The simple path to better management — a technical handover that migrates your data, audits your building, secures your treasury, and applies the Clearview Standard from the very first hour.
A structured, week-by-week programme that makes changing managers feel effortless for the Committee and invisible to the owners.
We take over all physical and digital records from your previous manager. David Saltalamacchia conducts a forensic review of rolls, registers, and past minutes to ensure the building's history is complete, accurate, and safely stored in our Digital Vault.
We review every current maintenance contract and trade relationship — verifying licences, insurance, and pricing. Anyone who doesn't meet the Clearview Standard is identified for replacement, ensuring quality service from the very start.
We manage the closure of old bank accounts and the opening of your new, dedicated trust account — coordinating directly with the banks so that levies continue to flow and bills continue to be paid without a single day of financial blind spots.
We send a "Welcome Pack" to every owner and tenant — not just a letter, but a digital roadmap explaining how to pay levies, how to report maintenance, and how to access our Industry Intelligence Hub. A new standard for communication, set from day one.
As soon as the contract begins, we commission our professional engineering report. This is the moment we stop guessing about the building's health and start knowing — identifying the bones of the property and any immediate safety risks for the Committee.
David Saltalamacchia meets with the Committee to review the findings of all initial audits. Together, we set the 12-month Compliance Calendar and the Asset Preservation roadmap — ensuring everyone is moving in the same direction with a clear, common-sense plan for the building.
For a granular look at our transition steps, download our technical checklist — every action, every milestone, every deliverable from week one to day ninety.
Records, banking, and communications architecture established.
Engineering report, financial forensics, and contractor review.
Committee orientation, roadmap set, compliance calendar agreed.
First priority repairs underway, Sinking Fund plan in place.
Two systems that make the transition technically precise — no data lost, no financial gaps, and a Committee that knows exactly what happens next.
Moving data with zero errors or information loss
We treat your building's data like a construction blueprint. During on-boarding, we don't just "copy and paste" records — we audit them. We check that every insurance certificate is current, every by-law is registered, and every owner's contact detail is verified.
This architectural approach to data migration ensures the scheme starts its life with Clearview on a solid foundation of facts — removing the "Clerical Lag" that typically plagues a management change.
Not just filed — verified as active and correctly valued before we take responsibility.
Unregistered by-laws are unenforceable — we identify and resolve this on day one.
Opening balances verified against bank statements — no mystery debts or missing funds.
The Committee has full access to every document from the moment the contract begins.
Setting the governance roadmap for the first year
Within the first 30 days, we host a formal orientation session with the Committee. We present the results of the Day-Zero Engineering Audit and the Forensic Financial Review — not just pointing out problems, but providing solutions and a clear Scope of Works for the year ahead.
This meeting turns the Committee from "Administrators" into "Stewards" — aligning our technical expertise with your vision for the building, and creating a partnership built on honesty, data, and a shared commitment to growing the property's value.
When a building is on-boarded professionally, the relief felt by the Committee is immediate. The Transparency Gap is closed, the finances are secure, and the building's physical health is finally being monitored by an expert.
The result is a scheme that feels lighter, more organised, and more valuable. By choosing a manager who handles the transition with technical precision and honest communication, your move to Clearview is the best investment the Committee will ever make.
Start the ConversationNow that you understand our process for protecting and growing your scheme, the final step is to begin. Request a proposal and we'll create a custom business case for your building — specific, honest, and built on data.