The ultimate in social housing management
A cutting-edge cloud-based system integrated across a comprehensive suite of Modules and Bolt-Ons designed to provide organisations with a centralised and flexible solution for managing various aspects of service and business operations.
Working across a common platform provides you with a holistic view of the applicants housing activity – from Online Housing Registration, CBL bidding activity or Property Pool allocation through a history of previous homelessness prevention or relief cases, each customer’s Housing Options can be managed, maintained and directed.
MODULES
Discover the features of each module
LocataPro’s Lettings Module enables organisations managing housing options to allocate their void properties via a Choice Based Lettings system.
This unique product set allows you to run a Housing Options process that covers online customer application, assessment and management of the ongoing registrations with a bidding and/or lettings process that your customers can interact with or can be automated for those that cannot.
Feature list
Lettings Module online applications follow the Government Digital Standard (GDS) design standards using the 18 criteria to deliver the online service. The forms allow customers to self-service their approach to the council for access to the housing register, and are fully responsive allowing them to be completed via mobile devices. Within the online form process, we can provide an action plan of tailored actions and advice based on their housing situation dependant on the information they have provided. This bespoke document can also be configured to provide realistic information on the applicant’s chances of being housed.
The Lettings Module uses the same GDS processes for its Change of Circumstances form as it does for the main application forms, which means your customers can actively access, manage and follow-up on their own circumstantial changes. Where these changes affect their assessment, the system can alert staff directly. By changing their circumstances on the system directly for you to assess and manage, you are effectively enabling public sector customers to fulfil their own housing obligations.
The Lettings Module’s Housing Register fully supports and manages applications for housing. From application to assessment and on to regular reviews/renewals and changes of circumstance. The Lettings Module allows for easy, effective and accessible management of its lists and comes with full reporting tools that examine the data sets and application data for customers. It is aimed at any LA or RP organisation that manages a housing register, transfer or other list related to housing.
LocataPro uses responsive design in its approach to web design and means web pages look great on a variety of devices, windows or screen sizes. This allows your customers to enjoy the websites when viewed across all platforms, such as mobiles, tablets, laptop and desktop PC’s based browsers. With more than 96% of our interactions coming via the web, 85% plus of this traffic through mobiles and tablet platforms, has led us to adopt a Mobile First strategy going forward.
The Lettings Module allows staff to interact directly with the property data through its unique property wizard. Properties can be added to the system by data loads or manually by staff. The property advert availability period can be set up to have a minimum availability period numbered inset by an amounta number of days. The availability period ends at midnight on Fridays or Saturdays and the system automatically extends it to a Sunday depending on when the property was made available. Website properties are updated at midnight every night. Customers interact by website, auto-bidding or if needed staff/proxy bidding.
The system can be configured to send communications at various stages: for example on submission of an online form, upon being assessed and going “live”, on uploading documentation, after renewals or change ofd circumstance etc.
The Lettings Module shortlisting page is deployed to help centralise services for your officers that who are using the shortlisting system. It also provides access to the communication centre, thus lending itself to the “digital by default” approach to the service and supporting customers to channel shift away from costly phone calls and meetings. The functionality is aimed at frontline staff as well as for those who will be accessing the functionality available straight from the shortlist.
The Lettings Module allows trained superusers to access our unique task and workflow management system. This allows users to interact directly with the data collection process in the back office and allows them to set-up their own bespoke tasks and question based workflows. As you add tasks and workflows, they are automatically added to the reporting system for monitoring purposes. All of these functions are accessed through our dashboards making the system intuitive and user friendly.
Bolt-ons available
This bolt-on interprets the Client’s allocation policy to either suggest a banding/band reason or set an application to live awarding the correct band/band reason, saving User time and ensuring every application is assessed consistently in accordance with the policy.
This bolt-on helps Housing teams to ensure housing register applicant details remain up-to-date and accurate, inactive Applicants are removed automatically and applicants who no longer wish to be on the register are removed automatically.
The ability to send SMS text messages from any LocataPro module you have. An annual subscription fee is charged for this bolt-on and SMS messages are charged per message as detailed in the Pricing Document.
The Data Warehouse is a SQL database of all data held across your LocataPro modules. We export this data to the database every night. You can then utilise your chosen business intelligence tool – such as Power BI – to link to and interrogate the data within the Data Warehouse. The functions of a 3rd party tool may give you additional functionality such as being able to run more complex SQL operations or scheduling reports.
This bolt-on allows your users to verify that supporting documents are genuine and valid.
