Regular Meetings

As part of our core service offering, our property management team will deliver a regular schedule of structured client meetings and accompanying reports.

Monthly Property Meeting

Every month, we will send you a monthly property report and invite you to a brief meeting to talk through it with your property manager and their assistant.

The aim of the meeting is to run through the previous month’s activity, draw your attention to anything particularly important, gather any feedback we need to progress tasks, and to foster a close working relationship between our property managers and their clients.

During the meeting, we’ll cover:

Task Summary

We will provide top line information on all open and new tasks, with more focus given to any high-value or complex items.

Objectives

A portion of the meeting will be given over to running through your long-term objectives for the property and our progress towards them.

Priority One Tasks

We’ll go into detail around progress on all priority one tasks, which include items relating to building safety or major projects that impact all occupants.

From time to time, situations may arise where specialist knowledge or expertise is required. If this is the case, your property manager will arrange for further team members, such as department heads, to attend. There’s no charge for this.

Quarterly Financial Meetings

In this longer meeting, which follows the production of your quarterly financial report, we discuss your property’s financial performance in the previous fiscal quarter in detail.

Your property’s service charge accountant and your property manager will attend this meeting, which is designed to give you absolute clarity on all of your building’s key financial metrics.

Detailed reporting

Your quarterly report will detail your cash position (including reserves), creditors, debtors, expenditure, and will benchmark expenditure against your predicted budget on a line-by-line basis.

Team attendance

Other internal teams or department managers will attend if required. For example, if there are difficult arrears cases, our credit control team manager will join.

Reliability

Ensuring reports are run on time and organising the meetings is one of our team’s key performance metrics. Our robust reporting data and a regular schedule of meetings reliably draws out the key points relating to your property.