Portfolio planning
Triage illustrative Passports by score, evidence, and estimated future-policy signal — planning aid only.
Illustrative demo data · not live stock · not a client portfolio.
Prefill: landlord portfolio · 5 homes · East London · illustrative
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Illustrative demo data · not live stock · not a client portfolio.
Top decision: investigate Converted maisonette, Stepney first — Re-check EPC register entry and lodgement date
Avoid commissioning works on the wrong home first — evidence before capital.
2–7: qualify then review. 8+: five-property sample
Which homes deserve attention first — verify before you spend.
Model v1.1 · not certification
#1
Act firstConverted maisonette, Stepney
First check: Re-check EPC register entry and lodgement date
Do not commission works until the consent path is clear
#2
Act firstVictorian mid-terrace, Hackney
First check: Verify weak or estimated facts before quotes
Do not commission major works until facts are verified
#3
Low-rise block flat, Bow
First check: Verify weak or estimated facts before quotes
Board appendix: EPC, Health Score, and homes map — secondary board context.
This is an illustrative shape of prioritisation — ranks, first checks, guardrails. Next for 2–7: a founder-supported £350 Decision Review. 8+ stock can request a five-property sample.
Verify highest-attention homes before commissioning works — evidence before capital.
£350 Decision ReviewGrouped checks or actions across homes — not isolated single-home reports. Illustrative only.
Loft insulation checks or works
3 homesPortfolio-wide review — group across homes where practical
Heating controls (TRVs)
1 homeProperty-level check first
Wall fabric survey / insulation checks
2 homesConsider a single grouped inspection or contractor visit
Professional review recommended on at least one home.
Glazing checks or upgrades
2 homesConsider a single grouped inspection or contractor visit
Heat pump suitability (after fabric)
2 homesCoordinate across the affected homes
Professional review recommended on at least one home.
Operational counts only — not cost estimates or compliance determinations.
Verify before quotes
4/5
Homes with facts or evidence still to check
Works windows
1 vacant · 1 marketed
Lower-disruption timing signals
Consent paths
3
Confirm before planning spend on leasehold stock
Re-sorts this table only — Recommended Priority above stays fixed. Active sort: Lowest score.
Other sort viewsTable only
| Property | Attention / status | EPC / future MEES planning signal | Evidence | Health Score | Last reviewed |
|---|---|---|---|---|---|
| Needs attention 1 professional-review flag | EPC DHigher future-policy exposure (indicative) | Evidence GradeC | 48–64 est. Health Score · secondary | 9 February 2022 | |
| Needs attention 2 professional-review flags | EPC DHigher future-policy exposure (indicative) | Evidence GradeD | 48–72 est. Health Score · secondary | 14 June 2019 | |
Why flagged
Confirmed vs estimated Evidence Grade is a decision tool: weaker grades mean verify before major spend. Confirmed: Window glazing Estimated / weak: Wall insulation type, Roof / loft insulation depth, Primary heating system, Recent annual energy use Next check Current EPC certificate / register entry and lodgement date First credible next action: Measure shared roof void insulation Do not commission yet: Do not size heating until fabric facts are confirmed; Solid wall options survey Professional review recommendedSample Passport shape (illustrative) →Shared single-home demo — not a live Passport for this address. | |||||
| Needs attention 1 professional-review flag | EPC CModerate future-policy exposure (indicative) | Evidence GradeC | 56–72 est. Health Score · secondary | 22 January 2024 | |
| Needs attention | EPC CModerate future-policy exposure (indicative) | Evidence GradeC | 62–78 est. Health Score · secondary | 11 November 2023 | |
| Evidence mostly confirmed | EPC CLower future-policy exposure (indicative) | Evidence GradeB | 69–77 est. Health Score · secondary | 3 March 2025 | |
EPC / future MEES planning signal: flags homes with higher indicative future-policy exposureunder planning assumptions (England & Wales PRS context). This signal does not determine present legal compliance, exemptions, or required works. Confirm obligations, timelines, and any works with qualified legal, retrofit, or property professionals.
Homes needing verification
4 / 5
Homes needing professional review
3 / 5
Higher future-policy exposure (indicative)
Planning support only. Not legal advice. Not a compliance certificate or determination of MEES/EPC legal status. Subject to final policy, local context, and professional review.
Last reviewed: 17 June 2026. Policy and eligibility details may change. This page is guidance only, not legal advice.Aggregated planning chips — not certification.
Aggregated from mock portfolio Passports using representative averages — planning view only, not property-specific compliance output.
Open retrofit brief toolMoisture survey, EPC lodgement check, asbestos/damp flags before fabric changes.
Loft/top-up, draught reduction, targeted glazing — avoid trapping moisture in solid walls.
Plan MVHR or balanced ventilation before major airtightness gains.
Right-size ASHP after fabric improvements; avoid oversizing on pre-improvement loss.
PV and battery after demand profile is understood; label export assumptions.
Smart meter or sensor upload to improve Evidence Grade — planned capability.
Representative brief uses median Health Score 64 and worst indicative EPC D from illustrative homes.
This board is an illustrative shape of prioritisation — which homes first, what to verify, and what not to commission yet. Next for 2–7 homes: a founder-supported £350 Decision Review. Eight or more homes can request a five-property sample toward a quoted pilot. Self-serve multi-home SaaS is not available yet.
Exports are unavailable in this demo. Real-stock outputs are delivered manually within a consented diagnostic or pilot; self-serve multi-home accounts remain in development.
Illustrative demo data · not live stock · not a client portfolio. Planning support only — not certification or legal advice. Real-stock path: £350 Decision Review for 2–7, or a five-property sample for 8+. A Sample Passport shape (illustrative) is available from row detail only.