Watch the 45-second onboarding walkthrough
Start with access
1
Create an account or accept your invitation
New users can sign up directly (or via their managing agent’s co-branded portal at
/with/:slug/login), while existing buildings often invite directors, leaseholders, shareholders, and staff into a prepared workspace.2
Verify your email and mobile
Confirm your email address and optionally verify your UK mobile number early in onboarding to receive urgent SMS and WhatsApp building alerts.
3
Finish onboarding
Complete the guided onboarding prompts — including capturing existing RTM company details and Memorandum & Articles of Association if you are onboarding an established RTM/RMC, or launching the Platform Migration Wizard (such as Blocks Online) for managing agents.
Choose the right starting point
Homeowners
Start with your dashboard and explore documents, finances, votes, meetings, and issue reporting.
Directors
Start with Building Setup, then move into documents, finances, issues, meetings, and announcements.
Management companies
Start with Portfolio Setup and Team Management, then select a building to work in operational areas.
Set up your building or portfolio
1
Add or confirm the building record
Directors can complete Building Setup with address, unit count, management structure, insurance, and key compliance details. Management companies can add buildings individually or in bulk.
2
Invite the right people
Add residents, directors, or staff so each person sees the correct workspace and permissions.
3
Upload your core records
Add leases, accounts, insurance, meeting records, and maintenance documents early so the rest of the platform has a reliable source of truth.
Activate the core workflows
Issues & maintenance
Report building issues, track progress, and see how managers handle them
Finance workspace
Understand service charges, pay invoices, and review building accounts
Communications
Read announcements and stay informed about building updates
Meetings
View upcoming meetings, access agendas, and participate in decisions
Director and management workflows
Directors
Building setup, compliance, service charge collection, and governance
Management companies
Portfolio setup, team management, multi-building operations, and reporting
When you’re ready for more
Glossary
Learn the key UK leasehold and property-management terms used in the docs
Integrations Overview
Review the currently documented MRI and supplier-network integrations