FOR LANDLORDS — BETA

Portfolio planning from Passport facts
with evidence, not compliance claims

Compare multiple Home Resilience Passports across a landlord or retrofit portfolio. Triage by score, Evidence Grade, estimated MEES risk, and capex buckets — all from mock Passport projections.

Planning view only — not MEES certification, compliance sign-off, or legal advice. MEES readiness signals are estimated.

View sample Passport Explore portfolio demo View pricing tiers

MEES landlord guide · Partner inquiry

North West Rental Portfolio (demo)

Small portfolio demo (3 mock homes) · Landlord view · Last reviewed 17 June 2026

Triage filtersPreview only

Static demo filters for how a landlord could sort portfolio attention. No live filtering is applied in this beta view.

Lowest scoreWeakest evidenceHighest estimated riskBest upgrade opportunity

Estimated portfolio Health Score

63–71

Based on 3 mock homes

Portfolio Evidence Grade

Evidence GradeC

Confidence: Medium

Verification

2

homes need fact verification

Professional review

2

homes with review flags

Top portfolio issues
  • •Mixed or weak evidence quality across homes
  • •Some homes may need attention under indicative MEES assumptions
  • •Unverified fabric or system facts limiting score confidence
Top portfolio opportunities
  • •Low-disruption controls and insulation quick wins
  • •Fabric upgrades (loft, cavity, glazing) across portfolio
  • •Tariff and flex-readiness review where equipment allows
  • •Heating and generation upgrades after fabric verification
Capex priority buckets

Budget planning buckets from mock Passports. They support prioritisation, not formal works orders or compliance guarantees.

Urgent verification needed

2 homes with weak or estimated facts.

Low-cost / high-confidence actions

3 quick-win recommendations across the portfolio.

Medium-term retrofit planning

3 fabric or system planning items to sequence after verification.

Professional review required

2 homes with review flags before major decisions.

Homes in portfolio

Indicative metrics from mock Passports — not live property records.

PropertyHealth ScoreEvidenceMEES readiness signalStatusLast reviewed
14 Victoria Terrace, Leeds LS6

Mid-terrace house · Private rental

54–70

est. Health Score

Evidence GradeC
EPC DPotential compliance riskVerification needed

1 pro-review flag

12 March 2021
Flat 3, 88 Harbor Road, Bristol BS8

Purpose-built flat · Private rental

58–74

est. Health Score

Evidence GradeC
EPC CEstimated EPC-related riskVerification needed

1 pro-review flag

4 September 2023
22 Meadow Lane, Manchester M20

Semi-detached house · Private rental

64–80

est. Health Score

Evidence GradeC
EPC CLower estimated riskEvidence mostly confirmed17 June 2026
Landlord planning overview
Planning view only

MEES readiness signal: identifies homes that may carry potential compliance risk under current assumptions. Final obligations, exemptions, timelines, and required works should be checked with qualified legal, retrofit, or property professionals.

Homes needing verification

2 / 3

Homes needing professional review

2 / 3

Highest-risk homes (indicative)

  • 14 Victoria Terrace, Leeds LS6 — indicative EPC D, estimated risk high

Designed to support planning, not replace formal assessment. Not legal advice. Not a compliance certificate. 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.
Portfolio Action Plan summary

Cross-home priorities from mock Passports — sequencing guidance only, not works orders.

  • Top up loft insulation to 270mm

    Quick Wins1 home

  • Install smart TRVs

    Quick Wins1 home

  • Confirm loft depth meets target

    Quick Wins1 home

  • Cavity wall insulation survey

    Fabric First1 home

    Professional review recommended for at least one home — invite flow coming soon.

  • Upgrade ageing single glazing

    Fabric First1 home

  • Assess heat pump suitability

    Systems & Storage1 home

    Professional review recommended for at least one home — invite flow coming soon.

