Block management software for managing agents

If you're a managing agent expanding into block management or a rapidly growing block management department, here's how Resident does the hard work for you.

Block Management Starter Pack

We have launched a Block Management Starter Pack for firms starting out in the block management industry or established firms looking for a bit of guidance with their paperwork. This pack contains a set of useful documents:

  • T&C's
  • New business proposal
  • Managing Agent take on checklist
  • Handover Checklist
  • 84-point Property Checklist
  • RICS Code of Conduct for Service Charges
  • New Build Handover Checklist Developer Clients

You can buy it (£250 + VAT) by clicking the image. Once the payment is confirmed, you will receive an email with document pack.

Can Service Charge demands and notifications be served via email?

It is a question commonly asked, with a variety of different answers. As we are an online system we decided to go to the experts, KDLLaw for a definitive answer. They not only answered, but went a step further and provided us with the form needed to give to leaseholders to enable the electronic service of documents. Download your copy here…as this has been drafted by solicitors with counsels advice we do have to charge a small fee of £75 + VAT, but the savings in time, postage and stationery from electronic service will be immense.

The Resident Team

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.

We also have a revolutionary Direct Debit facility available to leaseholders using Resident this Autumn - to receive their service charge demand via email, complete a simple online form with bank details and hey presto a direct debit facility for a one off or recurring payment is set up and reported back to Resident.

If you need advice from a real-life service charge accountant, you can find one in a flash from our list of approved firms.

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.

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.

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.

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.

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.


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

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.

There is so much more...

There is so much more to Resident Block Management Software. Explore the full feature list.
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