video1.0<iframe src="https://www.loom.com/embed/ce264518c98c4a718dc0a098d58f77b5" frameborder="0" width="1818" height="1363" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13631818Loomhttps://www.loom.com13631818https://cdn.loom.com/sessions/thumbnails/ce264518c98c4a718dc0a098d58f77b5-075be215ce3cc57e.gif224.618666This Loom demonstrates how letting agents, landlords, and property managers can order compliance jobs for a property portfolio. It shows two ways to upload property information: manual entry with expiry dates, tenant contacts, and order details, or CRM integrations such as Alto and Apex 27 via Glue Dog, including certificate prepending into the document section. The dashboard ordering flow is described as a simple click to place an order (example gas safety), then complete payment by card or, for portfolios over 25 properties, using a monthly invoice credit facility. It also covers tracking service status, seeing who is assigned and when documents are ready, and downloading compliance certificates and related job sheets or invoices when complete.