A portfolio where every certificate is current
A portfolio owner responsible for mandatory inspection and energy certificates across a large number of properties, each with its own renewal date.
The situation
A portfolio owner responsible for mandatory inspection and energy certificates across a large number of properties. Each property has its own set of certificates and its own renewal dates.
Certificate expiry was tracked per property, in whatever tool the local manager happened to use. A missing certificate came to light during a tenant dispute, and portfolio-level compliance was a question nobody could answer quickly.
The rule Ceertia applies
Every property must hold each mandatory certificate, valid at today’s date.
How it runs
The case arrives from whoever sends it, with the inspection certificates, energy certificates, insurance policies, lease agreements, maintenance records and regulatory notices. Anything missing is flagged on receipt.
Each rule returns a verdict with its evidence: what Ceertia saw, where, and why it concluded. Every verdict is stored with its rule version, source excerpt and timestamp. A use case per property type, declaring the certificates that use requires and checking each one for presence and current validity. Expiring and missing certificates surface across the whole portfolio in a single view.
Your team keeps the decision, on sourced evidence, with a full audit log.
What changes in the work
- Certificate expiry was tracked per property, in whatever the local manager used.
- A missing certificate came to light during a tenant dispute.
- Portfolio-level compliance was a question nobody could answer quickly.
- Every property is checked for the certificates its use requires.
- Expiring and missing certificates are surfaced across the portfolio at once.
- Compliance status is a stored verdict per property, not a survey.
Your team keeps the decision, on sourced evidence, with a full audit log.
A commercial real estate team running transaction due diligence on submissions assembled by agents, notaries and surveyors.
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