What should a monthly portfolio review cover?

Compliance expiries, open maintenance and SLAs, rent arrears, void turnaround, upcoming tenancy ends, and landlord communication — at minimum.

How do I prioritise compliance renewals?

Sort by expiry date and severity: [[gas-safety-cp12-england|gas safety]] and [[hmo-compliance-england|HMO licence]] lapses carry criminal penalties; EICR and EPC follow.

What maintenance SLA breaches matter most?

Emergency and communal [[landlord-repair-obligations-england|Section 11 repairs]] in HMOs — heating loss, gas issues, fire doors, and sole toilet failure.

Should landlords receive a monthly report?

Fully managed agreements often include monthly statements: compliance status, maintenance spend, arrears, and void updates. Consistency matters more than length.

For Letting Agents10 min readLast reviewed 4 July 2026

Monthly Portfolio Health Check for Letting Agents in England

A printable monthly review checklist: compliance expiries, open maintenance, arrears, voids, tenant communications, and landlord reporting.

Key takeaways

A monthly portfolio review prevents compliance gaps and landlord surprises.
Certificate expiries in the next 90 days should be actioned first.
Open maintenance tickets breaching SLA need escalation, not deferral.
Arrears over one month require documented chase and landlord notification.
HMO and licensed properties deserve a dedicated compliance pass each month.
Structured reporting builds landlord trust and reduces account churn.

Compliance and certificates

List all gas certificates expiring within 90 days.
List all EICRs

Monthly Portfolio Health Check for Letting Agents in England

Key takeaways

Compliance and certificates

Maintenance and repairs

Rent and arrears

Tenancy pipeline

Landlord reporting and actions

Frequently asked questions

Stop chasing certificates. Start tracking them.