Resident

Category: Uncategorised

  • New Dashboard Designs

    New Dashboard Designs

    1. The newly designed Global and Block dashboards are here.

    We have given a facelift to both of our dashboards. This important step allows us to retain a simple interface for the Block Management Portal and enable you to confgure it better for individual branding needs. You can now match the Dashboard colours with the rest of the portal. Each tile will take you either to a designated page (e.g. Bank Accounts) or give you a breakdown by Block (e.g. Debtors and Creditors). Please see preview below:

    This week’s piece of ‘know how’ knowledge – Manual reconciliation

    At Resident we are proud of the system’s flexibility whether for setting up Demands according to Leases or the method of dealing with your Accounts. Very often there is more than one path leading to your required action. Manual reconciliation gives you the flexibility to deal with your Finances manually using Statements received from your Bank.

    • First you access ‘Bank Account’ in Accounts/Bank Accounts – Then for the selected Account choose Reconciliation type – Manual – Next just go to Transactions and in More Actions after selecting Manual Reconciliation just tick off Reconciled Transactions. Please follow the link below for more details:
    Manual Reconciliation

  • Automated Bank Feeds, Notifications & Mail Merge


    Bank Feeds

    We are delighted to announce that automated Bank Feeds are now available in RESIDENT. This facility allows you to synchronize your bank accounts with RESIDENT in a matter of seconds, thereby saving an enormous amount of time on day to day data entry. We have also introduced a new Global page with any Unreconciled Accounts. The Global Reconciliation page, although accessible from the Bank Feeds section, can also be used on its own.

    If you’d like to know how it all works please follow the link below:

    Bank Feeds

    Notifications

    A Notifications ‘Bell’ is now located in the top right corner panel of your Dashboard ensuring that you never miss any of our regular updates which to date have only been sent via email.

    To learn how it all works please follow the link below:

    Notifications

    New Mail Merge facility

    Create customised letters to your Leaseholders and Directors in a simple and fast way. With only a few steps you can design a bespoke letter in a Word document which can then be printed or emailed as an attachment.

    Key Features:

    – Create multiple Templates which you can then re-use again and again

    – Each email has a PDF attachment which can be printed if required

    – Do you want to save your postage costs? Why not download and print letters only for those residents without an email?

    – Trust is good but control is better. There is a preview function before the creation of any Template

    – Be proud of your brand! Add your footer and header to any Template.

    Please follow the link below for more details:

    Mail Merge

    RESIDENT Property Software www.resident.uk.com 0203 7515 628 hello@resident.uk.com

  • How will Resident property software help me prepare the end of year service charge accounts for our blocks?

    As part of our ongoing campaign to create a series of time saving solutions to common scenarios that property managers and book-keepers face in the management of blocks of flats we have created the ability to export ALL the documents accountants need to prepare the end of year service charge accounts in one digital file with one click. 

    Please watch our Video above explaining how our new ‘End of Year Pack’ function works.

    Here is the scenario:

    It is the end of the service charge year and you need to compile all the financial information for a block to send to their accountants….

    Hours and hours are spent printing, putting together and checking paper files with copies of invoices, demands and preparing financial spreadsheets. 

    Imagine a button that downloads and exports all of this into one end of year file to send via email link or for your accountant to log in and download…

    In a world where accountants are fast becoming paperless with dual screen technology they no longer want endless files of hard copy

    Residents ‘end of year pack’ function will export:

    – All leaseholder statements

    – All Service Charge demands

    – All supplier invoices…in date order…

    – The cashbook

    – The trial balance

    – The budget 

    -The budget v expenditure report

    -A copy of the previous years accounts

    What previously took one weeks work is now achieved in just three clicks…

    And then neatly saved in year order under a new ‘End of Year Pack’ section for ease of reference for any queries for years to come.

    Join the service charge revolutionwww.resident.uk.com
    0203 7525 628
    hello@resident.uk.com

  • Resident® joins the RICS Technology Affiliate Program

    Resident® joins the RICS Technology Affiliate Program

    Resident® is proud to announce that it has joined the RICS Technology Affiliate Program intended to increase awareness and adoption of technology in the Real Estate and Built Environment sectors, benefiting both RICS professionals and the wider market.

