Your portfolio, by chat or WhatsApp.
Ask anything about your compliance, tenancies, rent, maintenance or documents — from the dashboard or straight from your phone. Same assistant. Same data. Two ways to reach it.
RentFig Assistant
online
You
Who owes rent?RentFig
2 tenancies in arrears:• 14 Elm Street — £950 overdue (12 days)
• 22 Station Rd — £1,200 overdue (4 days)
You
Send me Olivia's tenancy agreement.RentFig
Tenancy-Olivia-Brown.pdfAttached above.
You
Save Tom Smith, tenant at Flat 2, 07700 900123.RentFig
I'll save:Tom Smith · tenant
Flat 2 · 07700 900123
Confirm to save
Two channels. One brain.
Whether you're at your desk or on the bus, you get the same assistant — connected to the same portfolio data, with the same actions available.
AI Mode (web)
Built into your dashboard at /ai
Pin a property to scope answers, upload certificates to scan and file them, and confirm AI-suggested changes with one click. Structured tables, action buttons, and exportable notes.
- Suggested prompts to get started
- Drag-and-drop certificate uploads
- Export the conversation as notes
- Pending actions you approve
WhatsApp Assistant
Number revealed after sign-up
Message the RentFig number from your registered phone. Enter your PIN once a day and ask anything — get answers, PDFs and confirmations right in the chat thread you already use.
- PIN-protected sessions
- 24-hour rolling auth window
- Receives PDFs as attachments
- Snap receipts → auto-file to bank txns
What you can ask
Anything you'd normally click through five screens to find. Plus a few things you can't do anywhere else.
Compliance lookups
- “Which gas safety certs expire next month?”
- “Show me everything that's expired.”
Tenancies & rent
- “Who owes rent?”
- “When does the Elm Street tenancy end?”
- “Any upcoming rent reviews?”
Maintenance status
- “Summarise my open issues.”
- “What jobs are overdue?”
Document retrieval
- “Send me the tenancy agreement for Flat 2.”
- “Find Olivia's referencing report.”
WhatsApp delivers the PDF straight to your chat.
Save contacts on the fly
- “Save Jane Doe, tenant at 14 Elm Street, 07700 900123.”
AI drafts the contact; you confirm before it's saved.
Bank details for tenants
- “What are my portfolio bank details?”
Forward to a tenant without digging through settings.
Certificate & receipt scanning
- Upload a gas cert, EICR, or EPC — dates and issuer get extracted automatically.
On WhatsApp, snap a receipt photo and it auto-files to the matching bank transaction.
Lead capture links
- “Generate an application link for the new enquiry.”
- “Send Tom an enquiry form.”
Connect WhatsApp in under a minute
One-time setup. Then you're ready to message the assistant from your phone, your spouse's phone, your manager's phone — whoever's registered.
- 1
Register your number
In Settings → WhatsApp Assistant, enter the WhatsApp number you'll message from and pick a 4–6 digit PIN.
- 2
Message RentFig
Text the RentFig WhatsApp number (shown in Settings once you sign in) from that number. Save it as a contact so it's always one tap away.
- 3
Enter your PIN
Verify once with your PIN. Your session stays open for 24 hours — no re-auth.
Snap a photo. We file it.
Forward a receipt or insurance renewal on WhatsApp. The assistant reads the document, extracts the details, and updates your records — no typing, no spreadsheets.
RentFig Assistant
online
You
receipt-screwfix.jpgBoiler valve, 9 The Headrow.RentFig
Got it — I read this as:Screwfix
£42.80 · 14 May 2026
Category: Repairs & maintenance
Property: 9 The HeadrowMatched to your debit on 14 May. Confirm to file?
You
ConfirmRentFig
Filed to Accounting · receipt attached to the matching transaction.
Insurance policy
14 Elm Street
- Insurer
- Direct Line for Business
- Policy no.
- DL-LL-228847-26
- Renewal
- 12 May 2027
- Annual premium
- £348.40
- Cover
- Buildings + Landlord liability (£2m)
RentFig Assistant
online
You
renewal-directline.pdfRenewal for 14 Elm Street.RentFig
Read this as a new policy:Direct Line for Business
Policy DL-LL-228847-26
Renews 12 May 2027 · £348.40/yr
Buildings + Landlord liability £2mReplace the current policy on this property?
You
YesRentFig
Done — insurance details updated and the PDF is attached to the property.AI suggests. You confirm.
The assistant answers questions instantly, but anything that writes to your data — creating a contact, filing a certificate, sending a document — shows up as a pending action you approve with one tap. No silent changes, ever.
Built so you can trust it
Your data stays in the UK
Hosted on Supabase EU with row-level access controls and full GDPR support.
PIN-gated WhatsApp
Only numbers you've registered can chat. PIN required on each new 24-hour session.
Full audit trail
Every AI suggestion and confirmed action lands in your activity log.
Included in your plan
AI Mode is available from Starter. WhatsApp Assistant unlocks on Standard and above.
| Feature | Starter | Standard | Business |
|---|---|---|---|
| AI Mode (web) | Included | Included | Included |
| WhatsApp Assistant | Not included | Included | Included |
| Document scanning | Included | Included | Included |
| Action confirmations | Included | Included | Included |
| Monthly messaging credits | Top-up only | 100 / mo | 300 / mo |
Messaging credits cover outbound SMS, WhatsApp messages from RentFig (broadcasts, rent reminders, AI assistant replies) and voicemail transcription. Inbound messages you send to RentFig on WhatsApp are free. Top-up packs available on every plan.
FAQ
- Does WhatsApp messaging cost extra?
- No. Messages run through the shared RentFig business number — there's nothing extra to set up or pay for beyond your plan.
- Can the AI ever change my data without asking?
- No. Anything that writes — a new contact, a filed certificate, a sent document — appears as a pending action you confirm with one tap. Read-only questions answer instantly.
- What happens when my WhatsApp session expires?
- After 24 hours of no activity you'll be asked for your PIN again on the next message. The 10-message rolling history resets so the assistant always starts fresh.
- What data can the assistant see?
- Exactly what you can see in the dashboard: your properties, tenancies, compliance certificates, maintenance jobs, utilities, insurance and documents — scoped by your organisation's row-level security.
- Can multiple team members use WhatsApp?
- Each team member registers their own WhatsApp number with their own PIN. There's no shared inbox — every chat is gated to the person who registered.
Start free. Talk to your portfolio today.
Sign up takes a minute. Upgrade to unlock WhatsApp when you're ready.