For Managing Agents
Compliance and service charges at portfolio scale
Block Guardian gives your team structured compliance tracking, the full service charge year, case management, and audit-ready records across every block you manage.
Managing multiple blocks means multiplying every compliance obligation, every reporting requirement, and every resident communication channel. Block Guardian consolidates it all into one structured system — so your team spends less time on administration and more time on the work that matters.
Portfolio-wide compliance visibility
When you manage dozens of blocks, keeping track of compliance across every building is a full-time job in itself. Fire risk assessments, gas safety certificates, EICRs, asbestos surveys — each with different deadlines, different contractors, and different statuses.
How Block Guardian helps
Block Guardian’s multi-estate mode gives you a single view across your entire portfolio. Seven compliance categories per building, with automated status tracking that flags items as Due Soon or Overdue based on actual inspection dates and deadlines.
Structured case management at scale
Email threads and phone calls don’t scale. When a resident reports a leak, the details need to move through investigation, contractor engagement, approvals, and resolution — across multiple people and potentially weeks or months.
How Block Guardian helps
Nine-stage case workflow with explicit ‘waiting on’ accountability tracking. Every case records who is responsible for the next step: Council, Contractor, Residents, or your own team. Nothing falls through the cracks.
The service charge year, without the workbook
Apportionments in a spreadsheet one person understands. Demands mail-merged from a template. Arrears tracked in a second workbook that stopped agreeing with the first one months ago. Then year-end arrives and it all has to reconcile.
How Block Guardian helps
Budget against the lease's schedules, generate per-unit demands for each instalment period, and let the ledger age the arrears from the date each charge fell due. At year end, compare what was demanded against what the year cost, decide per schedule, and raise the balancing demands and credits in one action. Every demand keeps a snapshot of exactly what was sent, so a query two years later has one answer.
Client-ready records
When client directors ask for an update, or when a block changes managing agent, you need records that are complete, organised, and defensible. Reconstructing history from email threads and shared drives wastes hours.
How Block Guardian helps
Every document is versioned and linked to its building, case, inspection, or asset. Every action is captured in an immutable audit trail. When directors need answers, the records are already there — searchable, filterable, and exportable.
Team access without chaos
Different team members need different levels of access. Property managers need full control, assistants need read-only views, and client directors need visibility without the ability to change operational records.
How Block Guardian helps
Start from four built-in roles — Admin, Manager, Manager Read-Only, and Member — or create your own custom roles with granular permissions: a compliance-only assistant, a caretaker, a read-only client director. The system enforces the boundaries you set.
A back-office system — no resident onboarding required
Sometimes you want Block Guardian as your team’s system of record, without inviting every leaseholder and tenant to yet another portal. But you still need to know who lives in each unit.
How Block Guardian helps
A person and a login are separate things. Record everyone — leaseholders, residents, solicitors, emergency contacts — with no login, no invitation email and no notifications, and keep a complete unit-by-unit picture of who lives where. If someone should have access after all, invite them to the portal at any time.
Residency records that survive contact with reality
A flat sells and you find out three weeks later. A leaseholder dies and the estate takes a year to settle. Two names are on the lease. A tenant moves in but the owner still gets the demands. Most systems make you pretend none of this happens.
How Block Guardian helps
Every unit relationship is dated, so a completion in the diary or a move-out already notified is recorded without taking effect early — and backdating is normal, not an exception. Joint leaseholders both hold the unit, owner-occupiers hold both roles, and transfers close one relationship and open the next in a single step. If a stretch of time ends up with no leaseholder at all, the system finds it and tells you what it means.
Built for portfolio management
Pricing and features designed for agents managing multiple blocks.
Per-building pricing
£25/month base + £15/month per additional building. Your cost scales with your portfolio.
Unlimited users
No per-seat fees. Add your full team and every client director at no extra cost.
Multi-estate mode
Full estate → building → sub-block → unit hierarchy across your portfolio.
Single login
Your team uses one set of credentials across all managed accounts with a built-in account switcher.
Scale your operations with confidence
Start your free 45-day trial. No credit card required. Full access from day one.