Portfolio compliance
Bring the properties into one clear programme.
Multiple certificates and separate enquiries can make priorities difficult to see. Start with your property schedule, identify what needs attention and coordinate the next assessments and improvement questions through one customer contact.
Scope, quote and appointment confirmed with you.
Start here when…
- You manage several properties or landlord clients.
- You need to prioritise low ratings and document gaps.
- You want a phased assessment and improvement programme.
A few details make a better brief.
- Property addresses and country
- EPC ratings, dates and available documents
- Priority transactions, access and delivery timescales
You don’t need every answer to start the conversation.
A clear process, from the first request.
Build the property picture
Share a schedule of properties, EPCs and the decisions or dates that matter.
Prioritise the next actions
Separate assessment needs, evidence reviews and improvement enquiries, then agree a sensible sequence.
Coordinate the programme
Confirm scopes, appointments and specialist delivery arrangements for the agreed properties.
Know what you’re arranging.
- Property-level EPC and evidence inventory
- Risk and expiry priorities
- Phased assessment and improvement programme
- A clear booking and communication process
The final quote confirms what is included for your property.
Before you book.
Can we start with an existing spreadsheet?
A property schedule with addresses, EPC information and priority questions is a useful starting point. Avoid sending unnecessary personal or financial records.
Do you work with letting agents?
You can discuss an agency relationship for coordinated EPC bookings, evidence reviews and onward improvement enquiries.
Can you confirm nationwide appointments immediately?
Service availability and appropriate expertise are checked by postcode, property type and country before appointments are agreed.
Does this include a customer or contractor portal?
The current service is coordinated assessment, planning and customer communication. Any additional software or reporting scope must be agreed explicitly.
Useful before you decide.
From request to confirmed assessment Download the property schedule template An agent's property checklistCurrent requirements and policy changesDiscuss repeat work through an agency relationship.
THE NEXT JOB STARTS WITH THE RIGHT CONVERSATION
Your property.
Let’s get it moving.
Arrange an EPC. Review the compliance. Plan the improvements.
Start a request and we’ll confirm the right scope and next step.