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.

Configuring portfolios from 5 properties to 500+ across 15 countries

Scaling Without Centralized Control Is Chaos

Every new property means more spreadsheets, more compliance deadlines missed, and more inconsistency in how your brand is experienced.

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
System Config
Multi-currency support
Multi-language enabled
Auto timezone detection
Single sign-on (SSO)
Custom branding

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
Properties
NameUnitStatus
London HubGBP / 12 unitsActive
Berlin SpaceEUR / 28 unitsActive
NYC LoftsUSD / 45 unitsActive

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
Add Property
Barcelona Coliving
EUR
Europe/Madrid
Spanish
Submit

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
Global Overview
4
Countries
103
Units
91%
Occ.

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
Regional Performance
EMEA
93% occupancy
65 units
Americas
88% occupancy
45 units
APAC
95% occupancy
18 units

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
Revenue by Region
EMEAAmericasAPACUKOther

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

"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

Popular Use Cases

This module is used by operators across these property types.

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.