Client Portals

Share reports professionally and track every response

Deliver property reports through secure, branded portals where clients, landlords, tenants and stakeholders can view, comment, sign and approve reports.

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portal.youragency.co.uk

Your Agency Ltd Client Portal

Inventory Report

14 Acacia Avenue · 32 pages

Sign & approve

RECIPIENTS

J. Okafor (Tenant) Signed

M. Reed (Landlord) Viewed

Internal review Pending

COMMENTS

J. Okafor

"Mark on the hallway wall was pre-existing."

Audit trail · 9 events

Report delivery

A better way to deliver reports

Replace lost attachments with a secure, branded experience clients actually trust.

Secure Report Access

Share controlled links instead of email attachments.

Branded Experience

Deliver every report under your own brand.

Interactive Reports

Let recipients review the full report online.

PDF Downloads

Provide polished, downloadable copies on demand.

Recipient tracking

Know exactly what happens after sending

Every report carries a live status — no more chasing inboxes for confirmation.

Sent status

Viewed timestamps

Pending signatures

Accepted reports

Comment activity

Report history

Delivery timeline · 14 Acacia Avenue

Sent Mon 09:14

Report delivered to 3 recipients

Viewed Mon 11:02

M. Reed (Landlord) opened the report

Comment activity Mon 14:38

J. Okafor left a comment on Hallway

Pending signature Tue 08:00

Awaiting internal review sign-off

Accepted Tue 10:21

J. Okafor signed and approved

Comments & feedback

Keep report feedback in one place

No more scattered emails — every comment lives against the report it relates to.

Recipient comments

Clients raise points directly against the report.

Tenant feedback

Tenants flag concerns in context, room by room.

Internal notes

Keep team-only notes separate from client view.

Dispute comments

Document dispute discussion in one thread.

Issue references

Tie comments to specific items and evidence.

Activity history

A full, ordered record of every exchange.

Client and tenant experience

Make every report feel professional

A polished, role-aware experience for everyone who touches the report.

For Landlords

Clear, branded reports and evidence they can rely on.

For Tenants

Simple access, comments and acknowledgements.

For Agents

Centralised report visibility across every tenancy.

For Property Managers

Track activity across whole portfolios at a glance.

Compliance & Audit Trail

Maintain a clear record of every interaction

Every view, comment, signature and download is logged — giving you a defensible record for every tenancy.

Viewed timestamps

Signature records

Report version history

Recipient comments

Audit trail

Download activity

Deliver better reports with complete visibility

Give clients a professional report experience while keeping every interaction tracked.

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