Features

Block management software for managing agents

Think Block Management. Think Resident.

Service Charge Accounting Software

Input your agreed annual budget against a comprehensive list of configurable expense types, and Resident generates service charge demands, across unlimited service charge schedules.

Bank transactions can be dropped into the system via CSV files for speedy data entry with an online bank reconciliation facility or utilise our live bank feed option.

Plus a comprehensive suite of financial reports. Bespoke financial report templates can be created for Clients as an additional request.

Make supplier payments either individually or in bulk via BACS Extract exported to your bank, as well as record leaseholder service charge receipts. Upload copies of supplier invoices via drag and drop.

As part of our ongoing campaign to create a series of time saving solutions to common scenarios that property managers and book-keepers face in the management of blocks of flats we have created the ability to export ALL the documents accountants need to prepare the end of year service charge accounts in one digital file with one click. Please watch our video above explaining how our new End of Year Pack function works.

 

Works Orders & Section 20s

Import your data on set up using a CSV import function a huge time saving exercise for data entry.

Avoid Section 20 headaches by logging all general repairs and maintenance with warning alerts if proposed expenditure hits the threshold for major works. Set calendar email reminders to your inbox for repetitive important tasks including insurance renewals, health and safety assessments, and service contract due dates.

Resident also generates works orders and emails direct to your chosen contractor with a copy to you.

Templates for service charges, works orders and letters are fully editable by Clients.

New to Resident or Migrating Over?
Bulk upload Owners & Service Charge Schedules

We know what a pain it can be when you have to manually enter unit owner details and leaseholder information to set up your blocks on any software platform for block management. That’s why we designed Resident® with a CSV import function, which means that you can upload the details of all your blocks units, owners and service charges in one go, saving you time and possible input errors. We’ve even provided a handy template, to make it as quick and easy as possible for you.

It’s the same for all the service charge schedules and bank transactions for your block – rather than having to input these manually on the system, with one click you can upload direct from your bank statements.

For new Clients we can assist with migrating data from their existing systems.

Secure Cloud Access

Resident clients benefit from their own databases hosted with Microsoft Azure.

 You and your team can log in from anywhere, on any device, giving you instant access to anything at any time.

We provide as many logins as you need, giving staff and leaseholders access to their own account as well as to shared block information. You retain full overview of all the financial data and control how much access everyone has to sensitive details such as service charge arrears.

Leaseholder Portals

Our secure portal allows leaseholders & tenants to login so they can access their individual service charge statements, the annual budgets and the messaging area, which can be used to notify the managing agent of maintenance issues, saving admin time and making the whole management process totally transparent. 

Resident stores all historical information under one roof, thus allowing Resident Management Company directors and Managing Agents to access this information for years to come.

We provide our managing agent clients with user manuals to supply to their Clients, both directors & leaseholders, on how to access and navigate the system. These can be branded for the Agency to assist with new business pitches and marketing.

 

Company Secretary

Acting as Company Secretary? 

Resident links with Companies House for Confirmation Statements (Annual Returns) & Accounts Reminder Dates – we will send you nifty emails as a prompt.

Resident generates Share & Membership Certificates and keeps an online record of the Share Register.

Customisable

It’s all about you. 

– Agency, Leaseholder & Director Dashboards

– Service Charge demands

– Works Orders

– Mail merge

– Arrears process

– And more!

Backed up by real advice​

Resident is regulated by the Royal Institution of Chartered Surveyors (RICS).

Unique to Resident, our software provides comprehensive checklists via our Resource Centre to help you stay compliant. 

Our Resource Centre is stuffed full of guidance, templates, helpful reminders and checklists. 

Offline, we have access to consultancy advice and the block management directory for experienced block managers, chartered landlord and tenant surveyors, property lawyers and chartered accountants for advice or just support.

Resident Awesomeness

As part of our ongoing campaign to create a series of time saving solutions to common scenarios that property managers and book-keepers face in the management of blocks of flats we have created the following unique functions:

– Automatically generates Pre Sale Packs

– Automatically generates End of Year Packs

– Site Inspection Reports 

– Fully Customisable Checklists that can be used for Key Logging, New Instructions, Conveyancing…You name in, Resident will check it.

Service Charge Accounting Software made simple​

Input your agreed annual budget against our comprehensive list of expense types, and Resident generates service charge demands, across unlimited service charge schedules. Bank transactions can be dropped into the system via CSV files for speedy data entry with an online bank reconciliation facility or utilise our live bank feed option. Plus a comprehensive suite of year end accounts reports for service charges, expenditure, and leaseholder statements. Bespoke financial report templates can be created for Clients as an additional request.

Upload copies of supplier invoices and record supplier payments make bulk supplier payments, as well as record leaseholder service charge receipts. 

