Portfolio Management · Managing Agents · Sectional Title

Portfolio onboarding for managing agents.

Built for South Africa. Handles compliance, onboarding, and resident communications across every scheme you manage — without replacing your levy software.

Keep your existing levy and accounting system. Zyden integrates via API when available — or links residents to your current portal.

Our stance: Zyden is not a ledger and never claims to be the financial source of truth. Levy balances show "Levy balance (from Provider)" with an "As of: <timestamp>" label. Residents open your existing statement portal via a clearly labelled link — in a new tab.

What's Built

Tools your team will actually use.

Every feature below is live and in production. No vaporware.

Role-based Access

Admin · Trustee · Owner · Resident

Each person is assigned the minimum access they need. Trustees see only their scheme. Managing agents with a global admin account can provision and oversee all schemes.

  • Four roles: admin, trustee, owner, resident
  • DB-verified on every admin request
  • Role switching for multi-role users (owner + resident)
  • Privilege escalation actively blocked at the DB layer

Immutable Audit Trail

Every sensitive action logged

When a trustee asks "who approved the move-in?" — you can answer immediately. Every action is logged with the acting identity, timestamp, and event context.

  • Estate provisioning, admin delegation
  • Move-in and move-out approvals
  • Document acceptance with IP logging
  • Password resets and auth events

Dynamic Process Templates

Build once, deploy per scheme

Your pet registration form, vehicle registration, intercom request — build each process once in the process builder and configure it per scheme. Sub-process data is collected during onboarding and goes into its own approval workflow.

  • Custom fields: text, date, file upload, toggle
  • Onboarding or resident portal display
  • Admin approval step per sub-process
  • Built-in: pets, vehicles, intercom

Per-Scheme Admin Console

Isolated by subdomain

Each complex runs on its own subdomain (yourscheme.zyden.co.za). The admin console for that scheme is completely isolated — no resident or trustee from another scheme can see it, even if they share the same managing agent.

  • Unit 360 view: owners, resident, pipeline, vault
  • Action stream: pending reviews across all units
  • Resident and owner management
  • Custom scheme branding and color theme
Coming Soon

Portfolio Inbox — unified cross-scheme notifications

A single inbox showing pending reviews, approvals, and alerts across all your managed schemes. On our longer-term roadmap.

Register Interest
Rollout Approach

Start with one scheme. Expand from there.

We recommend a pilot scheme approach: go live on your highest-complexity scheme first, refine your process templates, then roll out to the rest of your portfolio.

1

Pilot Scheme

Provision one scheme. Configure branding, processes, and governance vault. Onboard your first batch of residents.

2

Refine Templates

Review the pilot. Adjust process templates, approval flows, and document categories based on what you learn.

3

Expand Portfolio

Provision additional schemes. Reuse your refined templates. Each scheme is live in under a day.

4

Enterprise Handoff

Move to an Enterprise account for portfolio-level oversight, dedicated support, and SLA guarantees.

Book a 30-minute demo.

We'll walk you through an onboarding pipeline for one of your schemes — live, on your subdomain. No sales deck.

Book a Demo →

Or email hello@zyden.co.za directly.