C
Compliance OS
Portfolio Operations
PROTOTYPE
JC
Operator view

Portfolio compliance

Every tenancy, every certificate, every deadline — tracked in one place and evidenced automatically as documents come in.
Overdue compliance
3
Gas · EPC · Deposit protection
Expiring in 30 days
7
Across 5 properties
Tracked tenancies
142
Across 4 offices
Evidence auto-filed
98%
Last 30 days
Compliance register
Sorted by urgency
All (142)
Overdue (3)
Expiring soon (7)
Gas safety
EPC
Deposit protection
Property Tenancy Status Documents
14
14 Kingswood Road
Gas Safety Certificate
Tenancy #A-2291
Renewed 11 mo ago
Overdue 6 days
2 / 3 filed
Chase →
7B
7B Elm Court
Deposit Protection
Tenancy #A-2308
New tenancy — 21 days in
Overdue 2 days
1 / 4 filed
Chase →
22
22 Prospect House
EPC Rating
Tenancy #A-2140
Renewed 4.9 yrs ago
Overdue 14 days
3 / 3 filed
Chase →
9
9 Alder Mews
Gas Safety Certificate
Tenancy #A-2255
Renewed 11.3 mo ago
Due in 12 days
3 / 3 filed
View →
3
3 Larkspur Yard
EICR Electrical
Tenancy #A-2177
Renewed 4.7 yrs ago
Due in 19 days
4 / 4 filed
View →
31
31 Birchwood Ave
Right to Rent Check
Tenancy #A-2312
New tenancy — 3 days in
Current
5 / 5 filed
View →
Agent activity
MONITORING · LIVE
Compliance by category
Gas safety
94%
EPC
88%
EICR
97%
Deposit protection
91%
Right to Rent
100%
Solution flow

Tenancy document intake

Drop a certificate, tenancy agreement or inspection report in. The register updates itself — no manual re-keying, no missed renewal dates.
Upload
Extract
3
Review & confirm
4
Filed to register
📄
Drop a document, or forward it by email
Gas certificates, EPCs, EICR reports, tenancy agreements — any format, any inspector's template.
documents@[client-domain] · or click to simulate a new upload
Gas_Safety_14_Kingswood.pdf
Uploaded 4 seconds ago · read by agent
Action needed
Property ● detected
14 Kingswood Road
Certificate type ● detected
Gas Safety Record (CP12)
Issue date ● detected
03 Feb 2025
Expiry date ● detected
02 Feb 2026 — already passed
Engineer Gas Safe ID ● detected
7719042
Tenancy match ● detected
#A-2291 · Confirmed
Agent activity
MONITORING · LIVE
Tenant success

Automated tenant support

Every tenant query lands here first. The agent checks your knowledge hub and FAQ set for a confident answer — and only escalates to a person when it's a safety issue, a financial or legal question, or genuinely outside what the knowledge base covers.
Queries this week
58
Across 142 tenancies
Routed to maintenance
21
3 flagged urgent
Resolved by agent directly
34
No human handling needed
Avg first response
40 sec
vs 6hr inbox average
Live query routing
Auto-triaged as they land
Resolved by agent 3
9 Alder Mews2 min ago
"When's my gas safety check due?"
Answered directly
📚Matched knowledge hub — pulled directly from this tenancy's compliance record
31 Birchwood Ave40 min ago
"Can I get a copy of my tenancy agreement?"
Document sent
📚Matched knowledge hub — standard document request, high confidence
3 Larkspur Yard1 hr ago
"How do I set up a standing order for rent?"
Guide sent
📚Matched FAQ — standard guide, high confidence
Routed to support 2
7B Elm Court6 min ago
"I think my deposit protection reference is wrong, can someone check?"
→ Support team
Financial/legal query — always routed to a person, never auto-answered
22 Prospect House28 min ago
"Query about a service charge on my statement"
→ Support team
Financial/legal query — always routed to a person, never auto-answered
Routed to maintenance 3
14 Kingswood RoadJust now
"Boiler's making a loud noise and pressure's dropped"
→ Maintenance partner · Urgent
Safety flag — physical/safety issue, always routed regardless of confidence
9 Alder Mews3 hr ago
"Kitchen tap has been dripping for a few days"
→ Maintenance partner
🔧Maintenance intent detected — no FAQ resolution applies to physical repairs
3 Larkspur YardYesterday
"Bathroom extractor fan isn't working"
→ Maintenance partner
🔧Maintenance intent detected — no FAQ resolution applies to physical repairs
📚 Knowledge hub match — answered directly
⚠ Safety flag — always escalated
⚖ Financial/legal — always escalated
🔧 No FAQ coverage — escalated to maintenance
The agent checks the knowledge hub and FAQ set first. High-confidence matches are answered directly. Anything safety-related, financial, or legal is always routed to a human — confidence score doesn't override that.
Agent activity
MONITORING · LIVE