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Vault

Mortgages, insurance, deeds — all in one secure vault.

Central storage for non-compliance property records. Each record (e.g. "Drake Close mortgage", "AXA buildings 2026", "Florida Avenue freehold") holds its own metadata and can have many files attached: offer letter, valuation, completion statement, annual statement, redemption letter. Insurance, mortgage paperwork, freeholder correspondence, purchase documents — anything that doesn't fit in the Compliance tool. Compliance certificates (EPC, gas safety, EICR, fire risk) live in the Compliance tool, not here.

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Screens

What you’ll see inside

Screenshot 1
Vault library
One row per record, file count badge per row
Screenshot 2
Record detail
Metadata on the right, files on the left
Screenshot 3
Multi-file upload
Drop a folder, watch every file upload in parallel
Screenshot 4
Expiring soon
Renewals and fixed-term ends surfaced together
Features

What this tool does

Record + files model

A record is the entity (Drake Close mortgage). Drop the offer letter, valuation, completion statement and annual statement onto it — all in one place.

Per-property folders

Tag a record to one or many houses; the property admin page surfaces every linked record.

Full-text search

Search names, metadata fields and file names across the whole vault.

Expiry alerts

Mortgage fixed-term ends, insurance renewals and licence expiries surface on the dashboard.

Mobile-first

Pull up a mortgage offer or insurance schedule on your phone in the kitchen of the property.

Landlord-only access

Lives behind admin login — never exposed to tenants or visible from the public site.

Ready to streamline your HMO portfolio?

Sign in to start using Vault alongside the rest of the HMO Toolkit.

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