Tool● Live

Investor Portal

Ship branded investor reports in minutes, not hours.

A branded investor report showing property performance, returns and portfolio health for your investors — always up to date, always on-brand.

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See it in action

Watch a walkthrough

Video walkthrough coming soon
Drop a YouTube / Vimeo embed URL into investor.videoUrl to go live.
Screens

What you’ll see inside

Screenshot 1
Investor dashboard
Returns, yield and voids at a glance
Screenshot 2
Per-property detail
Occupancy ring and rent roll
Screenshot 3
Documents
Statements, leases and certificates
Screenshot 4
Performance chart
Monthly income vs costs
Features

What this tool does

Per-investor views

Scope each login to the properties that investor is funding — no awkward data spills.

Automated reporting

Numbers update every night from Xero and TrueLayer — no manual spreadsheets.

Portfolio health

Occupancy, yield gap and cost trends surfaced without needing a finance background to read.

Branded access

Your logo, colours and domain — investors see your brand, not ours.

Document vault

Drop PDFs, statements and certificates into a shared folder per investor.

Secure login

Password-protected; sessions expire so shared laptops are safe.

Ready to streamline your HMO portfolio?

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

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