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Portfolio Overview

Welcome back, James. Here's your portfolio health at a glance.

Monthly Cash Flow

£6,840

Gross: £8,450 | Expenses: £1,610

+£420 net vs last month

Occupancy Rate

96.4%

27 of 28 units let

+2.1% vs last month

Compliance Health

9/10

1 action required

Action Items

4

3 maintenance | 1 arrears

Maintenance Triage
Live tenant-reported issues requiring action
3 Open
Financial Ledger
Recent rent transactions
Open Banking
Property
Tenant
Amount
Details
Status

1a Swanborough Place

S. Mitchell

£895.00

Open Banking

1 Jun

Paid

Room 1, 88 Western Rd

M. Chen

£650.00

Standing Order

1 Jun

Paid

Flat 4, Marina Parade

E. Johnson

£1,200.00

Open Banking

Due 3 Jun

Pending

Room 3, 88 Western Rd

T. Williams

£625.00

Open Banking

Overdue

Overdue
Tenant Messages
2 unread
SM

Sarah Mitchell

1a Swanborough Place

Great, do you have a time slot?

MC

Marcus Chen

Room 2, 88 Western Rd

Thanks for sorting the fan issue so quickly!

EJ

Emma Johnson

Flat 4, Marina Parade

Hi, can I get a copy of the tenancy agreement? I need it for a mortgage application.

Live Activity Feed
Recent portfolio events

Rent received for Flat 4, Marina Parade via Open Banking

10:14 AM

Maintenance ticket submitted: Boiler leak at 1a Swanborough Place

09:15 AM

Tenant video uploaded for boiler issue - Sarah Mitchell

Yesterday

Gas Safety Certificate uploaded by Sussex Gas Services

2 days ago

New applicant: James Wilson for Room 2, 88 Western Rd

3 days ago

Compliance Monitor
Certificate status tracker

Gas Safety (CP12)

All Properties

Secure11 months

EICR - Electrical

Flat 4, Marina Parade

Action Required28 days

EPC Rating

All Properties

CompliantValid

HMO License

88 Western Road

Secure2 years
Log Tax-Deductible Expense
Quick expense entry for HMRC