Portfolio money first · energy as the map
Find the rentals that are costing you first
See where stock money is at risk — voids, bills, works sequencing, and EPC position — before you commission the wrong survey or upgrade. Indicative attention bands and evidence gaps; not a capital ranking or promised savings percentage.
Energy evidence is how we surface the money. 2–7: qualify then a fixed £350 Small Portfolio Decision Review. 8+: five-property sample toward a 25–100 home pilot. Known vs estimated stays labelled. Not MEES certification; not multi-home SaaS checkout.
Planning support only. Evolving Home does not issue EPCs, certify compliance, or replace accredited assessors or legal advice. A pilot is a founder-delivered engagement (manual import, pack, one session) — not operational multi-home software. You still pay separately for lodgable assessments and works. Policy and implementation dates for future EPC reforms may change. MEES private-rented planning context on this site is for England & Wales. Scotland and Northern Ireland use different frameworks. Tell us where your stock sits when you apply.
See an illustrative review pack · not a live client pack
Five-property diagnostic (feedback pilot)
For landlords with 8 or more homes: we run the same evidence-first triage we would otherwise charge for on five representative properties — attention bands and evidence gaps, not a capital ranking you can treat as proven — in exchange for structured feedback on the pack.
Complimentary for a limited number of qualified prospects. In return, we ask for candid feedback on clarity, usefulness, and missing fields after you receive the pack.
You provide
- • Exactly five addresses or UPRNs (tenant names not required)
- • Any known EPC references, dates, or notes you already hold
- • Tenancy / vacant / marketed context if it affects sequencing
- • Where the stock sits (England & Wales / Scotland / NI / mixed)
You receive
- • Attention banding for the five homes
- • Evidence gaps and first credible next checks
- • What not to commission yet
- • Clear next step into a quoted 25–100 property Portfolio Readiness Pilot or the unpriced Starter Portfolio waitlist — not a 2–7 paid review
What we check
- • Match available public EPC information where possible
- • Flag attention bands and evidence gaps
- • Label confirmed vs estimated vs missing facts
- • Return a short triage excerpt (not a full 25-home pilot pack)
Boundaries
- • Planning support only — not an EPC or compliance determination
- • Available evidence only; uncertain items stay labelled
- • No facilitated session or full portfolio pack in the sample
- • You still commission a Domestic Energy Assessor for anything lodgable or spend-critical
- • Limited diagnostic places; no published customer economic outcome on this site yet
- • Sample for 8+ stock only — not an evaluation step or substitute for a 2–7 Decision Review
If useful, we quote a paid 25–100 property Portfolio Readiness Pilot or you can join the unpriced Starter Portfolio waitlist. This sample is for 8+ stock, not a try-five-then-buy-two-more path. Payment only after a written quote. Neither removes the need for professional verification before capital works.
Continue to applicationFOUNDING · LIMITED
Small Portfolio Decision Review
Qualify, then a founder-led decision: corrected register, 45-minute review, one revision, and what not to commission — before you fund works.
£350
Fixed founding price · register, 45-min review, one revision · written quote before payment
Delivery cap: up to 7 homes.
Includes
- • Corrected evidence register for each home in scope (up to 7)
- • Prioritised verification and commissioning plan
- • What not to commission yet
- • 45-minute founder review
- • One revised pack after your corrections
Not included
- • EPC certificate or lodgement
- • MEES / compliance determination or legal advice
- • Open-ended support or unlimited revisions
- • Guaranteed savings, grant eligibility, or capital ranking “proof”
Cap of 5 founding customers. Payment only after a written quote — not self-serve checkout.
Which path by stock size
2–7 homes
Small Portfolio Decision Review
£350 fixed · qualify then review · founding seats limited
8+ sample
5-property diagnostic
Sample only for 8+ stock: real triage excerpt toward a quoted pilot or waitlist
25+ homes
25–100 property readiness pilot
Full review pack + facilitated session (scoped quote)
Larger / complex
Larger portfolios
Scoped through a discovery call.
