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PropTech Build-to-Rent Portfolio Management Platform UK Institutional Landlord

UK6 min readUpdated August 2025
Case Study
Region
UK
Contract
Fixed Price
Tech Stack
8
IP
100% transferred

Contents

Overview

A UK institutional landlord managing 4,200 build-to-rent units across 18 developments wanted a unified portfolio management system.

Tech Stack

ReactNode.js/FastifyPostgreSQLDocuSignOfgem DCC APIVaillant APIHomes England APIAWS eu-west-2

Compliance Standards

Renters' Rights Bill 2024RICS decent homes standardHomes England SOAHPUK GDPRCyber Essentials
Step 01Challenge

A UK institutional landlord managing 4,200 build-to-rent units across 18 developments wanted a unified portfolio management platform — replacing five separate systems (Fixflo for maintenance, Yardi for accounting, Excel for void management, paper tenancy files, and a bespoke but unmaintained application for reporting). RICS code for leasing, Renters' Rights Bill 2024 compliance (decent homes standard, rent increase restrictions), UK GDPR for tenant data, and Homes England reporting (for affordable housing units) were the requirements. Budget: £140,000.

Step 02Our Approach

Tenancy Lifecycle Management

Build-to-rent tenancy lifecycle: enquiry → reference → tenancy agreement → occupancy → rent collection → maintenance → renewal/checkout.

Digital Tenancy Agreement

DocuSign eSignature, tenancy terms inline (no PDF download required — accessibility-first).

Renters' Rights Bill 2024 Compliance

Periodic tenancy by default (no fixed-term ASTs for BTR), rent increase process (Section 13 notice with prescribed 2-month notice period), and grounds for possession (grounds 1–17 with landlord obligation evidence requirements).

IoT Sensor Integration

Smart meters (Ofgem DCC API for energy consumption), boiler service alerts (connected boilers — Vaillant/Worcester Bosch API), and water leak sensors (push notifications).

Predictive Maintenance Algorithm

Boiler service history + average service interval + last service date = predicted next service date.

Void Management

Unit checkout → automated check schedule (electrical test, gas safety, EPC, inventory check) → contractor booking.

RICS Decent Homes Standard

Automated compliance checklist per unit.

Homes England Affordable Housing Reporting

Homes England SOAHP (Shared Ownership and Affordable Homes Programme): affordable units within BTR development require quarterly reporting to Homes England. Data: unit type, tenure, rent (vs market rent — affordability calculation), and occupation status.

Automated Data Extraction

Homes England Data Collections system: automated data extract in Homes England-specified format, uploaded via API. Rent to market ratio automated calculation per quarter — flag units drifting above Homes England affordability threshold.

Data Privacy & Compliance

Tenant data in BTR is highly sensitive (home address, rent payment history, financial referencing data, maintenance request content). Legal basis: contract performance (tenancy agreement). Retention: tenancy data retained 6 years post-tenancy (Limitation Act 1980 — potential claims period).

Tenant Portal

Tenant can view their own data, download documents, and request erasure (subject to legal retention obligations). Subject access requests: automated DSAR export (all tenant data in one PDF within 30 days).

Step 03Results
Platform live at 20 weeks, £130,000 — under budget.
Five systems replaced by one.
Maintenance request resolution time: 8.4 days → 4.1 days.
Void turnaround time: 23 days → 11 days.
Homes England reporting: automated — previously 3 days/quarter.
Renters' Rights Bill compliance: legal review confirmed all processes compliant.
Tenant satisfaction NPS: 52 (from 34 pre-platform).
RICS inspection: portfolio management cited as best practice.

Client Testimonial

"

Maintenance resolution from 8.4 days to 4.1 days — that is the tenant satisfaction metric. Void turnaround from 23 to 11 days — at £1,800/month average rent, that is £720 per unit recovered. Homes England automated reporting saving 3 days per quarter. Renters' Rights Bill compliance legal review confirmed — we were ready before the Act came into force.

Chief Operating Officer, UK Institutional BTR Landlord (name withheld)

ClickMasters Case Study Team

Reviewed by James Whitmore, CTO

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