Run your whole lettings portfolio in one place
Complys keeps every property audit-ready: certificates and their expiry dates, tenancies, deposits, Right to Rent, licensing, inspections, rent and maintenance — all linked to the right landlord and tenant, and rolled up into a live compliance score.
This guide walks the whole workflow, from adding your first property to getting a repair approved by the landlord.
How it fits together
Each property links to a landlord and, when let, a tenancy (and tenant). Compliance sits in the middle — certificates, checks and inspections attach to the property, while repairs bring in trades. Because everything is connected, a single property view shows who the landlord is, who’s living there, what’s compliant and what work is open.
1 · Build your property register
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Add a property (or import your list)
Add properties one at a time, or import a whole portfolio at once from a list. Record the address and the landlord it belongs to.
What you’ll see: The property opens with its own compliance view, ready for certificates, tenancy and jobs. - 2
Log the certificates
Add each certificate — gas safety, EICR, EPC, PAT, legionella, fire risk assessment — with its expiry date and a copy of the document. Complys colour-codes each one and reminds you before it lapses.
What you’ll see: A Certificates view lists everything due across the portfolio, soonest first.
2 · Set up the tenancy
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Record the tenancy
Add the tenancy with its rent, start date and agreement. You can upload an existing agreement or build one, and store the tenancy pack against the property.
What you’ll see: A tenancy panel on the property, with the rent, dates and documents in one place. - 2
Protect the deposit
Record the deposit and which scheme it’s protected in (for example DPS or TDS), and attach the protection certificate — so prescribed-information evidence is always to hand.
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Complete Right to Rent
Log the Right to Rent check and store the evidence against the tenancy, with reminders for any follow-up check date.
3 · Stay compliant across the portfolio
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Add licences
Record selective, additional or HMO licences with reference numbers, dates and documents.
What you’ll see: Licences sit on the property with their expiry tracked like a certificate. - 2
Schedule inspections
Log property inspections and keep the reports, so mid-tenancy checks and their outcomes are documented.
- 3
Register on the PRS database
Record PRS database registration details and dates against the property to stay ahead of Renters’ Rights requirements.
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Watch the compliance matrix & score
The compliance matrix rolls everything up into one view so you can spot the reds and act before anything becomes a problem.
What you’ll see: A grid of properties against certificate types, red/amber/green, with a single portfolio score on top.
4 · Handle maintenance & repairs
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Raise a maintenance job
Raise a job straight from the property — add a description, priority and photos.
What you’ll see: A job with a priority, photos and a clear status trail. - 2
Assign a contractor
Assign a trade to attend. Complys can check the contractor is authorised (insurances and accreditations in date) before they’re put on the job.
- 3
Route big spends to the landlord
Set a repair approval threshold. Anything above it pauses for landlord approval, so you never commit to a large spend without sign-off.
What you’ll see: Jobs over the limit are held as 'awaiting approval' until the landlord signs off — with a full record. - 4
Track it through to completion
Follow the job through its stages — scheduled, attended, completed — with photos and costs captured, then close it against the property’s history.
5 · Money & the legal paperwork
Once a tenancy is running, Complys handles the accounting and the statutory documents that keep you compliant and the landlord informed.
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Landlord statements
Set a management fee per property, then generate a landlord statement for any period: rent received less your fee, less maintenance costs, less any deductions, equals the net due to the landlord.
What you’ll see: A dated statement PDF the landlord can also download from their own portal. - 2
Notices & renewals
Serve a Section 21, Section 8, Section 13 rent increase, renewal offer or other notice — Complys records the served and effective dates and produces a dated notice PDF.
What you’ll see: A renewal banner flags tenancies ending within 60 days. - 3
Tenancy e-signing with an audit trail
The tenant signs their tenancy pack online; the agent or landlord counter-signs. Every signature is captured with a timestamp, IP and device for a defensible record.
What you’ll see: A signature audit page shows who signed, when, from which IP and device. - 4
Deposit protection & prescribed information
Record the deposit, the scheme and the date it was received, and Complys tracks the 30-day protection deadline and generates the Prescribed Information document to give the tenant.
What you’ll see: A deadline flag warns you before the 30-day protection window closes.
6 · For letting agents: the full pipeline
Running a lettings agency, not just managing your own portfolio? Complys covers the front of the business too.
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Applicants & viewings
Capture enquiries, book viewings and record the outcome, and track every applicant through the pipeline.
What you’ll see: A pipeline board from new enquiry through viewing, offer, referencing to let. - 2
Offers & referencing
Record offers and accept the right one to start a tenancy, then reference the applicant — income, employment, current-landlord and credit checks, guarantor and an automatic affordability calculation.
What you’ll see: An affordability check flags whether income meets the 2.5x benchmark. - 3
Marketing & listings
Set the marketing details and photos, and each available property gets a public listing with an enquiry form that drops straight back into your applicant pipeline.
What you’ll see: Available properties appear on your public to-let pages, and a feed is ready for portal integration. - 4
Rent & arrears
Reconcile rent due against rent received across every tenancy, post the month’s charges in one click, and feed it all into the landlord statements.
What you’ll see: Rent roll, collected-this-month, total arrears and who is behind — at a glance.
Keep everyone in the loop, and use only what you need
Message a landlord or tenant from the property, pick the relevant property with a quick search, and share what matters — an approval request, a certificate, an update. And because every part of this can be switched on or off in Property settings, you can run only the pieces you want and leave the rest to your existing systems.
Why landlords and agents use it
Every certificate, licence and check has a tracked expiry with reminders — no more diary entries or lapsed gas safety.
The red/amber/green matrix turns dozens of properties into a single number you can act on.
Landlord approval thresholds mean repairs over your limit always get sign-off, with an audit trail.
Deposits, Right to Rent, licensing, inspections and PRS registration are built in as the rules tighten.
Management fees, landlord statements, deposit prescribed information and notices are handled in the same place as compliance.
Questions people ask
Which certificates does Complys track?
Do I have to use every feature?
Can landlords and tenants see anything?
How does maintenance approval work?
Can Complys handle landlord statements and notices?
What is the compliance score?
Get your portfolio audit-ready
Add your properties, log the certificates and switch on the features you need. Start free and load an example portfolio to see it working.
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