GAS
Gas Safety Records
Annual CP12 per appliance, engineer Gas Safe number captured, certificate served to the tenant within 28 days and to a new tenant before occupation. Renewal chases start 60 days out and escalate.
The platform
Ten modules.
One honest data model.
Most property software is an accounting package with lettings bolted on, or a CRM with a spreadsheet stapled to the back. Xperty starts from the unit and the tenancy — which is where every question in this industry actually begins.
Because the modules share one model, a certificate expiring changes the compliance score, raises a works order, notifies the landlord portal and appears on the branch dashboard — without a single integration in between.
01 — 03
Tenancies & lettings
Applicants, referencing, agreements, deposits, renewals and notices.
04 — 06Rent & client money
Collection, reconciliation, arrears, statements and tax reporting.
07 — 08Compliance & safety
Certificates, licensing, notices, inspections and the audit trail.
09 — 10Maintenance & portals
Repairs, contractors, works orders and self-serve for your clients.
01 — 03
Tenancies & lettings
A tenancy is a living record with a start, a rent, a deposit, a compliance clock and a history of everything anyone did to it. Xperty treats it that way from first enquiry to final deposit return.
app.xperty.co.uk / tenancy / 14-wellesley-road
14 Wellesley Road, Croydon CR0 2AH
Rent£1,450pcm, 1st
Deposit£1,673TDS · protected
Balance£0.00up to date
| Timeline | Who | When |
|---|---|---|
| Rent increase served under s.13 · £1,395 → £1,450 | J. Okafor | 14 Feb 2026 |
| Right to Rent re-check · share code verified | Automatic | 02 Jan 2026 |
| Gas Safety Record issued · certificate attached | Harlow Heating | 18 Nov 2025 |
| Mid-term inspection · 42 photos · no actions | P. Nnamdi | 09 Aug 2025 |
| Deposit protected with TDS · prescribed information served | Automatic | 14 Mar 2024 |
Everything about a tenancy, in one place people can actually find
No more reconstructing history from an inbox. Every notice served, certificate issued, inspection carried out and payment received sits on one timeline, with the document attached and the user who did it recorded.
- Applicants & viewings — portal feeds to Rightmove, Zoopla and OnTheMarket, viewing diaries that sync with Outlook and Google, and offer tracking.
- Referencing & Right to Rent — affordability and credit checks, plus share-code verification with automatic re-check diarising for time-limited status.
- Agreements & e-signing — your own clause library, jurisdiction-aware for England, Wales and Scotland, signed on any device with a full audit certificate.
- Deposits — registration with TDS, DPS or mydeposits inside the statutory window, prescribed information served and evidenced automatically.
- Notices & possession — the post-reform grounds with correct notice periods, and rent increases via the statutory annual route with proof of service.
04 — 06
Rent & client money
The part of the job with the least tolerance for error, and the part most often held together by one person's memory and a spreadsheet they built in 2017.
Collection
Direct Debit through GoCardless, standing order matching, or card. Tenants get reminders before the date, not chasing after it.
Reconciliation
A live Open Banking feed from your client account. Xperty matches receipts to tenancies by reference, amount and history — 99.4% without human touch.
Client accounting
Ring-fenced client money, three-way reconciliation, landlord ledgers and commission invoicing that a CMP scheme audit can follow line by line.
Statements
Landlord statements generated on your cycle, published to the portal and emailed as PDFs, with expenditure itemised and invoices attached.
Arrears ladder
Define the escalation once — reminder, formal letter, guarantor contact, notice. It runs itself, and every step is logged with date and delivery evidence.
Tax & exports
Digital records and quarterly figures formatted for Making Tax Digital for Income Tax, plus clean exports to Xero, Sage, QuickBooks or CSV.
Three-way reconciliation, every day — not every quarter
Client bank balance, client ledger total and individual landlord balances are reconciled continuously. If they diverge by a penny, you know that morning rather than at year end — and the difference is already isolated to the transaction that caused it.
app.xperty.co.uk / reconciliation
Three-way position · 27 July 2026
| Client bank account (Open Banking) | £142,806.44 |
| Client money ledger | £142,806.44 |
| Sum of landlord & tenant balances | £142,806.44 |
| Variance | £0.00 |
Consecutive clean days214since 26 Dec 2025
Accountant's reportReadyone click
07 — 08
Compliance & safety
A portfolio of 250 units carries roughly two thousand dated obligations. Xperty holds all of them, chases the ones coming due, and keeps the evidence that you did.
