We aim to make block management as easy as possible for all of our managing agents, leaseholders and property owners, so as part of our services, we provide an online property management portal. This allows account holders to access key information and tools relating to the running of their property, including documentation, problem reporting, and email receipts. Our property portal is incredibly easy to use and can be incredibly helpful to all of our customers, no matter if they are an agent, a leaseholder or a management team member/director of a block.
We are dedicated to providing a comprehensive and convenient service to every client, so you can access our property management portal anywhere. As it is an online portal, all you need is an internet connection and then you can manage your properties or multiple branches wherever you are. As well as the ability to keep track of multiple properties and manage finances from one central location, you can be sure that security is no obstacle. No matter the device you are logging in from, all data will be stored securely and automatically backed up for your peace of mind.
If you need more information about our property management portal, here is a breakdown of the key features.
Property Portal – Leaseholders Home Page
The home page is laid out in a very user-friendly way, with information set in individual blocks for easy reading. This will show agent contact details as well as contact details for issues relating to the property management portal. You will also be able to see agent messages and notifications, the balance left to pay on rent or services charges and details of your last payment. This is a hub of key information that is accessible for all users, so you will be able to find everything you are looking for right here.
My Account
Along the top of the page, you will see a selection of buttons. One is ‘My Account’, and this will take you to a screen where you can see all information relating to your financial account. You will be able to see everything about your remaining balance, past payments, admin charges and refunds, so if you need to access your finances, this is the section of the leaseholder portal to use.
Noticeboard
In order to make notifications easy to see and read, we have added a noticeboard to the leaseholder portal. This can be found under the ‘Messages’ button, and it is the ideal facility to make and receive posts between agents and leaseholders or property owners. You can sort the messages by type – agent messages, posts, or tickets – making it easy for you to find what you are looking for, or search if there is something specific you want to read. You can also add comments against posts or read other comments and archive notifications to keep your inbox tidy. This is the perfect tool to stay in the loop with everything that is going on with your property and directly raise any issues.
Report A Problem
If you encounter a problem with your property, we have provided a simple way for you to submit issues to the agent. Simply use the orange ‘Report A Problem’ button in the top right of the property management portal to raise a problem directly. Your agent may also have the ticketing module enabled so you can see all of the problems that have been reported, the status of the problems, and any updates on the action being taken. You can use the search bar to filter through tickets in the leaseholder portal to find the one you need, as well as add comments if necessary.
Documents
Agents are likely to want to share documentation with you, so we have added the ‘Documents’ section to the property management portal to provide you with access to any relevant documentation. Your agent can add documents at any time so each entry includes a posted date, allowing you to see the most recent addition.
My Preferences
To help you personalise your experience with the property management portal, we have included a ‘My Preferences’ section. In here, you can customise your notification preferences, emails, the way in which you receive receipts and more. We want you to have the best experience possible whilst still being able to access all of the information you need, so you can tailor certain elements to suit you.
Property Portal – Management Team / Directors Home Page
If you are a Management Team / Director within a block, then you are presented with visibility to more functionality, this is in addition to the rest of property portal features that you get as a leaseholder.
On the home page you will be see the banner which indicates that you are in the Management Team / Directors Property Portal:
Messages – Management Team / Directors
If your agent has the ticketing module enabled then the Management Team / Directors of a block will also have visibility of Tickets that have been specifically made available to them and not regular Leaseholders and these tickets have the word Management on them.
Documents – Management Team / Directors
The agent is able to share specific documents with the Management Team / Directors of a block that are not shared with other regular Leaseholders and those documents that are shared with all leaseholders are flagged in the property portal with the initials LH in red.
Reporting – Management Team / Directors
The agent has the flexibility to share a range of reports with the Management Team / Directors of a block that are not shared with other regular Leaseholders.
If you need any more information about our property portal or our other block management systems, please do not hesitate to contact us.