    Director, Kate Boyes MRICS, who has been a member of the RICS since 2004 and whose firm Resident® is regulated by the RICS states “I have been a proud member of the RICS since qualifying in 2004 and my sales and lettings business became regulated by the RICS when I became a partner in 2007 as I have always been committed to promoting their standards and best practice throughout everything we do. I founded our proptech business, Resident®, in 2014 as I saw the impact technology was having on the industry, something that is gathering in pace everyday. I am therefore extremely proud to become a member of the Technology Affiliate Program to further promote RICS awareness and standards in the proptech world.”

    On the launch of the Tech Affiliate Program, Dan Hughes Director of Data and Information Product Management at the RICS commented “Data and technology has been used for many years across the built environment and has, to a degree, changed how we do things. However, more recently we have seen a faster pace of change in the built environment and how professionals carry out their roles.

    In recognition of this change and the importance that technology companies have on our sector, we are delighted to launch the Tech Affiliate Program (TAP). The purpose of the program is to support awareness and thought leadership across the sector, specifically relating to the impact of technology, and to support professionals with the adoption of standards.”

    Further information on the RICS Technology Affiliate Program can be found on the RICS website  (click here).

  • Resident® team climb Snowdon for Alzheimer’s

    Resident® team climb Snowdon for Alzheimer’s

    On Friday night Diogo, Sandro & Jon from Resident® challenged themselves to take part in the Snowdon Midnight Trek in aid of the Alzheimer’s Society.

    Sadly a colleague’s Aunt was diagnosed with the condition back in 2015, the progress of the disease is apparent and distressing for all the family, so this charity is extremely close to her heart. 

    Snowdon is the highest mountain in England and Wales, at 1085m high. They followed the Llanberis Path to the summit, a 9-mile trek, completing the task in 4 hours 40 minutes.

    Dementia describes a set of symptoms that may include memory loss and difficulties with thinking, problem-solving or language. Dementia is caused when the brain is damaged by diseases, such as Alzheimer’s disease or a series of strokes. Dementia is progressive, which means the symptoms will gradually get worse. Currently there are 850,000 people living with dementia in the UK.

    The Alzheimer’s Society provides information and support, fund medical and social research, and campaign for better quality of life for people with dementia and greater understanding of the condition.

    The team have held various fund raising events so far throughout the year and are so close to achieving their target of £2,000. We would be so grateful if you would visit our JustGiving page to help them to raise the rest of the target money for this amazing charity – https://www.justgiving.com/fundraising/Alexandre-Boyes1

  • Head of Marketing wanted

    Abi Hendry RECRUITMENT SPECIALIST 07955565310 / 01892 519440 abi@lionessconsultants.co.ukwww.lionessconsultants.co.uk

    HEAD OF MARKETING

    We are seeking an experienced and creative Head of Marketing who can lead the marketing function across our established and expanding group, within the Property Technology industry.

    The Head of Marketing will be a strategic marketer at heart, well versed in digital marketing tactics and analytics, a ‘game changer’ to help scale both businesses within the group nationally and internationally. Driven, enthusiastic with fresh ideas and good knowledge of social media marketing, as well as traditional marketing campaigns.

    You will consult, create, launch and manage campaigns through the formulation and implementation of effective marketing and events. Content creation and promotion will play a key part in positioning the group as well as generating leads. It will be your responsibility to work with different teams to really drive the company forward, this is an incredible opportunity to join a fast-growing team and make a huge contribution to the growth of the business!

    Key Responsibilities:

    • Plan, design and deliver marketing strategies ensuring agreed activities are delivered to time and budget and achieve target KPIs and objectives.
    • Assess, review and recommend ideas which take account of market developments in the specialist niche market to improve efficiency, quality and impact of marketing activities.
    • Project managing communication plans across every department to increase lead generation, retention rates and improve customer experience.
    • Identify all opportunities and ensure relevant leads are managed, tracking outcomes to measure success.
    • Identifying trends to develop and execute long-term strategic goals that support growth.
    • Manage all external supplier relationships relating to any marketing or campaign activity.
    • Promoting, maintaining and developing our culture and brand image.
    • Building and leading a team of passionate and driven marketeers.Ideal candidate:Proven experience of working in a fast-paced marketing environment. You will have at least 5 years’ experience in marketing management, be comfortable rolling up your sleeves and getting involved in practical delivery and proven experience of building and delivering on marketing strategies that support the overall business objectives.You will have a record of exceeding ambitious lead generation targets and be confident reporting on results at Board level.

