P Portfolio Desk
Limited private beta

Property portfolio oversight for hands-off UK landlords

Portfolio Desk helps landlords who use letting agents stay on top of compliance, finances, documents, reminders and portfolio performance — with AI-assisted automation to reduce admin.

Register See what Portfolio Desk tracks
Private beta now open for selected UK property investors.
The problem

Your letting agent manages the day-to-day. But you still need control of the portfolio.

Agents can help with tenants, inspections and maintenance, but landlords still need to know whether key dates are approaching, documents are missing, statements reconcile, mortgages need attention and each property is performing as expected.

Hidden datesCompliance dates buried in emails and files.
Statement checksLetting agent statements still need review.
Expiry riskMortgage, insurance and licence dates creep up.
Fragile spreadsheetsManual trackers break as the portfolio grows.
Weak visibilityNo simple view of which properties perform best.
Core features

Built for portfolio control, not tenant management

Portfolio Desk is designed as the owner’s oversight layer: one place to review what needs attention, what is missing, how the portfolio is performing, and how you want to manage it.

✓
Compliance reminders Track key dates for certificates, inspections, licences, insurance and other property obligations.
£
Finance oversight Review income, costs, statements and reconciliation from property level through to portfolio level.
AI
AI-assisted admin Use AI to help extract, summarise and organise property information without replacing your judgement.
↗
Performance tracking See historic and projected performance across rent, value, mortgage exposure, equity and cash flow.
Flexible by design

Manage your portfolio your way

Every landlord tracks their portfolio differently. Portfolio Desk is designed around configurable reminders, categories, dashboards and reporting views, so the system can adapt to how you already work instead of forcing every portfolio into the same template.

Custom due datesSet your own reminder timings for reviews, expiries and recurring tasks.
Compliance itemsChoose the compliance checks that apply to each property and portfolio.
Financial categoriesOrganise income, costs, capital items and statements in a structure that suits you.
Ratios & dashboardsCreate portfolio views around the metrics that matter to your strategy.
More to comeBuilt to support future custom tools, widgets, alerts and automation workflows.
Data ownership

Bring your history in. Take your data out whenever you need it.

Portfolio Desk is designed to make it easier to load historical property records, bank statements, letting agent statements and existing Excel trackers. Your portfolio data and files should remain portable, whether you want to analyse something in Excel, keep your own backup, or leave the app later.

  • ✓Import historical data from spreadsheets and existing records
  • ✓Load bank statements and letting agent statement data
  • ✓Export property, compliance, finance and performance data
  • ✓Download your files and documents when needed
  • ✓No lock-in: your data stays yours
Who it is for

Designed for landlords who delegate the day-to-day

Portfolio Desk is not designed to replace your letting agent. It is designed for landlords and property investors who use agents but still want independent oversight of their portfolio.

  • ✓UK landlords with multiple properties
  • ✓Buy-to-let investors using letting agents
  • ✓Hands-off landlords who want better visibility
  • ✓Property company owners tracking performance and compliance
  • ✓Investors who have outgrown spreadsheets
How it works

From scattered records to portfolio clarity

1
Add your properties Record key property details, contacts, documents, mortgages, rent and compliance dates.
2
Track what needs attention Portfolio Desk highlights upcoming reminders, overdue items, missing information and finance tasks.
3
Review performance See how each property is performing historically and how the wider portfolio may develop over time.
Early access

Request private beta access

Portfolio Desk is currently onboarding a limited number of early users. Early access is best suited to UK property investors who use agents but want better oversight of compliance, finances and portfolio performance.

Register
  • ✓No password required — sign in securely
  • ✓Access reviewed before approval
  • ✓Built for UK property investors
  • ✓Early users can help shape the roadmap