Most compliance and retrofit work is one-off. An EPC is issued. A survey is completed. A retrofit roadmap is delivered. The client files it. Months or years later you find out — maybe — that they need the next piece. In between, the client's portfolio drifts. EPCs go stale. New acquisitions happen. Retrofits get completed and not logged. None of it gets fed back to you. You did the original work and lost the long-term relationship.

The clients you should be talking to most — large portfolio holders with ongoing compliance and retrofit exposure — are the ones who hear from you least. Your pipeline is whatever lands in the inbox this quarter, not a live picture of where your existing book actually is.

UpGreen closes that loop. Phase 0 analysis is the entry point. The virtual estate is what keeps the client paying you, month after month, for as long as they own the portfolio.

UpGreen runs the Phase 0 analysis for you in 48 hours, white-labelled, ready to deliver. And once it's run, the output becomes a live virtual estate of the client's portfolio — kept current as surveys are commissioned, EPCs are reassessed, retrofits are completed and assets are acquired or disposed. You become the long-term home of the client's portfolio compliance data.

The Phase 0 analysis is the entry point. The virtual estate is the retainer.

Compresses unbillable analysis time. Replace days of EPC register pulls and spreadsheet modelling with a 48-hour deliverable. Run it across every client, not just the ones who can afford the analyst time.

Standardises your Phase 0 offer. Every client gets the same dashboard, the same export pack, the same methodology. You stop reinventing the analysis each time.

Converts one-off engagements into recurring revenue. Once the virtual estate is populated, it stays current. Clients pay you for ongoing access. You become the long-term home of their portfolio compliance and retrofit data.

Generates BD triggers from your existing book. The platform tracks expiries, lapses and stale certificates across every client portfolio. When something needs reassessing or revisiting, you see it before the client does — and you reach back out warm.

Surfaces upsell at the point of engagement. A client commissions a survey on five properties. UpGreen shows the other twenty in their portfolio that also need attention. The transactional engagement becomes a portfolio conversation.

Stays upstream of your core work. UpGreen is not a replacement for accredited assessors, surveyors, sustainability consultants or PAS 2035 retrofit coordinators. It's the triage layer that tells you where to deploy your expert work — and the system of record that captures the output afterwards.

Specifically, for each asset, you see:

• Current EPC band and expiry date

• Position against the proposed 2027 EPC C threshold and the 2030 threshold

• MEES exemption likelihood under the seven-year payback test and other exemptions

• Whether the certificate is stale and likely to meet C under reassessment

• Costed intervention options, prioritised by cost-to-band and value impact

• Capex within 5–10% of QS quotes

• Valuation impact and brown discount exposure by archetype and location

• Audit trail of every change to the asset record

Filterable across the portfolio. Exportable for boards, lenders, and committees. No site visits required to populate it.

A live model of every asset in your client's portfolio, branded as part of your offer. Populated within 48 hours of the address list arriving. From then on, it stays current:

Public data refresh. New EPCs lodged on the MHCLG Open EPC Register against client assets are picked up automatically. Stale certificate flags update as reassessments are recorded.

Survey and report upload. Your surveys, EPC assessments, retrofit roadmaps and intervention reports can be uploaded against individual assets. The platform integrates them and refines the cost and intervention assumptions for that asset and across the portfolio. Over time, the picture moves from predicted to actual.

The upload discount. Partners who feed their survey and report data back into the platform get a reduced monthly subscription. The more accurate the platform becomes, the less you pay. The win is shared: you get a better tool, your clients get tighter numbers, your bill goes down.

Portfolio change. Acquisitions and disposals are added as they happen. The virtual estate reflects the current portfolio, not the one that existed when the first analysis was run.

BD triggers. The platform surfaces expiries, lapsed EPCs, completed-and-due reassessments and clustered renewal windows across your client book. See every asset in a given postcode coming up for reassessment in the next quarter — and route a single visit across the cluster.

For your client, this replaces the spreadsheet-and-PDF-folder approach to portfolio compliance management. For you, it replaces the fire-and-forget revenue pattern that doesn't scale.

UpGreen is built for partners with ongoing client relationships in UK property compliance and retrofit. Specifically:

• Third-party intermediaries (TPIs) and energy consultancies managing compliance and energy strategy across client portfolios

• MEES surveyors and EPC assessors delivering certifications who want to upsell into portfolio-level work

• Retrofit consultancies scoping retrofit work across multi-asset portfolios

• Sustainability and ESG consultants running portfolio decarbonisation programmes

• Retrofit coordinators managing PAS 2035 engagements who need an upstream triage layer

• Quantity surveyors and retrofit contractors scoping retrofit work across portfolios

• Multidisciplinary built-environment consultancies offering EPC, MEES and net zero advisory

If your work involves portfolios rather than single buildings, and your clients ask you to take a view on MEES and retrofit, UpGreen is built for you.

As a paid Phase 0 line item in client engagements. Wholesale pricing means you keep the margin.

As a sales tool for new business pitches. Run a sample portfolio, present it to a prospect under your brand, convert.

As a recurring revenue product for existing clients. Bundle the virtual estate into a retainer or sell it as a standalone subscription branded under your firm.

As an ongoing BD engine. Use the expiry and lapse triggers across your existing book to drive proactive client outreach.

As a co-branded deliverable or fully white-labelled with your logo, your URL and SSO into your existing client portal.

UpGreen does not deliver EPC certificates, DECs or TM44 inspections. It does not produce SAP or SBEM calculations. It does not deliver PAS 2035 Level 5 retrofit assessments or detailed energy audits. It is not a digital twin and does not model individual-building physics at high fidelity.

UpGreen sits upstream of all of those services — including yours. It tells you which buildings to point your expert work at, and it holds the picture once you've done it. The accreditations stay with you. The recurring revenue stays with you. The client relationship stays with you.

Run a sample portfolio under your brand. Send us five addresses from a current or prospective client. We'll return a white-labelled Phase 0 report within 48 hours. No fee, no commitment.

If it lands, we'll structure a three-month trial at £500/month with full platform access — enough time for you to stress-test it against your real client work before committing to the standard subscription.