QuorumHQ
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Agency & Portfolio Management

Software for the agency, not just for one OMC.

Most OMC tools manage a single company. QuorumHQ manages your portfolio — every OMC, one team, one set of standards, one place to see what needs attention.

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QuorumHQ Managed OMCs portfolio showing ten management companies with unit, member, AGM and task information
  1. 1Portfolio
  2. 2OMC
  3. 3Defaults
  4. 4Team
  5. 5Import

Your whole portfolio at a glance

Every managed OMC with its units, members, upcoming AGMs and outstanding work — so you can spot what needs attention without opening ten files.

Switch OMC without losing context

Move between OMCs in a click. Navigation, permissions and records follow you.

Agency defaults and templates

  • Notice periods and proxy deadlines
  • Agenda templates
  • Sales pack defaults and wording
  • Agency email identity

Team, roles and permissions

  • Invite colleagues by email
  • Control who can change agency settings
  • Keep sensitive areas admin-only

Standardisation across managed OMCs

New OMCs inherit the agency standard from day one, so every property manager works the same way.

Portfolio import and onboarding

  • Guided spreadsheet templates
  • Validation and preview before writing
  • Duplicate detection
  • Full import history

Inside the workflow

See the connected record in practice.

QuorumHQ OMC workspace dashboard showing property operations, members, AGM, tasks and sales packs
Move from portfolio oversight into a complete OMC workspace without losing context.
QuorumHQ agency defaults for consistent AGM and sales pack workflows
Set agency standards once and apply them consistently across the portfolio.
QuorumHQ team management with agency roles and permissions
Give colleagues clear roles and protect agency-level controls.

Works with

Contacts, Members & Governance
One connected contact database with authoritative registers.
Communications
Compose, target, preview recipients and keep the delivery record.
Documents, Tasks & Compliance
Documents, tasks, contracts, maintenance and audit evidence.

Ready to see this in QuorumHQ?

Book a walkthrough tailored to how your agency runs OMCs.

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