Platform

← ContentPublishedPublished 23 June 2026, 12:42

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:::sp_platform_hero
---
hero_tag: PLATFORM_OVERVIEW
hero_headline_html: Zero Touch. Zero Hallucination. One Proven System.
hero_subtitle: 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.
hero_stats:
 - value_html: 30+
 label: CORE_WORKFLOWS
 - value_html: ×
 val_style: color:var(--text-secondary);font-size:22px;
 label: ""
 - value_html: 12+
 label: WORKFLOW_DOMAINS
 - value_html: ×
 val_style: color:var(--text-secondary);font-size:22px;
 label: ""
 - value_html: 24/7
 label: AUTOMATED_OPS
 - value_html: =
 val_style: color:var(--text-secondary);font-size:22px;
 label: ""
 - value_html: Minimal
 val_style: color:var(--accent-blue);
 label: MANUAL_HANDOFFS
---
:::

:::sp_platform_features
---
features:
  - comment: "01: ONBOARDING"
    reverse: false
    tag: 01 ONBOARDING
    title_html: Building Onboarding Automation
    desc: 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.
    highlights:
      - icon: fa-solid fa-check
        html: Default financial settings, chart of accounts, and budget rules assigned
          automatically
      - icon: fa-solid fa-check
        html: Lot Owner accounts created with DEFT references and welcome packs
          generated
      - icon: fa-solid fa-check
        html: Mandatory go-live parameters validated; system locks post-onboarding to
          prevent errors
    visual_type: steps
    vis_label: ONBOARDING_SEQUENCE
    vis_icon: fa-solid fa-building-circle-check
    steps:
      - num: "01"
        active: true
        html: Create Building &amp; Assign Defaults
      - num: "02"
        active: false
        html: Retrieve Address via Google Maps API
      - num: "03"
        active: false
        html: Generate Financial Year Workflows
      - num: "04"
        active: false
        html: Validate Go-Live Parameters
      - num: "05"
        active: false
        html: Create Lot Owner Accounts &amp; DEFT Refs
      - num: "06"
        active: false
        html: Generate &amp; Deliver Welcome Packs
      - num: "07"
        active: false
        html: Lock Parameters &amp; Activate
  - comment: "02: AGM"
    reverse: true
    tag: 02 AGM_MANAGEMENT
    title_html: End-to-End AGM Orchestration
    desc: 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.
    highlights:
      - icon: fa-solid fa-check
        html: Auto-generated agenda with comprehensive manager's report including
          arrears, breach notices, maintenance events, insurance claims, and
          formal complaints
      - icon: fa-solid fa-check
        html: Real-time quorum calculation, proxy lodgement, and voting eligibility
      - icon: fa-solid fa-check
        html: Post-AGM automation triggers work orders, updates relevant scheme settings
          and metrics including committee data, and schedules next AGM
    visual_type: steps
    vis_label: AGM_LIFECYCLE
    vis_icon: fa-solid fa-users-rectangle
    steps:
      - num: "01"
        active: false
        html: Schedule &amp; Open Proxy Lodgement
      - num: "02"
        active: false
        html: Generate Notice &amp; Agenda Pack
      - num: "03"
        active: true
        html: Consolidate PDF &amp; Deliver to Owners
      - num: "04"
        active: false
        html: Conduct Meeting (Live Data)
      - num: "05"
        active: false
        html: Generate &amp; Distribute Minutes
      - num: "06"
        active: false
        html: Trigger Post-AGM Workflows
  - comment: "03: INSURANCE"
    reverse: false
    tag: 03 INSURANCE
    title_html: Insurance Lifecycle Management
    desc: 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.
    highlights:
      - icon: fa-solid fa-check
        html: Valuation work orders auto-generated with supplier invoicing on completion
      - icon: fa-solid fa-check
        html: Quote slips pre-populated and passed to insurers with full policy and
          claim history
      - icon: fa-solid fa-check
        html: Renewals processed via inbound email automation; all building data updated
          automatically
    visual_type: steps
    vis_label: INSURANCE_FLOW
    vis_icon: fa-solid fa-shield-halved
    steps:
      - num: "01"
        active: false
        html: AGM resolves valuation or quote
      - num: "02"
        active: false
        html: Work order issued to provider
      - num: "03"
        active: true
        html: Provider completes &amp; uploads report
      - num: "04"
        active: false
        html: Invoice auto-calculated &amp; generated
      - num: "05"
        active: false
        html: Quote passed to insurer for renewal
      - num: "06"
        active: false
        html: Renewal received &amp; data updated
  - comment: "04: TRUST ACCOUNTING"
    reverse: true
    tag: 04 TRUST_ACCOUNTING
    title_html: Levies, Fees &amp; Financial Automation
    desc: 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.
    highlights:
      - icon: fa-solid fa-check
