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CRMContact Roll
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.
Manage types
Total contacts
14
Residents
10
Entities (Co/SMSF/Trust)
2
Stakeholders
4
Open doc orders
2
Resvu CRM
StrataMax
outbound · v2.4
Ownership, entitlements and notice details are managed here. The trust accounting platform mirrors changes outbound for receipting and reporting.
Last push 20767d agoPending 2Failed 1API contract →
Lots on roll
6
Plans
4
Total unit entitlement
78
aggregate share
Outbound pending
2
Outbound failed
1
needs review
Lot / PlanOwnerContactUE / LiabilityMortgageeVotingOutbound
Lot 23 · Unit 4B
SP 12043
Towsif Mahim
individual
towsif@example.com
+61 412 884 221
12 / 12CommBank
owner
ELIGIBLE
synced
edited 20767d ago · A. Holovics
Lot 12 · Unit 2A
SP 12043
Adam Holovics
individual · occ: Megan Liu (tenant)
adam@holovics.au
+61 401 552 118
10 / 10—
owner
NOT ELIGIBLE
pending
edited 20767d ago · Self-service portal
Lot 30 · PH 30
SP 21540
Torres Holdings Pty Ltd
company · occ: Diana Torres
admin@torresholdings.com.au
+61 2 9550 8821
22 / 22Westpac
company nominee
ELIGIBLE
synced
edited 20768d ago · M. Kim
Lot 29 · Unit 29
SP 21540
Eric Nguyen
individual
eric.nguyen@mail.com
+61 433 119 001
14 / 14ANZ
none
NOT ELIGIBLE
failed
edited 20771d ago · Conveyancer notice
StrataMax rejected — duplicate mortgagee record
Lot 28 · Unit 1C
SP 8872
Melissa Kim & Justin Kim
joint
kims@example.com
+61 402 776 339
9 / 9Macquarie
owner
ELIGIBLE
synced
edited 20776d ago · A. Holovics
Lot 7 · Unit 705
SP 15001
Priya Ramanathan
individual · occ: Priya Ramanathan
priya.r@example.com
+61 411 002 994
11 / 11—
owner
ELIGIBLE
queued
edited 20785d ago · AGM import
✨
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