Compliance Software for Managing Agents
A managing agent's compliance position is only as good as the worst building in the portfolio, and the worst building is rarely the one anybody is looking at. PM Assist shows every block's statutory position in one view, worst first, with the duties that have no evidence at all shown as prominently as the ones that have expired.
The Portfolio Problem
Compliance across a portfolio is not the same job as compliance in one building, and tools designed for one building handle it badly.
The duties differ by block. A 1960s tower with a stay-put strategy, a converted mill with a commercial ground floor and a six-unit conversion carry different obligations, and a single checklist applied to all three is wrong in both directions. Reporting has to work at two levels at once: a portfolio view for the compliance lead and a single-building view for the property manager and the freeholder. And the certificates arrive from dozens of contractors in dozens of formats, usually by email, and are filed by whoever opened the message.
The result is that a portfolio's real compliance position is usually unknown, and is discovered building by building when something happens.
Every Block, Worst First
The portfolio view lists every building by how bad its position is, with the count of duties that are expired, missing or overdue, and the number of overdue remedial actions. The headline percentage is computed across every duty in the portfolio rather than by averaging the buildings, so a handful of tidy blocks cannot mask a problem one.
Each building carries its own profile — property type, whether it is a higher-risk building, the number of residential units — and its duties follow from that. Higher-risk blocks carry the Building Safety Act golden thread duties alongside the rest; blocks that are not higher-risk do not see them.
When a freeholder or a client asks for a position on one building, the compliance report for that building can be drafted from the register for an internal, client or board audience — and it covers that building only, because a report on one block listing another block's failures is a confidentiality problem the moment it is forwarded.
- Portfolio view ordered worst-first, by duty rather than by building average
- Duties follow each block's own property type and higher-risk status
- Single-building reports for clients and freeholders
- CSV export of the register, actions and asset list for audits
Certificates Arrive From Contractors, Not From You
Contractors can be given a login that shows only the jobs assigned to their company, in blocks assigned to their company. They report a job complete with notes and upload the certificate directly, which removes the step where a PDF sits in somebody's inbox waiting to be filed.
What they upload goes into the building's document store and is indexed like anything else, so it becomes searchable rather than becoming an attachment. And a contractor can report work complete but cannot close it: closing requires the managing agent to hold the evidence and agree, which keeps the check that an auditor tests.
For the certificates that arrive the old way, AI can read them. Upload a fire risk assessment and its remedial actions can be extracted with the page each came from, graded on the assessment's own scale. Nothing it extracts counts until somebody has checked it against that page.
Compliance & CAFM
Compliance, maintenance and documents in one place
PM Assist is building compliance software with the O&M manuals built in: every paid plan includes the compliance register, planned maintenance and mobile inspections.
- The compliance register is set up from each building's property type, with gaps shown for duties that have no record.
- Planned maintenance is generated from the asset register, with the tasks and frequencies already written.
- AI reads your certificates and proposes the dates and remedial actions; a person checks them against the source document before they count.
Frequently asked questions
Does it cover the Building Safety Act?
Can each property manager see only their own blocks?
How does it handle the Reg 10 fire door checks?
Can contractors upload certificates themselves?
What do we get for a client or freeholder pack?
See your whole portfolio's compliance position
Add your blocks, tell us what each one is, and see every statutory duty across the portfolio — including the ones nothing on file discharges. Start free.
- Upload and organise building documentation
- AI-powered search across all your manuals
- Source-cited answers for every query
- Team collaboration and access control
- No credit card required to start