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FeaturesDepositClearUpdated March 12, 2026

Weekly Portfolio Health Digest

Weekly Portfolio Health Digest

The Weekly Portfolio Health Digest is an automated email report delivered every Monday at 8:00 AM to all admin and owner members of your organisation. It gives a structured, high-level snapshot of your portfolio's health across tenancy compliance, deposit activity, and upcoming deadlines — all in one place.

Who Receives It

The digest is sent automatically to every organisation member with an Admin or Owner role. No configuration is required; delivery is handled on a fixed weekly schedule.

What's Included

Active Tenancies

A count of all tenancies currently marked as active within your organisation's portfolio.

Compliance Failures & Warnings

A summary of compliance checks that have either failed or produced warnings. This section surfaces issues that may put your organisation at legal or regulatory risk.

Open Negotiation Threads

The number of deposit deduction negotiation threads that are currently open and in progress between landlords/agents and tenants.

Deposit Releases in Progress

How many deposit releases are currently being processed, giving visibility into cash flow and resolution timelines.

Expiring Signatures

Any document signatures that are approaching expiry. Acting on these promptly prevents documents from lapsing and workflows from stalling.

Approaching Deadlines — Next 14 Days

A consolidated list of deadlines falling within the next 14 days. This includes prescribed information submission deadlines and any other time-critical milestones across your portfolio.

Critical Compliance Issues

High-priority compliance issues are surfaced at the top of the digest for immediate visibility. These are issues that carry the highest risk and require the fastest response.

Delivery Schedule

PropertyDetail
FrequencyWeekly
DayEvery Monday
Time08:00 AM
Cron0 8 * * 1
RecipientsAdmin and Owner org members

Data Sources

The digest is compiled from live data across the following entities at the time of sending:

  • tenancies
  • complianceChecks
  • negotiationThreads
  • depositReleases
  • signatures
  • prescribedInfoDocs
  • orgMembers

Notes

  • The digest is read-only — it reports on current state but does not take any automated actions.
  • All counts and statuses reflect the portfolio's data at the point the email is generated (Monday 08:00 AM).
  • Recipients must have an active admin or owner role within the organisation to receive the digest.