Owner Information

This area contains information for the menus used to add and edit owners, mortgagees, nominees, lessees, and more. It also contains articles that cover reports and certificates for owners.

Articles

Communication
The instructions in this article relate to Communication .   The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Many areas in the program can send e-mails and SMS. Any reports that co...
Contact Management
The instructions in this article relate to Contact Management.   The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Over time, more and more contacts are stored in the StrataMax data...
Owner Info
This article provides an overview of Owner Info , and also covers the various options, menus, functions, and buttons available. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Owner Info...
Returned Mail Register
The instructions in this article relates to Returned Mail .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Returned Mail   is for recording the details of mail...
Roll | Configuration and Overview
The instructions in this article relate to the Roll  screen configuration and an overview of its functions, including the various automated roll reports available when changing the ownership of a lot in a building.   The icon ma...
Roll | Contacts
The instructions in this article relate to Roll .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Roll  is used to manage lot owner information, which includes change...
Roll | Data Links
With individual contact cards now existing, there are few instances in which data links should be considered for linking Roll data. Data links are used to connect any sub-group accounts to corresponding accounts in the main building OR for a multi O...
Roll | Transfer Agent Portfolio
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...
Roll Master Editor
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 contact...
Roll Submissions
The instructions in this article relates to Roll Submissions .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Roll Submissions are a change of details that have been submitted by ...
Roll and Contacts | FAQ
With the changes to Roll and Contacts, the below page includes some of the most frequently asked questions around how this area works. We also have the Roll & Contacts FAQ video which covers these Frequently Asks Questions. Security...
Search Roll
The instructions in this article relate to Search Roll.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Search Roll  is designed for users to be able to   search fo...