The default file size maximum is 4mb per file. If you need to upload larger files, we can apply a universal upgrade to your modules to 8mb, 10mb or 16mb per file.
Homelessness Prevention and Advice System – HPA2 Module
LocataPro’s HPA2 Module is one of a number of services created to enable Local Authority housing departments to efficiently complete their statutory duties.
The HPA2 Module utilises Locata’s workflow processor to provide a single integrated solution to allow for the step-by-step management of housing advice and homelessness applications.
From the initial customer presentation, the officer is guided through a step-by-step process, whereby they can decide whether the triggers for a homelessness application are met or whether the presentation is a Housing Advice case (recording all details in our award-winning CRM system). The workflows progress a homeless application through the duties under the Homelessness Reduction Act 2017. The system records the outcomes of all steps and stages, automatically providing Homelessness Case Level Collection (H-CLIC) data (or WHO12 generation the Welsh Governments equivalent to H-CLIC & Homelessness in Scotland Reporting) and other management information. The system has an inbuilt Temporary Accommodation module, which provides a flexible and adaptable mechanism for the allocation and management of TA resources.
The HPA2 Module makes extensive use of user customisable tasks and workflow processing, ensuring all deadlines and targets are met. The workflow processor ensures that discharge of duty reporting is effectively provided; utilising prompts ensuring case outcomes are correctly recorded. The ability to process Reviews at multiple points is provided within the system.
Feature list
The HPA2 Module can be used to generate a dynamic and interactive Personal Housing Plan (PHP) for each customer. These plans can be created by populating from pre-defined tasks and questions or from items specifically created for the customer. The PHP’s are completely interactive, with all changes and activity by both you, the Council, and the customer being logged against the customer record. Each customer that has a PHP will have access to a customer portal to help them to manage their own interaction. Staff can follow up using a one-way messaging system and customers can follow up and see completed actions on the portal. When staff have asked questions, added tasks for the customer or themselves and agreed their plans, they can track progress within the HPA2 Module. The portal becomes the customer’s central place to manage their PHP and upload documents in the form of saved documents, scans or images to support their application.
Staff can also assign workflow tasks to a customer to complete, utilising the customer portal the customer can complete these and they will feed directly into the case workflow.
One innovation in the HPA2 Module is that each customer is unique. You will be able to create customers and then using the system you will be walked through the various stages of the case. Customers may have several historical cases, so when a case is closed a new case may be created. As you move forward the system prompts the user to complete the tasks in the case workflows. The intelligent workflows will record answers and create new tasks for you based on your progress as you manage the case towards the customer outcomes.
You can also add new tasks yourselves to each customer using the case management tools. This allows tasks and questions to be added to the individual customer by simply choosing them from drop down list and tailoring the case to the customer.
The HPA2 Module uses the Government Digital standard (GDS) process approach for its online referral forms. The customer self-referral, the public bodies “Duty to Refer” and the non-statutory organisations referral forms, uses this process as it does for all our customer facing online forms. This approach meets with the digital services targets set by the government which means your customers can access your service by self-referring. When a self-referral, duty to refer or non-statutory referral form is completed the system moves the referral into the HPA2 Module and alerts key staff that it is there for assignment and distribution.
The HPA2 Module has an in-built system, Temporary Accommodation – Essentials, which provides a flexible and adaptable mechanism for the allocation and management of temporary accommodation resources. A complete history of all temporary accommodation tenancies can be maintained with our system. It also comes with an additional simple rent accounting, full monitoring and a report generating facilities.
The simple rent accounting function is a basic solution designed to provide simple recording facilities to customers who currently manage this process using spreadsheets. As such it is a manual record keeping system, allowing the recording of debit and credit transactions whilst keeping a running balance.
TA – Essentials is included within the basic functionality of LocataPro’s HPA2 Module and enables Local Authorities to collate and manage essential information relating to Temporary Accommodation as required for Homelessness Case Level Collection (H-CLIC) purposes.
Specifically, the TA – Essentials solution provides Local Authorities with:
- The ability to start and end Tenancies attached to homelessness cases
- A basic rent account for adding credits and debits manually
- A TA Dashboard for an easy-to-read view of current TA placements
- The ability to capture H-CLIC data and export it alongside the Case H-CLIC data for upload to DELTA
The HPA2 Module allows superusers and users to access our unique task and workflow management system. This allows users to interact directly with the data collection process in the back office and allows them to set-up their own bespoke tasks and question based workflows alongside the H-CLIC data collection process.
