EATOCTHE ONLY CRM

Good Afternoon, David Britton

Sunday 10 May 2026 · 3 inspections · 2 compliance alerts · 1 maintenance urgent

“Let every tenancy run like a pipeline, not a panic.”— EATOC

Instructions · this month

3

this month

● New 2 · ● Renewal 1

New tenancy agreements signed

Viewings · this month

Wk1

2

Wk2

3

Wk3

4

Wk4

3

12

total

Lettings viewings booked

Inspections · this month

8

Mid-term & check-outs

Maintenance · open

6

1 emergency · 2 high priority

Rent collected · May

94%

£36,200 of £38,400

48

Managed

42

Let

4

Vacant

Compliance Alerts

2 certificates expiring within 30 days

URGENT

Gas Safety Certificate expires in 8 days

14 Brunswick Road, Penrith · Landlord: Mr Harrison

18 May 2026

WARNING

EICR expires in 24 days

Flat 3, Castlegate House, Penrith · Landlord: Mrs Carruthers

3 Jun 2026

WARNING

Right to Rent check due — new tenant

7 Wordsworth Street, Keswick · Tenant: Ms Kowalski

PENDING

Renters’ Rights Act 2025

Live from 1 May 2026 · Section 21 abolished · PRS Database · Landlord Ombudsman

Check Compliance

Today's Schedule

3 inspections, 1 check-in, 1 viewing

9:30

AM

INSPECTION

Mid-term inspection

22 Victoria Road, Penrith · Tenant: Mr & Mrs Thompson

Emma Burrow

11:00

AM

CHECK-IN

New tenant move-in

4 The Crescent, Appleby · Tenant: Dr Patel

Lauren Garner

2:00

PM

VIEWING

Lettings viewing

Barn Cottage, Stainton · Applicant: Mr & Mrs Ahmed

Travis Roberts

3:30

PM

INSPECTION

Check-out inspection

14 Brunswick Road, Penrith · Tenant: Ms Davies (end of tenancy)

Emma Burrow

Rent Collection — May 2026

£36,200 of £38,400 collected (94%)