    You will be able to demonstrate a solid understanding of digital marketing techniques as well as how data and analytics can be used to improve marketing outcomes. You’ll have experience building and optimising PPC campaigns and be comfortable optimising webpages for SEO.

    You must be able to create killer content that drives our market to act, you won’t be afraid to shake things up when required.

    • A proven track record of success in marketing strategy ideation and execution.
    • Ability to lead a team with creative, commercial and technical aptitudes and collaborate on allprojects.
    • Full awareness of creative processes and techniques including digital platforms.
    • Happy interpreting or analysing sales data/web analytics.
    • CRM Marketing automation and expertise in data-driven marketing.
    • Create B2B lead generation programs with ease.
    • A flair for events – planning, organising and implementing successfully.
    • Be commercial – it’s all about the numbers.
    • Excellent written and oral communication skills.
    • Competent in Adobe Creative Suite and IT comfortable.
    • Proactive, enthusiastic and ambitious.
    • Good sense of humour.
    • Technology and/ or property marketing experience desired but not essential.What we offer:
    • Competitive base salary (+ incentives).
    • Possible share option.
    • Opportunity to have input into the accelerating growth of the company and to work directly with the founders.
    • Company pension scheme.
    • Personal learning and development budget.
    • Gym pass if required.
    • Friday drinks!To apply, please send your CV to Abi Hendry, Recruitment Specialist at Lioness Consultants:abi@lionessconsultants.co.uk 07955565310 / 01892 519440 

  • Roman Piekarz joins Resident’s expanding Customer Service Team

    Roman Piekarz joined Resident in Customer Support on March 1st 2017 to assist our growing team. 

    Roman is experienced in providing excellent customer service and dealing with a variety of complex and challenging queries that he has tested in his previous roles; either as a bicycle tour guide trying to help confused tourists or as a croupier, alcohol salesman, pool cleaner and even a security worker during his University years moving on to some more diverse positions from 2008. Since then Roman has worked for John Lewis, H&M and Wincanton before finally ending up in 2012 at The London Linen Group (now part of Johnsons Cleaners Group). 

    In his free time Roman collects Comic Book’s, Movie Memorabilia (he is a movie critic by trade). He likes traveling to at least one new country per year and watch a movie that is set in the place he is visiting – his latest goal is to watch Casablanca in Casablanca.

  • Client Training

    From £500 + VAT for a half day or £850 + VAT for a full days training.

    • Setting up your agency with branding, document templates & message templates
    • Configuring users permissions
    • Setting up clients & blocks – CSV imports, companies house connection and entering data
    • ‘My Work’ – Tasks, Messaging, File storage, Calendar & File Notes
    • Company Secretary – online share register and generating share certificates
    • Accounts – budgets, service charge demands, ground rent demands, schedules, live bank feeds and bank reconciliations, 
    • 8 Stage Arrears process
    • Maintenance – service contracts, requesting estimates, works orders, section 20’s, supplier payments
    • Leaseholder portals & customising users
    • Support – knowledge base & videos

    Email kate@resident.uk.com with further queries or to arrange.

  • Resident® V3 Press Release

    After 12 months of customer feedback and internal research, Resident Block Management Software is proud to release version 3 of their industry leading block management software. Re-written from the ground up to use the latest cutting edge web technologies combined with a brand new user interface – this release will make the lives of those who manage blocks easier and more efficient and marks a major milestone for the company.

    Founder of Resident, Kate Boyes:

    “My goal, as it always will be, is to create tools that enable managing agents and estate agents in general, to conduct business in the modern age, at an affordable level. By building a team of extremely talented individuals, I am now coming closer to that goal. Over the next 12 months, Resident will be launching products to the sales and lettings market, while continuing to add features to our block management software. It is an exciting time for our industry, but with increasing challenges, which our software will help to manage.”

