Reminder Schedule
PaTMa can email you with important reminders related to your portfolio.
Reminder emails are optional and can be adjusted based on what's important to you - no junk mail!
The reminder schedule is as follows:
Certificate expiry
| Medium |
Level |
When sent or shown |
| Email |
|
Exactly 180 days before due (HMO licence only) |
| Email |
|
Exactly 90 days before due (HMO licence only) |
| Email |
|
Exactly 30 days before due (HMO licence only) |
| Email |
|
Exactly 14 days before due (HMO licence only) |
| Email |
|
Exactly 7 days before due (HMO licence only) |
| Email |
|
Exactly 180 days before due (HMO additional licence only) |
| Email |
|
Exactly 90 days before due (HMO additional licence only) |
| Email |
|
Exactly 30 days before due (HMO additional licence only) |
| Email |
|
Exactly 14 days before due (HMO additional licence only) |
| Email |
|
Exactly 7 days before due (HMO additional licence only) |
| Email |
|
Exactly 90 days before due (Selective licence only) |
| Email |
|
Exactly 60 days before due (Selective licence only) |
| Email |
|
Exactly 30 days before due (Selective licence only) |
| Email |
|
Exactly 7 days before due |
| Email |
|
Exactly 14 days before due |
| Email |
|
Exactly 30 days before due |
| SMS |
|
Exactly 7 days before due (Gas certificate only) |
| SMS |
|
Exactly 14 days before due (Gas certificate only) |
| SMS |
|
Exactly 30 days before due (Gas certificate only) |
| SMS |
|
Exactly 7 days before due (Electricity (EICR) certificate only) |
| SMS |
|
Exactly 14 days before due (Electricity (EICR) certificate only) |
| SMS |
|
Exactly 30 days before due (Electricity (EICR) certificate only) |
| Web |
Red |
From 0 days before due |
| Web |
Amber |
Between 1 day before due and 30 days before due |
EPC expiry
| Medium |
Level |
When sent or shown |
| Email |
|
Exactly 7 days before due |
| Email |
|
Exactly 14 days before due |
| Email |
|
Exactly 30 days before due |
| Web |
Red |
From 0 days before due |
| Web |
Amber |
Between 1 day before due and 30 days before due |
Empty units
| Medium |
Level |
When sent or shown |
| Web |
Amber |
From 28 days before due |
Lease expiry
| Medium |
Level |
When sent or shown |
| Email |
|
Exactly 60 days before due |
| Web |
Red |
From 0 days before due |
| Web |
Amber |
Between 1 day before due and 60 days before due |
Mortgage fixed rate expiry
| Medium |
Level |
When sent or shown |
| Email |
|
Exactly 30 days before due |
| Email |
|
Exactly 60 days before due |
| Email |
|
Exactly 90 days before due |
| Web |
Red |
From 0 days before due |
| Web |
Amber |
Between 1 day before due and 60 days before due |
Rent due soon
| Medium |
Level |
When sent or shown |
| Web |
Amber |
From 4 days before due |
Rent overdue
| Medium |
Level |
When sent or shown |
| Email |
|
Between 10 days after due and 7 days after due |
| Web |
Red |
From 0 days before due |
Rent review
| Medium |
Level |
When sent or shown |
| Email |
|
Exactly 60 days before due |
| Web |
Amber |
From 60 days before due |
Right to rent expiry
| Medium |
Level |
When sent or shown |
| Web |
Red |
From 0 days before due |
| Web |
Amber |
Between 1 day before due and 30 days before due |
Tenancy end
| Medium |
Level |
When sent or shown |
| Email |
|
Exactly 60 days before due |
| Email |
|
Exactly 30 days before due |
| Email |
|
Exactly 14 days before due |
| Web |
Red |
Between 0 days before due and 30 days before due |
| Web |
Amber |
Between 31 days before due and 60 days before due |
Tenant viewing
| Medium |
Level |
When sent or shown |
| Email |
|
Exactly 1 day before due |
Ticket appointment
| Medium |
Level |
When sent or shown |
| Email |
|
Exactly 1 day before due |
Ticket reminder
| Medium |
Level |
When sent or shown |
| Email |
|
Between 56 days after due and 0 days before due |
| Web |
Red |
From 0 days before due |