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Using Landlord Vision to Get Organised for 2020

Who doesn’t love to start a new year feeling organised and in control? Here are some key things you can do in Landlord Vision to get your portfolio organised for a great start to the new year and the new decade too!

Add and Update Your Tenant’s Details

If any of your tenants are missing from Landlord Vision, add them in. If you’ve been meaning to add in some updated details or notes about your tenants now is a great time to do it. You can add a lot of tenant information into Landlord Vision including their birthday, contact details, occupation and work contact details, identification details, next of kin, referees, related contacts like guarantors, notes, and, tenant specific documents. Making sure this information is up to date will make it easier to contact the tenant or anyone related to the tenancy and makes it easy to keep up with any of the little things you need to know.

Update Income and Invoices

We don’t need to tell you why this is a good idea! Start the year as you mean to go on, chase up any outstanding rent payments and mark the rent as paid in Landlord Vision. If you have any outstanding supplier invoices, get them paid. Making sure your income and invoices are all up to date will prevent you wasting time chasing up payments that have already been made and will help get your finances organised.

Update all Property Details

You can save so many details about your property in Landlord Vision, if you haven’t updated these, do it now. The property details will rarely change and once they’re updated, you’ll know you can find all your property details in once place. If a new tenant moves in, you can send them all the pertinent property details in one easy email with just a few clicks using the Welcome Pack. You can record the following details for your properties:

  1. Emergency stops

  2. Bins and collection days

  3. Alarms and codes

  4. White and brown goods and their warranty details

  5. Utility suppliers

  6. Meter readings

  7. Property specific documents

  8. Valuations

  9. Key details

  10. Photographs

  11. And a whole lot more

Record Expenses

If you’ve already submitted your tax return draw a line under the year and resolve to now record all your expenses in the software. It’s so easy to forget the odd expense, but when you do, you’ll end up paying extra tax. This year record all your expenses in Landlord Vision as they occur, and you’ll be able to fill your tax return in just a few minutes. You can record expenses in the free Landlord Vision App as well as online to help you reap the deductible reward on next year’s tax return.

File Paperwork and Documents

You can store all sorts of property and tenant related documents and paperwork in the software. Upload tenancy agreements, insurance policy booklets, safety certificates, letters and any other documents you want to keep hold of. This means you’ll always be able to find them and where applicable you’ll be able to share them with the tenant (or anyone else) easily. As a bonus, should anything happen to your computer that prevents it turning on, you’ll still be able to access your documents in Landlord Vision. Use this tutorial to upload your documents for a more organised start to the year.

Add Insurances and Safety Certificates

If you haven’t added in details of your insurances and safety certificates and set up your reminders the start of the year is the perfect time to do it. You can store details of your insurer and your policy number along with any notes and the expiry date to get an early warning. You can also save your safety certificate reference number and expiry date along with contact details for both your insurer and safety certificate provider. Should you ever need to make a claim or contact your safety certificate provider you’ll be able to find their information easily as well as share it with the tenant.

Invite Tenants to use the Tenant Module

It’s more necessary than ever to keep a record of correspondence with your tenants. Tenants are now empowered to dispute rent increases and sue you for uninhabitable living conditions. Where this happens, the more evidence you can provide about your communication with a tenant the better. It’s easy to invite a tenant to the tenant module and once you’re done, you’ll be able to pull a report with a few mouse clicks that gives you a full audit trail of every conversation you’ve had via the software. Tenants can also report issues with the property and using the tenant module you can easily prioritise these and assign them to suppliers to be dealt with.

So those are our suggestions on how you can finally get organised with Landlord Vision, are there any other features you’d like to know about or any suggestions you have for other users on getting organised with the software? Let us know in the comments.

Read More Like This:

Welcome to the Landlord Vision Bookkeeper Project

The 10 Best Landlord Vision Developments This Year

5 Landlord Vision Features That Make Managing Time Easy


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