Each of these is a real capability we design, build, and deploy — not a list of SharePoint features. We build the thing that makes it work for your business.
🏘️Property Library Structure
A property for every address — with subfolders for Tenancies, Inspections, Maintenance, Compliance, and Landlord Documents. Consistent structure across your entire portfolio. New properties set up in seconds.
📋Tenancy Document Automation
Tenancy agreements, check-in reports, and deposit certificates generated from Word templates — populated with tenant name, property address, landlord details, and tenancy dates from your property list. Consistent, professional documents without manual preparation.
🔧Maintenance Request Workflow
Maintenance requests logged in SharePoint with property, description, priority, and contractor. Flows that notify the relevant contractor, update status, and flag overdue jobs. Full audit trail of every maintenance request and its resolution.
📅Renewal & Compliance Reminders
Metadata columns for tenancy end date, gas safety certificate renewal, EPC expiry, and electrical inspection due dates. Scheduled flows that flag upcoming renewals and compliance actions — so nothing slips through without a chase.
🔐GDPR & Tenant Data
Tenant personal data separated from property documents. Access controls so staff only see the properties they manage. Sensitivity labels on tenancy agreements and ID documents. Retention policies for documents that need to be kept — and deleted — on schedule.
📊Portfolio Views
Views across your portfolio — Properties with Expiring Tenancies, Maintenance Open Jobs, Compliance Due This Month, Vacant Properties. All driven by metadata. No manual spreadsheet, no chasing across folders.