Administrator: a condominium management software means a sound administration
In addition to the tools available to all owners, board members and managers have access to all the tools they need to effectively and efficiently manage all aspects of a syndicate of co-ownership, a condominium or homeowners association.
Residents
Keep a list of the owners of one or more fractions in one place, give system access to a legal representative, declare a tenant(s) and the duration of their lease, indicate a postal address(es) that differs from that of the building dwelling unit, list vehicles, access fobs and emergency contacts, and much more.
Co-owner's insurances
Always be aware of co-owners insurance coverage. Keep a digital file of the insurance of each co-owner (i.e.: coverage period, types and amount of coverages, etc.). Be notified of missing or expired policies, send reminders to the relevant co-owners and approve or reject online their submitted contract based on your syndicate of co-ownership requirements.
Building Rules
Keep your condominium, syndicate or association original, amended and new regulations in an easily accessible registry that allows for the incorporation of these bylaws into various letters and other communications using the mail merge features of UpperBee. It has never been so easy to make your by-laws accessible to the various stakeholders who require them (brokers, co-owners, notaries, etc.).
Decision
Group all the decisions made by your Board of Directors and your general meetings, so you do not have to reread countless pages of minutes to find, for example, the date on which a decision was made. This is made possible by indicating to UpperBee which entry is a decision when drafting the minutes of a meeting.
With the possibility to access UpperBee.com management software from any computer, tablet or cell phone connected to the Internet, it is easy for co-owners to inquire about the business of their condominium, syndicate of co-ownership, or home owner's association.
Memos
Sent by email or text message (SMS), memos are an effective tool to notify all residents of a system breakdown, to make them aware of a particular situation, or to inform them of upcoming work in the building. In short, if you have to interact with all your residents, this function will simplify your task!
Meetings
Prepare, generate and distribute your board meetings and general meetings documents using UpperBee (ie. agendas including financial statements, budget, and other relevant documents). Obtain from co-owners electronic proxies facilitating the obtention of the quorum at your next general meeting. If you call a meeting using UpperBee, be informed of who has received and opened your documents so that you only send by mail these documents to those who have not received them. Our companion software allows for the compilation of quorum and votes, to facilitate meetings with a large number of co-owners. Have the confidence that you will know as soon as the last co-owner is registered if you have reached the quorum, and if so, compile the meetings’ votes in a few minutes. The time when the results were only known when reading the minutes is now a thing of the past.
UpperBee includes traditional accounting features such a journal entries, bank reconciliations, accounts payable and receivable, financial statements, complete with a balance sheet, a statement of earnings and accompanying notes. However, where UpperBee really shines is its features specifically designed for HOA and condominium management such as:
Budgets
Create your budget and invoice co-owners of your condominium, syndicate of-co-ownership, or homeowners’ association automatically at the specified frequency (e.g.: monthly, quarterly, semi-annually or annually). Create your budget, allocate your expenses automatically based on historical results, and invoice - it's that simple. UpperBee will automatically take into account fractions and distribution keys. No other operation is required to record your income, UpperBee does it for you.
Tools accessible only to board members and professional managers, if applicable.
