Question 1

How do I set up Certnook for my agency?

Accepted Answer

Create your workspace, add the properties you manage, and record the dates your team already keeps in spreadsheets or notes. You can then attach supporting documents to a property and see the next dates in one place. Certnook is designed for small letting agencies that want a clear starting point without a complicated setup.

Question 2

Which deadline types can I track?

Accepted Answer

The current deadline types are Certificate, Inspection, Insurance, Lease renewal, Safety check, and Smoke and carbon monoxide checks. Each date stays with its property record, so your team can review the next action without searching across separate files or messages.

Question 3

How do reminders work?

Accepted Answer

Certnook provides staged reminder templates at 60, 30, and 7 days before a recorded deadline. The reminders move through an approval queue, giving your team a chance to review and approve them before anything is sent. They are planning tools, so you should keep your own review process in place rather than treating delivery as an unqualified guarantee.

Question 4

What can I store in the property certificate vault?

Accepted Answer

The current vault accepts PDF, DOCX, PPTX, XLSX, TXT, and CSV files up to 50 MiB each. Files are kept with the relevant property record so they are easier to find when you need them. Certnook stores and organises documents; it does not assess what a document says.

Question 5

Can I try Certnook before choosing a plan?

Accepted Answer

Yes: 14 days to try · No card required. Use the trial to see whether a shared view of property dates, staged reminders, and document storage fits the way your agency works. You can start with the records and deadlines that are most useful to your team.

Question 6

Is Certnook legal or compliance advice?

Accepted Answer

No. Certnook helps organise information, dates, reminders, and documents. It is not legal advice, does not assess compliance, and does not guarantee an outcome. Check current GOV.UK guidance and speak with a suitably qualified professional when you need advice about a property or a particular situation.