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Management and Financial

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Property Factors: 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

Man reading newspaper

Property Factors: 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

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Property Factors: 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 owners and suppliers automatically

Client Services

Edinburgh tenements

Property Factoring

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

Women on laptop

Property Factors: Customer Care

Manage communications with ease allowing you to be more responsive, timely, and to meet service level standards. Meet the growing demand for automation and meet owner’s 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

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Property Factors: Payment Portals and App

Make it easy for owners to pay bills and statements with your own branded 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 owner expectations

People at a desk

Property Factors: Insurance and Claims

Automate your insurance bills and statements replacing a manual process with a streamlined solution.

+ Communicate easily with owners
+ Automate insurance billing
+ Peace of mind for you and owners

Property Maintenance


Repairs and Maintenance Made Easy with Blockworx

Automate your repairs and maintenance processes with the Blockworx app and portal – the easy way for contractors and property factors to work together.

This ‘full circle’ approach to managing this often complex and time-consuming process, makes it smooth and seamless from start to finish. From requesting quotes through to final invoices, you can bring everything online and into 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

Man holding tablet

Property Factors: 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

Glasgow view

Property Factors: 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


Buildings green trees

Property Factors: Sustainability

As businesses, being conscious of our impact on our environment is a necessity. Owners 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 the 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 stationery and less time