Collected

£36,200

39 of 42 tenancies paid

Outstanding

£2,200

3 tenancies in arrears

Fees Earned

£4,608

12% average management fee

Voice-Powered Lettings

Dictate tenant enquiries, maintenance reports & inspection notes hands-free

Try Now

Active Maintenance

4 open jobs

EMERGENCY

Boiler failure — no heating or hot water

8 Fell Lane, Keswick · Contractor: Eden Heating Ltd

Reported 2h ago

HIGH

Roof leak in bathroom — awaiting contractor

22 Victoria Road, Penrith · Awaiting quote

Reported yesterday

ROUTINE

Kitchen tap dripping — plumber booked

Flat 3, Castlegate House · Contractor: JW Plumbing

Booked 14 May

ROUTINE

Garden fence panel blown down

Barn Cottage, Stainton · Landlord arranging

Reported 3 days ago

EATOCTHE ONLY CRM

Rental Properties

48 managed properties across Cumbria

Portfolio · total

48

Managed lets

Status · let

42

Tenanted

Status · vacant

4

On market

Pipeline

2

Under offer

Compliance

5

Certificates due

LET

£850 pcm

14 Brunswick Road, Penrith

3 bedSemi-detachedCA11 7LR

GAS DUE 8 DAYSMr Harrison

LET

£625 pcm

Flat 3, Castlegate House, Penrith

2 bedFlatCA11 7HY

EICR DUE 24 DAYSMrs Carruthers

VACANT

£950 pcm

Barn Cottage, Stainton

3 bedCottageCA11 0ES

COMPLIANTMr & Mrs Dixon

LET

£1,200 pcm

22 Victoria Road, Penrith

4 bedDetachedCA11 8AU

COMPLIANTDr Whitfield

LET

£575 pcm

7 Wordsworth Street, Keswick

2 bedTerraceCA12 4QF

R2R PENDINGMr Armstrong

UNDER OFFER

£725 pcm

4 The Crescent, Appleby

2 bedEnd terraceCA16 6QN

COMPLIANTMrs Bewley

LET

£1,450 pcm

The Coach House, Yanwath

4 bedBarn conversionCA10 2LA

COMPLIANTMr Hodgson

VACANT

£495 pcm

12 Market Square, Kirkby Stephen

1 bedFlatCA17 4QT

COMPLIANTMr Patterson

LET

£795 pcm

8 Fell Lane, Keswick

3 bedDetachedCA12 5EQ

MAINT OPENMrs Tyson

EATOCTHE ONLY CRM

Landlords

32 active landlords · 48 managed properties

Landlords · active

32

On the register

Properties

48

Under management

Fully managed

28

Full service

Let only

4

Tenant-find

Landlord	Properties	Monthly Rent	Service	Compliance	Status
Mr James Harrison 07712 345 678	3	£2,475	FULLY MANAGED	1 OVERDUE	ACTIVE
Mrs Patricia Carruthers 07798 234 567	2	£1,250	FULLY MANAGED	1 DUE SOON	ACTIVE
Mr & Mrs Dixon 07745 678 901	1	£950	LET ONLY	COMPLIANT	ACTIVE
Dr Eleanor Whitfield 07801 456 789	2	£2,400	FULLY MANAGED	COMPLIANT	ACTIVE
Mr William Armstrong 07756 789 012	4	£3,100	FULLY MANAGED	COMPLIANT	ACTIVE
Mrs Rachel Tyson 07834 567 890	1	£795	RENT COLLECT	COMPLIANT	ACTIVE
Mr James Hodgson 07867 890 123	2	£2,650	FULLY MANAGED	COMPLIANT	ACTIVE
Mrs Susan Bewley 07890 123 456	1	£725	FULLY MANAGED	COMPLIANT	ACTIVE

EATOCTHE ONLY CRM

Tenants

42 current tenancies · 6 applications in progress

Tenancies · active

42

Current lets

Applications

6

In progress

Renewals

4

In negotiation

Notice given

2

Ending soon

Rent on time

38

This month

Tenant	Property	Rent	Tenancy End	Payment	Status
Mr & Mrs Thompson 07923 456 789	22 Victoria Road, Penrith	£1,200	15 Nov 2026	PAID	ACTIVE
Ms Anna Davies 07834 678 901	14 Brunswick Road, Penrith	£850	31 May 2026	PAID	NOTICE GIVEN
Mr Craig Wilson 07756 234 567	Flat 3, Castlegate House	£625	28 Feb 2027	ARREARS	IN ARREARS
Ms Agnieszka Kowalski 07612 345 678	7 Wordsworth Street, Keswick	£575	1 May 2027	PAID	R2R PENDING
Dr Raj Patel 07945 789 012	4 The Crescent, Appleby	£725	10 May 2027	NEW	MOVING IN
Mr & Mrs Henderson 07823 456 789	The Coach House, Yanwath	£1,450	30 Sep 2026	PAID	RENEWAL DUE
Ms Lucy Chen 07734 567 890	8 Fell Lane, Keswick	£795	15 Dec 2026	ARREARS	IN ARREARS

Vorensys Integration Ready

White-label tenant referencing under your brand

Comprehensive credit, employment and landlord reference checks
Right to Rent digital ID verification (Yoti certified)
Guarantor referencing and AML/sanctions screening
Reports delivered under your agency brand — tenants never see Vorensys
Set your own pricing — earn commission on every reference

EATOCTHE ONLY CRM

Compliance Tracker

Property compliance · certificates · safety checks

Gas safe

41

Valid CP12

EICR

39

In date

EPC

48

On file

Deposits

42

Protected

Right to rent

40

Verified

Actions due

5

Needs attention

Renters’ Rights Act 2025 Live — 1 May 2026

Stay compliant with the biggest shake-up in a generation

Information Sheet tracker — served to every tenant by 31 May 2026?
PRS Database registration status per landlord
Rent increase notice tracking (2-month minimum)
Possession ground documentation (no more Section 21)
Pet request log with response tracking

