Client accounting platform, Lettspay, has introduced a new Notes and Tasks feature designed to help agents better manage day-to-day operations.
The platform, which is set to process more than £1.5 billion in rental payments in 2025, developed the feature in response to demand from its agent clients.
The new tool allows agents to create and manage reminders for tasks such as gas safety certificates, rent reviews, and inspections. Internal notes can also be left for team members, with the functionality accessible across various sections of the platform, including property records, tenancy details, contractor information, and landlord profiles.
With the Renters’ Rights Bill expected to become law later this year, staying on top of administrative obligations will be essential. For example, Section 13 rent review notices can only be issued once annually and must be served with at least two months' notice.
The Notes and Tasks feature is intended to support agents in remaining organised, working more collaboratively, and keeping all relevant data in one central location. This removes the need to return to their CRM system or rely on external task-tracking tools, aiming to reduce missed actions and save time.
Matt Gibbard, commercial director at Lettspay (pictured), commented, “Our research and feedback has shown that whilst most agents use a CRM system, this is largely focused on the ‘front office’ elements of prospecting, listing and pre tenancy work and usually accessed by the negotiating team.” He continued, “Property management and client accounting tasks are usually the domain of a separate ‘back office’ team who have told us that the combination of our client accounting functionality with notes and tasks is providing them with a much more productive operating environment.”
