Block management

The condominium is created with its enterprise number, the start month of the financial year and the total number of shares, after which each unit is assigned its share and its owner. These shares are then used for all calculations, fund calls, statements and majorities, which prevents you from having to re-enter the distribution for each operation.

United Kingdom For the United Kingdom, the condominium, its units and its shares are managed in the same way, and the legal rules specific to the market can be configured upon request.

See also: Block management software for co-ownerships and syndics

You can add specific keys such as the lift, heating or stairwell in order to allocate expenses according to the actual utility for each unit. If no share is entered for a particular key, the system applies the general condominium shares by default. This configuration guarantees the accuracy of the annual statement of actual charges.

See also: Block management software for co-ownerships and syndics

First enter the various budget items for the year or use the data from the previous financial year in order to define the financial basis of the association. The module then generates the fund call in draft mode, whether on a quarterly, monthly or half-yearly schedule, so that you can check it before issuance. Each owner thus receives their call by email with the detailed amounts for the working capital fund and the reserve fund.

See also: Block management software for co-ownerships and syndics

The general meeting is prepared with its agenda, and each item indicates the required majority. REOS calculates the quorum and the voting result based on the shares, and an online vote can be opened prior to the session. After the meeting, the AI assistant can draft a proposed minutes document from the agenda, the votes and your notes, which you review before sending it to the owners.

United Kingdom For the United Kingdom, the majority and quorum rules specific to the market can be configured upon request, while the preparation, votes and minutes follow the same procedure.

See also: Block management software for co-ownerships and syndics, AI for estate agencies, included

The claim is recorded with its nature, date of occurrence and reporting date, the insurer's references and, where applicable, the expert and the date of their visit. The file then tracks the estimated amount, the deductible and the compensation, so that the status of each claim can be presented to the owners.

See also: Block management software for co-ownerships and syndics

Building maintenance contracts, such as cleaning, the lift or the boiler, are recorded with their annual amount and their tacit renewal conditions. Mandatory inspections, for example of fire extinguishers, the fire alarm or gas, are tracked with their frequency, the date of the last inspection and the next due date, so that the intervention is scheduled before the deadline.

See also: Block management software for co-ownerships and syndics

Each owner accesses their account via a personal link: fund calls, payments, balance and annual statements. The portal also makes available to them the condominium documents that the managing agent chooses to share, such as meeting minutes. This is view-only access, meaning that no accounting entries can be modified.

See also: Block management software for co-ownerships and syndics

Each owner's account displays the called amounts, payments received and the balance, which immediately highlights arrears. The managing agent can then send a reminder by email to the owner concerned, and the account history makes it possible to justify the sums claimed.

See also: Block management software for co-ownerships and syndics

The manager enters all actual expenses for the financial year and associates them with the corresponding allocation keys. The system then compares these actual charges with the provisions that were called during the year in order to automatically calculate individual balances. You can then download the statements and send them by email with a single click to all owners.

See also: Block management software for co-ownerships and syndics