Landlord Portfolio Management View
Landlord Portfolio Management View
Available from v0.1.33, myProp includes a dedicated self-service portfolio dashboard for landlords. It provides a real-time, consolidated view of a landlord's entire property portfolio — properties, tenancies, arrears, maintenance, and financial statements — without requiring any contact with the agency.
Accessing the View
The dashboard is located at:
/:company/accounts/landlord/:landlordId
Landlords are navigated here automatically when they click on their account from the accounts list. A Back to accounts link is always visible for easy navigation.
Dashboard Tabs
1. Overview
The Overview tab presents six KPI cards at a glance:
| KPI | Details |
|---|---|
| Total Properties | Count of all linked properties, with occupied / vacant split |
| Occupancy Rate | Percentage of properties currently let; colour-coded by threshold (≥80% green, <50% red) |
| Expected Rent | Monthly total rent across all active tenancies |
| Rent Arrears | Total outstanding arrears amount |
| Active Jobs | Open maintenance jobs, with a count of completed jobs |
| Current Tenancies | Number of live tenancies vs. all-time total |
2. Properties
A paginated grid of all properties linked to the landlord account. Each card shows:
- Full address
- Property type and bedroom / bathroom count
- Vacancy status badge (Let or Vacant)
- Rent amount and frequency
- Managed status
Page size: 12 properties per page.
3. Tenancies
A filterable list of tenancies with a toggle between Current and All tenancies. Each entry includes:
- Tenant name(s)
- Property address
- Start and end dates
- Rent amount and frequency
- Deposit information
Pagination is provided for landlords with many tenancies.
4. Arrears
A dedicated arrears tracker that shows:
- Total arrears banner — aggregate outstanding balance across all properties
- Per-tenancy breakdown with:
- Tenant name and property address
- Arrears amount
- Days behind
- Last payment date
Only tenancies with outstanding arrears are listed.
5. Maintenance
A list of all maintenance jobs across the portfolio, with:
- Status filter pills — filter jobs by status (e.g. Open, In Progress, Completed, Cancelled)
- Job title, description, and associated property
- Contractor information
- Estimated and actual cost
- Status badge (colour-coded)
Paginated with previous / next controls.
6. Financials
A financial statements table supporting:
- Date range filters — narrow statements to a specific period
- Opening and closing balances
- Debit and credit line breakdown
- Downloadable / reviewable statement entries
Navigation
| Breakpoint | Navigation Pattern |
|---|---|
| Desktop | Sticky left sidebar with icon + label for each tab |
| Mobile | Dropdown selector showing the current tab, with animated chevron |
Loading & Error States
Each tab loads independently:
- Loading skeletons are shown per section while data is being fetched — the layout does not shift once data arrives.
- Error states display an inline error banner with a Retry button if a tRPC query fails.
- A service availability check runs before any data is rendered; if the AgentOS service is unavailable the user sees a clear unavailability message rather than a broken page.
Data Source
All data is fetched from the existing landlord tRPC router endpoints:
| Tab | tRPC Procedure |
|---|---|
| Overview | landlord.insights |
| Properties | landlord.portfolio |
| Tenancies | landlord.tenancies |
| Arrears | landlord.arrears |
| Maintenance | landlord.maintenance |
| Financials | landlord.financials |
No backend changes were required in this release. Queries use a 60-second stale time and retry up to 2 times on failure.
Currency
All monetary values use the currency symbol from the useCompany() context, ensuring the portal displays the correct symbol for each agency's locale (defaulting to £).