Property onboarding dashboard with due diligence and compliance tracking

Managing agents & supported housing providers

Onboard properties with RSLs in days, not months

Every document your RSL needs—prepared, organised, and ready to share—before they even ask for it.

If you manage supported housing, you know the drill. Whether you're onboarding properties with a national housing association, a regional RSL, or a specialist supported-housing partner, every Registered Social Landlord has their own requirements. Policies, safety certificates, staffing records, financial evidence—pulling it all together for each property can take weeks. Social Home changes that completely. Our intelligent system gathers your existing data, fills in the documentation automatically, and packages everything into a professional due diligence pack for every property. Share it with your RSL through a secure portal, get their feedback instantly, and move from application to approval faster than ever. No more chasing paperwork. No more missed deadlines. Just smooth, confident onboarding.

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Faster RSL-ready onboarding

Why teams invest

• Faster RSL onboarding
• Professional document presentation
• Fewer rejected submissions
• Stronger RSL relationships
• More properties onboarded per quarter
• Complete compliance confidence

Available on all devices

Access from your computer: full

Use on your mobile device: partial

Your team can work seamlessly whether they're in the office or out in the field. Everything stays in sync automatically, so you always have the latest information at your fingertips.

Pain point

Onboarding packs take weeks to assemble

Every RSL has different requirements—Clarion wants one set of documents, Dawson Housing asks for another, Concept Housing Association has its own checklist entirely. Your team spends days hunting for policies, certificates, and financial records across multiple systems. By the time you've gathered everything, the deadline is looming and you're scrambling to fill the gaps. Delays cost you placements—and revenue.

• Your existing company data is pulled in automatically—no re-entering information
• Per-property packs are pre-populated with certificates, policies, and evidence you already have
• See exactly what's missing at a glance so your team knows where to focus
• Track every pack's progress from draft to RSL approval in one place

Pain point

RSLs keep asking for documents you've already sent

Emails get lost. Attachments expire. Your RSL contacts change. When there's no single place for them to access your documents, you end up resending the same certificates and policies over and over. It's frustrating for both sides and slows everything down.

• Give each RSL a secure online portal where they can view and download everything
• Documents stay up to date automatically—when you renew a certificate, the portal updates too
• RSLs can leave feedback directly in the portal, so nothing gets lost in email threads
• Control exactly who sees what with granular access permissions and expiry dates

Pain point

You can't see which properties are ready and which aren't

When you're onboarding multiple properties across different RSLs, it's almost impossible to know the true status of each one. Spreadsheets fall out of date, team members have different information, and critical items slip through the cracks. You only find out something's missing when the RSL rejects your pack.

• A single dashboard shows every property's onboarding status at a glance
• Colour-coded progress bars highlight which packs need attention
• Deadline alerts notify your team before submission dates pass
• Completion percentages update automatically as documents are added and verified

Key capabilities

What you'll love about this feature

AI prepares your documents automatically

Our intelligent system analyses your existing company data—policies, certificates, financial records—and maps them to each RSL's specific requirements. Instead of starting from scratch for every property, your pack arrives pre-populated and ready for review. Your team just verifies and submits.

• Documents are matched to the right categories automatically
• Missing items are flagged instantly so you can fill gaps before the RSL notices
• Bulk auto-completion works across all properties in a pack simultaneously
• Confidence scores show you how complete each requirement is

A secure portal your RSLs will love

Share a single link with your RSL contact and they'll have instant access to every document they need—beautifully organised by property, category, and status. No more email attachments, no more shared drives, no more confusion about which version is current. They can review, leave feedback, and approve—all in one place.

• Professional branded portal that builds confidence with your RSL partners
• Company-level and property-level documents organised in a clear hierarchy
• RSLs can download individual files or entire packs with one click
• Built-in feedback system replaces email chains with structured, trackable comments

Per-property evidence packs that cover everything

Every property is different, and RSLs know it. Our system creates tailored evidence packs for each property covering all six critical categories: property safety, fit-out standards, management capability, legal compliance, financial evidence, and onboarding requirements. Nothing gets missed because the checklist is built into the system.

• Six-category evidence framework covers everything RSLs typically require
• Rent-setting evidence is calculated automatically from your financial data
• Inspection checklists guide your team through pre-onboarding property visits
• Legal document assembly integrates with your existing e-signature workflows

Time-saving benefits

Save days on every RSL onboarding with intelligent workflows

When you create a new RSL pack, the system gets to work immediately. It pulls in your company documents, maps them to the RSL's requirements, creates per-property evidence packs, and alerts your team to anything that needs attention. Deadlines are tracked automatically, and escalation alerts ensure nothing slips through the cracks.

