Training & Products

All you ever needed to know about our platform

New to Resident software? Need a refresher? We’ve got you!

Coffee & Discover

£99+vat for 2 delegates
Session for prospective clients
£99+vat for 2 delegates

Our Products

Data Import

If your data is on another software system or in spreadsheets we can provide you with our import spreadsheets to bulk upload your data into Resident or the Resident team can do this on your behalf.

Customer Support & on-site training

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.


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

Past Coffee & Discover ​