A property-specific compliance plan—not another generic checklist

1. Add the facts that determine what applies

• Add the property’s nation, address, type, occupancy, HMO status, gas and fuel information and tenancy details.
• RentSure derives the supported requirements and identifies where an exemption or additional fact changes the result.
• The first property is saved as onboarding progresses, so you can leave and resume without losing work.
• After setup, you immediately see the property’s personalised requirement list rather than a blank dashboard.

2. See the whole compliance picture

• Every mandatory requirement has a clear state: overdue, action needed, expiring soon, compliant, exempt or not required.
• Today shows the portfolio headline, the five highest-priority actions and the next 90 days of renewals.
• Compliance provides the full obligation register by property or requirement, with search, filters and nation and HMO context.
• Completed and exempt requirements remain visible because proof of compliance is part of the product—not clutter to hide.

3. Upload evidence and review the AI’s work

• Smart Upload extracts document type, dates, certificate details and a proposed requirement match.
• AI is an assistant, never the authority: you review and confirm every extraction before it can count towards compliance.
• Unreviewed, unmatched or archived documents do not affect the compliance score.
• Documents remain visible while queued, processing, retrying or awaiting review, with a recovery action if processing stalls.

4. Stay ahead and prove what you did

• Email and in-app reminders cover supported missing, expiring and overdue requirements, with lead times appropriate to the requirement category.
• The Reminders page shows what is scheduled, when it will be sent and the delivery history.
• Tenant-document service records show what was served, to whom and when.
• Export a portfolio compliance pack as PDF or CSV for a council, insurer, lender or professional adviser.

SMS delivery and multi-user organisations are not part of the current product scope. A subscription is for one user, and reminders are delivered by email and in-app notification.