SPECIALIST SOLUTIONS FOR PROPERTY FACTORS
Management and Financial
Board and Management Information
Directors and Management will have full and easy access to relevant and necessary business information online. Reduce business risk by improving processes and procedures for everyone in the team.
+ Trackability and traceability of all inbound documents and communications
+ Achieve SLA’s with a traffic light system to track progress on tasks
+ Granular Management Information based on a tree structure
+ Identify any potential breaches of SLA’s and take proactive steps to resolve
+ Implement fully automated processes to reduce costs, save time and improve business efficiencies
Accounts and Financial Management
Manage all finances going in and out of the business at the touch of a button. Improve your management data and automate manual processes to save you and your business time and money.
+ Works for actual or budget basis
+ Preparation of budgets and financial forecasts
+ Automated billing and reminders
+ Preparation of year end accounts and returns and automated year end statements
+ Track and trace all inbound documents and invoices to meet SLA’s
+ Produce and view graphs
+ Upload and send invoices
+ Automate and manage Credit control and Purchase Ledger
+ Set daily, weekly or monthly reminders
+ Manage debtors
Compliance and Regulatory
Avoid FTT’s, meet rules and legislation and ensure you never miss a deadline. With dedicated software for Scottish Property Factors, you can manage all of your legal requirements automatically, without having to stress or worry about it.
+ Reminders direct to your desktop
+ Peace of mind that you will never miss a deadline
+ Stress free way to manage your legal obligations
+ Liaise with suppliers and clients automatically
View your entire portfolio online in one place with all communications centralised and visible to those who need it, when they need it.
+ Daily management of all property factoring tasks
+ Streamlined processes
+ Smoother communication with clients, contractors and suppliers
+ Visibility of portfolios – great when team members are on holiday
+ Easy apportionment of charges
+ Reminders, appointments and To Do lists in one place
Manage your client communications with ease allowing you to be more responsive, timely and to meet service level standards. Meet their growing digital expectations with your own branded portals and apps.
+ Smoother payments with a branded online portal and app
+ 24/7 communication
+ Full transparency of documents online with traffic light system to ensure SLA’s are met
+ Improved cashflow
+ Paperless billing saves postage
+ Future focused business and brand
Payment Portals and App
Make it easy for your clients to pay bills and statements with your own branded client portal and app. The portal and app integrates with your software and automates the entire process giving you complete transparency and streamlining of billings, payments and reminders.
+ Improved cashflow
+ Automate bills and reminders
+ Reduce your carbon footprint with paperless billing
+ Easier way to pay
+ Integrated solution with your software
+ Future proof your business
+ Exceed your client expectations
Repairs and Maintenance Made Easy with Blockworx
Automate your repairs and maintenance processes and go digital with Blockworx – the easy way for contractors and Property Factors to work together.
This ‘full circle’ approach to managing this often complex and time consuming task makes the entire process smooth and seamless. From requesting quotes through to final invoices, the entire process will be brought online in one place.
+ Send and receive tenders automatically
+ Distribute quotes, organize voting and instruct work as a joined up process without manual intervention
+ Liaise with contractors and clients efficiently and easily
+ Provide 24/7 communication with portal and app
+ Send and receive invoices automatically
+ Fully integrated contractor and repairs and maintenance management
Health & Safety
Conduct your routine health and safety inspections and produce reports online. No need to deal with soggy paperwork and eliminate double input of work when returning from the field to the office.
+ Inspection app tailored to specific report requirements
+ Sign and send emails to all relevant parties
+ Integrates with CPL to send reminders and notifications
+ Reduces risks – insurance, health and safety and business
+ Improves business processes
+ No WiFi or 4G/5G required
Site Visits and Inspections
Conduct property inspections and surveys quickly and easily with our easy to use app. Create your own bespoke reports that you can send to recipients instantly.
+ Upload photos instantly
+ No more soggy paper and pens
+ Improved efficiencies and time savings
+ Transparency of information
+ Email to all relevant parties as soon as the report is generated
+ No WiFi or 4G/5G required
As businesses, being conscious of our impact on our environment is a necessity. And clients and the general public are becoming more aware of what businesses are doing to reduce their carbon footprint. We can help you implement sustainable changes that will positively impact your business, your clients and our planet.
+ Paperlight office with electronic filing and document management
+ Introduce paperless billing
+ Implement and manage initiatives across your portfolio
+ Cost savings with less postage, less paper, less statationery and less time