Landlord reporting, simplified.
Tired of drowning your landlords in paperwork? Portfolio Statements revolutionise how you communicate, transforming mountains of documents into a single, elegant overview. Deliver unparalleled clarity, enhance your professionalism, and give your landlords the comprehensive insight they've always wanted, effortlessly.
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One landlord, one statement.
Deliver a single, consolidated statement for all properties. This means absolute clarity for your landlords and a more streamlined, professional experience for your team.

Intelligence, beautifully presented.
For landlords with multiple properties, you'll provide a single, consolidated monthly statement encompassing all financial information, property performance, and key management activities. When payments are made, they receive crystal-clear Payment Advice, offering a straightforward breakdown of each transaction. This isn't just about numbers, it's about providing the clarity your landlords crave and the efficiency your agency deserves.
Automated elegance. Set and forget.
Schedule Portfolio Statements to be automatically generated and dispatched on your chosen day of the month for every landlord. This consistent, reliable automation frees up your team for what they do best, drastically reducing manual statement preparation and minimising landlord queries. It's about working smarter, not harder.


Beyond the numbers, more insight.
Integrated directly into the report, landlords get a proactive overview of upcoming maintenance, safety certificate renewals, scheduled inspections, tenancy changes and renewals, and tenant rent payment status, including any arrears. You're also in control, able to tailor what's sent, group payments for portfolio landlords, and add custom text to reinforce your brand. It's total transparency, built-in.
Elevate your agency. Effortlessly.
Portfolio Statements are designed to make your agency look brilliant and your life easier. Amplify your professionalism with a sleek, modern service that sets you apart. Forge stronger relationships through proactive communication that builds trust. Crucially, meet the demands of portfolio landlords and larger clients, opening doors to new opportunities and helping you win bigger and grow faster.

The landlord experience. Transformed.
Imagine your landlords experiencing financial zen with a single, easy-to-digest statement for their entire portfolio. This is the future of landlord reporting, intelligently redesigned.
Book a demo