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The instructions in this article relate to Roll Master Editor . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Roll Master Editor is where both Agent and mortgagee contacts a...
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The instructions in this article covers how to transfer/merge a Real Estate Agents portfolio to another Real Estate Agent. This function was designed to be used when a Real Estate Agent sells their portfolio or part of it to another agent. Thi...
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The instructions in this article relate to TRMax, and covers the setup, export, and import of data to and from Softlog recording software in TRMax . The icon may be located on your StrataMax Desktop or found using the Strat...
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This article covers how to update multiple documents in DocMax, which leverages the Advanced Search function in DocMax. This function is useful for scenarios such as after a building transfer and some documents within a category need to be split o...
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MaxSelect allows you to import addresses from within a building into Microsoft Word or Excel. This will save you time when writing a letter to an owner/committee member or creditor. MaxSelect Video Set Up MaxSelect For all...
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The instructions in this article relate to Log Viewer . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Generally used by the StrataMax Support to troubleshoot issues, however it ...
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Instructions in this article relates to Certificates which can be found by searching or selecting it from the StrataMax desktop. Certificates will automatically be set to the correct certificate based on the State and Module set in the Build...
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The instructions in this article relate to EFT Manager. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . When an EFT payment has been created through Payments , a "batch" is ready to...
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Created On: 01/04/2021
in StrataMax Portal
This article covers how Strata Mangers can preview the StrataMax Portal for testing and troubleshooting purposes. This is particularly useful when assisting owners. If an owner has contacted you because they are experiencing issues with or have qu...
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The instructions in this article relate to Management Fees Report. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Management Fees Report function is for reporting what is set up ...