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Cuan
Free tool · Governance

Is your managing agent actually delivering?

Rate your property management agent across the eleven things that matter most for an Irish OMC. Get a score, your agent's strengths, and the exact questions to put to them at the next review.

An honest read in three minutes

Eleven questions on the things that actually matter for an Irish OMC. Answer yes, partial or no, and get a straight score.

The exact questions to ask

Every gap becomes a specific question to put to your agent at the next review, ready to bring to the board.

Built for boards, not sales

It scores against Irish OMC duties: arrears, PSRA client accounts, GDPR-safe reporting, AGMs and compliance, not a vendor's feature list.

Example output

A score, and a to-do list for the agent.

Every run scores the agent and turns the gaps into specific questions the board can put to them, without a consultant.

cuanomc.ie/tools/managing-agent-scorecard

Agent score

64

Solid, with gaps

Holds money in a PSRA client account

In place

Keeps compliance evidence current

In place

Turns the AGM pack around quickly

Partial

Gives directors a live portal

Missing

The tool

Score your agent.

Eleven questions, three minutes. Mark each yes, partial or no.

For each item, mark whether your current managing agent does it. Not sure? That usually means Partial, and a question worth asking.

Recovers arrears on a consistent process

A board-approved ladder runs on every late unit, not ad-hoc chasing.

Gives directors a live portal

The board sees the money and the compliance live, not a PDF twice a year.

Holds money in a PSRA client account

Collection settles to the OMC's client account, kept separate from the agent's own funds.

Reconciles so paid means paid

Payments are matched to owners, so the ledger and the bank always agree.

Keeps compliance evidence current

Insurance, fire, lift and filings tracked, with the certificate behind each.

Reports arrears GDPR-safely

The board sees arrears in aggregate; owners are not named to their neighbours.

Turns the AGM pack around quickly

The pack and minutes arrive in days, not weeks after the meeting.

Answers owners to a clear SLA

Requests are acknowledged and resolved within a stated time, and reported on.

Tracks work orders to completion

A reported issue becomes a tracked job, closed with evidence.

Lets the OMC export its own data

No lock-in: the OMC can take its data if it ever changes agent.

Keeps accountant-ready books

The year-end is a clean export, not a reconstruction from receipts.

Good to know

Scorecard questions, answered.

The essentials for an Irish OMC are a consistent arrears process, live visibility for directors, money held in a PSRA client account and properly reconciled, GDPR-safe arrears reporting, a fast AGM turnaround, kept-current compliance evidence, and no data lock-in. The scorecard rates your agent on exactly these.
For OMC directors

Want an agent who scores full marks?

Most gaps on this scorecard close when an agent runs the OMC on Cuan. See the live board view your current agent's PDF cannot match.