AgencyCloud Block Management
Run Block Management from your estate agency platform
Streamline operations and simplify your workflows
AgencyCloud’s Block Management solution helps you to run your entire business from controlling budgets, issuing service charges, and tracking expenditure. Effortlessly manage relationships with freeholders, leaseholders, occupiers, and everyone in between.
Comprehensive budgeting, streamlined property management, and easy communication with leaseholders and occupiers
Power Organiser
Power Organiser shows all your tasks for the day with a view of your key priorities.
Use the Estate Management panel to see outstanding checks, upcoming month and year-ends, and leaseholder arrears that need chasing. View expiring certificates in the Compliance panel, and get an overview of all the immediate works required in the Property Management panel.
The Power Organiser dashboard is completely customisable, so if your role requires different tasks, you can select from a range of panels to appear on your dashboard.
Block Management
AgencyCloud’s estate records provide a clear overview of the key details and contacts you need effortlessly manage all the relationships relevant to your blocks.
You can view the leaseholder and occupier for each unit plus any scheduled reminders for the property and a full ledger of transactions. The unit record also shows any service charge or ground rent apportioned, who’s responsible for paying, the rhythm of payment, communication preferences, and whether the unit is being managed internally. You can even send invoices and expenses directly from the record.
Every contact also has their own record for a full background of any correspondence that’s been communicated.
Works Orders
Raising and managing block works orders has never been easier. Create works orders and send communications directly from estate and unit records, which automatically log in the respective activity feeds.
List works order details, record who it’s being reported by, and choose which budget it’s being allocated to, before instructing the relevant supplier or contractor via the Works Order screen. The works management workflow also has built-in compliance, so when works surpass a certain amount you can send an immediate notification to the relevant leaseholder requesting authorisation to carry out the work.
Choose to pay supplier and contractor invoices either in bulk or individually, with drag and drop functionality to match invoices with works orders. You can also add an authorisation layer for payments.
Budgets and charges
AgencyCloud’s powerful budgeting tool makes allocating and communicating service charges completely painless.
Once the budget is finalised, apportioning the service charges amongst the leaseholders is easy. Within a few a clicks you can save hours by generating a budget report with a breakdown of the costs and distribute it via email to all the leaseholders.
And it’s just as easy to generate and communicate reports such as Income and Expenditure, Budget Analysis, and Directors Reports.
Client Accounts
Our Block Management solution includes built-in accounting tools which make it easy for you to keep on top of finances, and enables you to save hours every week by streamlining multiple processes.
Keep track of all your payments and transactions for every freeholder and leaseholder. Bulk run your service charge invoices across your entire portfolio, or choose to do it per block, or by unit.
Speed up your admin by scheduling bulk payment runs, import bank statements directly into the leaseholder ledger, create a BACS file to upload payments directly to a bank, and enable your payments to reconcile daily.
AgencyCloud also takes the hassle out of chasing arrears. See a clear overview of what individual leaseholders owe, then save hours with automated arrears by communicating to the respective leaseholders in bulk.
Compliance
It’s a challenge maintaining compliance across a portfolio of blocks. AgencyCloud’s intuitive reminder functionality allows you to keep track of upcoming expiry dates for inspections, compliance certificates and insurance.
AgencyCloud provides a thorough compliance checklist, for when you take on a new block. The checklist outlines all the compliance processes that you need to adhere to before the block goes live.
All-in-one solution for estate and letting agencies
Run your Sales, Lettings, Property Management and Block Management operations from one solution and achieve complete data synchronisation for enhanced business and cross-selling opportunities.
All the relevant property information from within your estate record, such as individual units, leaseholders, and occupiers, will bridge your sales and lettings property records, for a completely joined up user journey.