Stay on Top of Your Portfolio Every Monday Morning
Stay on Top of Your Portfolio Every Monday Morning
v0.1.224 introduces the Weekly Portfolio Health Digest — a scheduled email report that lands in your inbox every Monday at 8am, giving admins and owners a complete health check of their portfolio before the week begins.
The Problem It Solves
Managing a portfolio of tenancies means keeping track of a lot of moving parts at once: compliance deadlines, open disputes, pending deposit releases, signature expirations, and more. Until now, staying across all of that meant logging into the platform and checking each area manually.
The Weekly Portfolio Health Digest changes that. Instead of chasing information, it comes to you.
What You Get Every Monday
At 8:00 AM each Monday, every admin and owner in your organisation receives a single email summarising:
- How many tenancies are active across your portfolio
- Compliance failures and warnings that need attention
- Open negotiation threads — so you know where deposit disputes stand
- Deposit releases in progress — keeping cash flow visible
- Signatures approaching expiry — so nothing lapses without action
- All critical deadlines in the next 14 days — prescribed information, key dates, and more
- Critical compliance issues — the highest-priority flags, front and centre
Built for Landlords, Agents, and Portfolio Managers
Whether you're managing five properties or five hundred, the digest gives you a consistent weekly rhythm. You know that every Monday morning, before you've even opened the platform, you have a clear picture of what needs attention and what's on track.
It's particularly useful for:
- Agents running portfolios on behalf of multiple landlords who need a quick weekly briefing
- Landlords who want oversight without logging in daily
- Operations leads who need to triage team workload at the start of each week
No Setup Required
The digest is automatic. If you have an admin or owner role in your organisation, you'll start receiving it on the next Monday after the feature goes live. There's nothing to configure and nothing to turn on.
The Weekly Portfolio Health Digest is available from v0.1.224 onwards.