Feed

What is the Feed?

The Feed is the user's dashboard - it is the home page displayed when they log in. It shows a set of widgets that give an overview of their deposit protection business, including statistics on deposits, release requests, and resolution activity. Users can use it to monitor their portfolio at a glance.

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Who can access the Feed?

The Feed is available to Private Landlords, Company Landlords, and Agents. Tenants do not have access to the Feed.

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Are any specific permissions needed to view the Feed?

No. All users (except tenants) can view the Feed and all its widgets without any additional permissions.

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Can users rearrange or customise the layout of the widgets on the Feed?

No. The layout of the widgets is fixed and cannot be changed. The widgets aredisplayed according to a pre-set design.

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Is the data on the Feed updated in real time?

Not quite. The Feed is not updated in real time - there will be a short delay before changes (such as a newly registered deposit or initiated release request) are reflected in the widgets.

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Can the Feed be filtered by deposit protection scheme?

Yes. Users can switch between Custodial and Insured-backed views on the Feed. The system selects a default automatically:

  • Custodial is selected by default if the user has any active deposit protections (Protected, Part-protected, or Waiting for payment) under the Custodial scheme, or if they have no active deposits under either scheme.
  • Insured-backed is selected by default if the user has no active Custodial deposits but does have active Insured-backed protections (Protected or Part-protected).
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What does the "Total deposits" widget show?

It displays a circle diagram showing the total number of deposits linked to the user's account, broken down by status

  • Not protected
  • Waiting for payment (Custodial only)
  • Part-protected
  • Protected

It also shows the percentage change compared to the previous month.

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Why is "Waiting for payment" not shown on the Total deposits widget when viewing Insured-backed?

Under the Insured-backed scheme, the user holds the deposit themselves rather than transferring it to mydeposits, so the "Waiting for payment" status does not apply and is hidden from this widget.

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What is the "Transferred and protected amount" widget?

This widget shows the total amount of deposit money that has been transferred to and held by mydeposits under the Custodial scheme. It is only visible when the Custodial scheme filter is selected, as Insured-backed deposits are not transferred to mydeposits.

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What is the "Protected amount" widget?

No. All users (except tenants) can view the Feed and all its widgets without any additional permissions.This widget appears only under the Insured-backed scheme. Itshows the total protected deposit amount across the user's account, split into:

  • Amount allocated for fully protected deposits
  • Amount allocated for part-protected deposits

It also shows the percentage change compared to the previous month. Since under Insured-backed the user keeps the deposit money themselves, this widget tracks the total value of deposits they are protecting.

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What is the "Pending amount" widget?

This widget shows the total amount of deposit payments that are still pending (i.e. Registered but not yet received) under the Custodial scheme. It is not shown under Insured-backed, as deposits are not transferred to mydeposits in that scheme.

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What is the "Lodged for resolution" widget?

This widget appears only under the Insured-backed scheme. It shows the total balance of money that has been lodged with mydeposits as part of a release request resolution process. The figure displayed is the lodged amount minus any amounts already released. Under Insured-backed, money is only transferred to mydeposits when a resolution process requires it.

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What does "Total deposits in release" show?

It shows the total number of deposits that have an active release request (i.e. A release request in any status except Draft or Cancelled), along with the percentage change compared to the previous month.

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What does "Total amount in release" show?

It shows the total deposit balance amount for all deposits currently in the release process. The figure is rounded to the nearest £1 - users can hover over the question mark icon for a tooltip confirming this.

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What does "Total deposits in resolution management" show?

It shows a breakdown of how many deposits are at each stage of resolution management (e.g. Open, Unclaimed, Negotiation, Assessing, Adjudicating, Court).Note that the Single release status is only shown under the Custodial scheme.

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What does "Total amount in resolution management" show?

It shows a bar chart of the total unresolved amounts at each stage of resolution management. Under Custodial, this includes Single release amounts; under Insured-backed, Single release is hidden. Amounts are rounded to the nearest £1.

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What are the "Recent activities" on the Feed?

The Recent activities section shows the user's most recent deposit and resolution management activity in card format. It is split into two main areas:

  • Deposits  - recently registered deposits and (for Custodial) recently received payments.
  • Resolution management - recent release requests, negotiations, released deposits, and (for Custodial) single releases.

Each tab shows the 5 most recent items, with the option to view more via pagination.

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What does the "Deposits" tab show under Recent activities?

It shows the most recently registered deposits (up to 10, newest first). Each card shows the Deposit ID, deposit status, property address, deposit amount, and lead tenant name. Under Custodial, there is also a "Payment received" sub-tab showing recently completed payments.

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Why is the "Payment received" tab hidden when viewing Insured-backed?

Because under the Insured-backed scheme, the user retains the deposit money themselves rather than transferring it to mydeposits. There are no incoming deposit payments to track, so this tab is not relevant.

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What does the "Release requests" tab show?

It shows the most recent release requests, including the RR number (as a clickable link), status, property address, settlement amount, protected amount, and how long ago it was created or updated. Both Custodial and Insured-backed release requests are shown when the corresponding scheme is selected.

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What does the "Released" tab show?

It shows the most recently resolved or accepted release requests. Each card includes the RR number, property address, amount released to tenant, amount released to landlord, and (if applicable) the amount to be paid outside the system. The trigger for displaying a card differs by scheme:

  • Custodial: The release request must be Accepted or Resolved and the deposit   balance must equal zero (i.e. The deposit is fully released).
  • Insured-backed: The release request only needs to be Accepted or Resolved - no deposit balance check is required.
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Why is "Single release" not shown under Recent activities for Insured-backed?

Single release is a process specific to the Custodial scheme and is not applicable to Insured-backed deposits, so it is hidden from both the widgets and recent activities when viewing Insured-backed.

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What does the "Negotiation" tab show?

It shows release requests currently in the negotiation stage, where the landlord and tenant are exchanging settlement offers. Each card displays the RR number, property address, most recent offer details, and time since last update.

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Why do some widget amounts look rounded?

All monetary values displayed on Feed widgets are rounded to the nearest £1 using standard mathematical rounding (e.g. £1.49 rounds to £1, £1.50 rounds to £2). Users can hover over the question mark icon on any monetary widget to see the tooltip: "The figure shown here has been rounded to the nearest £1."

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What does "X% vs last month" mean on the widgets?

Eachwidget shows how its value has changed compared to the end of the previousmonth. For example, "+12% vs last month (45)" means the current valueis 12% higher than the 45 recorded at the end of last month. If there is nodata for the previous month, it will display "No info for lastmonth."

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As a Company Landlord or Agent, can the user see data from all offices?

Yes. There are no office restrictions on the Feed - users will see data for all deposits across all offices linked to their company, regardless of which office they belong to. Non-PM users (e.g. Agents without PM status) will also see data related to deposits managed by agents within the company.

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