Delegated stock, assured — without losing control
Give PFI, TMO and managing-agent partners their own restricted environment, while the landlord retains assurance over every workstream and governs contact data from its source of truth.
Managed stock by partner
PFI – Lansbury
1,240
unitsAssuredTMO – Carpenters
820
unitsPendingManaging agent – East Ham
310
unitsAssuredSubmissions awaiting assurance
Lansbury PFI
Gas · submitted 16 Jun
Carpenters TMO
EICR · submitted 15 Jun
Carpenters TMO
FRA · submitted 14 Jun
East Ham MA
Damp · submitted 12 Jun
Restricted environments, shaped by RBAC
Partners only ever see — and only ever touch — the stock they manage. Access is scoped by portfolio and management category, with landlord assurance retained at block level.
Scoped by portfolio & management category
PFI, TMO and managing-agent partners are partitioned to their own stock by role-based access — never the wider portfolio.
Evidence limited to managed stock
Partner evidence and certificate uploads are restricted to the properties and blocks they actually manage.
Block-level assurance retained
In mixed-tenure blocks, the landlord keeps assurance over communal and block-level duties even where a unit isn't owned.
Managed stock by partner
PFI – Lansbury
1,240
unitsAssuredTMO – Carpenters
820
unitsPendingManaging agent – East Ham
310
unitsAssuredSubmissions awaiting assurance
Lansbury PFI
Gas · submitted 16 Jun
Carpenters TMO
EICR · submitted 15 Jun
Carpenters TMO
FRA · submitted 14 Jun
East Ham MA
Damp · submitted 12 Jun
Accept or reject every partner submission
Delegated evidence doesn't update the live record until the landlord accepts it. The same maker-checker gate behind the survey QA flow assures delegated stock — with a full audit trail.
Pending-assurance accept/reject
Partner submissions land as pending-assurance; an assurance reviewer accepts or rejects with comments before anything is trusted.
Central assurance dashboard
Delegated-stock assurance by workstream — gas, EICR, FRA, HHSRS, SCS, asbestos, lifts, damp and repairs — in one view.
One assurance model
The maker-checker pattern that gates surveys generalises directly to delegated evidence, so governance stays consistent.
Surveys accepted
Decent Homes compliant
HHSRS Cat 1 open
Awaiting QA
Surveys synced
Contact data, governed from its source
Resident and contact details are displayed from the CRM/Northgate source of truth — the AMS shows them, it doesn't master them — with controlled write-back and conflict reporting.
Source-of-truth display
Contact details surface from CRM / Northgate so teams see one consistent record, not a stale local copy.
Controlled write-back
Update requests write back through a controlled path with a conflict report and full audit — never a silent overwrite.
Displays, never masters
The AMS is explicit about what it owns: it displays externally-mastered data and reconciles, rather than competing for the truth.
Managed stock by partner
PFI – Lansbury
1,240
unitsAssuredTMO – Carpenters
820
unitsPendingManaging agent – East Ham
310
unitsAssuredSubmissions awaiting assurance
Lansbury PFI
Gas · submitted 16 Jun
Carpenters TMO
EICR · submitted 15 Jun
Carpenters TMO
FRA · submitted 14 Jun
East Ham MA
Damp · submitted 12 Jun
Assure delegated stock without losing control
See how partner environments, assurance and governed integrations keep mixed-tenure stock trustworthy end to end.