        html: Standard levies auto-generated at AGM finalisation with pre-issue invoices
          for liquidity
      - icon: fa-solid fa-check
        html: Fee and arrears notices generated and dispatched daily via preferred
          medium
      - icon: fa-solid fa-check
        html: Monthly late payment penalties calculated on multiple parameters that can
          be managed at the scheme and lot level
      - icon: fa-solid fa-check
        html: BAS reporting finalised in a single click with automated journal entries
    visual_type: grid
    vis_label: FINANCIAL_AUTOMATION
    vis_icon: fa-solid fa-coins
    cards:
      - icon: fa-solid fa-file-invoice-dollar
        title: Levy Generation
        html: Auto at AGM close
      - icon: fa-solid fa-bell
        title: Daily Notices
        html: Fee, Arrears, Final
      - icon: fa-solid fa-calculator
        title: Fee Automation
        html: Monthly + EOFY Adjustment
      - icon: fa-solid fa-receipt
        title: BAS Reporting
        html: Single-click finalise
      - icon: fa-solid fa-scale-balanced
        title: Fee Adjustments
        html: Auto at EOFY roll
      - icon: fa-solid fa-clock
        title: Late Penalties
        html: Multi-metric calc
  - comment: "05: SUPPLIER INVOICES & PAYMENTS"
    reverse: false
    tag: 05 SUPPLIER_PAYMENTS
    title_html: Supplier Invoice &amp; Payment Processing
    desc: 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.
    highlights:
      - icon: fa-solid fa-check
        html: Invoices auto-generated from work orders, insurance, late penalties, and
          external APIs
      - icon: fa-solid fa-check
        html: OCR-supported manual entry available alongside automated creation
      - icon: fa-solid fa-check
        html: Single-click bank payment file creation with Macquarie Bank integration
    visual_type: grid
    vis_label: INVOICE_SOURCES
    vis_icon: fa-solid fa-file-invoice
    cards:
      - icon: ""
        title: Maintenance
        html: Work Orders
      - icon: ""
        title: BHS Reports
        html: Work Orders
      - icon: ""
        title: Valuations
        html: Work Orders
      - icon: ""
        title: Insurance
        html: Email Inbound
      - icon: ""
        title: Late Penalties
        html: Auto-generated
      - icon: ""
        title: Management Fees
        html: Auto-generated
  - comment: "06: BANK RECONCILIATION"
    reverse: true
    tag: 06 BANK_RECONCILIATION
    title_html: Automated Bank Reconciliation
    desc: 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.
    highlights:
      - icon: fa-solid fa-check
        html: Daily TXN file import and processing from Macquarie Bank
      - icon: fa-solid fa-check
        html: Fully automated balance updates and transaction matching
      - icon: fa-solid fa-check
        html: Overpayments auto-allocated to credit; unreconciled items flagged
      - icon: fa-solid fa-check
        html: Payment plan instalments auto-reconciled against scheduled amounts
    visual_type: steps
    vis_label: DAILY_RECONCILIATION
    vis_icon: fa-solid fa-building-columns
    steps:
      - num: AM
        active: false
        html: Import TXN files from Macquarie
      - num: →
        active: true
        html: Update all account balances
      - num: →
        active: false
        html: Match transactions to references
      - num: →
        active: false
        html: Allocate overpayments to credit
      - num: →
        active: false
        html: Queue unreconciled for review
  - comment: "07: OC CERTIFICATES"
    reverse: false
    tag: 07 OC_CERTIFICATES
    title_html: OC Certificate Generation
    desc: 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.
    highlights:
      - icon: fa-solid fa-check
        html: Pre-populated certificate with insurance, financial, and time-aware
          building data
      - icon: fa-solid fa-check
        html: Auto-includes lot financial ledger, latest AGM minutes, model rules, and
          certificate of currency
      - icon: fa-solid fa-check
        html: Online ordering with secure payment for Lot Owners and public visitors
    visual_type: grid
    vis_label: CERTIFICATE_COMPONENTS
    vis_icon: fa-solid fa-certificate
    cards:
      - icon: ""
        title: OC Certificate
        html: Pre-populated data
      - icon: ""
        title: Financial Ledger
        html: Per-lot records
      - icon: ""
        title: AGM Minutes
        html: Most recent
      - icon: ""
        title: Model Rules
        html: Building-specific
      - icon: ""
        title: Insurance CoC
        html: Certificate of Currency
      - icon: ""
        title: Cover Page
        html: Personalised
  - comment: "08: COLLECTIONS"
    reverse: true
    tag: 08 COLLECTIONS
    title_html: Collections &amp; Legal Escalation
    desc: 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.
    highlights:
      - icon: fa-solid fa-check
        html: Six automated collection stages from notification to legal letter
      - icon: fa-solid fa-check
