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For Estate Managers & Management Agents

AGM minutes, certificates,
resident queries — one place

A single portal where members find every document they need, compliance deadlines never slip, and AGM season runs without a paper trail.

For OMCs, residents associations, and property management agencies. Built for Irish estates — GDPR-ready, EU-hosted.

The problem

Most of your week
is admin, not management

Estate management is a documents business. The agencies that win are the ones whose documents are findable, audit-ready, and in the hands of members at the right time.

What you get

A toolkit for the way
estates actually run

Every piece of admin you do today, with a clean record of who did what and when.

Document repository

AGM minutes, governing documents, financial statements, safety certificates, insurance, contracts. One searchable library, access-controlled per category.

Online & proxy voting

Run AGM votes electronically. Members vote from their phone or submit proxies in advance. Estate associations report 300%+ improvement in quorum.

Compliance traffic-light

Fire-alarm cert. Insurance renewal. Lift inspection. CRO filing. Every deadline tracked with 90/60/30/7-day alerts so nothing slips.

Ticket triage with SLA

Resident issues land in one queue. Assign to property manager or contractor, track response and resolution time, close with photo evidence.

AI document summaries

Upload a 40-page AGM minutes PDF — get a 2-paragraph summary, key decisions, and action items extracted automatically. Searchable across all documents.

Financial transparency

Service-charge schedules and budgets visible to members. Reduces the volume of “where is my money going” questions to the committee.

AGM season toolkit

The end of the AGM headache

The AGM is the moment the year's admin is judged. Make it the moment you look most professional — not the one that takes three weeks to recover from.

Electronic voting on resolutions

Yes / No / Abstain on each item. Live tally. Anonymous or named, configurable per vote.

Proxy voting in advance

Members who can't attend submit proxies digitally — no signed paper forms in the post.

Minutes archive with version history

Every AGM minutes file linked to its event. Version-tracked. Searchable across years.

Action items become tickets

AGM resolutions auto-converted to tickets so the committee actually delivers on them between meetings.

Document repository

Everything members need,
everything you're asked for

Members stop emailing you for last year's AGM minutes because they can find them. Auditors stop chasing the insurance renewal because the system already flagged it.

Upload a PDF — the AI extracts a summary and action items. Search across every document at once. Permission-control by category so committee-only files stay committee-only.

Governing documents

Constitution · Rules · Covenants

Financial

Annual accounts · Budgets · Service charges

Meeting records

AGM minutes · EGM · Committee notes

Safety certificates

Fire · Electrical · Gas · Asbestos

Insurance & contracts

Policies · Renewals · Management agreements

All searchable. All version-controlled. Permissioned per category.

Compliance tracking

Nothing slips. Ever.

Every regulated deadline tracked centrally. Reminders at 90, 60, 30 and 7 days. A traffic-light dashboard that tells you where you stand at a glance.

Compliant

Cert valid, renewal scheduled, document on file.

Approaching

Renewal due in 30 days. Reminder sent. On the radar.

Overdue

Action needed today. Escalation to committee in the audit log.

The outcome

What changes for you

Fewer emails

Members self-serve documents and updates. Inbox volume drops noticeably in the first month.

Cleaner audits

Every action timestamped, every document version-tracked. Hand-over to a new agent takes hours, not weeks.

Higher AGM quorum

Electronic and proxy voting routinely lifts attendance, so the committee actually has a mandate.

See how easy AGM season can be

We'll set up a portal for one of your estates and walk you through the document repository, voting, and compliance dashboard.