What to look for in property compliance software

Most compliance tools will store a certificate. The differences that matter show up later: on the morning a date passes, when a second person joins, and when you want your data back. These are the questions worth asking of any product, Verixad included.

How is status worked out?

Ask whether “valid”, “expiring” and “expired” are derived from the expiry date you record, or typed by hand. A status someone has to update is a status that will be wrong. Ask too whether the product can say a document is missing, which is the gap with no date to expire.

What happens on the day a date passes?

• Does anyone get told, and how? A reminder that only lives inside the product is a report, not a reminder.
• Is there a summary for planning, as well as alerts for urgent items?
• Is there a record of what was sent and when, including the days nothing was due?

Does it understand your portfolio?

• Can you set which documents every property must hold, and different rules for HMOs?
• Do documents, tenancies, tasks and jobs sit with the property, so the context is on one page?
• Can it import what you already have, and show you the problems before saving?

Who can see what?

Ask how team roles work, whether two-factor sign-in is available, and how the product keeps one agency's records separate from another's. The honest answer names where that separation is enforced.

Does it stay in its lane?

Be cautious of tools that pronounce a property “compliant”. A record shows what is on file and when it expires; whether that satisfies the law for your situation is a judgement for you and, where needed, a professional. The same applies to referencing and Right to Rent: a logbook of who checked what is useful; software that claims to decide is a risk.

Could you leave?

Export in a standard format, clear pricing without per-property surprises, and no lock-in on the documents themselves.

For how Verixad answers these questions, see the features page and pricing. The certificate checklist is a good test list for any product trial.