Locata understands that Homelessness is more than a data-collection process and a value-added service needs to be more focused on the authority’s needs and how it adapts over time.
The HPA2 Module comes with a bank of tried and tested task based workflows, you can use these directly or you can add your own. As you add tasks, they are automatically added to the reporting system for monitoring purposes. All of these functions are accessed through our dashboards making the system intuitive and user friendly.
When decisions need reviewing, the HPA2 Module has it covered with its in-built reviews system. There are many parts of a case that may need a review, and these are clearly marked in the system, by the click of a button you can begin a case review. If the case is your own, you can use the drop list to assign another officer to work on as the system will not let you review your own case decisions. Reviews are date stamped and progress is easily monitored to ensure that Reviews are carried out accurately and to timescales.
The H-CLIC reporting process involves the submission of data relating to homeless cases to the DLUHC on a quarterly basis. This is an administrative process and involves you uploading data to the DELTA system. HPA2 mirrors this in so much as there is a specific permission required to run the H-CLIC report and extract.
The HPA2 Module manages the H-CLIC through its onboard reporting option. This allows you to download the XML file allowing you to upload your homeless data for the relevant quarter to DELTA. The HPA2 Module has built in two “Validators” one is a management tool for quarterly error management and the other is a user tool for the administration of the case level error validation which can be checked at each step of the process. These apply the validation rules we receive from DLUHC so should help to eliminate errors detected during the quarterly data upload process.
We have been working with DLUHC to develop the DELTA API, due to go live in early 2024. This will enable H-CLIC submissions directly from Locata without responsible staff having to login to DELTA and upload the XML file. As this is a direct submission into DELTA the data validations will be instantaneous and the officer will receive feedback as to whether there are any data errors that need resolving. This helps with reducing workload and enabling staff to produce better HCLIC reports.
The HPA2 Module has an inbuilt Community Forum feature, created specifically for everyone using the system. The form allows users to share hints, tips, experience and best practice.
Users are making a big difference by getting involved and helping other colleagues. Participation is very high and is helping to support and develop the HPA2 Module. It is designed to give users the ability to discuss issues, benefits and problems directly among like-minded professionals.
Bolt-ons available
TAP provides Local Authorities with the ability to fully customise their Tenancy and Property workflows, schedule credits and debits against a TA Account and to create custom communication templates relating to the Property and Tenancy.
The TAP bolt-on builds upon the features included within the basic features of HPA2 to give Local Authorities far greater options for automation and customisation.
Specifically, TAP as a solution provides Users with:
- The ability to schedule credits and debits against an account at the required frequency e.g. Daily
- An expanded HPA2 workflow platform, enabling custom workflows relating to tenancies and properties – allowing Local Authorities to configure their own Tenancy and Property Management functions such as compliance certificate or tenancy sign up procedures, within HPA2
- A Property Journal for storage of compliance information such as EPCs, Gas Safety and so on
- A Tenancy Journal for capturing notes and documentation specifically related to the Applicant’s TA placement, separating it from the main case journal.
- The ability to create communications templates specifically for Properties and Tenancies, automatically populating with relevant Property and Tenancy fields.
TARA provides all the functionality of TAP as well as many additional features. Local Authorities can customise the workflows for Rent Accounting and Arrears Management, create Loan and Storage accounts and setup repayment agreements. Unique to this bolt-on is the ability to interface with existing Local Authority Housing Benefit (HB), Payments and finance systems to minimise manual input by staff and automate transactions in the system.
The TARA bolt-on is designed to further build upon the customisation enabled by TAP, as well as enabling for powerful integrations with Local Authority services to automate transactions into Rent Accounts.
Two integrations are included as standard and as follows:
- HB payments import into Locata
- Other payments import into Locata
System integration is the process of connecting multiple different systems. This allows businesses to share information between different sub-systems autonomously by translating data from different sources. The goal of system integration is to break down communication barriers among disparate systems by ensuring that data flows seamlessly between different platforms. This allows organizations to collect, analyse, and utilise data effectively, enabling informed decision-making and strategic planning.
We class an integration as some form of link or communication between a LocataPro module (or modules) and a 3rd party system. Integrations can take various formats, such as utilising the 3rd party's APIs or using a "flat file" approach whereby we export/import data utilising a certain format such as CSV to update records in our or the 3rd party's system. The most appropriate type of integration will depend on your requirement and the limitations of the 3rd party system - our LocataPro supports both API and Flat File approaches.
