Resident Release Notes – July 2017

Automated Client Account Bank Feeds

Our new bank feed option automatically imports transactions direct to Resident® from all your individual client bank accounts. Once each account is connected you will no longer need to import CSV files or manually input transactions, you will see real time bank data on demand. Reconcile away with a few clicks, saving many hours of essential admin.

A new Customisable Arrears Workflow

Create your own bespoke arrears workflows per Client. Arrears templates can be created for each client by category be it service charges, ground rents, rent etc…

Customize how many steps to your arrears workflow per client – be it one chasing letter or an eight stage process – you choose & create bespoke to you.

Every step in your workflow can include a customisable attachment template and a cover letter / message template. You also have the option of including a leaseholder statement as an attachment.

And finally you can customise the time period for the system to remind you to follow up each step – create this as a task and assign the task to a user.

And a really nifty new feature – after generating the arrears letters / emails you will receive a pop up confirming which were sent by email and which need to be printed and posted – which can then be downloaded to post 🙂

Status tabs give you a snapshot of the arrears status for each leaseholder.

Coming soon – Leaseholders can create Direct Debits and make online payments by a simple click of a button on their invoice without the need to log in……

To arrange a demo of Resident®, a member of the RICS Tech Affiliate Program, please telephone 0203 7515 628 or email