Tenancy Compliance
Browse Compliance Monitor guides related to tenancy compliance.
Use deposit protection workflows
Use deposit protection workflowsManage deposit receipt, scheme protection, prescribed information, acknowledgement and end-of-tenancy status.
Open guide →GuideCreate a deposit protection intake
Create a deposit protection intakeRecord a deposit, protection route and supporting evidence against the linked property.
Open guide →GuideReview a deposit protection intake
Review a deposit protection intakeVerify deposit amounts, dates, tenant context, scheme details and uploaded evidence.
Open guide →GuideApprove a deposit protection record
Approve a deposit protection recordCreate the approved deposit compliance record after scheme and prescribed-information checks.
Open guide →GuideTransition a deposit protection workflow
Transition a deposit protection workflowMove a deposit record through supported lifecycle actions without skipping evidence checks.
Open guide →GuideStart a deposit return or deductions case
Start a deposit return or deductions caseSelect an eligible deposit record and open the end-of-tenancy settlement workflow.
Open guide →GuideBuild a deposit deductions breakdown
Build a deposit deductions breakdownAdd itemised deductions and keep the proposed return amount consistent with the deposit balance.
Open guide →GuideSave and initiate a deposit return case
Save and initiate a deposit return caseMove a reviewed settlement draft into the active return workflow.
Open guide →GuideOpen and resolve a deposit dispute
Open and resolve a deposit disputeRecord a dispute reason, track evidence and move the case to a supported resolution state.
Open guide →GuideComplete, close or reopen a deposit return case
Complete, close or reopen a deposit return caseFinish the workflow, record closure evidence or reopen a case when a legitimate correction is required.
Open guide →GuideExport deposit return cases to CSV
Export deposit return cases to CSVCreate a controlled CSV export of deposit-return workflow records.
Open guide →GuidePrint a deposit settlement summary
Print a deposit settlement summaryCreate a printable summary with deductions, return evidence and workflow notes.
Open guide →GuideGenerate a deposit protection PDF
Generate a deposit protection PDFCreate the system PDF from an approved deposit protection record.
Open guide →GuideUse the Right to Rent workspace
Use the Right to Rent workspaceManage tenant selection, multiple evidence files, check paths, human review and approved certificate records.
Open guide →GuideSearch for a Right to Rent tenant
Search for a Right to Rent tenantUse the live tenant search endpoint to select the exact occupier before uploading evidence.
Open guide →GuideUpload multiple Right to Rent evidence files
Upload multiple Right to Rent evidence filesCreate an OCR intake with the selected tenant, check path and all relevant evidence.
Open guide →GuideReview a Right to Rent intake
Review a Right to Rent intakeVerify adult-occupier status, applicability, outcome, evidence route and follow-up requirements.
Open guide →GuideAttach additional Right to Rent review evidence
Attach additional Right to Rent review evidenceAdd evidence discovered during review without replacing the original intake history.
Open guide →GuideApprove a Right to Rent compliance record
Approve a Right to Rent compliance recordCreate the approved record after mandatory check, outcome, evidence and declaration fields are complete.
Open guide →GuideGenerate a Right to Rent PDF certificate
Generate a Right to Rent PDF certificateCreate the system PDF from the approved Right to Rent record.
Open guide →GuideDelete a Right to Rent intake safely
Delete a Right to Rent intake safelyRemove an incorrect or duplicate intake with the appropriate permission and audit reason.
Open guide →GuideUse the Right to Rent audit workspace
Use the Right to Rent audit workspaceReview check records, evidence state and lifecycle events from the tenancy audit area.
Open guide →GuideUse tenant information and prescribed documents
Use tenant information and prescribed documentsCreate a service log for required tenant information and link it to active approved compliance records.
Open guide →GuideCreate a tenant information service log
Create a tenant information service logRecord the property, tenant, document, service date, method and proof of service.
Open guide →GuideReview a tenant information service log
Review a tenant information service logVerify service details and select the approved compliance record that supports the pack.
