In short
Every building we manage has a structured set of records. Named directors get read-only access to an agreed selection of them, set up with the board at the start of the appointment and kept current as work happens. A dedicated owner portal for all leaseholders is in development.
How access works
At the start of the appointment we agree with the board which records directors should be able to see. Certificates, minutes and the action tracker are filed as work happens. The financial tracker is updated at least monthly, after the client account has been reconciled, and the board receives a formal director report every quarter. Directors do not need to ask for an update to see where things stand.
Access is through a secure, permission-controlled link that works on a computer, tablet or phone.
What directors typically see
- Your building
- Finance: budgets, year-end accounts, income and expenditure, arrears summary live
- Compliance: register, fire risk assessment, asbestos, water, electrical and lift certificates live
- Insurance: schedule, valuation, claims log
- Contracts: cleaning, gardening, lift, fire alarm and other service contracts
- Works: Section 20 consultations, tender reports, cost reports, programme, photographs
- Governance: minutes, decision log, action tracker, company records live
- Leases and building information: lease copies, plans, warranties, manuals
Access and security
- Access is by named individual, is read-only, and is limited to the agreed records for that building.
- Internal working files and personal data about individual leaseholders are not shared beyond what directors need to carry out their role, in line with UK GDPR.
- Access is removed when a director steps down.
The owner portal: in development
We are building a portal for all leaseholders, not just directors. The first version is planned to include a document library, the status of repairs and works, the service charge position for each flat, and a simple way to report issues. We are shaping it with input from directors rather than launching something generic.
Register interest
If you are a director or leaseholder and would like early access, or want to tell us what the portal should do first, leave your details below.
Register interest in the owner portal
Leave your building details and what you would want the portal to solve first.