Landlord reporting and disbursements is the monthly process of extracting rent data, calculating deductions, generating statements, and initiating payments to landlords.
Automation extracts rent and deduction data directly from the lettings system, calculates net amounts, generates branded statements, and initiates payments to landlords in a single coordinated workflow. The process runs with minimal manual review, reducing errors and accelerating payment delivery.
The full workflow, from trigger to completion.
On the last business day of the month, the automation is triggered by a calendar event or manual kick-off. The system checks that rent data in the lettings system is finalised.
The automation pulls rent collected, voids, maintenance costs, and management fees from the lettings system API or export endpoint. Data is validated and stored in a structured format.
The automation queries to fetch actual bank deposits for the month and compares them against the extracted rent figures. Discrepancies are flagged for manual review.
If rent and deposits match, the flow continues. If discrepancies exist, a manual step is triggered to investigate.
The automation calculates deductions and net amounts for each landlord, then generates a formatted PDF statement. Statements are stored and ready to send.
The automation sends each statement as a PDF attachment to the landlord's registered email address. A delivery log is created.
The automation submits payment instructions for each landlord, using stored bank details. Payments are batched and submitted for processing.
The automation creates journal entries for each payment and statement sent, updating the landlord ledger and creating an audit trail.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.