• Packs are pre-populated the moment you create them—no manual data gathering
• Deadline tracking with automatic escalation when items are overdue
• Status transitions trigger the right actions at the right time
• Your RSL gets notified automatically when new documents are ready for review

Real-world scenarios

See how this works in practice

Scenario: Onboarding ten properties with a new RSL

You've just signed a partnership with a new RSL and need to onboard ten properties. Before Social Home, this meant weeks of gathering documents, creating spreadsheets, and endless email chains. Now, you create a single due diligence pack, and the system builds individual property evidence packs automatically. Your team reviews and verifies while the RSL monitors progress through their secure portal. Within days, everything is submitted and ready for approval.

• Reduce onboarding time from weeks to days for multi-property submissions
• Keep your RSL informed with real-time portal access—no status update meetings needed
• Your team focuses on verification, not data gathering

Scenario: An RSL updates their requirements mid-process

Halfway through onboarding, your RSL contact tells you they've updated their evidence checklist. Instead of scrambling to figure out what's changed and what's missing, the system highlights the new requirements across all affected properties instantly. Your team can see exactly which items need attention, and previously mapped documents are preserved—nothing gets lost.

• Respond to requirement changes in hours, not days
• Keep all existing progress intact when requirements shift
• Demonstrate professionalism and responsiveness to your RSL partner

Scenario: Managing onboarding across multiple RSLs simultaneously

Your portfolio spans properties placed with Dawson Housing, Concept Housing Association, Midland Heart, and Sanctuary Housing—each with different due diligence requirements. Instead of maintaining separate spreadsheets and email threads for each RSL, Social Home gives you a single dashboard showing every pack's status. Dawson's property pack needs updated fire safety certificates; Concept's requires additional staffing evidence; Midland Heart's is ready for submission. Your team knows exactly where to focus without switching between systems.

• Manage onboarding across Dawson Housing, Concept, and any other RSL from one place
• Each RSL's specific requirements are tracked independently per property
• No more juggling separate systems or spreadsheets for different RSL partners

See it in action

Real screenshots from Social Home

These screenshots show exactly what you'll see when you use this feature. Every detail is designed to make your work easier and more efficient.

Secure compliance portal for reviewing property evidence

Per-property onboarding packs with completion progress

Customer perspective

“We used to spend three weeks pulling together documents for each RSL. Now the system does most of the work for us. Our packs are more professional, our RSL partners get what they need faster, and we've been able to onboard twice as many properties in the same timeframe.”

Sarah Mitchell — Operations Director, Supported Living Group

FAQs

Everything teams ask before they sign

Which RSLs does Social Home work with?

Social Home is designed to support due diligence for Registered Social Landlords across England and Wales. Whether you work with a national housing association or a regional provider, the system helps you organise the documents, evidence, and property packs they need to review.

What types of RSL requirements does this support?

Social Home supports the full spectrum of RSL due diligence requirements including company-level documentation (policies, procedures, staffing, financial records) and property-level evidence (safety certificates, fit-out standards, management plans, legal compliance, rent-setting evidence, and onboarding checklists). The system is flexible enough to accommodate different RSLs' specific requirements.

Can our RSL partners access documents without creating an account?

Yes. You generate a secure, time-limited link that gives your RSL contact instant access to the document portal. They can view, download, and provide feedback without needing to sign up or install anything. You control how long the link remains active and what level of access they have.

How quickly can we get started?

Most teams are up and running within a week. We provide comprehensive onboarding support, including training sessions for your team, data migration assistance, and dedicated support to ensure a smooth transition. You can start using the platform immediately while we help you import your existing data.

What training and support do you provide?

We offer comprehensive training for all team members, including live training sessions, video tutorials, and detailed documentation. Our support team is available via email, phone, and in-app chat. Plus, you'll have access to our knowledge base with step-by-step guides for every feature.

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Ready to Transform Your RSL Onboarding?

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See the workflow, discuss your setup, and choose the right plan for your team

Onboard properties with RSLs in days, not months

Every document your RSL needs—prepared, organised, and ready to share—before they even ask for it.

Faster RSL-ready onboarding

Save days on every RSL onboarding with intelligent workflows

• Packs are pre-populated the moment you create them—no manual data gathering

• Deadline tracking with automatic escalation when items are overdue

• Status transitions trigger the right actions at the right time

• Your RSL gets notified automatically when new documents are ready for review