We are consultants and advisers to property management companies. We provide a range of software solutions built and developed specifically for the complex needs of the industry, whilst always putting our client’s and owners at the centre of CPL Software solutions.

We work closely with our clients to provide bespoke solutions tailored to a client’s specific needs or wants. This has often led to advances in what we are able to provide to all clients.

Designed for: Managing Agents

Used for: Block Management

Areas covered: England / Wales / Scotland / Northern Ireland

Blocks: 35000+ / Units: 350000+

Overview

CPL Software’s block management solutions provide a cohesive, integrated and all-encompassing range of products for block management companies who need a holistic approach to the successful management of their portfolio. Owner-centric solutions ensure you provide the very best service possible. The team regularly works with clients to provide bespoke solutions tailored to your specific business needs. CPL Software has a small but perfectly formed UK-based team providing a highly personalised service to clients.

Key Features & Benefits

Improved Efficiencies

Automate your business processes with dedicated solutions for property factors and block managers. Streamline manual tasks to free up time and money and spend more time and money creating value elsewhere in your business. By bringing processes online everyone in the business can work ‘on’ the business rather than working ‘in’ the business. Overall, by improving efficiencies, you will gain better communication between owners, contractors, the team, suppliers, and external agencies.

Reduce Risk

Show your clients you are progressive and staying up to date with technology. When you digitise, you improve communication between owners, contractors, the team, suppliers, and external agencies.

Digitisation

Bringing processes online will help to reduce the risk to your business. You and your team will save time and money not having to search for or replace lost items like paperwork, keys, or invoices. Automation of compliance matters will help the team stay on track and be accountable for responding promptly, therefore reducing time spent in potentially damaging Tribunals.

Greater Transparency

With full transparency of information, Directors, Management, and the team will have easy access to and visibility of the entire portfolio. This is a fantastic benefit when team members are off on holiday or not in the office. Transparency of information also allows your staff to be fully accountable for their workload and achievement of their KPIs.

Cost Savings

By automating your manual processes and being more in control of what is going in and out of the business, you will begin to see cost savings – time and money. Your staff will be more efficient and your processes will use fewer resources which all lead to cost improvements.

Improved Brand Perception

Professional software both externally and internally results in a more efficient business and improved brand perception. Future proof your business with a system designed specifically for property factors and block managers.

Visibility

What type of client reports are available?

Management and Director level financial information including

• KPI’s
• Financial
• Works on actual or budget basis
• Preparation of budgets and financial forecasts
• Preparation of year-end accounts and returns and automated year-end statements
• Produce and view graphs

What information can residents see?

Using the online client portal or app, an owner can view their account details including invoices, payments, transactions, queries. They also have the ability to see development news, vote on any major works, make payments on their account, look at their budgeted expenditure and download copies of their invoices.

What information can directors see?

Trackability and traceability of all inbound documents and communications

• Achieve SLA’s with a traffic light system to track progress on tasks
• Granular Management Information based on a tree structure
• Identify any potential breaches of SLA’s and take proactive steps to resolve
• Implement fully automated processes to reduce costs, save time and improve business efficiencies

Functionality

Accounting & Finance Functions

The system has a full purchase ledger module including tracking payments to suppliers based on invoices. There are solutions for credit control, bank reconciliations, budgeted reconciliation and apportionments. Each resident has a full transactional history on their account including payments, invoices, credits, queried invoices, floats, management fees, and service charges.

Does the software manage service charge demands?

Yes.

Insurance & Valuations Functions

Automate your insurance bills and statements replacing a manual process with a streamlined solution.

Maintenance Functions

We have an entire module in the system dedicated to warranties and maintenance which allows our clients to track one off as well as ppm programmes using the system. Links with Blockworx to allow full visibility and also an audit trail.

Can site inspections be completed using the software?

Using the INSPCT app yes.

What time-saving automations are available for Property Managers or RMC Directors?

For Property Managers, a traffic light system ensures work is carried out as and when it needs to be allowing for prioritisation of workload and avoidance of potential ‘time drainers’ that can often happen if deadlines are missed. Invoicing and billing is automated and with the Blockworx app and portal, the repairs and maintenance process is automated which ticks a big efficiency box. Client portals and apps improve or reduce the need to chase payments. Reporting and inspections are also faster when clients utilise the INSPCT app in their package. For RMC Directors information and data is visible and usable at the click of a button. Directors can generate reports that allow for strategic planning and business development. Improvements and KPI’s can be set and data can be used to pre-empt any problems before they grow into big issues.

Integration

What other software can be integrated with yours?

• Blockworx
• INSPCT
• Microsoft Office
• Telephony Software
• Banking Imports and Exports
• Sagepay for client payments
• Direct Debit Software

Modular

Are there core and additional modules with add-ons?

Yes.

Is the software RICS / ARMA Compliant?

Yes.

Pricing

How does the pricing work?

A subscription based on the number of units. Pay monthly or disbursement.

Is there a cost per unit? Per block, etc

Yes annual price per unit managed on the software split into 12 monthly payments.

Accessibility

Is there a mobile app or leaseholder portal?

Yes, we have a portal and app that can be branded with the Property management companies own logo and colour palette.

Can residents report repairs and faults?

Yes, they can and they use the owner app/portal to track updates that are fed back to the management company from Blockworx.

New Clients

How is data migrated from an existing provider?

We offer a full data migration service. We deal with the migration of all information such as development, apportionment, resident details, or data that is changing daily such as purchase invoices, jobs, client balances, Budgets. Our UK-based team is here to help make this part of the software switch as smooth as possible. To ensure business continuity and minimise downtime we will migrate all your previous data into your new software with minimum disruption to you and your team.

What support and training is available?

As a UK-based business with teams in Glasgow and Southampton, we are in a perfect position to carry out training and support for our UK-based clients. As well as a dedicated support team who are available during office hours, clients can raise a ticket at any time of day and we will respond to it the next working day. We also have a knowledgeable and friendly training team who can arrange training so suit our client’s needs – online or (when able to) in person. We have an extensive Knowledge Base that’s always open and contains How To’s, webinars, and more.

CPL solved the problems of operations, finances and accounts. CPL quickly established themselves as the market leader.”

Nic Mayall – Managing Director (Operations), James Gibb

From our customer’s point of view output has a progressed format – invoices for example, are easily understood. The invoices have a template layout – everything has to align, visually.

Kirsten O’Neill – Director, Newton Property Management

CPL are the leaders in the industry. The software automates Direct Debits and import of data, it automates manual tasks – we used to type 3,000 entries into the system for direct charges, now the same task takes two minutes!

Chris Graham – IT Director, Hacking & Paterson Management Services

Get in touch with the team at CPL Software