








Lettings Compliance Excel Template | Certificates, Renewals, Deposits, Fees and Landlords
Instant download
For letting agents and landlords managing a portfolio. Missed certificate renewals, unprotected deposits and tenancies drifting onto periodic terms all cost money. This workbook counts down every certificate, tracks tenancy renewals and deposits, and records fee income and landlord details in one file.
What it covers
- Managed properties list with every certificate and renewal counted down
- Renewal pipeline for tenancies ending soon, with rent uplifts
- Certificate bookings tracked from due to booked, done and invoiced
- Deposit register covering protection and prescribed information served
- Monthly fee income from management, renewals and setups
- Landlord register with payment days and preferences
Who it is for
Suits letting agents, property managers, portfolio landlords and small lettings businesses.
What is inside
- How To Use and Quick Start guides, from download to working in ten minutes
- Managed Properties
- Renewal Pipeline
- Certificate Bookings
- Deposit Register
- Fee Income
- Landlord Register
- Notes and Actions, Log and Diary and Monthly Review tabs
How it works
Open the file in Microsoft Excel and read the How To Use tab first, it takes two minutes. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.
What you get
- One editable Excel (.xlsx) workbook with 10 tabs
- Built for Microsoft Excel, no macros and no formulas for you to write
- Example rows included so you can see every feature working
- Commercial licence, use in your own business, not for resale
- Instant digital download, no physical item shipped
Small print
Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.
List the documents, pages and formats included.
Page count, file format and how it is delivered.
Single-business commercial licence. Edit and use these files in your own business for as many jobs and clients as you like, and send the finished documents to your customers.
Strictly not for resale. You may not resell, share, give away or upload the files, edited or unedited, anywhere, or use them to make templates for others. SiteSums keeps the copyright.
Common questions about editing and using the template.
