Everything you need to run a portfolio of schemes
One system for case management, fines and CSOS compliance — built for South African managing agents.
Complaints, conduct breaches, maintenance requests and disputes get a full audit trail from first report to resolution — one system for every scheme in your portfolio.
- Full case history per unit and per scheme
- Escalation paths trustees can see and approve
- Search across your whole portfolio, not just one scheme
- Every status change timestamped and attributed
Warnings, notices and fines generated straight from each scheme's own conduct rules — with the trustee approvals and delivery proof you need if an owner disputes it.
- Fines linked to the specific rule breached
- Trustee sign-off built into the workflow
- Notice delivery tracked as evidence
- Full history of warnings before a fine is raised
CSOS filings, AGM deadlines and document registers for every scheme in your portfolio, in one calendar — not scattered across email threads and paper files.
- One compliance view across your whole portfolio
- Never miss a CSOS filing deadline again
- Built around the STSMA, not adapted to it
Also included — on every plan
Twenty South African scheme-law topics — sectional title, HOA, STSMA, CSOS and the prescribed management rules — searchable inside the app, each with citations to the provisions it comes from. Reference material for your team, not legal advice.
Email reminders at each obligation's own lead times, a single overdue notice when a deadline slips, and approval requests straight to trustees when a fine needs sign-off. Nothing depends on someone remembering to check.
Every unit with its owners, tenants, tags and full history in one place. Bring existing records in with the CSV import wizard — columns mapped and validated before anything is saved.
Maintenance reported against a unit becomes a ticket with a status workflow and notes, next to a communications log of every call and email about that unit. The full story stays with the unit, not in an inbox.
Invite your team by email and control what they see: admins run the organisation, managers work their assigned schemes, and trustees see only their own scheme. Access is scoped per scheme, enforced everywhere.
Conduct rules, insurance policies and AGM packs filed per scheme, with version history so you can show exactly what applied at the time. No more hunting through email attachments.