Changing managing agents
A fresh start.
Without losing the thread.
Thinking about a change? We help your trustees plan the handover, gather the records and pick up the work already underway.
You can speak to us before deciding.
One step at a time
A change of agent.
A plan you can follow.
Your trustees do not need to work it all out alone. We agree the help you need and keep the next steps clear.
Handover
The change plan
- The decision
- What approvals are needed?
- The timing
- Review the current agreement
- The people
- Agree who handles each action
Agree the change before making it.
Tell us what your trustees need help with. Together we review the current arrangements, decisions and timing, then agree who handles each step — including notice and communication with your current agent.
Who handles the decisions?
We help with the steps your trustees need. The people with authority still make the decisions.
Know what has arrived. And what has not.
We organise the accounts, contracts, meeting records and contact details. Missing items stay on a list with the person we are following up, so a partly received folder does not look complete.
Who handles the decisions?
These are example statuses. We agree the actual records needed for your scheme and follow up what is missing.
The open work comes too.
A new agent should not mean starting every repair or claim again. We gather the history, contacts and next actions, so the team can pick up work already in progress.
Who handles the decisions?
An insurance decision stays with the insurer. PropAI follows up with the broker and keeps your board updated.
Agree the first priorities together.
We review the available records with your trustees, agree what needs attention first and explain how updates will work. Anything still missing or unfinished keeps a next action.
Who handles the decisions?
The plan is built around your scheme. We agree what is practical from the records, people and work involved.
After the change
Less chasing.
A clearer view.
- Know where you stand.
- See the finances, commitments and decisions that need attention.
- Know what happens next.
- An update should show who is handling the work and the next step.
See how we work
Less guesswork.
A clearer picture.
See a cost, a decision and the next action together. Then explore how open work carries into a handover.
Made-up examples, real questions to ask. Your reporting and handover are built around your scheme.
Explore the report & handover
R18,000. A repair quote, ready for review.
Prefer a conversation with someone who works with us? Ask us to arrange a trustee introduction
Before you decide
A few
useful answers.
Can we talk before deciding to change?
Yes. You can discuss your concerns and the support you need before making a decision. An enquiry does not commit your scheme to changing agents.
Will you help our trustees through the change?
Yes. Tell us what you need help with. We agree the steps, timing and who handles each action, including records, formal notice and communication with your current agent. Your trustees or members make the decisions allocated to them.
How long does a handover take?
It depends on your current agreement, the decisions needed and how quickly records are available. We review those with you before agreeing a practical plan. We keep missing records and open work visible as the change progresses.
What happens to unfinished repairs and claims?
They go on the handover list with the history, people involved and next action. We follow up the agreed work, including broker communication for claims. The insurer decides whether the policy covers a claim.
Let’s talk
What would you
like to change?
Only your name, email and privacy acknowledgement are required. Tell us what matters most to your scheme.
No commitment to change managing agents.