1. Sign up
Create an account with an email and password. There's nothing to configure and no card details needed to get started — the free plan covers your first property.
2. Add your first property
Enter the address and postcode. EPC Ledger looks up the property's current Energy Performance Certificate automatically — current band, score, and the specific measures recommended to improve it (loft insulation, cavity wall insulation, heating upgrades, and so on).
If a property genuinely has no certificate on file (not every property does), you'll see a clear note rather than an error — some schemes, like the Boiler Upgrade Scheme since April 2026, don't require a valid EPC at all.
3. Answer the eligibility questionnaire
A short, five-question form:
- Is the tenant on a qualifying means-tested benefit (Universal Credit, Pension Credit, etc.)?
- Which region — England or Wales?
- Which local authority?
- What's the property's current heating fuel?
- Has this property already received a Boiler Upgrade Scheme or RHI grant?
This is the only manual input the matching engine needs — everything else (EPC band, portfolio-wide rules) is worked out automatically.
4. See your ranked matches
As soon as you save the questionnaire, EPC Ledger checks the property against every current scheme — ECO4, the Boiler Upgrade Scheme, Warm Homes: Local Grant, and LA Flex — and shows what it qualifies for: scheme name, estimated value, deadline, and a plain-English reason why. Matches are ranked by actual value, most valuable first.
Every match carries a "last verified" date and a reminder that it's informational, not a guarantee — always confirm with the scheme administrator or your local authority before applying.
5. Add the rest of your portfolio
Repeat steps 2–4 for each property. Once you have two or more, the portfolio dashboard appears, showing the cross-property rules that most landlord software misses — see How the WHLG Claim Sequencing Calculator Works next.
The free plan covers one property. See Billing & Your Plan for what's included at each tier.