Managing agents
Coordinate recurring work across estates, assign responsibility, resolve exceptions, and maintain a record clients can review.
- Consistent portfolio processes
- Clear ownership and handover
- Fewer disconnected spreadsheets
Solutions
One operating context for every team around an estate
EstateRecon connects detailed day-to-day work with the oversight required by managing agents, trustees, finance teams, and portfolio leaders.
Trustees and body corporates
Review the information behind charges, approvals, scheme decisions, and service delivery without chasing separate files.
- Visible supporting evidence
- Reviewable decisions
- Clearer resident communication
Finance teams
Move from source bills and readings to reconciled outputs while retaining tariff versions, exceptions, and approvals.
- Repeatable billing controls
- Traceable calculations
- Stronger month-end review
Portfolio leaders
Monitor work across the portfolio while each estate retains its own operating context, permissions, and records.
- Consolidated oversight
- Comparable operating status
- Estate-level data separation
Connected work
Start with one workflow. Keep the wider record connected.
Utility billing
Readings, tariffs, reconciliation, approvals, invoices, and resident access.
Governance and evidence
Operational history, documents, roles, approvals, and review preparation.
Resident experience
Statements, notices, service requests, and communication in one accessible journey.
Portfolio administration
Estates, units, parties, team access, activity, and reporting across one workspace.
Map EstateRecon to your portfolio.
Tell us how your team works today and which process needs attention first.