ELEC
Electrical safety (EICR)
Five-yearly inspection tracked per unit, C1 and C2 remedial codes converted straight into works orders with the 28-day remediation clock running and evidenced.
EPC
Energy performance & MEES
Current band per unit, exemption register, and a retrofit model that costs each measure and sequences the portfolio by payback — ready for whatever the minimum standard becomes.
FIRE
Fire, smoke & carbon monoxide
Alarm inventory by room, test dates, fire risk assessments for HMOs and blocks, furniture compliance and escape route checks folded into the inspection routine.
LIC
Licensing & registration
Mandatory, additional and selective licensing by local authority, HMO conditions and occupancy limits, Rent Smart Wales and Scottish landlord registration — each with its own renewal cycle.
LOG
Immutable audit trail
Every action, by every user, timestamped and unalterable. When a tribunal, an ombudsman or an auditor asks what happened and when, the answer is a filter rather than an archaeology project.
09 — 10
Maintenance & portals
Most complaints about letting agents are really complaints about repairs — how long they took, and how hard it was to find out what was happening.
A repair that reports, triages, quotes, books and closes itself
The tenant reports in the portal with photographs. Xperty triages by category and urgency against your SLA, offers the right contractor from your panel, sends the works order, collects the quote, seeks landlord approval above your threshold, books the appointment and closes the job with the invoice attached.
- Damp & mould on its own clock — investigation and remediation timescales tracked and evidenced, ahead of Awaab's Law reaching the private rented sector.
- Contractor app — accept, schedule, upload photographs and invoice from a phone. No licence fee for your panel.
- Approval thresholds — jobs under the landlord's limit proceed automatically; above it, one tap in the landlord portal.
- Inspections & inventories — offline-capable mobile capture, room by room, with time-stamped photographs and tenant sign-off.
- Branded portals — landlords and tenants self-serve on your domain, in your identity, on every device.
portal.marloweandbooth.co.uk / repairs
Damp patch, bedroom ceiling
| Reported Tenant · 3 photographs attached | 25 Jul, 19:42 | Done |
| Triaged Category: damp & mould · 14-day investigation clock started | 25 Jul, 19:43 | Auto |
| Contractor assigned Kestrel Damp Ltd · accepted on mobile | 26 Jul, 08:11 | Done |
| Survey booked Tenant confirmed slot | 29 Jul, 10:00 | Scheduled |
| Landlord notified Portal + email · no action required under £400 | 26 Jul, 08:12 | Auto |
ElapsedDay 2 of 14within SLA
Evidence pack7 itemsphotos, notes, dates
Connected
It talks to the things you already use
Native integrations, maintained by us. Plus a documented REST API and webhooks if your business does something no product anticipated.
BANKING
Open Banking
Barclays, Lloyds, NatWest, HSBC, Santander, Starling, Monzo, Metro and Handelsbanken.
PAYMENTS
GoCardless & Stripe
Direct Debit mandates for rent, card payments for fees and deposits.
DEPOSITS
TDS · DPS · mydeposits
Custodial and insured registration, prescribed information, dispute submission.
PORTALS
Rightmove · Zoopla · OnTheMarket
Listing feeds, lead capture straight into the applicant pipeline.
ACCOUNTS
Xero · Sage · QuickBooks
Nominal mapping, journal export, commission invoicing sync.
TAX
HMRC MTD for IT
Digital records and quarterly update formatting for you or your accountant.
CHECKS
Referencing & Right to Rent
Goodlord, Van Mildert, Rightmove Reference and Home Office share codes.
DEVELOPERS
REST API & webhooks
Documented, versioned, rate-limited. Sandbox environment on every plan.
Foundations
Boring where it matters
UK data residency
All customer data stored and processed in UK regions. No transfer outside the UK without an explicit, documented instruction from you.
ISO 27001 & Cyber Essentials Plus
Certified information security management, independently audited annually, with penetration testing every six months.
99.95% uptime
Contractual service levels, a public status page, and point-in-time recovery for the last 35 days.
Fewer systems.
Fewer gaps.
Most firms replace three or four tools with Xperty. We'll map exactly what you'd retire, and what you'd save, before you commit to anything.