Proprietas for Managing Agents

Every client's block,one audit trail.

You inherit other people's buildings, leases and risk. Proprietas treats each client's portfolio as its own unit of compliance.

The Proprietas dashboard across a managed portfolio
By the numbers
£0
For light users. Landlords, leaseholders and contractors are free at every tier.
30s
From lease PDF to page-cited breaks, reviews and service-charge terms.
100%
Client data isolation. Client A never sees client B, even via search.
The duty boundary

Your side of the boundary, tracked.

Communal EICRs run on landlord-supply circuits, separate from leaseholders' own. Obligations scope to site, property or common parts, so the pack shows only your side.
A communal EICR obligation with remedials tracked to sign-off
What managing agents run through it

Communal-area compliance

FRA, L8 and EICR on common parts and landlord-supply circuits, per block.

Contractor competence

PI and engineering insurance verified per contractor, ARMA-Q documented.

Service-charge evidence

Every cert and invoice exportable per block, per year, for the accountants.

Live in ten minutes.

1

Add the blocks

Each client's portfolio in its own isolated organisation.

2

Drop the handover files

Inherited certs and leases read on arrival and filed per block.

3

Give clients free access

Landlords and leaseholders view their own data without a seat.

Why managing agents pick Proprietas.

Per-client isolation

Every record is scoped to its client organisation. Client A never sees client B, even via search.

The duty boundary

Obligations scope to site, property or common parts, so exports show only your side.

Landlords ride free

Clients view their own blocks live without a paid seat, at every tier.

Lease evidence chain

Every extracted field is anchored to a verbatim quote your accountants can check.

One Platform, One Audit Trail, Every Block.

14-day Pro trial. No card. Compliance tier from £199/mo. Light users free at every tier.

Estate Management Software for Managing Agents (UK) | Proprietas