📢 Introducing your brand new Client Portal

31 Jul 2023

We're thrilled to bring you our latest iteration of your client portal designed to streamline your experience.
 
We're going to walk you through the process of accessing and navigating your portal like a pro. So, let's dive in and unlock the full potential of your client portal!
 
Step 1: Accessing your portal
To get started, open your web browser and visit the Ultralets website. From the navigation menu, select "Landlords," which will lead you to the gateway of your client portal.


Step 2: Login credentials
To gain access, log in using the email address you provided during your onboarding process. As part of the account activation, we emailed you a temporary password. If you cannot locate this email or have forgotten your password, don't worry! Simply click on the "Forgot password" option to initiate the password reset process. Alternatively, you can reach out to our Finance Team, who will be delighted to assist you in generating a new temporary password.
 
Step 3: Explore your personalised hub
Congratulations! You have successfully accessed your client portal, where a wealth of information awaits you. On your main screen, you will find quick-access links to some of the most important elements of your client account.
 
Statements & invoices
Within the folders, you will discover a treasure trove of statements and invoices specific to each month. This view is very reminiscent of how you used to interact with the portal. The statements take centre stage at the top, providing you with a comprehensive overview of your financial activities. Scroll down to find the accompanying invoices, completing the financial picture. Alternatively, you can click view all, to see a complete list of your documents. Clicking on the eye symbol will open the document directly in your browser, allowing for easy viewing. If you prefer a copy for your records, simply click on the download symbol to initiate the download process.
 
 
Repairs & refurbs
From this section you will find a quick access link to our FixFlo maintenance platform, bringing you straight to the login page to view any and all ongoing or upcoming maintenance issues at your property(ies). Forgot your password? No bother, we've included a quick link to their reset page to allow you to set yourself a new (hopefully unforgettable) password.
 
Considering a refurb at your property(ies)? We've got an incredible team on hand to help you out. You'll find contact details for our Works Manager, Jack Shelley here to start the conversation.
 
 
Help & advice
Have you ever been stuck for who you need to talk to? Have you got a question about a Gas Safety Check but aren't sure who your best contact is to get the answer you need, fast? This page gives you all of your key contacts within the business, covering all departments. Bring yourself here if you're ever scratching your head with a burning question, unsure of who will be best suited to answer it.
 
 
Investment opportunities
Psssssst... All of our clients are now eligible to access our off-market investment opportunities as standard with your management service. If you're thinking about scaling up your portfolio, be sure to bring yourself to this page to find our hottest investment opportunities.
 
 
Mortgages & insurance
👀 Are you after a sneak peek at our newest upcoming service? Head on over to this page to find out more about what's in the works... if the name doesn't give it away 🤫
 
Update your details
Have you moved address? New mobile number? Whatever it is that you need to update, click here and fill in the short form to alert our team. We will update your account accordingly!
 
Please never share sensitive bank details through this form. If your payment details need updating, please use this form to request a callback from our Finance Team.
 
Well, that about does it for this exciting breakdown of your brand-new Client Portal. That's a whole lot of new features and enhancements to give you access to all the information you need in one easy-to-navigate portal.
 
Before we leave you, we just wanted to share a few more top tips and keys to success during your client journey:
 
Pro tip: Mobile accessibility
For those who prefer to manage their affairs on the go, our client portal is optimised for mobile devices. While exploring the portal on the go, functionality remains intact regardless of the device you choose.
 
Stay updated: Statement notifications
Wondering when your statements are ready for your perusal? At the end of the last working day of each month, an email notification will be delivered to your inbox, usually around 4:30pm. This will inform you that your statements are now available for viewing.
 
Extra support at your fingertips
We understand that throughout your journey you may encounter hurdles. If you require a comprehensive breakdown of your account or any additional assistance, our dedicated Finance Team member, Ellie, is at your service. Don't hesitate to reach out to her for guidance and support. Get in touch at ellie@ultralets.co.uk ✉️
 
Embrace the power of digital
Your client portal is an invaluable tool for seamlessly managing your rental properties, accessing financial statements, and keeping track of essential invoices. By leveraging this convenient digital platform, you can streamline your operations and make informed decisions. Embrace the power and convenience of our online world, and let your client portal become an indispensable asset in your arsenal.
 
We are delighted to provide you with this powerful tool, designed to simplify and enhance your landlord experience. So, without further delay, let's unlock the full potential of your client portal and embark on a journey of efficiency and success!
 
We hope you find this tool helpful! If you have any other questions, please don't hesitate to contact us. Give us a call on 01482 562 562, we're here if you need us 📞

Posted By

Ollie Potten


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