For managing agents
Give clients a plan they can take to the board.
A costed Asset & Reserve Plan helps senior property managers answer the questions that otherwise turn into reactive major-works conversations.
The portfolio case
A clearer client proposition.
Offer clients a structured view of forthcoming capital expenditure, reserve funding and consultation timing. It gives account teams a document to use before the annual meeting, not after the questions have started.
The plan supports retention and instructions by making the long-term position easier to explain. It does not replace your existing surveyor. It sits alongside condition surveys and specialist advice, bringing their information into an operational programme and funding trajectory.
Portfolio pricing
For agents with 50+ blocks
Portfolio pricing is available on application. Scope can be staged by client need, works cycle and information readiness.
Delivery format
White-label or co-branded
White-label and co-branded delivery can be discussed where it suits your client relationship and governance process.
Future client evidence
Reserved for verified client evidence, case material or permissions to publish. Nothing is shown here until it can be substantiated.