Features

Maintain a list of owners and residents in a condominium and keep their contact information readily available, as required by law.

Keep the contact details of each unit's owners and residents close at hand. E-mails and phone calls can be initiated from within the application itself for easy access.

Verify and authenticate requests to see a condominium's information. You must confirm each owner's and resident's details before they are allowed to access the condominium portal.

Easily create and send announcements to all the owners and residents of the condominium. The system will keep a historical list of past announcements, as required by law, and owners may view past announcements through the condominium portal.

Keep all pending maintenance requests organised for each condominium that you manage. The system will keep your owners and residents informed and attach photos/invoices/plans to individual maintenance requests for better organisation.

Owners may login to the condominium information portal to review expenses, announcements, reports and documents. They can also view the status of their own contributions and report maintenance requests for your attention.

Track each contribution due and their status. The system will remind owners of their pending contributions regularly and will keep you informed of any overdue contributions across all condominiums that you manage.

Track each condominium's expenses and assign each one to a vendor and an expense category. You can mark the date when an expense was paid. Owners may also view each individual expense, with their attached receipts and invoices, so that you can maintain the highest possible transparency with respect to condominiums that you manage.

Quickly generate reports based on the financial information stored for each condominium. Reports can be generated for expenses, contributions and bank accounts transactions for any date range. These reports are useful before the general meeting of the condominium's residents when administrators are required to provide an account of the condominium's financial situation.

Store important documents organised by condominium (such as agreements, insurance policies, rules and more). You may make these documents accessible for the owners within the condominium through the portal to ensure they have all information at their fingertips.

Keep track of routine maintenance tasks that must be done regularly within the condominiums that you manage. Every day, the system will send you an aggregated report, containing a list of upcoming and overdue tasks, across all of your condominiums. When a task is done, simply leave a log message of the work done and reschedule its next iteration.

Conduct poll, allowing owners within the condominium to vote on proposals, quotations, resolutions and administrator actions. Polls may be configured to run during certain days and each option may have its own attachments and associated monetary value for the owners' review.

Easily summarise the vote tally of a proposal and configure whether owners may view the vote breakdown within the Residents' Portal. Administrators get a broken down list of each vote ensuring that you obtain consent for every planned project or resolution.

Assign an unlimited number of organisation owners, administrators, maintenance personnel and users within your organisation. Your organisation may contain an unlimited number of condominiums that it manages.

Upload CSV (comma-seperated) or XLSX files for expenses, contributions, payments, transactions and contacts to quickly create entries in bulk on Insulae. You can import a single file containing entries for all the condominiums that you manage. When uploading contacts, you may further specify the units that the contact owns within the file itself.

Instantly generate CSV (comma-seperated) files containing the expenses, contributions, transactions or contacts of condominiums that you manage. You may specify a date range of the entries to download. The generated file is suitable for opening within Microsoft Excel or any other spreadsheet software.

Keep a list of vendors, and their contact information, for each condominium separately, to ensure that you have each vendor's details at hand when a problem arises. Insulae is able to generate expense reports broken down by vendor and expense categories so that owners know how their funds are being spent.

Reconcile all your condominium bank account's transactions with your logged contributions and expenses and quickly generate balance and cash flow reports.

Using all of the reconciled transaction data, Insulae is able to generate a transaction statement of each condominium's balance movements. Administrators can further drill down on each transaction to get further information about the linked expense or contribution.

Insulae is able to generate cash-basis reports using the transactions reconciled for each condominium. Using the cash flow statement, administrators can generate an aggregated breakdown of expenses and contributions using a cash-accounting method.