Additional integrations (beyond the first two included within the Annual Subscription Fee -see Pricing Document) can be configured as part of integration. Pricing for any additional integrations is based on the daily rate outlined within our SFIA Rate Card. We can provide a full quotation based on your specification.
The step-by-step management of the full Rent Accounting process from sign-up to exit is possible with this bolt-on.
The ability to send SMS text messages from any LocataPro module you have. An annual subscription fee is charged for this bolt-on and SMS messages are charged per message as detailed in the Pricing Document.
The Data Warehouse is a SQL database of all data held across your LocataPro modules. We export this data to the database every night. You can then utilise your chosen business intelligence tool – such as Power BI – to link to and interrogate the data within the Data Warehouse. The functions of a 3rd party tool may give you additional functionality such as being able to run more complex SQL operations or scheduling reports.
This bolt-on allows your users to verify that supporting documents are genuine and valid.
The default file size maximum is 4mb per file. If you need to upload larger files, we can apply a universal upgrade to your modules to 8mb, 10mb or 16mb per file.
LocataPro’s HRS Module utilises Locata’s workflow processor to provide a single integrated solution to allow for the step-by-step management of HRS applications and third-party suppliers.
From the initial customer presentation, the officer is guided through a step-by-step process, whereby they can decide whether to simply open an HRS (recording all details in our award-winning CRM system), through to creating a record and providing a referral to a provider and measuring the outcome of the service provided while easing the applicants travel through to that outcome.
HRS supports the officer to manage the applicant through to a provider, their provision of the service and the monitoring of the applicant’s progress. The system records the outcomes of all steps and stages, automatically providing full reporting and other management information direct to the officer. The system has an inbuilt Provider database and a database of the services they provide. Through the onboard security system providers can be given access to the system to manage the clients customers they referred. HRS also comes with its own Task and Questions generator, Reports generators, Security and Customer sections.
The HRS Module is delivered as an entry-level system or can be delivered to a specific policy dependent upon the Councils mode of working, this configuration will be a further cost on the specification provided.
HRS makes extensive use of staff programmable tasks, questions and workflow processing, ensuring all tasks and targets are monitored. The workflow processor ensures that outcomes reporting is effectively provided for managing providers and services; utilising notifications to ensure outcomes are correctly recorded. The system integrates with various LocataPro Modules, working across a common database. This provides the authority with a holistic view of the applicants housing activity – from Online Housing Registration, Lettings bidding activity or Property Pool allocation through to the HPA2 Homelessness, Prevention and Advice system ensuring if you have all of the LocataPro Modules each customer’s Housing Options can be managed, maintained and directed centrally.
Feature list
The innovation in the HRS system is that each customer is unique. You will be able to create customers and then using the system you will be able capture the various parts of the case. Customers may have several services, so when a service is finished other services may still be ongoing or a new service may be created. As you move forward through completing the various task and questions, adding, or being shown new tasks and answering questions or on completing the questions you will be shown more task while moving towards the customers final outcome.
The intelligent form will notice your answers and create new tasks for you based on your progress as you manage the case towards the customer outcomes. You can also add new tasks yourselves to each customer using the case management tools, this allows tasks and questions to added to the individual customer by simply choosing them from drop down list and tailoring the case to the customer.
The HRS Module uses the Government Digital standard (GDS) process approach for its forms. The Customer application form uses this process as it does for all our customer facing online forms. This approach meets with the digital services targets set buy government which means your customers can access the systems by a process of self-service application or being supported by an officer or provider. The system moves the application into the HRS system and alerts key staff that it is there for assignment and distribution. You are effectively enabling public sector customers to input and apply their own support application.
The HRS Module allows for service providers of all types to login directly to your set-up, if you prefer not to allow this then this it is a simple configuration change. The authority can enter all of the Providers on to the system and then fill in their information., tThis will allow them to enter all of the data for the services they provide and how many of them are available or full and their own contact information for the smooth running of the support services. They can then allow providers Providers to login and manage those varied services and the clients customers of those services to enable them to cover, for example, the following areas:
- Supported Housing
- Floating Support
- Employment & Training
- Health Services
- Advisory Services
Other services could cover things like Bond Schemes, Mediation Services or any services that need to be processed, tracked and monitored for applicants.
This also includes the costs for accommodation based and floating/visiting support, quantifying the time providers spend on associated tasks and how the service support will be offered to customers for example on say a weekly basis e.g. 7 hours pw.
The HRS Module allows superusers and users to have access to our unique task and workflow management system. This allows users to interact directly with the data collection process in the back office and allows them to set-up their own bespoke tasks and question based workflows.
