Search records, contractors, documents…
⌘K
1,847credits3
Tasks2Workspace1Asset4Committee3CRM1Meetings3Reports6
Community6AI7Settings
Links8
v3.1
CRMContact Roll
Manage types
Contact Roll
Every owner, occupier, tenant, committee member, company, stakeholder and custom contact for your portfolio — plus ownership, entitlements and outbound sync to the trust accounting platform.
Total contacts
14
Residents
10
Entities (Co/SMSF/Trust)
2
Stakeholders
4
Open doc orders
2
NameTypesFirm / EntityEmailPhoneLotsStatus
Towsif Mahim
C-OWN-L-12043-23
Owner – Occupier
towsif@example.com+61 412 884 221History →
Adam Holovics
C-OWN-L-12043-12
Owner – Investor
adam@holovics.au+61 401 552 118History →
Megan Liu
C-TEN-L-12043-12
Tenant
History →
Torres Holdings Pty Ltd
C-OWN-L-21540-30
Owner – InvestorCompany Nominee
COMPANYadmin@torresholdings.com.au+61 2 9550 8821History →
Diana Torres
C-TEN-L-21540-30
Tenant
History →
Eric Nguyen
C-OWN-L-21540-29
Owner – Occupier
eric.nguyen@mail.com+61 433 119 001History →
Melissa Kim & Justin Kim
C-OWN-L-8872-28
Owner – Occupier
JOINTkims@example.com+61 402 776 339History →
Priya Ramanathan
C-OWN-L-15001-07
Owner – Occupier
priya.r@example.com+61 411 002 994History →
Sandra Lin
C-CMT-001
Committee MemberOwner – Occupier
sandra.lin@example.com+61 410 220 998History →
Robert Mahim
C-POA-001
Power of Attorney / Guardian
rob.mahim@example.com+61 411 998 220History →
Kelly Bennett
TP-1001
Conveyancer
Bennett Conveyancingkb@bennettconv.com.au0411 220 994verifiedHistory →
Mai Tran
TP-1002
Lawyer
Tran & Co Legalmt@tranlegal.com.au0419 884 220verifiedHistory →
Dinesh Singh
TP-1003
Accountant
BDO Depreciationds@bdo.com.au0418 998 220pendingHistory →
Hannah Liu
TP-1004
Property Manager
Liu Property Managementhannah@liupm.com.au0410 220 998unverifiedHistory →
Resvu AI
Grounded in your tenant data · 1,847 credits
Resvu AI
Hi Tom — I'm Resvu AI. I can answer portfolio questions, draft emails, create records, and run reports. Try a quick prompt or type @ to mention a record.
1 credit per query · Audited in /ai/audit-log⌘J