A look inside CertMinder UK

See how CertMinder UK works — before you sign up.

Everything below is a read-only example built with realistic UK sample data, styled exactly like the real app. Nothing here is editable and no account is created.

Upload your CRM export

Export a CSV or Excel file from your CRM. CertMinder matches recognised headers to property, tenancy, certificate and PRS fields. Unfamiliar columns appear with a field dropdown or an option to ignore them.

Confirm the choices, review the rows and import. Only column headers and choices are remembered for your organisation. Matching files use those choices next time; changed files only ask about unfamiliar columns. Owners and head office can change or forget saved choices.

You import your own data directly into your organisation's records. Nobody at our end needs to open your files or handle the import for you.

Prepare each property for PRS registration

Keep ownership, rent, occupancy counts, furnishing, utilities, licences and certificate details together. Set the region to see its opening date and deadline. Gaps and documents flagged for review remain visible. Give the landlord an agency-branded registration sheet; the landlord enters occupant names on the government form and remains responsible for registering.

1. Your Dashboard

Example — read-only

At-a-glance stat cards, the upcoming deadlines list with traffic-light badges, and the latest UK legislation updates — so the first thing you see every morning is what needs doing today.

SAMPLE – TEST DATA – NOT A VALID CERTIFICATE

Properties

7

Valid

18

Expiring

4

Expired / overdue

2

Upcoming deadlines

  • Gas Safety (CP12)

    12 Elm Road, Bristol

    Overdue 4 days
  • RRA Information Sheet

    44 Kingsway, Leeds

    Overdue — max £7,000
  • EICR

    8 Waverley Court, Manchester

    Due in 21 days
  • EPC

    2A Priory Lane, Sheffield

    Due in 58 days
  • Gas Safety (CP12)

    9 Meadow View, Nottingham

    Valid — 9 months left

Legislation updates

  • Renters' Rights Act Information Sheet — deadline passed

    Existing tenants had to be served by 31 May 2026.

  • EPC Band C for private lets confirmed

    Privately rented homes must reach Band C by 1 October 2030.

  • Awaab's Law: social housing only for now

    Not yet extended to private lets; no date set. Keep dated records.

2. A Property in detail

Example — read-only

Every property has three sections: certificates (gas, EICR, EPC, PAT, alarms), tenancy obligations (Right to Rent, How to Rent, deposit, licensing, the RRA Information Sheet) and Property Care — good-practice checks kept clearly separate from the legal traffic-lights.

Property

12 Elm Road, Bristol BS3 4TT

Tenant: J. & P. Ahmed

Certificates

TypeIssuedExpiresStatus
Gas Safety (CP12)04 Jun 202604 Jun 2027Valid
EICR01 Apr 202331 Mar 2028Valid
EPC12 Dec 201612 Dec 2026Due in 51 days
PAT test12 Apr 202512 Apr 2026Expired 193 days

Tenancy obligations

  • Right to Rent check completed

    Completed 24 Jun 2026

    Done
  • 'How to Rent' guide served to tenant

    Completed 24 Jun 2026

    Done
  • Deposit protected + prescribed info given

    MyDeposits — 27 Jun 2026

    Done
  • Licensing (HMO / selective)

    Not required

    Done
  • RRA Information Sheet served to tenant

    Was due 31 May 2026 — penalty up to £7,000

    Overdue

Property Care

Good-practice — kept separate from legal

Optional checks that protect the property and keep tenants happy.

  • Annual boiler service

    Every 12 months · last done 26 Dec 2025

    Next: 26 Dec 2026
  • Property inspection

    Every 6 months · last done 14 Jul 2026

    Next: 12 Jan 2027
  • Damp & mould check

    Every 6 months · last done 14 Jul 2026

    Next: 12 Jan 2027
  • Gutter clearance

    Every 12 months · last done 30 Dec 2025

    Next: 30 Dec 2026

3. Reminders — email and SMS

Example — read-only

Email warnings at 90, 60, 30, 14 and 7 days before expiry, and when overdue. The same rules apply to everyone, with no daily nagging.

Never miss a deadline — reminders by email and text.

Reminders send at 90, 60, 30, 14 and 7 days, and when overdue. No daily nagging.

Email reminders

Sent from CertMinder UK to the address on your account.

neil@example.co.uk

SMS text remindersPro

An extra text reminder alongside email, so important deadlines are harder to miss.

07700 900123

Reminder days

90 days before60 days before30 days before14 days before7 days before

4. Sample evidence pack

Example — read-only

Turn everything CertMinder UK tracks into a branded PDF you can hand to an agent, lender or council in seconds.

✓Sample agency

Sample evidence pack

12 Elm Road, Bristol BS3 4TT

Generated 22 Oct 2026

Gas Safety
EICR
EPC
PAT test

SAMPLE – TEST DATA – NOT A VALID CERTIFICATE

One click generates a professional, branded PDF for a single property or your entire portfolio. It includes:

  • A branded cover page with the property address and date generated.
  • A RAG (red/amber/green) summary of every certificate and obligation.
  • The uploaded certificate documents merged in after the summary.
  • A short disclaimer footer on every page.

Issued evidence bundles carry a verification link and registered file fingerprint. A council, lender or court can check the issued file against the register. This illustration is sample data, not an issued bundle. On the Agency plan, packs can be white-labelled with your own logo instead of the CertMinder UK brand.

5. Getting the work actually done

Tracking a deadline is only half of it. CertMinder UK runs the job from the moment you raise it through to the confirmed appointment and completion record.

  • Contractors work from a link

    No login and no app. They open their job page, accept the work, propose appointment slots and upload their invoice when they're done.

  • Tenants confirm the time

    The tenant sees the proposed slots on their own page and confirms or declines, adding any access notes.

  • You see the whole thread

    Proposed times, declines, notes and the confirmed appointment all sit on the work order — no chasing either side for an update.

  • Urgency and spend control

    Tag a job routine, ASAP or urgent with a target completion date. Anything above your spend threshold waits for your approval; you set the threshold and can override it per job.

  • A real tenant app

    The tenant's link keeps working, opens on any phone and can be added to the home screen like an app — no download. They can report an issue with a photo, and it arrives as a work order for you to review rather than going straight to a contractor.

  • Your branding, not ours

    On agency plans your logo, name and accent colour appear on the tenant app, the contractor job page and your PDF packs. Everything defaults to the CertMinder UK brand until you customise it.

  • Bulk document upload

    Drop in a folder of PDFs — CertMinder UK reads the filenames and addresses, works out the certificate type and files each one against the right property.

  • Branch reporting for agencies

    Multi-branch agencies get a league table by compliance score, expired count and property count, plus a branded PDF branch report showing properties, certificate status and open jobs.

  • Care and hazards too

    Fire risk assessments, property hazards and good-practice checks like boiler services and damp inspections sit alongside the legal certificates, kept clearly separate.

Keep the records behind each property, tenancy and job.

Property Care sits alongside your legal compliance so you can schedule the things that protect the property and look after tenants: annual boiler service, periodic inspections, damp & mould checks, leak checks, gutter clearance and any custom check you want to add.