The HRS Module comes with a bank of tried and tested task based workflows, you can use these directly or you can add your own. As you add tasks, they are automatically added to the reporting system for monitoring purposes. All of these functions are accessed through our dashboards making the system intuitive and user friendly.
LocataPro HRS has a Help Centre containing a support centre that has a searchable manual, a feedback section, reporting a problem system and a Community Forum that spans our whole customer base. We created the forum for everyone using the system for sharing information, asking questions, getting answers and advising other users. Users can make a big difference by getting involved and helping other colleagues. Participation is very high and is helping to support and develop the HRS system. It is designed to give users the ability to discuss issues, benefits and problems directly among like-minded people. Users contribute regularly and are prepared to start discussions, they encourage others and they give each other support.
Bolt-ons available
HRS can be paired with a Referral Form to enable easy self-serve access into your services. Referrals into HRS display on the HRS dashboard whereby Users can begin the process of assessment and referring into relevant services. We can deliver an open-access Public Referral Form that 3rd parties and Applicants can access, or we can deliver a Private Referral Form that is accessible only by trusted referrers that you setup.
A maximum of 10 working days development, consultancy and configuration time to create a custom referral form is included in the implementation fee detailed within the Pricing Document. Additional days beyond this initial budget are chargeable as per the SFIA Rate Card.
Note: For Supported Housing, many of our HRS Clients pair this module with the HPA2 (Homelessness Prevention and Advice) module, synchronising the data held in each module and aligning workflows to reduce duplication between teams. In many cases, Applicants begin their journey within Homelessness and then are exported to HRS to be referred into services. When an Applicant is placed via HRS, it then becomes very easy for their Homelessness officer to be informed and subsequently discharge their duty. In this circumstance, a public referral form for HRS would be unnecessary. There is an annual subscription fee reduction available on the HRS module for existing Clients/users of other LocataPro modules, please refer to Pricing Document.
The ability to send SMS text messages from any LocataPro module you have. An annual subscription fee is charged for this bolt-on and SMS messages are charged per message as detailed in the Pricing Document.
The Data Warehouse is a SQL database of all data held across your LocataPro modules. We export this data to the database every night. You can then utilise your chosen business intelligence tool – such as Power BI – to link to and interrogate the data within the Data Warehouse. The functions of a 3rd party tool may give you additional functionality such as being able to run more complex SQL operations or scheduling reports.
This bolt-on allows your users to verify that supporting documents are genuine and valid.
The default file size maximum is 4mb per file. If you need to upload larger files, we can apply a universal upgrade to your modules to 8mb, 10mb or 16mb per file.
LocataPro’s PSH Module utilises Locata’s workflow processor to provide a single integrated solution to allow for the step-by-step management for Private Sector Housing an enabling organisations to complete their statutory duties.
The system makes extensive use of automated, staff programmable tasks and questions and workflow processing. This approach to Private Sector Housing ensures all reminders, alerts and targets can be delivered, with the ability to process schedules of works, multiple works per property and contractor details. It uses a full rate for works, owners’ details and case management and journal systems with quotes, invoicing and report management included.
The system integrates with our other LocataPro housing modules that each work across a common database and can interface smoothly with Housing Management Systems and online form processors.
The system covers many statutory requirements, such as the Disabled Facilities Grant (DFG) management system, the Housing Health & Safety Rating System (HHSRS) including enforcement, and Houses of Multiple Occupation system (HMO) including inspections and licensing, as well as Schedules of Rates (SOR) to enable the tracking of multiple payments, works and outcomes.
The Private Sector Housing system is unique to Locata. It is designed to support the officer and help them deal with their tasks more efficiently and dynamically. The system is also able to manage all aspects of the Private Sector Housing interests of the council, as well as the third-party owners, contractors and customers, to help them manage their statutory requirements with the Government.
The system incorporates a caseload dashboard, a private sector properties database as well as full Journal capabilities for surveyed properties linked to homeless cases and housing register applications.
The module also boasts a fully functional property, people, owner and contractor database, with workflow and reporting functionality.
Feature list
The system can be used to manage schedules of work for each case, owner and property across multiple cases per customer. The officer can plan multiple works per cases and schedules of work and track these through the system. Tasks and questions can be created by populating the cases from a pre-defined list, which can also be added to from items specifically created for the client customer.
One innovation in the PSH system is that each customer is unique. Officers can create customers and then use the system to walk through the various stages of the cases. Customers may have several historical cases, so when a case is closed a new case can be created. As the officer moves forward the system prompts the user to complete the forms and answer the relevant questions. The intelligent process will record answers and create new tasks based on the progress as the case is managed towards the customer outcomes.
