Lease Extension Case Management

To Learn More About Lease Extension Case Management

What is Lease Extension Case Management?

A Lease Extension case covers a leaseholder’s request to extend their lease, either through the statutory route under the Leasehold Reform Housing and Urban Development Act 1993 (typically 90 years added to the unexpired term at a peppercorn ground rent, for a premium) or informally by agreement. The Leasehold and Freehold Reform Act 2024 has reshaped the statutory process — including removing the two-year ownership rule and extending the maximum term — and landlords need to handle every request cleanly through notices, valuations and deeds.

Lease Extension — End-to-End Workflow

  1. Logged — lease extension enquiry or Section 42 notice received into one Lease Extension case on Propsys360.
  2. Acknowledged — leaseholder acknowledged with the applicable route (statutory or informal), expected timescale and premium estimation approach.
  3. Investigated — lease terms, residual years, any consents needed, and valuation inputs pulled into the case.
  4. Actioned — counter-notice issued (statutory) or heads of terms agreed (informal); valuation finalised; draft new lease produced; Tribunal or mediation route used if agreement not reached.
  5. Resolved — new lease completed, premium received, registered at HM Land Registry.
  6. Closed and learned — case closed with deed, payment and registration filed; portfolio KPIs on statutory vs informal routes and premium outcomes updated.

Lease Extension Case Management in Propsys360

  1. One record, one version of the truth — every Lease Extension case lives in a single record in the Propsys360 Case Management module, built on Microsoft Dynamics 365, replacing parallel spreadsheets, shared inboxes and chased email threads
  2. Linked to the Case Management ecosystem — Leasehold Management for the lease, Finance for the premium, Legal Referral for statutory notices, Land Registry for registration, and Customer Portal for leaseholder visibility — so the lease extension context is visible without hunting across systems
  3. Stage-driven workflow — notice served, valuation agreed, deed completed and registered — with due dates, reminders and automated escalation when timescales slip
  4. Every interaction on one timeline — calls, emails, SMS, portal messages, site visits, photos and documents attached to the same case record
  5. Reporting and oversight — live dashboards by team, patch, officer and case age; regulator-ready evidence on demand for the Regulator of Social Housing and Housing Ombudsman
  6. Resident-facing self-service — residents can raise, update and track their lease extension case through the Customer Portal, cutting inbound calls and speeding resolution
  7. Microsoft-native and secure — single sign-on, role-based access, UK-hosted data, full audit trail; works where your teams already work, in Outlook, Teams and the Dynamics 365 app

Teams Helped by Lease Extension Case Management

Contact Centre / Customer Service Advisor — explains the two routes and typical timescales accurately to leaseholders — expectations are set from the first call.

Housing Officer / Tenancy Managementsees extension activity across blocks and can anticipate leasehold communications and information requests.

Leasehold / Legal Officer — manages each statutory process from Section 42 notice to Land Registry filing on one record, meeting the tight statutory timescales with a clean audit trail.

Team Leader / Service Manager — dashboards show open lease extension cases by age, stage and patch, so escalations are surfaced early and evidence is ready for monthly performance packs and regulator submissions.

Head of Housing / Director — one trusted data source across lease extension and the wider Case Management ecosystem, giving board-level assurance that statutory timescales, resident outcomes and compliance duties are being met.

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