How it works

From property setup to end of tenancy—a guided workflow that keeps key records and actions together.

01

Add your property

Enter your property details, upload compliance certificates, and set up your compliance dashboard. Apex Heritage flags what is missing and what is expiring.

02

Create a tenancy and invite your tenant

Use the guided tenancy wizard to set rent, deposit, and dates. Send your tenant a secure invitation link — they join free and access their own workspace.

03

Manage compliance and reminders

Automated reminders highlight certificate expiries and recorded compliance renewal dates.

04

Track rent and expenses

Log rent received, record repair costs, and see your net income position at a glance. Export a year-end financial summary when tax season arrives.

05

Handle issues and repairs

Tenants report issues in the app. Track progress, updates and costs from one timeline.

06

End the tenancy cleanly

The guided move-out stepper brings check-out inspection, deposit decisions, final reconciliation and archiving into one reviewable workflow.

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