A portfolio where every certificate is current
A portfolio owner responsible for mandatory inspection and energy certificates across several thousand properties, each with its own renewal date.
Who they are.
A portfolio owner responsible for mandatory inspection and energy certificates across several thousand properties. Each property has its own set of certificates and its own renewal dates.
Anonymised at the client’s request. Client names are never disclosed without written permission.
What had to be solved.
Certificate expiry was tracked per property, in whatever tool the local manager happened to use. A missing certificate came to light during a tenant dispute, and portfolio-level compliance was a question nobody could answer quickly.
What success looked like.
- Check each property for the certificates its use actually requires
- See expiring and missing certificates across the portfolio at once
- Answer "is the portfolio compliant" without a survey
What Ceertia does here.
A use case per property type, declaring the certificates that use requires and checking each one for presence and current validity. Expiring and missing certificates surface across the whole portfolio in a single view.
Every property file must hold each mandatory certificate, valid at today’s date.
How it runs, step by step.
The file arrives with its documents, in any format, from whoever sends it.
Every page is identified and mapped against the expected document list. Missing documents, duplicates and out-of-scope pages are flagged on receipt.
Each rule asks the file a question and answers it directly on the documents, with page, zone and source text attached to the verdict.
The team approves, requests a fix, or rejects. No file is approved or rejected automatically.
What changed.
Compliance status became a stored verdict per property rather than a periodic survey. The portfolio question is now answered from data instead of from a round of emails to local managers.
- Certificate expiry was tracked per property, in whatever the local manager used.
- A missing certificate came to light during a tenant dispute.
- Portfolio-level compliance was a question nobody could answer quickly.
- Every property file is checked for the certificates its use requires.
- Expiring and missing certificates are surfaced across the portfolio at once.
- Compliance status is a stored verdict per property, not a survey.
Anonymised case. Client names are never disclosed without written permission. Figures describe the file volumes and checks in this scenario.
Other files, same engine.
A commercial real estate team running transaction due diligence on files assembled by agents, notaries and surveyors.
Read the case → Real estateTenant applications screened on evidence, not impressionA residential property manager receiving tenant applications with identity, income and reference documents of very uneven quality.
Read the case →See it run on your own files.
Bring one real file to a 30-minute demo. Watch the verification run, evidence on screen.