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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:

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Getting started

1

Complete Portfolio Setup, Brand Kit & Accept Payments

Open Portfolio Setup across its five tabs:
  • Organization & Brand Kit: Add your company details, upload your Management Company Brand Kit (Primary Logo, Secondary Black Print Logo, and Icon Mark), configure your Co-Branded Portal (/with/:slug/login), and record regulatory memberships (RICS, TPI, ARLA, PRS, TPO), PII/PLI insurance, ICO/DPO details, and Cyber Essentials posture.
  • Import & Migration: Bulk import via spreadsheet or launch the Blocks Online Migration Wizard (with pre-import validation, exception reporting, legacy references, trusted contacts, PEEPs, and £0.00 trial balance reconciliation).
  • Jurisdiction Packs: Enable England & Wales, Scotland Factoring, or Ireland OMC statutory packs.
  • Accept Payments: Configure portfolio-wide or per-block BACS trust accounts, connect Mollie Connect per-building profiles (mollie_building_profiles), and set your Additional Fees & Request Overrides tariff.
  • Letter Templates Studio: Manage A4 letter and email templates with custom fonts and statutory rights guardrails.
2

Add or migrate your buildings

Add buildings individually, bulk import via spreadsheet, or launch the Blocks Online Migration Wizard to import estates, units, apportionments, opening balances, trusted contacts, PEEPs, and compliance registers.
3

Invite staff and assign Lead PMs

Use Team Management to invite colleagues into Portfolio Admin, Property Manager, or Finance Manager sub-roles and assign Lead Property Managers and finance leads per block.
4

Configure Building Brain & Company Structure per block

For each building, configure the Building Brain (communal assets with context photos, encrypted access codes with view audit logs, Fire Escape Plans & PEEPs, and per-block portal visibility toggles) and the Company Structure & Secretarial register (with live Companies House search & prefill).
5

Set up finances & service charges

Configure the 4-tab Financial Setup Workspace, double-entry TRUST / COMPANY books, verified lease rules, schedules, budgets, and statutory demands.
6

Invite residents

Invite leaseholders and shareholders via your co-branded portal so they can pay charges, view documents, and vote.

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Switching between buildings vs Full Portfolio view

When working across your portfolio:
  1. Use the Quick Navigator (⌘K / Ctrl+K) or sidebar building selector to switch properties rapidly.
  2. On Building Safety, Calendar, Issues, and Meetings, use the View Full Portfolio / Current Building toggle to switch between single-block operations and portfolio-wide oversight.
  3. In Portfolio Setup, use the Persona Switcher in demo/evaluation environments to preview how Portfolio Admin, Property Manager, Finance Manager, Director, and Homeowner views stay in sync.

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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