What the agent sees — and what they do not
The second list is the one that gets you the contract.
QA Harbour Lettings
2 properties managed
44 Redcliffe Parade, BS1 6SP
HL-0044- Landlord Gas Safety RecordDue in 40 days
- EICRNot held
- Energy Performance CertificateNot held
- Smoke and CO alarm checkNot held
What the agent cannot see
The list matters more than the view
- ×Any property they do not manage. The filter runs in the database, so a front-end bug cannot leak another agent’s portfolio.
- ×Your prices, quotes or invoices. Agents renegotiate on what they can see.
- ×Key safe codes. Behind a separate check regardless of any other permission.
- ×The certificate documents — unless you grant it. When off, the file path is stripped on the server, not hidden in the page.
- ✓Suspend them and it empties immediately. Tested, not assumed.
What's included
They see their properties. Only theirs.
The filter is applied in the database, not in the page, so a front-end mistake cannot show one agent another agent’s portfolio. That is a deliberate design choice and it is the first question a serious agent asks.
Status without your commercials
They see which certificates are in date, due, expired or missing. They do not see what you charged, your quotes, your invoices, or your margin. Agents renegotiate on what they can see.
Documents only if you say so
Some agents need the certificate itself; some only need to know it exists. That is a per-contact permission, and when it is off the document path is stripped on the server, not hidden in the page.
Their reference, not yours
Each property carries the agent’s own reference alongside the address, because that is what they will quote at you on the phone.
Key safe codes never appear
They stay behind a separate check regardless of any other permission. An access code is not compliance information and it does not belong on a status page.
Priced per property, with staff included
An agent has four people and four hundred doors. Charging per seat would be charging for the wrong thing, so we do not — team members are unlimited on this plan.
Landlord & Agent Portal — your questions
Who is this for — the landlord or the contractor?
You are the contractor and you hold the account. The portal is what you hand to the managing agents and landlords you work for, so they can check status themselves instead of ringing your office. They do not need an account with us, they need an invite from you.
Can an agent see another agent's properties?
No. A property is attached to one managing agent, and the query that builds the portal takes the agent’s identity as an argument, so the filtering happens in the database before any page is rendered. We tested it with a deliberately wrong identity and it returns nothing at all rather than erroring.
What does the agent see if we have not set anything up yet?
That nothing is being tracked — in those words. An empty compliance board is the one screen that could genuinely mislead someone, because empty looks like clear. It says so explicitly instead of showing green.
Do they see my prices?
No. Pricing, quotes and invoices are never selected for this view. Access to the end customer’s contact details is a separate permission you control per contact.
Is it per property or per user?
Per property, with unlimited staff seats. Every comparable product an agent already uses prices per unit and bundles users, and their cost of getting it wrong is per door too — so the price sits on the same unit as the risk.