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Welcome, Management Company

Manage.Management helps management companies run multiple buildings from a single portfolio workspace. You can collect service charges across properties, manage teams, communicate with residents, and track performance — all in one place.

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What you can do

Manage your portfolio

View all your buildings, switch between them, and see portfolio-wide stats

Add and configure buildings

Set up buildings individually or in bulk, with addresses, units, and management details

Manage your team

Invite staff, assign sub-roles, and control access across the portfolio

Collect service charges

Generate invoices, accept payments via cards and Open Banking, and track arrears

Communicate with residents

Post announcements, send templated communications, and track delivery

Manage suppliers

Maintain a trusted supplier network and link contractors to buildings

Run reports

Generate financial, operational, and compliance reports across the portfolio

Integrate with MRI

Connect MRI Qube for finance sync and data exchange where enabled

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Sub-roles and access

Management companies use sub-roles to control what each team member can do:
Sub-roleTypical access
Portfolio adminFull control across all buildings, team management, settings, and setup
Property managerDay-to-day operations: issues, meetings, communications, documents
Finance managerFinance workflows, reporting, and payment tracking

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Getting started

1

Complete Portfolio Setup

Add your company name, allowed email domains, and organisation details.
2

Add your first building

Enter the building address, unit count, and management structure.
3

Invite staff

Use Team Management to invite colleagues and assign the right sub-role.
4

Upload building documents

Add leases, insurance, accounts, and contracts to each building’s document repository.
5

Set up service charges

Configure budgets, unit charges, and payment methods for the building.
6

Invite residents

Add leaseholders and shareholders so they can pay charges, view documents, and vote.

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Switching between buildings

When working on operational tasks, always check the selected building first:
  1. Use the building selector in the sidebar or header
  2. Documents, issues, finances, and communications are scoped to the selected building
  3. Portfolio-wide views show data across all buildings

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Tips

Select the right building first

Most operations are building-scoped — always check the selector before acting

Use sub-roles carefully

Portfolio admins control access — only grant admin rights to trusted senior staff

Keep documents organised

Consistent categories and tags across all buildings make reporting easier

Monitor arrears weekly

The portfolio dashboard highlights overdue payments so you can follow up early