How Complys Automates Contractor Onboarding for Letting Agents

The Real Problem: Email + Folders = Chaos

Right now, here's how most letting agents onboard contractors:

1. Send email asking for compliance documents
2. Wait for response (with attachments scattered everywhere)
3. Manually read through their forms
4. Create a folder on your computer for each contractor
5. Save all their documents there
6. Manually check if they meet your criteria
7. Send follow-up emails if something's missing
8. Hunt through old emails 6 months later when their insurance expires

It's not that it's hard. It's that it's fragmented. Email, folders, manual checking, no tracking, no single source of truth.

There isn't really a system out there that's easier than this scattered approach. You either request via email and pray, or you use something designed for a different problem entirely (like Fix Flo, which is a scheduler, not a compliance hub).

What Complys Actually Does

We built this to replace the email + folder system entirely.

Step 1: Create Your Requirements Once

Define what you need per trade. Plumbing: Insurance £6m minimum, Gas Safe, VAT, 2 references. Takes 2 minutes. That's it.

Step 2: Invite Contractors

They get an email link. No login needed. They either upload their existing forms (PDFs, images) or fill your questionnaire. Complys auto-extracts from PDFs using Claude AI.

Step 3: Automatic Verification Against Your Criteria

This is the key part: Complys reads their submission and automatically checks it against your criteria. Insurance? Checks amount. Valid date? Checks expiry. All documents there? Counts them. Missing anything? Shows you exactly what and why.

You get a report: "Met criteria: Insurance (£7m, expires Dec 2026) ✓, Gas Safe ✓, VAT ✓, References (2 provided) ✓. Status: APPROVED."

Or: "Missing: DBS check. Insurance expires in 30 days (action needed). References incomplete (need 1 more)."

No manual reading. No guessing. Just clear go/no-go with specific reasons.

Step 4: Keep It All In One Place

Every contractor in your dashboard. Every document stored. Every status visible. No folders on your computer. No email chains to search through. One place, everything connected.

The Messaging Part (And Why It Matters)

When you need to ask for more info, you don't email. You message them inside Complys.

Why? Because email is a nightmare for compliance tracking. You send "Can you send insurance renewal?" and it disappears into their inbox. Three weeks later you forget you asked. You search through 200 emails looking for their response.

With Complys messaging, it's all there. Clear message flow. You can see: "Sent June 8 → Replied June 9 → Documents uploaded June 10." No searching. No lost threads.

Contractor also stays on the platform, so they become a Complys user. They get 90 days free trial. Many stay as paid customers. You get them in the system already.

Why One Platform Beats Multiple Tools

Using Fix Flo (scheduler) + email (compliance requests) + folders (document storage) + whatever else means switching context constantly. Is the document in email or folder? Did they reply to that message? When does their insurance actually expire?

If everything's in one roof—onboarding, compliance checking, messaging, document storage, expiry tracking—you never context switch. You open Complys and you see: 45 contractors, 3 need attention, 2 insurance expiries coming, 5 pending messages. Done.

Time Saved Is Real

You're not saving 5 minutes per contractor. You're saving hours of manual form reading, document searching, folder organizing, and email hunting.

Most letting agents we talk to spend 4-5 hours per month just on contractor compliance admin. Reading forms. Checking documents. Sending follow-ups. Organizing files. Complys does the reading and checking automatically. You get that time back.

Why One Platform Is Better Than Spreadsheets + Email

Most letting agents manage contractor compliance through a mix of spreadsheets, emails, and folders. Complys unifies all of that into one dashboard where you can see every contractor, every document, every expiry date, and every message in one place.

Get Started

1. Sign up
2. Create templates for your trades
3. Invite contractors
4. Stop managing compliance via email
5. Spend your time on what actually matters

Free trial. No credit card. Try it with your next batch of contractors.