As part of our ongoing campaign to create a series of time saving solutions to common scenarios that property managers and book-keepers face in the management of blocks of flats we have created the ability to export ALL the documents accountants need to prepare the end of year service charge accounts in one digital file with one click. Please watch our video above explaining how our new End of Year Pack function works.

Bulk upload all your unit owners and service charge schedule information

We know what a pain it can be when you have to manually enter unit owner details and leaseholder information to set up your blocks on any software platform for block management. That’s why we designed Resident® with a CSV import function, which means that you can upload the details of all your blocks units, owners and service charges in one go, saving you time and possible input errors. We’ve even provided a handy template, to make it as quick and easy as possible for you.

It’s the same for all the service charge schedules and bank transactions for your block – rather than having to input these manually on the system, with one click you can upload direct from your bank statements.

For new Clients we can assist with migrating data from their existing systems.

Leaseholder & Tenant Portals & Company branding​

Our secure portal allows leaseholders & tenants to login so they can access their individual service charge statements, the annual budgets and the messaging area, which can be used to notify the managing agent of maintenance issues, saving admin time and making the whole management process totally transparent. Resident stores all historical information under one roof, thus allowing Resident Management Company directors and Managing Agents to access this information for years to come.

All the information held is block specific, a real time saver during change in ownership and legal enquiries.

Resident also has a mail merge facility for bulk email or postal communication with block contacts.

Customise your dashboards, and all your documents, with your company colours and logos.

Training

We offer half or full day onsite training covering the following modules:

  • Setting up your agency with branding, document templates & message templates
  • Configuring users permissions
  • Setting up clients & blocks – CSV imports, companies house connection and entering data
  • ‘My Work’ – Tasks, Messaging, File storage, Calendar & File Notes
  • Company Secretary – online share register and generating share certificates
  • Accounts – budgets, service charge demands, ground rent demands, schedules, live bank feeds, supplier payments, leaseholder receipts and bank reconciliations
  • 8 Stage Arrears process
  • Maintenance – service contracts, requesting estimates, works orders, section 20’s, supplier payments
  • Leaseholder portals & customising users
  • Support – knowledge base & videos

Works Orders, Service Contract Information & email reminders

Import your data on set up using a CSV import function a huge time saving exercise for data entry.

Avoid Section 20 headaches by logging all general repairs and maintenance with warning alerts if proposed expenditure hits the threshold for major works. Set calendar email reminders to your inbox for repetitive important tasks including insurance renewals, health and safety assessments, and service contract due dates.

Resident also generates works orders and emails direct to your chosen contractor with a copy to you.

Templates for service charges, works orders and letters are fully editable by Clients.

Secure cloud based access

Information and documents are stored on our secure cloud platform. You and your team can log in from anywhere, on any device, giving you instant access to anything at any time.

We provide as many logins as you need, giving staff and leaseholders access to their own account as well as to shared block information. You retain full overview of all the financial data and control how much access everyone has to sensitive details such as service charge arrears.

Staying compliant & Company Secretary duties

Unique to Resident, our software provides a comprehensive checklist to help you stay compliant. An inbuilt case management system takes you step by step through the block management process. There are prompts to help you manage your blocks according to best practice.

Warning alerts have been set up for Section 20 thresholds to ensure that legal obligations have been met and there are templates to follow if you need to produce notices for these or 14 day arrears.

Acting as Company Secretary? Resident links with companies house for annual return and accounts reminders, generates share certificates and records the share register.

Little black book

Resident’s online directory connects you to approved local contractors for maintenance and repairs, and to professional service firms if you’re after legal or accounting advice.

One click gives you access to specialist leasehold brokers for building, engineering, and directors’ & officers’ insurance; and links you to utility suppliers so that you can benefit from the most competitive electricity and gas unit rates for your block.

Backed up by real advice

Resident has been built by block managers for block managers; when you sign up, you share the benefit of our professional experience and our aim is to help all managing agents operate to the highest industry standards. Resident is regulated by the Royal Institution of Chartered Surveyors (RICS).

Our online resource centre is stuffed full of guidance, templates and helpful reminders and checklists. Offline, our experienced block managers, chartered landlord and tenant surveyors, property lawyers and chartered accountants are at the end of a phone or email for consultancy advice or just support.

Customer Service & Support

As a Resident client you benefit from a dedicated support line contactable via email or direct dial on 01892 739442 or an inbuilt ticketing system within the platform. We aim to respond to all support queries within an hour but certainly the same day.

In addition to dealing with system bugs or assisting with functionality questions we also value client feedback including ideas on improving the system and constantly evolve our product as a result of this. We make every effort to understand our clients business needs.

You also benefit from our YouTube Channel with our ‘How To’ Videos showing you how to use each function of our software.