Managing Certificate Renewals

Managing Certificate Renewals

Staying on top of certificate renewals is critical — a lapsed certificate can result in fines and put tenants at risk.

Renewal Reminders

Latch automatically sends reminders as certificates approach their expiry date:

• 60 days before — Email reminder to start arranging renewal.
• 30 days before — In-app notification and email.
• 7 days before — Urgent alert on your dashboard.
• On expiry — Dashboard warning with red status.

Compliance Dashboard

From any property detail page, the Compliance section shows:

• A traffic-light summary of all certificates.
• Green — Valid and not expiring within 60 days.
• Amber — Expiring within 60 days.
• Red — Expired or missing.

Renewing a Certificate

1. Arrange the inspection or assessment with a qualified professional.
2. After the work is done, go to the property's Compliance section.
3. Click Update Certificate next to the expiring item.
4. Enter the new issue date and expiry date.
5. Upload the new certificate document.
6. Click Save.

Portfolio Compliance View

Go to Reports > Compliance to see a summary across all properties, making it easy to spot which properties need attention.

Tip: Book annual gas safety checks for the same month each year across all properties — this creates a predictable renewal schedule.