As a Landlord with multiple tenants life could be a lot easier if maintenance and regulatory issues were easier to stay on top of.  The reality is each landlord wants to know that all is well at a high level and the detail may not be so important. Often there are staff to get involved in the detail. The Tenant needs to know the detail is correct such as maintenance, insurance, safety inspection etc. As the Professional it’s your role to keep everyone informed.

Profile the Landlord and Properties

• Health and Safety Compliance
• Fire Safety, Maintenance schedule management
• Health and Safety Risk assessment reminders
• Security systems management as related to SSAIB and NSI
• Maintenance, testing and inspections
• Cleaning management and scheduling
• Commercial property management rent reviews etc

Profile the Tenants

• Credit Checks, DBS if needed
• Agreements
• Log issues and remedies
• Accounting
• Maintenance, testing and inspections
• Cleaning management and scheduling

Define your system

The common mistake with Letting Company CRM systems is they are built by software companies who have not done your job or they are managed on Excel spreadsheets by a former Letting Company administrator who lacks the vision of the Landlord. We take the view that Landlords and Letting companies can be unique with some common areas shared.

Sketch out your team and their responsibilities, then define what you need to capture and who you want notified when an action needs to take place.

Test your system outputs

• Does the system give you advance notice of critical dates?
• Would you like landlords and tenants reminded?
• Does the system give your staff notice of every event ?
• Should the system keep Tenants & Landlords informed
• Can the system manage projects such as Maintenance – testing – inspections – Cleaning management and whatever else you want to add in here at no notice ?
• Can emergency workers be notified automatically when a critical event occurs ?

Cost of ownership

• Avoid Compulsory Maintenance
• Avoid Compulsory support agreements
• Can you make changes without the supplier ?
• Can you get your data out if you need to
• Can you integrate with accounts and other packages ?

Benefits of CRM for Letting Company professionals

A flexible CRM solution will lets you manage the essentials which the critical aspects of compliance, health and safety are taken care of. Marketing and business administration with website integration is all available in the Portal.

You dictate the features you need to ensure your objectives are properly met.
Supported by UK based CRM professionals with over 30 years experience.