PortfolioAudit by Eco Approach

Core Features

PortfolioAudit is designed to turn large sets of property and customer data into more usable insight for energy-efficiency action. Its role is not simply to show which homes perform poorly, but to help organisations prioritise where to focus, what kinds of improvements may be relevant, and how to engage different customer groups more effectively. Its key capabilities:

• Portfolio segmentation — Organises customers into defined groups using energy performance, property characteristics, and likely improvement opportunities.

• Retrofit opportunity identification — Highlights homes suited to measures such as solar PV, heating upgrades, insulation, and window or door improvements.

• EPC improvement analysis — Identifies where specific interventions could help properties move toward stronger EPC outcomes, including EPC C.

• Customer trigger identification — Helps users focus engagement around moments such as remortgaging, mortgage renewal, and case completion.

• Multi-channel campaign activation — Supports tailored outreach across email, WhatsApp, and direct mail based on segment-specific property insight.

• Intermediary advisory support — Gives brokers and other customer-facing teams a clearer basis for discussing energy upgrades with customers.

Closing Insights

PortfolioAudit sits at the intersection of housing data, retrofit planning, and customer engagement. Its significance lies in helping property sector organisations act on energy performance information in a more selective way, rather than treating an entire customer base or property portfolio as if the same message will suit everyone. That is particularly relevant in the UK housing market, where EPC ratings, mortgage timing, and the cost of home improvements can all shape whether retrofit action is realistic. It has been deployed by clients such as Yopa, which used it to target customers around solar suitability, EPC improvement potential, remortgaging, and other upgrade pathways, and Crystal Specialist Finance, which used it to help brokers identify properties with energy efficiency potential and raise those opportunities at case completion.

The tool is also relevant in contexts shaped by the Minimum Energy Efficiency Standard (MEES), where landlords, lenders, brokers, and other intermediaries may need a clearer view of which properties are likely to require attention. In that sense, PortfolioAudit supports a more practical approach to housing decarbonisation: it helps users focus attention on properties with identifiable upgrade potential and on households with a clearer reason to engage. That makes it useful for organisations trying to connect energy efficiency with everyday property decisions rather than treat retrofit as a separate conversation.