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// PLATFORM_OVERVIEW

Zero Touch. Zero Hallucination.
One Proven System.

StrataPort v3.0 is a purpose-built operations and financial management platform for enterprise-scale strata. With 30+ deterministic workflows across every operational domain, every process executes exactly as designed — eliminating manual handling and enforcing compliance.

30+
CORE_WORKFLOWS
×
12+
WORKFLOW_DOMAINS
×
24/7
AUTOMATED_OPS
=
Minimal
MANUAL_HANDOFFS

Building Onboarding Automation

When a new building enters the system, StrataPort executes a complete onboarding sequence — from financial setup to welcome pack delivery — with validation gates that prevent workflow errors.

Default financial settings, chart of accounts, and budget rules assigned automatically
Lot Owner accounts created with DEFT references and welcome packs generated
Mandatory go-live parameters validated; system locks post-onboarding to prevent errors
// ONBOARDING_SEQUENCE
01 Create Building & Assign Defaults
02 Retrieve Address via Google Maps API
03 Generate Financial Year Workflows
04 Validate Go-Live Parameters
05 Create Lot Owner Accounts & DEFT Refs
06 Generate & Deliver Welcome Packs
07 Lock Parameters & Activate

End-to-End AGM Orchestration

From notice generation through to post-meeting automation, StrataPort manages the entire AGM lifecycle. Agenda packs, financial reports, budgets, and minutes are compiled, paginated, and delivered automatically.

Auto-generated agenda with comprehensive manager's report including arrears, breach notices, maintenance events, insurance claims, and formal complaints
Real-time quorum calculation, proxy lodgement, and voting eligibility
Post-AGM automation triggers work orders, updates relevant scheme settings and metrics including committee data, and schedules next AGM
// AGM_LIFECYCLE
01 Schedule & Open Proxy Lodgement
02 Generate Notice & Agenda Pack
03 Consolidate PDF & Deliver to Owners
04 Conduct Meeting (Live Data)
05 Generate & Distribute Minutes
06 Trigger Post-AGM Workflows

Insurance Lifecycle Management

StrataPort manages the complete insurance lifecycle — valuations, quotes, renewals, and endorsements — with integrated supplier work orders and optional integration to real-time policy data via StrataPort integration partners.

Valuation work orders auto-generated with supplier invoicing on completion
Quote slips pre-populated and passed to insurers with full policy and claim history
Renewals processed via inbound email automation; all building data updated automatically
// INSURANCE_FLOW
01 AGM resolves valuation or quote
02 Work order issued to provider
03 Provider completes & uploads report
04 Invoice auto-calculated & generated
05 Quote passed to insurer for renewal
06 Renewal received & data updated

Levies, Fees & Financial Automation

Levy contribution invoices, management fees, disbursements, and late payment penalties are all generated and delivered automatically — with built-in credit allocation, BAS reporting, and fee adjustment workflows.

Standard levies auto-generated at AGM finalisation with pre-issue invoices for liquidity
Fee and arrears notices generated and dispatched daily via preferred medium
Monthly late payment penalties calculated on multiple parameters that can be managed at the scheme and lot level
BAS reporting finalised in a single click with automated journal entries
// FINANCIAL_AUTOMATION
Levy GenerationAuto at AGM close
Daily NoticesFee, Arrears, Final
Fee AutomationMonthly + EOFY Adjustment
BAS ReportingSingle-click finalise
Fee AdjustmentsAuto at EOFY roll
Late PenaltiesMulti-metric calc

Supplier Invoice & Payment Processing

Supplier invoices are generated from multiple automated sources — work order completions, insurance renewals, API integrations, and activity charges. Approved invoices are bundled into bank payment files for single-click delivery to Macquarie Bank.

Invoices auto-generated from work orders, insurance, late penalties, and external APIs
OCR-supported manual entry available alongside automated creation
Single-click bank payment file creation with Macquarie Bank integration
// INVOICE_SOURCES
MaintenanceWork Orders
BHS ReportsWork Orders
ValuationsWork Orders
InsuranceEmail Inbound
Late PenaltiesAuto-generated
Management FeesAuto-generated

Automated Bank Reconciliation

Every business day, StrataPort imports transaction files from Macquarie Bank, updates all account balances, and reconciles matched transactions automatically. Overpayments are allocated to credit; unmatched items are queued for review.