        html: Full communications history recorded; events auto-close on payment
      - icon: fa-solid fa-check
        html: Legal pack generation with transaction summary, correspondence, and
          delegation documents
    visual_type: stages
    vis_label: COLLECTION_STAGES
    vis_icon: fa-solid fa-gavel
    stages:
      - code: C1
        escalate: false
        html: Notification, SMS &amp; Email
      - code: C2
        escalate: false
        html: Notification, SMS &amp; Email
      - code: C3
        escalate: false
        html: Notification, SMS &amp; Email
      - code: C4
        escalate: false
        html: Arrears Notice
      - code: C5
        escalate: false
        html: Final Notice
      - code: C6
        escalate: true
        html: Legal Letter (Post)
      - code: →
        escalate: true
        html: Legal Case &amp; VCAT Pack &gt; Handoff to Legal Partner
  - comment: "09: WORK ORDERS"
    reverse: false
    tag: 09 WORK_ORDERS
    title_html: Work Order &amp; Supplier Management
    desc: 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.
    highlights:
      - icon: fa-solid fa-check
        html: Quote requests to multiple suppliers with response tracking and reminders
      - icon: fa-solid fa-check
        html: Manager or chairperson approval workflow for quote selection
      - icon: fa-solid fa-check
        html: UpTick integration for BHS reports with automatic hazard rectification
          work orders
      - icon: fa-solid fa-check
        html: Supplier mapping shows distance to building; mobile directions for field
          visits
    visual_type: steps
    vis_label: WORK_ORDER_LIFECYCLE
    vis_icon: fa-solid fa-wrench
    steps:
      - num: "01"
        active: false
        html: Create Quote Request or Work Order
      - num: "02"
        active: false
        html: Issue to Supplier(s)
      - num: "03"
        active: true
        html: Track Responses &amp; Reminders
      - num: "04"
        active: false
        html: Approval (Manager / Chair)
      - num: "05"
        active: false
        html: Supplier Completes Work
      - num: "06"
        active: false
        html: Auto-Generate Invoice
  - comment: "10: COMMUNICATIONS"
    reverse: true
    tag: 10 COMMUNICATIONS
    title_html: Integrated Communications Platform
    desc: 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.
    highlights:
      - icon: fa-solid fa-check
        html: Email with postal failover; co-owner copies as required
      - icon: fa-solid fa-check
        html: Communication status recorded in reports and filed to Lot Owner records
      - icon: fa-solid fa-check
        html: SMS reminders for payment plans and overdue instalments
    visual_type: grid
    vis_label: COMMUNICATION_CHANNELS
    vis_icon: fa-solid fa-tower-broadcast
    cards:
      - icon: fa-solid fa-envelope
        title: Email
        html: Primary channel
      - icon: fa-solid fa-print
        title: Post
        html: Auto failover
      - icon: fa-solid fa-mobile-screen
        title: SMS
        html: Alerts &amp; reminders
      - icon: fa-solid fa-globe
        title: Portal
        html: Owner self-service
  - comment: "11: CONTRACTS & OFFBOARDING"
    reverse: false
    tag: 11 LIFECYCLE_MANAGEMENT
    title_html: Contracts, Compliance &amp; Offboarding
    desc: 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.
    highlights:
      - icon: fa-solid fa-check
        html: Contract auto-generation with default values and per-building element
          overrides
      - icon: fa-solid fa-check
        html: Supplier compliance status sourced via CertTracker API integration
      - icon: fa-solid fa-check
        html: One-click offboarding .zip with all building data, financials, and Lot
          Owner communications
      - icon: fa-solid fa-check
        html: Offboarding disables levies, invoices, and reconciliation; updates
          portfolio metrics
    visual_type: grid
    vis_label: OFFBOARDING_PACK
    vis_icon: fa-solid fa-boxes-packing
    cards:
      - icon: ""
        title: Building Overview
        html: Full profile
      - icon: ""
        title: Financial Records
        html: CoA &amp; settings
      - icon: ""
        title: Insurance
        html: Cover &amp; claims
      - icon: ""
        title: Lot Data
        html: Owners &amp; balances
      - icon: ""
        title: Communications
        html: All Lot Owner comms
      - icon: ""
        title: Invoices
        html: Supplier &amp; debtor
---
:::

:::sp_platform_cta
---
cta_tag: NEXT_STEPS
cta_title: See the Platform in Action
cta_subtitle: Request a confidential briefing to walk through the workflows that
  matter most to your firm.
cta_primary_label: Request a Briefing
cta_primary_href: /strataport-contact.html
cta_secondary_label: Back to Homepage
cta_secondary_href: /index.html
---
:::

Change note

v1View
Baseline snapshot for staged publishing (B1.5)
system · 02 July 2026, 05:15

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Version History