Fines up to £7,000 per breach, £40,000 for continuing breaches

Requires Immediate Action

Overdue or expiring within 14 days

14 Brunswick Road, Penrith

Landlord: Mr Harrison · 3 bed semi

ACTION REQUIRED

Gas Safety Certificate

Expires 18 May 2026

EICR

Valid until Mar 2029

EPC

Band C · Valid until Jul 2033

Deposit Protected

DPS · Ref: DPS-847291

Right to Rent

Verified 12 Jun 2025

Flat 3, Castlegate House, Penrith

Landlord: Mrs Carruthers · 2 bed flat

DUE SOON

Gas Safety Certificate

Valid until Sep 2026

EICR

Expires 3 Jun 2026

EPC

Band D · Valid until Jan 2032

Deposit Protected

MyDeposits · Ref: MD-193847

Right to Rent

Verified 3 Mar 2025

Fully Compliant Properties

43 of 48 properties have all certificates valid

22 Victoria Road, Penrith

Landlord: Dr Whitfield · 4 bed detached

ALL CLEAR

Gas

Nov 2026

EICR

Apr 2029

EPC

Band B

Deposit

DPS

R2R

Verified

The Coach House, Yanwath

Landlord: Mr Hodgson · 4 bed barn conversion

ALL CLEAR

Gas

Feb 2027

EICR

Aug 2030

EPC

Band C

Deposit

MyDeposits

R2R

Verified

TDS / DPS / myDeposits Integration Ready

Register and manage deposits directly from EATOC

One-click deposit registration with your chosen scheme
30-day countdown timer from receipt to registration deadline
Prescribed information auto-generated and sent to tenant
Deposit return workflows at end of tenancy
Full audit trail for dispute resolution

EATOCTHE ONLY CRM

Maintenance

Work orders · contractors · repairs

Priority · emergency

1

Respond now

High

2

Urgent queue

Routine

3

Scheduled

Completed · May

14

Closed jobs

Spend · May

£3,240

Inc. VAT where applicable

Open Jobs

6 active maintenance requests

Boiler failure — no heating or hot water

8 Fell Lane, Keswick · Tenant: Ms Chen · Reported 10 May 2026

EMERGENCY

Contractor

Eden Heating Ltd

Quote

£480 + VAT

Landlord Approved

Yes — verbal

Booked

Today — PM

Roof leak in bathroom

22 Victoria Road, Penrith · Tenant: Mr & Mrs Thompson · Reported 9 May 2026

HIGH

Contractor

Awaiting quotes

Quote

Pending

Landlord Approved

Awaiting quote

Kitchen tap dripping

Flat 3, Castlegate House · Tenant: Mr Wilson · Reported 7 May 2026

ROUTINE

Contractor

JW Plumbing

Quote

£85 + VAT

Landlord Approved

Yes

Booked

14 May 2026

Fixflo Integration Ready

White-label repairs and maintenance management

Tenant self-service repair reporting with photos (40+ languages)
Automated contractor assignment and work order management
Landlord approval workflows for quotes and invoices
Gas Safety, EICR and planned maintenance scheduling
Contractor certificate storage and compliance tracking

EATOCTHE ONLY CRM

Rent & Accounts

Rent collection · landlord payments · arrears

Collected · May

£36.2K

94% of rent roll

Outstanding

£2.2K

Awaiting payment

Fees earned

£4.6K

Management + let

Paid to landlords

£31.6K

This month

In arrears

3

Tenancies

Arrears

3 tenants with outstanding rent

Tenant	Property	Monthly Rent	Outstanding	Days Late
Mr Craig Wilson	Flat 3, Castlegate House	£625	£625	12 DAYS
Ms Lucy Chen	8 Fell Lane, Keswick	£795	£795	10 DAYS
Mr D. Roberts	5 Eden Mount, Appleby	£650	£650	5 DAYS

PayProp Integration Ready

Automated rent collection, reconciliation and landlord payments

Bank-integrated rent collection with real-time reconciliation
Automated landlord payments on the day rent is received
Tenant arrears tracking with SMS and email reminders
Full client money protection compliance and audit trail
Monthly landlord statements generated automatically

EATOCTHE ONLY CRM

Voice Capture

AI-powered tenant enquiry & maintenance reporting

Captured · today

12

Voice notes

Auto-saved

8

To CRM

Needs review

3

Staff queue

Maintenance

1

Jobs raised

Tap to start listening

Dictate tenant enquiry or maintenance report

Live Transcript

Transcript will appear here when you start speaking...

AI Extraction — Tenant Enquiry

Name

—

Phone

—

Email

—

Budget (Monthly)

—

Bedrooms

—

Preferred Areas

—

Move-in Date

—

Pets

—

Employment

—

Notes / Additional

—

EATOCTHE ONLY CRM

Landlord Reports

Monthly property reports for landlords

Reports due

32

May cycle

Sent · this month

28

Delivered

Pending

4

Awaiting send

Open rate

96%

Email engagement

May 2026 Reports

Monthly landlord statements and property updates

Mr James Harrison

3 properties · £2,475 rent · £297 fees

SENT

Mrs Patricia Carruthers

2 properties · £1,250 rent · £150 fees

SENT

Mr William Armstrong

4 properties · £3,100 rent · £372 fees

PENDING

Dr Eleanor Whitfield

2 properties · £2,400 rent · £288 fees

SENT