Open guide →GuideIssue an official tenant information pack
Issue an official tenant information packGenerate and send the required pack letter only after linked-record checks are satisfied.
Open guide →GuideUse tenant information pack acknowledgement
Use tenant information pack acknowledgementAllow the tokenised recipient to acknowledge receipt of the issued information pack.
Open guide →GuideGenerate a tenant information service certificate
Generate a tenant information service certificateCreate the PDF certificate recording what was served, when, how and to whom.
Open guide →GuideReview tenant information service evidence
Review tenant information service evidenceUse the tenancy audit area to verify service logs, supporting files, acknowledgements and linked records.
Open guide →GuideUse possession and notice compliance
Use possession and notice complianceRecord notice evidence, review required fields and preserve service history.
Open guide →GuideUpload a possession notice intake
Upload a possession notice intakeCreate a notice intake against the correct linked property.
Open guide →GuideParse and review a possession notice
Parse and review a possession noticeExtract and verify notice dates, parties, property and service evidence.
Open guide →GuideApprove possession notice evidence
Approve possession notice evidenceApprove the notice intake after preconditions and evidence have been reviewed.
Open guide →GuideGenerate a possession notice PDF
Generate a possession notice PDFCreate the standard or detailed module report for approved notice evidence.
Open guide →GuideReview possession notice evidence
Review possession notice evidenceUse the tenancy audit workspace to trace notice records, proofs and chain-of-custody events.
Open guide →GuideUse the legacy Section 21 archive
Use the legacy Section 21 archiveReview retained historical Section 21 service records without treating them as a new live notice workflow.
Open guide →GuideUse rent increase and bidding compliance
Use rent increase and bidding complianceRecord rent or bidding changes, review decision fields and retain an audit trail.
Open guide →GuideCreate a rent increase or bidding intake
Create a rent increase or bidding intakeUpload or record the evidence for a rent change or bidding decision.
Open guide →GuideReview and approve a rent increase or bidding record
Review and approve a rent increase or bidding recordValidate the proposed change, statutory or policy fields and evidence before approval.
Open guide →GuideDelete a rent increase or bidding intake safely
Delete a rent increase or bidding intake safelyRemove an incorrect intake while preserving legitimate historical records.
Open guide →GuideUse the rent increase and bidding audit
Use the rent increase and bidding auditReview rent-change and bidding evidence, statuses and audit events.
Open guide →GuideUse tenant fees and permitted payments
Use tenant fees and permitted paymentsCreate automated fee logs, calculate supported limits and retain evidence for review.
Open guide →GuideCreate a tenant fee or permitted-payment log
Create a tenant fee or permitted-payment logRecord a fee with amount, charge date, tenant and supporting calculation details.
Open guide →GuideReview and approve a tenant fee record
Review and approve a tenant fee recordVerify the fee category, calculation and evidenced reason before approval.
Open guide →GuideDelete a tenant fee log safely
Delete a tenant fee log safelyRemove an incorrect or duplicate fee log with the correct permission.
Open guide →GuideUse the tenant fees audit
Use the tenant fees auditReview fee records, calculations, evidence and status changes.
Open guide →GuideUse pet requests compliance
Use pet requests complianceTrack pet-request intake, decision due dates, evidence, review and approval.
Open guide →GuideCreate a pet request intake
Create a pet request intakeRecord the pet request against the correct source tenancy or property.
Open guide →GuideReview and decide a pet request
Review and decide a pet requestRecord the decision, reasons, conditions and evidence before approval.
Open guide →GuideDelete a pet request intake safely
Delete a pet request intake safelyRemove an incorrect or duplicate request without losing a genuine decision history.
Open guide →GuideUse the pet requests audit
Use the pet requests auditReview request timing, decisions, evidence and lifecycle events.
Open guide →GuideUse the tenancy audit workspace
Use the tenancy audit workspaceReview deposit, Right to Rent, tenant fees, information service, notices, rent changes, pet requests and regional registration evidence.
Open guide →