How It Works
From first sign-up to a fully managed, automated and compliant portfolio — a simple, guided path.
London
Brighton
Glasgow
CopenhagenThe platform in five stages
Smart Approve takes you from organisation setup to a self-running, compliant portfolio.
01
Onboard
Set up your organisation, invite your team, and add your first properties and tenants in minutes.
- Create your organisation & invite your team
- Add properties, rooms and portfolios
- Add tenants and start referencing
- Connect Stripe, Gmail & Google Sheets
02
Manage
Run tenancies, contracts, references, guarantors, maintenance and activities from one connected workspace.
- Tenancies & contracts from draft to signed
- References, guarantors & onboarding checklists
- Maintenance issues tracked to resolution
- Day, week & month calendar views
03
Automate
Monthly invoicing, rent reminders, overdue follow-ups and compliance alerts run on their own.
- Monthly invoices generated per tenancy
- Rent reminders 3 days before due
- Overdue follow-up escalation
- Compliance expiry alerts to owners
04
Comply
Track every certificate with RAG status and get warned before anything expires.
- Gas, EPC, EICR, FRA & HMO RAG tracking
- Deposit protection scheme records
- Right to Rent & eligibility checks
- Evidence packs, dispute-ready
05
Scale
Add branches and teams, switch organisations, and work across jurisdictions as you grow.
- Branches, teams & role-based access
- Organisation switcher in the header
- Multi-jurisdiction rules
- Plan entitlements enforced server-side
Your customer journey
Designed to get you up and running in minutes.
What's included in your free trial
Every plan starts with a 90-day free trial — full access, no card required.
Unlimited properties & tenancies
Add your whole portfolio — no per-property limits during the trial.
Finance & invoicing
Automatic monthly invoices, rent tracking, expenses and profitability per property.
Compliance tracking
Gas, EPC, EICR, deposit protection and Right to Rent — all in one place.
Team & roles
Invite your team, set roles and branches, and control what each person sees.
Ask Smart Approve
AI assistant across your data, within permission and human-approval rules.
Support & onboarding
Knowledge base, guided setup and ticketed support included.
Frequently asked questions
Everything you need to know before you start.
Do I need a credit card to start?
No. Your 90-day free trial starts the moment you create your account — no payment details required.
How long does setup take?
Most teams add their first property and tenant within 10 minutes. Importing a larger portfolio takes a little longer, and our team can help.
Can I bring my existing data?
Yes. You can import properties, tenants and rent schedules, and connect Stripe, Gmail and Google Sheets to automate the rest.
Is my data isolated?
Every record is scoped to your organisation with row-level security. Other tenants can never see your data, and the isolation cannot be disabled.
What happens after the trial?
Choose a plan that fits your portfolio size. You keep all the data, tenancies and history you set up during the trial.
Ready to start?
Your first 90 days are on us.