Give each tenant a clear list of what you need before move-in: ID, proof of income, guarantor details and the tenancy terms. Files arrive against the right request in your client portal, so you can see what's missing without searching emails and WhatsApp photos.
14 days free. No card needed.
Ask for ID, payslips and bank statements against named requests.
Collect guarantor details with a form, with their documents alongside.
Get tenancy terms accepted online, with the version and date on record.
Your logo and colours, from the login page to the customer portal.
Checklist
Documents still needed
3 still needed from Priya Shah.
Reminded 15 Oct
Tenancy move-in
3 still neededSent 11 Oct 2026
Guarantor's proof of income
Not sent yetLast 3 months' payslips
Ready to checkPassport photo page
Ready to checkTry one request you normally send by email. 14 days free, no card needed.
Lettings admin is full of small chases. One list per tenant shows what's still outstanding before move-in day.
Payslips by email, ID as a WhatsApp photo and the guarantor's form in the post.
One list per tenant
Name each document and say what you need, such as the last 3 months of payslips. Tenants upload against that request from their phone.
The gap only shows up when you sit down to reference the tenant.
A quick first look
Optional AI checks flag visible problems, such as a missing month or an expired date, so tenants can send a better copy straight away. You make the final call.
It's hard to show which tenancy terms were accepted, and when.
Terms accepted on record
Send the tenancy terms as a PDF. See who accepted them, which version and when.
Keep your lettings software and referencing provider. PORTALD collects the tenant's paperwork.
Add their name and email, then send the branded invite.
Create a checklist of ID, proof of income, a guarantor form and the tenancy terms.
Approve what's suitable or ask for another copy with a reason. Send a reminder if anything is left.
Send your next move-in pack through PORTALD. Use the 14-day free trial to see whether fewer chases get tenants in on time.
14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.
No. It collects the documents you ask for. You still carry out the right to rent check yourself, following the Home Office rules for the tenant's situation.
No. Optional checks look at what's visible, such as the type of document, dates and names. They can't tell you a document is genuine or look anything up on an outside register.
Yes. Add the guarantor as a customer of their own and send them the form and documents they need to provide.
No. They open your invite, set a password and upload from their phone browser.
No card needed. Try Solo free for 14 days, then subscribe for £25 + VAT/month if it works for you. Otherwise, customer access pauses and your setup stays saved. Solo covers up to 100 active customers.
