Establish the record
Anchor approved facts, documents and uncertainty to a persistent Property Identity.
Atlas for Managing agents
Know what needs attention across every property you manage.
See current priorities, supporting evidence and property history in one view, then share the right information with owners and operators.
The information problem
One property record, many changing parties
Records arrive in different formats from owners, contractors and occupiers.
The reason for a fact or document can disappear when teams change.
Public information and operational evidence need different access rules.
Supported workflow
A controlled managed-property workflow
Attribute updates
Retain who supplied evidence, when it changed and which version is current.
Scope access
Give each external party only the workspace or public projection they are entitled to see.
Prepare handover
Export an attributable record for an owner or incoming manager without exposing unrelated private activity.
Practical jobs
Where Atlas fits into the working week.
Atlas supports the information and evidence workflow. It does not replace the professional systems or judgement described below.
Take on a new instruction
Create the enduring record, identify missing information and retain where each item came from.
Prepare owner reporting
Move from portfolio attention to one property and the dated evidence behind the issue.
Review contractor evidence
Distinguish current, missing and superseded records before assigning the next review.
Prepare a handover
Share a reviewed, scoped record without exposing unrelated private activity.
One operating viewProperty Identity Property Compliance
See the information relevant to your responsibility.
Foundation for the enduring record and handover.
Separately controlled evidence organisation where enabled.
Demonstration portfolio
Fictional example — Riverside Exchange
A managing agent records the source of a plant inspection, flags a missing warranty as unknown, gives the owner read access and publishes only the approved building description. At handover, the attributed record is exported for review.
What Atlas does not establish
Evidence supports review. It does not replace it.
- No lease administration or service-charge accounting.
- No RICS or statutory certification.
- No automatic completeness or contractor validation.
Questions
For managing agents
Can every contractor see the whole property record?
No. Access is scoped to the organisation, workspace, property and approved purpose.
Does Atlas replace property-management accounting software?
No. Atlas focuses on controlled property information, evidence and bounded module relationships.
Start with one property
Discuss an Atlas managing-agent pilot
Create an account, organisation and first private property workspace. Free has fixed allowances and never charges automatically.