New tasks can also be added to each customer using the case management tools. This allows tasks and questions to be added to the individual customer by simply choosing them from a drop-down list and tailoring the case to the customer.
- Portal & Client Customer Access Forms
The system can be configured to give clients customers access to case information as well as updates to progress on their case. This could be extended to owners and contractors if required.
These can be populated from the system for pre-defined elements that will update the clientcustomer, owner or contractor on key dates and progress. Tracking works and quotes from within the system, the portal could become the central place to manage case progress and outcomes as well as upload documents in the form of scans or images to inform them of the case or multiples works progress.
With client customer portals and forms LocataPro uses the Government Digital standard (GDS) process approach for all of its online portals and forms.
Bolt-ons available
HRS can be paired with a Referral Form to enable easy self-serve access into your services. Referrals into HRS display on the HRS dashboard whereby Users can begin the process of assessment and referring into relevant services. We can deliver an open-access Public Referral Form that 3rd parties and Applicants can access, or we can deliver a Private Referral Form that is accessible only by trusted referrers that you setup.
A maximum of 10 working days development, consultancy and configuration time to create a custom referral form is included in the implementation fee detailed within the Pricing Document. Additional days beyond this initial budget are chargeable as per the SFIA Rate Card.
Note: For Supported Housing, many of our HRS Clients pair this module with the HPA2 (Homelessness Prevention and Advice) module, synchronising the data held in each module and aligning workflows to reduce duplication between teams. In many cases, Applicants begin their journey within Homelessness and then are exported to HRS to be referred into services. When an Applicant is placed via HRS, it then becomes very easy for their Homelessness officer to be informed and subsequently discharge their duty. In this circumstance, a public referral form for HRS would be unnecessary. There is an annual subscription fee reduction available on the HRS module for existing Clients/users of other LocataPro modules, please refer to Pricing Document.
The ability to send SMS text messages from any LocataPro module you have. An annual subscription fee is charged for this bolt-on and SMS messages are charged per message as detailed in the Pricing Document.
The Data Warehouse is a SQL database of all data held across your LocataPro modules. We export this data to the database every night. You can then utilise your chosen business intelligence tool – such as Power BI – to link to and interrogate the data within the Data Warehouse. The functions of a 3rd party tool may give you additional functionality such as being able to run more complex SQL operations or scheduling reports.
This bolt-on allows your users to verify that supporting documents are genuine and valid.
The default file size maximum is 4mb per file. If you need to upload larger files, we can apply a universal upgrade to your modules to 8mb, 10mb or 16mb per file.
LocataPro’s Estates Module is a comprehensive cloud solution designed to streamline and optimisze all aspects of housing management for local authorities and other registered housing providers.
Built on the LocataPro platform, its configurable workflow allows it to match client’s a Buyer’s own tenancy and rent accounting processes.
Feature list
A centralised database of property details, including addresses, unit types, and any other property information
HMS records all tenancy details; configurable workflow to handle tenancy starts, leases, lease renewals and notices.
Fully featured rent account systems with rent debits, loans and other account types. Configurable workflow for arrears processes and an innovative system for arrears management.
Create letters, emails and SMS from templates, bulk send communications manually or by schedules, send rent statements. Record interactions and store documents in journals for properties, tenants and rent accounts.
Generate reports on all aspects of estates management. Download reports, or use them to send bulk communications, or add them to management dashboards.
Integrate with other systems such as finance systems, CRM, repairs, or third-party services. The Estates Module fully integrates with the other LocataPro Modules, such as Lettings and Housing Related Support.
Responsive interfaces for property managers and tenants to access the system on the go.
Bolt-ons available
The ability to send SMS text messages from any LocataPro module you have. An annual subscription fee is charged for this bolt-on and SMS messages are charged per message as detailed in the Pricing Document.
The Data Warehouse is a SQL database of all data held across your LocataPro modules. We export this data to the database every night. You can then utilise your chosen business intelligence tool – such as Power BI – to link to and interrogate the data within the Data Warehouse. The functions of a 3rd party tool may give you additional functionality such as being able to run more complex SQL operations or scheduling reports.
This bolt-on allows your users to verify that supporting documents are genuine and valid.
The default file size maximum is 4mb per file. If you need to upload larger files, we can apply a universal upgrade to your modules to 8mb, 10mb or 16mb per file.
Are you ready to see LocataPro in action?