Global Configuration & Compliance
Configure every property, role, workflow, and compliance requirement from one centralized panel. Multi-property hierarchy, role-based access, regulatory automation, and white-label branding.
CHALLENGE
Scaling Without Centralized Control Is Chaos
Configuration Sprawl
Each property has different rules, workflows, and settings managed in different places with no central source of truth.
Compliance Gaps
Gas safety certs, EICR reports, HMO licenses, right-to-rent checks -- tracked in spreadsheets with no renewal alerts.
Access Control
No way to give regional managers access to their properties without exposing the entire portfolio.
Branding Inconsistency
Each property feels like a different brand because there's no centralized branding and template management.
Regulatory Complexity
Operating across regions means different tax rules, compliance requirements, and reporting standards per jurisdiction.
Audit Trail Gaps
No digital record of who changed what, when. Compliance audits become stressful investigations.
Multi-Property Hierarchy & Configuration
Structure your portfolio as portfolio > property > building > floor > unit. Set defaults at any level and override at lower levels for maximum flexibility.
Multi-property hierarchy: portfolio > property > building > floor > unit
Configuration inheritance: set defaults at portfolio level, override per property
Custom fields on any entity: tenant, property, unit, invoice, ticket
Configurable workflow rules and automation triggers per property or globally
Custom status workflows for tenants, tickets, invoices, and maintenance
Data export and API access configuration with rate limiting and authentication
Compliance & Regulatory Management
Track every certificate, license, and regulatory requirement across your portfolio. Automated renewal reminders, digital document serving, and full audit trails for inspections.
Gas Safety, EICR, EPC, and fire safety certificate tracking with renewal alerts
HMO license management with expiry monitoring and early renewal warnings
Right-to-rent verification tracking with automated renewal notifications
Digital serving of compliance documents to tenants with acknowledgment tracking
Automatic maintenance ticket creation for upcoming compliance renewals
Regional compliance automation: VAT reporting, tourism tax, authority reporting per jurisdiction
Role-Based Access & Security
Give every team member exactly the access they need. Owners see financials, managers see operations, staff see tasks. SSO, 2FA, and complete audit logging.
Role-based access control: owner, admin, regional manager, property manager, staff, viewer
Property-scoped permissions: regional managers see only their properties
Single sign-on (SSO) integration for enterprise clients
Two-factor authentication (2FA) for all user accounts
Complete audit log: who changed what, when, with before/after values
IP restriction and session management for sensitive operations
White-Label Branding & Templates
Your brand, everywhere. Custom logos, colors, email templates, contract templates, and domain configuration. Every touchpoint reflects your identity.
White-label branding: logo, colors, favicon, and visual identity across all modules
Custom domain and email sender configuration per property or brand
Email template library with drag-and-drop editor and dynamic variables
Contract template management with clause library and conditional sections
Invoice template customization with brand-specific layouts
Welcome pack and communication templates cascading from portfolio to property
Multi-Currency, Multi-Language & Tax
Operate globally with per-property currency configuration, multi-language support, and jurisdiction-specific tax rules. One platform, every market.
Multi-currency support with per-property currency configuration
Multi-language support for resident-facing interfaces and communications
Configurable VAT/tax rules per property, charge type, and jurisdiction
E-invoicing support for markets requiring electronic invoice submission
Making Tax Digital (MTD) readiness for UK operations
Automated VAT reporting and tax document generation
Workflow Automation & Rules Engine
Define rules that trigger actions automatically. When a lease expires, send a renewal offer. When a payment fails, escalate. When a certificate expires, create a ticket.
Configurable automation triggers: time-based, event-based, and condition-based
Workflow chains: one trigger can cascade multiple actions across modules
Notification rules: who gets notified, via which channel, for which events
Escalation rules with configurable timeouts and fallback assignments
Scheduled automations: daily, weekly, monthly batch operations
Custom webhook triggers for integration with external systems
Centralize Control Across Your Entire Portfolio
See how operators manage 50+ properties from a single configuration panel with full compliance automation.
100%
Compliance certificate tracking coverage
5min
To configure a new property from template
0
Missed compliance deadlines with auto-alerts
50+
Properties managed from one config panel
CLIENT WORDS
26 battle-tested modules covering the full resident lifecycle, from first application to move-out and beyond.
We added 8 properties in 3 months. With global config templates, each new property was configured in under an hour. Compliance tracking alone prevented what could have been a six-figure fine.
Portfolio Director
UK HMO Operator, 45 properties
EXPLORE MORE
Works With These Capabilities
Integrations Hub
50+ connectors: Stripe, Xero, SALTO, Tableau, Power BI, Open Banking, PriceLabs, and 300+ OTAs.
Visitor Management
QR guest passes, front desk guard app, vendor tracking, overstay monitoring, and package management.
Access Control & Smart Building
Smart locks, keyless entry, guest access provisioning, IoT sensors, emergency protocols, and security audit trails.
FAQ
Frequently Asked Questions
Upload certificates (Gas Safety, EICR, EPC, HMO license, etc.) with expiry dates. The system sends renewal reminders at configurable intervals (90, 60, 30 days) and automatically creates maintenance tickets for renewals. Digital serving to tenants with acknowledgment tracking provides a full audit trail.
Yes. Configuration inherits from portfolio level but can be overridden at any level: property, building, or unit. This means you set sensible defaults once and only customize where needed.
Role-based access with property-scoping. A regional manager sees only their assigned properties. Owners see financials. Staff see only their tasks. SSO, 2FA, and IP restrictions add enterprise-grade security.
Yes. Each property can be configured with its own currency. Financial reports can be viewed in individual currencies or consolidated with automatic conversion.
You define triggers (time-based, event-based, or conditional) and actions (send notification, create ticket, change status, trigger webhook). Rules can chain together for complex workflows.
Yes. Every action, change, and configuration update is logged with who, what, when, and before/after values. This supports compliance audits and operational accountability.
Yes. Logo, colors, domain, email sender, app store listing, contract templates, invoice layouts, and welcome packs are all fully customizable per brand or property.
Ready to Centralize Your Portfolio Management?
Book a demo and see how global configuration and compliance automation scales with your portfolio.