Landlord and client portal workflows
Submit and follow applications through the authenticated client portal, upload evidence and see only authorised timeline and document information.
Full Compliance Applications
Open guide →GuideUse the Full Compliance Applications client portal
View owned cases and start a new authenticated application.
Open guide →GuideRead the client case list
Review reference, service, authority, status, last update and landlord-action indicator.
Open guide →GuideStart a new client application
Open New Application and complete the portal intake form.
Open guide →GuideComplete client Service type
Use the required service heading, which defaults to Full Compliance Application.
Open guide →GuideComplete client Compliance service
Describe the certificate, inspection, audit, review or other service needed.
Open guide →GuideChoose the linked property
Select an eligible property or leave it unlinked when none is available.
Open guide →GuideEnter the concerned authority
Add the authority name when known.
Open guide →GuideEnter the property address or reference
Provide the free-text property reference used in the compiled application summary.
Open guide →GuideDescribe the required outcome
State what approval, certificate, review or resolution is needed.
Open guide →GuideEnter property or room details
Add room, unit or property configuration details relevant to the work.
Open guide →GuideSet the target submission date
Provide the desired authority or compliance submission date.
Open guide →GuideChoose preferred contact method
Select No preference, Email, Phone, Portal updates or WhatsApp if available.
Open guide →GuideDescribe previous compliance history
Select Not sure/not applicable, No previous, Continuing existing, Authority already contacted or Previous refused/queried.
Open guide →GuideExplain urgency or deadline
Provide the reason for any deadline or urgent handling.
Open guide →GuideWrite the full application summary
Complete the required description of the work needed.
Open guide →GuideWrite supporting-document notes
List evidence available or still to be supplied.
Open guide →GuideWrite additional notes
Provide client-visible information for the compliance team.
Open guide →GuideSubmit the client application
Send the form and allow the module to compile the supplied fields into the case summary.
Open guide →GuideOpen an owned client case
Select a case and review landlord-visible status, journey, timeline and documents.
Open guide →GuideRead the landlord-visible timeline
See only events marked visible to the landlord.
Open guide →GuideRead landlord-visible documents
See documents permitted for the client plus files uploaded by the client.
Open guide →GuideUpload supporting evidence
Enter Document type, select one file, add notes and submit.
Open guide →GuideUse supported client file types
Upload PDF, JPG, JPEG, PNG, DOC, DOCX, XLS, XLSX or TXT files up to 15 MB.
Open guide →GuideDownload an authorised client document
Open a document only when the case belongs to the authenticated customer and visibility permits it.
Open guide →GuideResolve portal access denial
Confirm the application belongs to the authenticated client and the contact is logged in.
Open guide →