Multi-Property Portfolio Management Pack — Tracker, Calendar & Dashboard
Multi-Property Portfolio Management Pack — Tracker, Calendar & Dashboard
Managing multiple properties without a system is how things fall apart.
Different tenants, different rents, different certificate expiry dates, different compliance requirements. Without a centralised system, a gas certificate lapses on Property 3, a rent increase is missed on Property 5, and an EICR expires on Property 1.
WHAT YOU GET (13 pages):
✓ Property register — 6 full profiles (address, mortgage, rent, tenant, deposit, HMO status, agent)
✓ Tenancy tracker — portfolio view of all tenants, rents, and last increase dates
✓ Compliance calendar — every property's gas, EICR, EPC, and alarm dates in one table
✓ Contractor contact log — 20 trades pre-populated (Gas Safe, electrician, builder, locksmith, roofer, solicitor, accountant, and 13 more)
✓ Rent payment dashboard — monthly snapshot across all properties
✓ Void period tracker — departure/arrival dates, void days, rent lost, with cost calculator
✓ Portfolio financial summary — gross rent, expenses, mortgage, net profit, yield %, void days per property
Duplicate pages for more than 6 properties. Editable Word (.docx). Instant download.
Important information
Our documents are templates and general guidance, not legal advice. CompliancePackUK is not a law firm. Every document needs to be checked and adapted to your own circumstances before you use it, and you should take professional advice where the stakes are high or you are unsure.
They are written for England and reflect the law as at October 2026. Legislation changes, so check that the document is still current before you rely on it. Our Annual Update subscription is one way to keep documents up to date.
These documents were created with the help of AI tools and then edited and directed by the seller.
Nothing on this page limits your statutory rights as a consumer.