  • Review tariff and export arrangement for load shifting

    Flex Ready2 homes

  • Prepare smart controls before exploring flexibility programmes

    Flex Ready2 homes

  • Review tariff for load shifting

    Flex Ready1 home
Portfolio design-stage risk summary

Aggregated risk chips from mock Passports — for landlord retrofit sequencing conversations, not certification or MEES compliance sign-off.

Planning view only
Glazing risk: LowThermal mass opportunity: MediumSolar potential: MediumCooling load flag: High

Aggregated from mock portfolio Passports using representative averages — planning view only, not property-specific compliance output.

Retrofit sequencing (portfolio-wide)

Staged retrofit order for multi-home portfolios — verify facts first, then fabric, then systems. Demo sequence only; each property needs its own professional review.

Staged retrofit sequence

Demo planning view
  1. 1
    1. Verify first

    Moisture survey, EPC lodgement check, asbestos/damp flags before fabric changes.

  2. 2
    2. Low-regret fabric

    Loft/top-up, draught reduction, targeted glazing — avoid trapping moisture in solid walls.

  3. 3
    3. Ventilation strategy

    Plan MVHR or balanced ventilation before major airtightness gains.

  4. 4
    4. Heating transition

    Right-size ASHP after fabric improvements; avoid oversizing on pre-improvement loss.

  5. 5
    5. Solar / storage / flex

    PV and battery after demand profile is understood; label export assumptions.

  6. 6
    6. Post-works monitoring

    Smart meter or sensor upload to improve Evidence Grade — planned capability.

Representative portfolio brief uses median Health Score 66 and worst indicative EPC band D from mock homes. Open the architect tool to explore project-specific inputs.

Export and sharing options

Demo controls only. Exports and sharing should require role permissions and owner consent before real property data is exposed.

Built for homeowners first, with portfolio and professional tools emerging around the same evidence-aware Passport. Programme eligibility, income, and participation depend on tariffs, equipment, local rules, partner availability, and user consent.

Professional & partner collaboration

Export summary and architect planning are live where labelled. Share links, invitations, and practice workspaces remain pilot-only — use /partners to express interest. Always with homeowner consent.

Share Passport
Pilot only

Shareable Passport links are pilot-only and not connected yet. The goal is consent-scoped evidence subsets for trusted professionals — express interest via /partners.

Invite professional
Pilot only

Planned collaboration flow for assessors, retrofit coordinators, contractors, and partners. No invitation is sent in this view — pilot interest only.

Export summary
Demo

Public sample Passport shows export-style layout. Owner-only versioned export is live after you claim a home — this portfolio view uses mock data.

View sample export demo →
Architect handoff
Beta

Design-stage energy briefs with north-star routing and consultant handoff packs. Live planning beta on /architect — not SAP, PHPP, or certification.

Open architect planning beta →
Collaboration workspace
Pilot only

A consent-first workspace for homeowners and professionals to review evidence, Action Plans, and review flags together. Pilot-only — not connected yet.

Professional review recommended

These flags come from mock Action Plan guardrails — they explain why review is recommended, not that a professional has already reviewed the home.

  • 14 Victoria Terrace, Leeds LS6 — Cavity survey and damp risk assessment before drill-fill.
  • Flat 3, 88 Harbor Road, Bristol BS8 — MCS installer and heat-loss calculation required for safe sizing.

Use today

  • Triage portfolio attention by score, evidence quality, and estimated risk
  • Spot homes where verification should precede capex spend
  • Compare mock Passports across a small landlord portfolio
  • Discuss MEES-related planning context with professional review
  • Sequence quick wins vs medium-term retrofit planning
  • Preview consent-first sharing with retrofit professionals

Not for

  • MEES compliance certificate or legal minimum EPC proof
  • Substitute for a qualified energy assessor or retrofit coordinator
  • Automated tenant communications or enforcement
  • Guaranteed rental yield or capex ROI
  • Live portfolio persistence in this beta demo
  • Replacement for solicitor, tax, or licensing advice