured
Forms34
Rules4
Outputs12
Property intakeLive
Compliance logDue soon
Partner updateDraft
Repair SLAEscalated
Business modelProperty manager
Automation ownerOps lead
What you get
Everything the job needs, on one record.
Workspace presets
Choose the business model, then tailor forms, modules, partner workflows and dashboard order around the client.
Configurable forms
Forms support category browsing, modular fields, costs, scoring, signatures, recipients and branded outputs.
Automation rules
Build client specific rules with triggers, actions, channels, owners, priority and approval state.
Costs and evidence
Costs can roll up by property, month, portfolio, project, tenant account, landlord statement or deal pack.
Forms and workflows
Configure Portfolio around the business using it.
Business type setup
Start with the closest operating model, such as agent, landlord, developer, provider, sourcer, public sector team or asset manager.
Category based forms
Open forms by category instead of one long list. Intake, inspections, compliance, welfare, finance, development and partner updates stay clear.
Partner workflows
Landlords, tenants, residents, buyers, sellers, councils, providers, contractors, advisers and investors can each have relevant updates.
Cost roll ups
Planning, licensing, repairs, compliance, project and finance costs can roll up by property, month, project, portfolio or deal pack.
Risk and evidence scoring
Forms can track concern, compliance urgency, evidence readiness, project stage, repair priority or custom status rather than one generic score.
White label outputs
Reports, document packs and partner updates can carry the saved organisation brand, contact details and logo.
Automations
Make the workflow repeatable without losing control.
Portfolio now supports automation rule templates with triggers, actions, channels, owners, priority and approval state. The app can prepare tasks, reminders, evidence requests and partner updates while keeping sensitive outputs review first.
TriggersActionsChannelsApprovalsRun history
Compliance expiry review
Track certificates, licences and renewal windows with owners, review dates and output approval.
Repair SLA escalation
Escalate due soon or breached repairs into tasks, manager review and partner update drafts.
Partner update packs
Prepare landlord, investor, commissioner or client updates from the same property evidence.
Missing evidence requests
Turn incomplete records into document requests, dashboard actions and evidence tasks.
Business model fit
One app, different operating models.
Forms, dashboard modules, partner workflows, automation rules and outputs can be activated, hidden, pinned and reordered around the kind of organisation using Portfolio.
Estate and letting agents
Property managers
Portfolio landlords
Supported living operators
Housing providers
Developers and land promoters
Deal sourcers and packagers
Commercial property operators
Public sector teams
Investors and asset managers
Why it’s different
Your portfolio shouldn’t live in fifteen spreadsheets.
01
Always current
Compliance status and renewals update in one place, visible at a glance.
02
Operational
Tasks, costs and tenancies sit on the same record as the evidence.
03
Connected
Package any asset into a Pro deal pack without rekeying a thing.
One ecosystem