    A summary of the new features are:

    • Automate bank feeds in a couple of clicks, saving c. 80% of bookkeeping time. Reconcile payments like never before.
    • Ground breaking arrears system: 8 step process to keep on top of service charge debts.
    • User interface: a brand new look and feel, built to be cleaner, more intuitive and work faster. Using the latest web technologies, users will feel as if they are using a desktop program, but in a web browser.
    • Full tasking system: see, assign and track tasks, across all blocks, and against budgets. 
    • Improved messaging: view messages across all blocks, add attachments, track messages against related topics, and even from automatic emails.
    • Logging: who did what and when for auditing purposes
    • Improved work orders management: multiple quotes against single works orders, and improved work progress tracking.
    • Low level permissions management: allowing permissions to be set against every page, every item (block, unit, invoice, etc.) against every role. For example, to let a Leaseholder view but not edit a budget.
    • Branding: brand the portal, invoices, emails, statements and other attachments 
    • Individual databases for agencies: meaning increased data security and allowing direct access for advanced reporting as each database is unique and isolated per customer.
    • User and leaseholder portal registration: to make it as user friendly as possible, new accounts have the option to sign up using social accounts such as Facebook, Google or Microsoft.
    • Recurrent invoices: the system, if you set it, can automatically create recurrent invoices, such as utility bills.

    Complementing this new version will be a new, fully searchable, self service knowledge base, which will include updated video guides to help with the on-boarding of current and new clients.

    About Resident: 
    Resident was created by Kate Boyes, a chartered surveyor and property manager who has been letting and managing property for over 15 years. She is also a fellow & former board member of ARLA. Through her work Kate recognised a need for a more cost-effective solution that modernises block management and makes it more accessible and transparent, and so Resident was born. Together with Technical Director, Jeremy Timms, a veteran with over 25 years experience within the I.T. industry, in less than 2 years, it has become a market leader and an award winning solution.

    Website: http://staging.resident.uk.com

    Tel: 0203 7515 628

  • Resident® Version 3 – The Big Money Update

    With Version 3 just around the corner, we thought long and hard about when we should launch and could we squeeze in one or two killer features to make your lives easier when managing blocks.

    Well, we are going to, and we think you’re going to like them…

    Automated Bank Feeds

    It’s very complicated behind the scenes, but won’t be for you. Add your credentials once, and that’s it – your bank is connected and you can view as many accounts as you have. No more CSV files or spreadsheets, just real time bank data on demand. Reconcile away with a few clicks, saving many hours of essential admin.

    An Arrears system unlike any other

    Well we have built it, and as ever, there are no hidden fees with our platform for major updates. So what can it do?

    • The arrears process has 8 steps, namely: first letter, second letter, solicitor instructed, LBA (letter before action), lender approached, proceedings issued, judgment obtained and settled.
    • Litigation solicitors can be invited to the system as custom users to make their notes in the arrears section.
    • You can track when and who made each step, track all messages and notes against each arrears process. And settle it at any time (if, for example, the leaseholder pays everything in full, whilst half-way through the process).
    • You can see the arrears amount at the beginning of the process, compared to the current amount of debt.
    • Arrears amount is calculated on a pro rata basis for leaseholders paying by standing order or direct debit.
    • You can see arrears per block (and a total per block in the new global reports section).
    • Historical arrears will be tracked too.

    Pretty special? We think so. Coming to V3 (hence the little delay) but oh so worth it.

  • Resident® launches ‘How to’ Videos

    Our users already love Resident® because it’s such an easy way to save time and money when you’re managing a block of flats, but we’re always looking at ways to improve your experience.

    We’ve worked hard to make our access-anywhere-anytime online system as simple to use as possible, and to help you get even more out of Resident® we’ve compiled some “How To” videos which take you step by step through setting up and managing your block with Resident®.

    Watch the block management software videos on YouTube here. 

    For further info or if you would like a demo please email jon@resident.uk.com or call 020 3751 5628

  • Resident® is now international!

    We have great pleasure to announce Resident® is now officially supplying to the European property management market!

    Lee Property Services, a family owned company based in Cyprus, has signed up with us this week. They have been providing the highest quality service to their customers continuously since 2004. Their motto is ‘Do It Once, Do It Right’.

    Resident® or Residente®? New language (Portuguese) available for users from October!

    Our aim at Resident® is to create property management software accessible worldwide. Service charge demand are already available in either sterling or euros and we will be gradually adding new languages to our website. In October you will be able to use Resident® in the language of the European football champions! Spanish, French, Italian and German will follow to assist in the Management of European property communities!