Estateman for mid-range portfolios
Estateman. Perfect for mid-range property portfolios
Originally developed 30 years ago by highly experienced Chartered Surveyors, Estateman is a simple yet sophisticated way to manage mid-range property portfolios. It is ideal for those who have no need for general ledger accounts in their property management software.
Our database holds property information for many sectors including investment and corporate companies, multiple tenancies, owner-occupiers, local authorities, country and landed estates, managing agents and land agents.
But it is Estateman’s simplicity that sets it apart. With all the functionality you need to maintain your properties, leases and tenants it includes ...
Benefits for users
FocusedEstateman is a dedicated property management tool written by and for property managers just like you.
Easy to updateA single master version of the software guarantees fast and efficient routine upgrades.
FlexibleAdditional modules are available such as tenant rent receivable, service charge accounting and facilities management.
Simple to useA robust, intuitive system that provides easy access to all the information the property manager needs.
Export accountsEstateman does not hold general ledger accounts but its exceptional export facilities allows data to be imported into your preferred accounting system, such as Sage Line 50.
Low hardware costs or hostedEstateman is compatible on a 64-bit Windows platform. We can also host a customer’s systems, providing access via https.
Property detailsThe main database records the client/subsidiary/ owning company, property & land assets, units and head leasehold agreements. Also incorporates a useful Compliance and Inspection Schedule.
UnitsBreaks down the asset into its constituent units.
Leasehold AgreementsRecords landlord, and vital rent and lease dates for leasehold agreements.
Tenant AgreementsHold full tenant information including lease and rent dates.
DiaryWith automatic import from the base system, the diary provides efficient management of key rent and lease dates.
Export WizardThe system provides many standard reports, but the export wizard also allows the user to send specific data to Excel, Word, and other programs.
Acquisitions and DisposalsHolds details regarding property purchase and disposal.
Estateman is available as a hosted system for those who have no wish to manage their own hardware.
AccessibilityThe software can be accessed via any standard web browser. Estateman uses a secure website (HTTPS) connection.
SecurityEstateman uses the Equinox Database engine. This is a secure and well-proven database, used by police forces and banks, among others.
Easy to ManageWeb-based clients benefit from automatic software backups while support requests are managed in-house on our local servers.
Rent ReceivableGenerates rent demands and other charges to tenants, with management of receipts and payments and useful debtor reporting.
Direct DebitIncludes the ability to email demands, and record direct debit information. Data can be exported at the push of a button so that sales ledger information can be imported into the customer’s preferred accounting system.
Accounts PayableManages the payment of rent and other property outgoings to the landlord or supplier.
Service Charge AccountingManages the apportionment of scheduled service charges, enabling full tenant reconciliation at year end.
Facilities ManagementVia a helpdesk, this module records property repairs and manages the instruction to the contractor, via work orders, variations and payments.
Health & SafetyHolds data for condition surveys, disabled access, risk assessments, asbestos and legionella registers.
Training and Consultancy
To ensure your total satisfaction, we provide a comprehensive consultancy and training programme during implementation – followed, in due course, by on-going support services.
Training can be carried out at your premises or ours, and will be conducted by an experienced member of our staff. Training is backed by an Operator's Manual that explains in detail how how each module works.
Abu Dhabi Commercial Properties (the largest property portfolio in the Arabian Gulf) “Delighted with the system and its capabilities…and the expertise and dedication of the team” Denis O’Connor, Chief Executive
Yorkshire Building Society “Very happy with our choice of system. It was chosen because of its ease of use and value for money. Easy to learn the basics in a couple of days.”
Western Power Distribution “Very reliable. It is absolutely bullet proof. Enabled us to make significant cost and time savings.”