Legacy Properties
A property portfolio management application, built for Legacy Property Group, that keeps thirty properties, their income, their costs and their paperwork in one organised place.
- Industry
- Property
- System category
- PropTech / Property Management
- 40%OutcomeCollections rose by 40% after a live feed and automated collections were introduced.
Income, last six months
£191.5k
Reminders
- Tenancy renewal, Apartment 1204In 12 days
- Service charge due, Courtyard VillaIn 21 days
- Insurance renewal, Unit 3BIn 34 days
From the product
The real thing
Screenshots from the application. Screens containing tenant or financial details are not shown.
Sign-in. The application carries the client's own brand throughout. 
The main menu, from day-to-day recording through to the tax sheet. 
Recording an expense: categories written in plain language rather than accounting terms. Swipe to see the whole screen.
The problem
A property portfolio produces a steady flow of rent, expenses, documents and deadlines. Spread across spreadsheets and inboxes, it becomes hard to see how each property is performing or what needs attention next.
What was built
A single application for overseeing the whole portfolio: what each property earns and costs, the records that belong to it, and reminders that surface before dates are missed. It is written for the people who use it. Recording a rent payment takes an amount and a date, and expense categories are in plain language.
What the system does
Portfolio oversight
Every property in one view, organised the way the portfolio is run.
Income tracking
Rental income recorded against each property.
Expenses
Costs captured alongside income for a true picture per property.
Record keeping
Documents and history kept with the property they belong to.
Financial information
Financial summaries at property and portfolio level.
Automated reminders
Upcoming dates raised automatically.
Overdue rent flag
A property is highlighted when no rent has arrived for over forty days. Vacant properties are left alone.
Tax-year view
Every screen works in one April-to-April tax year at a time, and the tax sheet builds itself from the entries.
Portfolio costs
Costs that belong to the business rather than one property are recorded once and split across the portfolio.
Nothing is lost
Entries can be corrected or removed at any time, and removed entries are kept in a log.
Works on a phone
The same application on a small screen, and it can be added to the home screen.
Live feed and automated collections
Collections now run automatically from a live feed, alongside manual recording.
How it fits together
From property to portfolio
Each property carries its own records, and the portfolio view is built up from them.
- 1
Properties
Each property is set up with its details and records.
- 2
Money in and out
Income and expenses are logged against the property.
- 3
Reminders
Key dates generate reminders automatically.
- 4
Portfolio view
Financial information rolls up across the portfolio.
More work
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