What a full pilot includes
- ✓Import 25–100 properties (CSV or address list — handled manually in the pilot)
- ✓Review and match available EPC information
- ✓Group properties into attention bands
- ✓Identify stale, missing or uncertain evidence
- ✓Property-level evidence checklist
- ✓Portfolio review pack
- ✓One facilitated review session
Not included
- • EPC certificate, regulated energy assessment, or exemptions register entry
- • Compliance determination or legal advice
- • Fully automated multi-home SaaS with persistent collaboration or multi-user accounts
- • Guaranteed MEES outcomes, grant eligibility, or published customer ROI case studies
- • Replacement for the Domestic Energy Assessor, works, or survey budget you still pay separately
Availability at a glance
| Offer | Status | Detail |
|---|---|---|
| Single-home Health Score & Passport | Available now | Free estimated score; richer Passport evidence tools continue to expand. |
| Illustrative portfolio view | Demo | Sample data only — not your live stock. Useful to see the planning layout. |
| Small Portfolio Decision Review | Paid pilot | £350 fixed founding offer — register, plan, 45m review, one revision. Delivery cap: up to 7 homes. Limited seats. |
| Portfolio Readiness Pilot delivery (25–100) | Paid pilot | Human-supported import, EPC match, review pack, and facilitated session. Indicative from £750. |
| Self-serve bulk import & multi-user collaboration | In development | Not a production multi-home platform today. Buy the pilot when you need prioritisation now. |
Indicative pilot packages
Founding small-portfolio price is fixed; larger packs are indicative by size and evidence complexity. Final scope and quotation follow a short qualification call. Payment only after we send a written quote.
Small Portfolio Decision Review
£350
Fixed founding price · register, 45-min review, one revision · written quote before payment
Delivery cap: up to 7 homes.
Apply for Decision ReviewIllustrative review pack
Illustrative data — not a live customer result
Example of what a manual review deliverable can look like after a diagnostic or paid engagement.
1. Portfolio summary (one page)
- 5 homes reviewed · 2 high attention · 2 medium · 1 lower priority
- Evidence quality: 2 usable EPCs · 2 stale · 1 missing
- Top decision: verify fabric facts on 2 homes before any upgrade spend
2. Five-property prioritisation
| Property | Attention | EPC signal | Verify before spend |
|---|---|---|---|
| A — mid-terrace, NW | High | E stale (2014) | Wall construction · loft depth |
| B — flat, Midlands | High | Missing | Commission EPC before works |
| C — semi, Wales | Medium | D (2022) usable | Heating system age |
| D — terrace, NW | Medium | D stale (2012) | Refresh EPC · glazing |
| E — end-terrace | Lower | C (2023) usable | Monitor only |
3. Evidence gaps
Missing floor area confirmation (A, B) · no photo of loft hatch (A) · leasehold consent unknown (B) · heating model plate not recorded (C).
4. Verify-before-spend actions
- Do not commission cavity fill on A until wall type is confirmed
- Order EPC for B before any fabric quote
- Defer heat-pump survey on C until heating age and radiators verified
5. Property-level example — Home A
- Confirmed: mid-terrace form, gas boiler present (from available EPC notes)
- Estimated / unconfirmed: solid wall construction (suspected only), loft insulation depth, window U-values
- Missing: valid EPC (2014 certificate is stale), wall type proof, loft photos
- Not yet: any upgrade package or cost guarantee
Prefer a multi-home board walkthrough? Open the illustrative portfolio demo.
How we organise the review pack
Not reviewed
Evidence not yet triaged in the pilot pack.
Review requested
Flagged for owner or agent input before further work.
Facilitated review
Discussed in the pilot review session with our team and you. Not a formal professional accreditation or regulated assessment unless a separately engaged accredited assessor produces one.
Formal regulated output
External only — EPC, SAP/RdSAP/HEM lodgement, or legal compliance must come from accredited professionals engaged separately. Evolving Home does not issue these.
Privacy for portfolio work
- • Tenant names are not required for a sample or pilot.
- • Property addresses are used only to deliver your review and are accessible to our team handling your engagement.
- • You can request deletion of portfolio application materials after the engagement ends.
- • We do not sell portfolio enquiry data.
- • Portfolio data is not used to train public foundation models.
- • A data-processing agreement can be discussed for organisational clients if needed — ask when you apply.
- • Shared multi-user portfolio accounts (owner / agent / adviser roles) are not included in the current pilot.
Apply
Short qualification so we can scope the engagement you select below. 2–7: Small Portfolio Decision Review. 8+: five-property sample. 25+: full pilot. Or email hello@evolvinghome.ai directly.
Also available: MEES planning guide · Illustrative portfolio demo · Score one home free