Business Case 04
Housing Associations

A better way to deliver important housing documents

Documentd adds a permanent delivery layer to the communications housing associations already use, reducing cost and complexity while giving residents their own long-term copy.

Where Documentd fits

Use Documentd for the housing documents residents need to keep

Documentd is not for everyday messages or live account information. It is designed for important, point-in-time documents that residents may need to retain, review or retrieve months or years later.

Tenancy agreements
Rent change notices
Service charge statements
Annual rent statements
Lease and shared-ownership documents
Important complaint outcomes
Other important housing records
Use email and SMS for communication. Use the resident portal for current information and self-service. Use Documentd when the resident should receive their own permanent copy.
Illustrative savings assume around four important documents per resident each year. Actual savings depend on tenure, volumes, existing processes and costs.
Resident access and transparency

Important housing information should remain easy to access

Housing relationships create important point-in-time records about tenancies, rents, service charges and landlord decisions. Residents may need to understand or refer back to those records long after the immediate communication has passed.

Personal to the resident

The document is delivered directly to the individual resident.

Accessible later

The resident retains long-term access independently of the housing association's portal.

Reliable historic copy

The sender cannot alter the settled copy.

Documentd in practice
  • The resident owns their copy
  • The sender cannot alter the settled copy
  • The sender cannot delete the settled copy
  • Access can continue after moving home or changing tenure
  • The original document can be downloaded again
  • Evidence of what was delivered and when is retained
Consumer Duty

It supports transparency and accountability

The Regulator of Social Housing requires registered providers to communicate with tenants and provide information so they can use landlord services, understand what to expect from their landlord and hold their landlord to account. Documentd gives important housing documents a persistent, organised place where residents can review and retrieve them.

Give the resident their own permanent record, rather than making long-term access depend on the housing association's systems.
01
If you currently use a resident portal

Keep the portal for resident service. Don't turn it into a permanent archive.

Resident portals are built for current rent information, repairs, payments, requests and self-service. Making the portal the resident's sole long-term document record means adding historical retention, former-resident access, authentication, migration controls and long-term support to a system designed primarily for active service.

A few pounds indicative annual saving per resident From avoiding permanent archive requirements, legacy access and associated portal support.
Current approach

Making the portal the permanent copy creates a long-term infrastructure obligation

  • Important historical documents need to be retained in line with the landlord's obligations and policies
  • If the portal is the sole long-term copy, residents need continued access to those records
  • Former residents may still need documents after moving home or ending their tenancy
  • Authentication, password recovery and support may have to remain available for legacy users
  • Retention, audit and administrative controls become part of the portal architecture
  • Legacy accounts extend the identity-management and cyber-security burden
  • Portal migrations and replacements have to preserve historical document access
  • The housing association remains responsible for maintaining the entire access environment
Add Documentd

Give residents their own permanent copy with Documentd

Keep the portal focused on the housing services residents use while the relationship is active. Documents can still appear there for convenience, but Documentd separately delivers the resident their own long-term copy. Access to important records no longer has to depend on keeping the housing association's portal available as the resident's archive.

  • Keep the portal focused on current information and self-service
  • Avoid building permanent-document requirements into the portal
  • Reduce former-resident authentication and support
  • Reduce the long-term security burden of legacy portal accounts
  • Separate permanent document access from future portal migrations
  • Give residents access independently of the housing association's systems
Use Documentd for the permanent copy residents keep, and the portal for current housing services and self-service.
Transparency benefit Give residents continuing access to important information without making that access depend entirely on the housing association's live portal infrastructure.
Resident-service benefit Residents keep important housing records when they move home, change tenure or stop using their former resident portal.
Cost benefit A few pounds per resident each year can be saved by avoiding unnecessary development, maintenance, legacy access and support.
03
If you currently use post

Phase out paper where electronic delivery is appropriate.

Paper gives the resident something permanent to keep, but every delivery carries printing, fulfilment and postage costs, and leaves the resident with another physical housing record to file and retain.

Around £4 indicative annual saving per resident Based on around four posted documents per year. Postage alone is around this level before printing and fulfilment.
Current approach

The physical delivery process

  • Printing
  • Paper and envelopes
  • Folding and inserting
  • Fulfilment
  • Postage
  • Returned mail
  • Address changes
  • Replacement copies
  • Resident paper filing and storage
With Documentd

Replace post with Documentd

Where electronic delivery is appropriate, phase out physical post and give the resident their own permanent electronic copy instead.

  • No printing
  • No fulfilment
  • No postage
  • Immediate electronic delivery
  • Documents remain organised in one place
  • No paper filing burden for the resident
Keep the permanent copy, lose the cost and inconvenience of paper.
Access benefit Move from physical document delivery to a long-term electronic model while still giving the resident their own accessible copy of important housing records.
Resident-service benefit Residents avoid the hassle of filing and storing paper and can retrieve important housing records electronically whenever they need them.
Cost benefit Around £4 per resident each year can be available from postage alone, with printing and fulfilment savings on top.
The business case

Add Documentd where permanent delivery matters

Portal Keep it for current housing services and self-service. Reduce the burden of making it the sole permanent archive.
Email Keep using it for communication. Improve resident service, support transparency and reduce historic-document queries.
Post Phase it out where appropriate and remove printing, fulfilment, postage and paper-filing costs.

Documentd does not ask you to replace systems that already work. It adds a permanent delivery layer that can reduce cost and complexity while giving residents a better long-term service.