See how the information fits together
See what needs attention, who is handling it and what happens next.
Interactive example · made-up figures and situations
Example monthly report
Everyday costsAdministrative fund
R3,000 below budget. Review whether the planned work has been done.
Unpaid levies are R12,000, up from R9,000 last month. The reminders and next action appear with the open work below.
The quote, photos and proposed funding stay together for the trustees to review.
PropAI coordinates the agreed contractor visit, owner access and next update. The recorded decision stays with the job.
Read the essentials. Open the history when you need it.
Next: TrusteesConfirm the work and funding for the quote above.
The contractor has inspected the roof. The quote and damage photos are together, ready for the trustees to review.
Once approved, PropAI arranges the contractor visit and updates the affected owner.
Next: PropAIFollow up the broker and update the owner.
The owner’s photos and inside-repair quote have been sent to the broker. The claim decision is still outstanding.
The insurer’s response stays with the claim record, including any further information requested.
Next: PropAIReview payments and update the outstanding amount.
Unpaid levies total R12,000 in this example, compared with R9,000 last month. The account history and reminders stay together.
Any attorney referral is coordinated only when approved under the agreed process.
A change of agent should keep these matters connected.
Your handover, step by step
You approve the change.
We help organise what comes next.
We’ll agree the timing and who handles each step before the change starts.
We review the current agreement and the decisions needed before agreeing dates. Notice, payment arrangements and communication each need a named person.
The aim: know who is doing what before the change begins.
The statements, budget and owner balances received so far are recorded together.
Next: Review the balances and identify any questions for the outgoing team.
The roof and ceiling matter is still open. The latest policy schedule and full claim file are requested.
Next: Follow up the missing documents and keep the broker’s next action visible.
Some agreements have arrived. Missing items stay on the handover list.
Next: Confirm which agreements are current and collect the missing records.
Recent minutes and available approvals stay with the matters they concern.
Next: Review which decisions still have work to follow up.
The contractor has inspected the roof. The quote and damage photos are together, ready for the trustees to review.
Next: Trustees. Review the R18,000 repair quote and confirm the work and funding.
Once approved, PropAI arranges the contractor visit and updates the affected owner.
The owner’s photos and inside-repair quote have been sent to the broker. The claim decision is still outstanding.
Next: PropAI. Follow up the broker for the insurer’s response and update the owner.
The insurer’s response stays with the claim record, including any further information requested.
Unpaid levies total R12,000 in this example, compared with R9,000 last month. The account history and reminders stay together.
Next: PropAI. Review payments since the reminders and update the unpaid amounts.
Any attorney referral is coordinated only when approved under the agreed process.
The first update brings urgent work, available financial information and missing records together. Each open item keeps a person and next action.
The timing: agreed with you for your handover. A requested record stays outstanding until it arrives and is reviewed.
Handover plan: records, open work and first priorities.
