Landlord EOFY portfolio pack
End-of-financial-year summary for every landlord — rent, maintenance, inspections — as CSV or PDF from the portal.
EOFY used to mean a day of spreadsheets and mail-merge. EstateOS builds a portfolio summary from live tenancy data: properties, rent, maintenance counts, and inspections completed for the financial year.
Your team can generate packs from the contact record; landlords with portal access download their own copy — branded, dated, and ready for their accountant.
Capabilities
What you get out of the box
Financial-year summary per landlord
CSV or PDF download
Available from staff console and landlord portal
Branded with agency colours
Previous financial year option where needed
How we compare
EstateOS vs the incumbents
| Provider | Status |
|---|---|
| Rex | Not standard |
| Agentbox | Not applicable |
| PropertyMe | Manual exports |
| EstateOS | Built-in EOFY pack + portal download |
See landlord eofy portfolio pack in action
30-minute walkthrough with one of our founders. Bring your workflow. Keep the recording.
Book a walkthrough