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  3. Property
  4. Automate Your
Property

AutomateYour
EPCManagement

Track Energy Performance Certificate expiry, manage assessor appointments, and ensure MEES compliance across your entire property portfolio.

EPC ComplianceMEES Ready
Book a Demo
Property Solutions

EPC Non-Compliance Is an Expensive Oversight

Since April 2023, it has been unlawful to let a property with an EPC rating below E under the Minimum Energy Efficiency Standards (MEES). With proposed tightening to a C rating, landlords and agents who do not proactively manage EPC renewals face fines of up to £30,000 per property and inability to let.

Expired EPCs

EPCs have a 10-year validity period, and across a large portfolio, it is easy to lose track of which certificates need renewal.

MEES Non-Compliance

Properties rated F or G cannot be legally let. Without portfolio-wide visibility, non-compliant properties slip through.

Manual Assessor Booking

Coordinating domestic energy assessors across multiple properties and tenants is time-consuming and prone to scheduling conflicts.

How SwiftCase handles it

Purpose-built capabilities — not generic templates you have to work around.

Portfolio EPC Dashboard

View the EPC rating and expiry date for every property in your portfolio at a glance, with filters for rating band, expiry window, and MEES compliance status.

Expiry & MEES Alerts

Receive automated alerts when EPCs are approaching expiry or when a property falls below the minimum rating threshold for letting.

Assessor Scheduling

Automatically schedule EPC assessments with approved domestic energy assessors, coordinating access with tenants or agents.

Improvement Recommendations

Track recommended energy efficiency improvements from EPC reports and model the cost and rating impact of each measure.

Expected outcomes

100%
EPC Currency
Automated expiry tracking and renewal scheduling ensure every property in the portfolio has a valid EPC.
£0
MEES Fines
Proactive alerts and remediation tracking eliminate the risk of letting a non-compliant property.
3x
Faster Renewals
Automated assessor scheduling and tenant coordination cut the time from expiry alert to new certificate.

How it works

01

Portfolio Import & Baseline

Import existing EPC data from the EPC Register or upload manually. The system establishes the baseline rating and expiry date for every property.

02

Expiry Monitoring

The system continuously monitors expiry dates and MEES thresholds, flagging properties that need attention based on configurable lead times.

03

Assessment Scheduling

When renewal is due, the system dispatches a work order to an approved energy assessor and coordinates access with the tenant or managing agent.

04

Certificate Upload & Analysis

The new EPC is uploaded, the property record is updated, and any recommended improvements are logged for landlord review and budgeting.

Related Property workflows

Building Compliance Tracking

Manage EPCs alongside gas safety, EICRs, and other compliance obligations in a unified dashboard.

Learn more

Tenancy Management Automation

Ensure a valid EPC is in place before marketing a property and at every tenancy renewal.

Learn more

Landlord Licensing Compliance

EPCs are often a prerequisite for licensing applications — keep them current alongside licence renewals.

Learn more

Free tools

Try these tools to assess and improve your operations.

Workflow Mapper

Map your processes visually and export a professional PDF.

Try free

Meeting Cost Calculator

See the true cost of your meetings and find savings.

Try free

BCP Builder

Generate a Business Continuity Plan tailored to your organisation.

Try free

Frequently asked questions

Yes. SwiftCase can import EPC data from the government EPC Register using the property address or certificate reference number, saving manual data entry for existing portfolios.

The system flags the property immediately, blocks it from being marketed for letting (if integrated with your CRM), and generates a remediation task to bring it up to the minimum rating.

Yes. Each EPC includes assessor recommendations for improving the rating. SwiftCase logs these recommendations, estimates costs, and models the potential rating improvement to help landlords prioritise investment.

Get Ahead of MEES and EPC Compliance

See how SwiftCase helps property managers maintain valid EPCs across the portfolio and plan energy efficiency improvements before regulations tighten.

Book a Demo
Property Solutions