Portfolio Audit

Check a portfolio without changing your systems first

Upload a real property list and get back a reviewed file with the licensing answer for each address. It is the simplest way to start the Portfolio plan on a real batch.

Request portfolio audit Download starter CSV

What you get back

A property-by-property licensing answer
Scheme type and published council fees for applicable schemes
Council evidence links attached to each result
Freshness and review dates kept visible

Send the file you already have

If you can export a spreadsheet, you can start. Use the starter template or map your existing columns to the fields below.

Minimum CSV columns

Address line 1 * (address_line_1): Primary street address or building name/number.
Postcode * (postcode): Required for property-level matching and council routing.
Property reference (property_reference): Your internal ID or portfolio reference if you have one.
Address line 2 (address_line_2): Flat, unit, or building detail when needed.
Town or city (town_or_city): Useful when the export is messy or spans similar postcodes.
UPRN (uprn): Helps reconcile large portfolios if your system already stores it.
Workflow notes (workflow_notes): Optional context such as branch owner, portfolio segment, or urgency.

Common header mappings

Address line 1 (address_line_1): address1, address_1, property_address, address_line1, building_number
Postcode (postcode): zip, postal_code, post_code
Property reference (property_reference): property_id, reference, asset_id
Address line 2 (address_line_2): address2, unit, flat
Town or city (town_or_city): town, city, locality
UPRN (uprn): uprn_number, unique_property_reference_number
Workflow notes (workflow_notes): notes, comment, branch_notes

Download field guide JSON

What comes back in the reviewed file

Property reference (property_reference): Echoed back so your team can reconcile each reviewed row into the source system.
Matched address (matched_address): Normalized property address used for the reviewed result.
Postcode (postcode): Returned in the delivery file for routing, matching, and downstream joins.
Council name (council_name): Council responsible for the licensing position.
Council code (council_code): Useful for repeat audits, joins, and later API mapping.
Licensing decision (licensing_decision): Property-level answer summarising whether a licence may be required.
Scheme name (scheme_name): Named scheme or designation context behind the answer when applicable.
Scheme type (scheme_type): The scheme family such as additional, selective, or mandatory HMO.
Fee context (fee_context): Licence fee note where the council source publishes one.
Evidence URL (evidence_url): Official council source kept attached to the row.
Last verified at (last_verified_at): When Locastica last verified the position behind the row.
Review context (review_context): Freshness, pending review, or caveat note visible before you rely on the answer.
Soft flag (soft_flag): Explicit trust cue showing whether the row needs extra operator judgment.

Download example output CSV

Request a portfolio audit

Tell us what you want reviewed and we will set up the right first batch.

Standard portfolio work starts on the £79/month Portfolio plan. Larger team batches or custom delivery stay sales-led.

Name *

Work email *

Company *

Role

Phone

Current system

Portfolio size *

Batch file readiness *

First batch size *

Target delivery window *

What are you trying to prove? *

Scope notes

Representative sample CSV

Optional. Upload one representative CSV export up to 2MB and we will capture the file with its header-compatibility summary.

Need a clean starting point first? Download the starter CSV or the field guide JSON.

Helpful to send

A CSV export or spreadsheet
The type of properties you want reviewed
Where the finished output needs to go

Send the file you already have

If you can export a spreadsheet, you can start. Use the starter template or map your existing columns to the fields below.

Minimum CSV columns

Address line 1 * (address_line_1): Primary street address or building name/number.
Postcode * (postcode): Required for property-level matching and council routing.
Property reference (property_reference): Your internal ID or portfolio reference if you have one.
Address line 2 (address_line_2): Flat, unit, or building detail when needed.
Town or city (town_or_city): Useful when the export is messy or spans similar postcodes.
UPRN (uprn): Helps reconcile large portfolios if your system already stores it.
Workflow notes (workflow_notes): Optional context such as branch owner, portfolio segment, or urgency.

Common header mappings

Address line 1 (address_line_1): address1, address_1, property_address, address_line1, building_number
Postcode (postcode): zip, postal_code, post_code
Property reference (property_reference): property_id, reference, asset_id
Address line 2 (address_line_2): address2, unit, flat
Town or city (town_or_city): town, city, locality
UPRN (uprn): uprn_number, unique_property_reference_number
Workflow notes (workflow_notes): notes, comment, branch_notes

Download field guide JSON

What comes back in the reviewed file

Property reference (property_reference): Echoed back so your team can reconcile each reviewed row into the source system.

Matched address (matched_address): Normalized property address used for the reviewed result.

Postcode (postcode): Returned in the delivery file for routing, matching, and downstream joins.

Council name (council_name): Council responsible for the licensing position.

Council code (council_code): Useful for repeat audits, joins, and later API mapping.

Licensing decision (licensing_decision): Property-level answer summarising whether a licence may be required.

Scheme name (scheme_name): Named scheme or designation context behind the answer when applicable.

Scheme type (scheme_type): The scheme family such as additional, selective, or mandatory HMO.

Fee context (fee_context): Licence fee note where the council source publishes one.

Evidence URL (evidence_url): Official council source kept attached to the row.

Last verified at (last_verified_at): When Locastica last verified the position behind the row.

Review context (review_context): Freshness, pending review, or caveat note visible before you rely on the answer.

Soft flag (soft_flag): Explicit trust cue showing whether the row needs extra operator judgment.

Download example output CSV