Daily TXN file import and processing from Macquarie Bank
Fully automated balance updates and transaction matching
Overpayments auto-allocated to credit; unreconciled items flagged
Payment plan instalments auto-reconciled against scheduled amounts
// DAILY_RECONCILIATION
AM Import TXN files from Macquarie
Update all account balances
Match transactions to references
Allocate overpayments to credit
Queue unreconciled for review

OC Certificate Generation

Lot Owners and public visitors can order OC Certificates online with real-time credit card payment. Certificates are compiled from live system data and delivered with a single click by the responsible manager.

Pre-populated certificate with insurance, financial, and time-aware building data
Auto-includes lot financial ledger, latest AGM minutes, model rules, and certificate of currency
Online ordering with secure payment for Lot Owners and public visitors
// CERTIFICATE_COMPONENTS
OC CertificatePre-populated data
Financial LedgerPer-lot records
AGM MinutesMost recent
Model RulesBuilding-specific
Insurance CoCCertificate of Currency
Cover PagePersonalised

Collections & Legal Escalation

Overdue levies trigger a six-stage collections workflow that progresses from internal notifications through to legal letter. Events auto-close when debts are paid. Escalated cases generate comprehensive legal packs for VCAT proceedings.

Six automated collection stages from notification to legal letter
Full communications history recorded; events auto-close on payment
Legal pack generation with transaction summary, correspondence, and delegation documents
// COLLECTION_STAGES
C1 Notification, SMS & Email
C2 Notification, SMS & Email
C3 Notification, SMS & Email
C4 Arrears Notice
C5 Final Notice
C6 Legal Letter (Post)
Legal Case & VCAT Pack > Handoff to Legal Partner

Work Order & Supplier Management

StrataPort manages one-time work orders, repeating schedules, and multi-supplier quote requests. The system handles supplier responses, committee approvals, invoice generation, and integrates with third-party platforms like UpTick for BHS report processing.

Quote requests to multiple suppliers with response tracking and reminders
Manager or chairperson approval workflow for quote selection
UpTick integration for BHS reports with automatic hazard rectification work orders
Supplier mapping shows distance to building; mobile directions for field visits
// WORK_ORDER_LIFECYCLE
01 Create Quote Request or Work Order
02 Issue to Supplier(s)
03 Track Responses & Reminders
04 Approval (Manager / Chair)
05 Supplier Completes Work
06 Auto-Generate Invoice

Integrated Communications Platform

Every communication in StrataPort — levy notices, meeting packs, welcome letters, breach notices, collection letters — is dispatched via the Lot Owner's preferred medium with automatic postal failover. All correspondence is filed to individual records.

Email with postal failover; co-owner copies as required
Communication status recorded in reports and filed to Lot Owner records
SMS reminders for payment plans and overdue instalments
// COMMUNICATION_CHANNELS
EmailPrimary channel
PostAuto failover
SMSAlerts & reminders
PortalOwner self-service

Contracts, Compliance & Offboarding

Management contracts are auto-generated from expiry triggers with building-specific overrides. Supplier compliance is sourced via CertTracker API. When a building exits, a comprehensive offboarding workflow locks operations and generates a complete handover pack.

Contract auto-generation with default values and per-building element overrides
Supplier compliance status sourced via CertTracker API integration
One-click offboarding .zip with all building data, financials, and Lot Owner communications
Offboarding disables levies, invoices, and reconciliation; updates portfolio metrics
// OFFBOARDING_PACK
Building OverviewFull profile
Financial RecordsCoA & settings
InsuranceCover & claims
Lot DataOwners & balances
CommunicationsAll Lot Owner comms
InvoicesSupplier & debtor

See the Platform in Action

Request a confidential briefing to walk through the workflows that matter most to your firm.