For trustees, directors & estate boards

Board-grade stewardship for your body corporate.

One official repository for every monthly management report — so today’s trustees and tomorrow’s directors open the same record, not a folder of forwarded PDFs.

Easy to readPlain language, not jargon
Secure accessPOPIA-minded, per estate
Every monthLevies, cash & reserves

Independent of your managing agent · Free trial on one real pack · From R 2 500/mo

Levy Lens board-grade levy report analysis
PDF reports
Excel packs
POPIA-aware
Body corporates
Stewardship questions

Four questions every board should answer

Levy Lens helps trustees answer them consistently — month after month, not only in the meeting room.

Governance

Did we receive a full monthly pack?

Oversight

Are levy collection and cash getting worse?

Accountability

What must we ask the managing agent this month?

Continuity

When trustees rotate, does the record stay?

What boards use Levy Lens for

One clear monthly view — no spreadsheet battles

Before the trustee meeting, everyone should see the same levies, arrears, reserves, and what changed since last month.

Clear monthly summary

Key figures and “what to ask” in plain English — not a pile of PDFs the night before the meeting.

Levies & cash

Collection rates, arrears, trust balance, and unusual expenses — what finance directors look for first.

Official report repository

Every monthly pack stored by period — current trustees review it; future directors inherit the same history.

Pack completeness

Flags missing sections in management packs and tracks completeness trends over time.

Director portfolios

Analysis grouped by Finance, Infrastructure, Security, and Governance — each trustee sees their brief.

Supporting documents

Bank statements, municipal reports, and monthly files stored by reporting period for safe handover.

The problem we fix

Email is not how boards should work

May’s pack arrives as attachments, forwards, and “final v3.pdf”. Even sharp directors lose track. Levy Lens gives one official repository each month — the same numbers for the chair, finance portfolio, and the directors who join next year.

  • One upload per month — PDF or Excel, plus supporting documents
  • Directors sign in to review — no digging through inboxes
  • Retired trustees lose access; incoming directors see the full history
  • Independent of your managing agent — your board controls access
How Levy Lens works
Levy Lens analysis workspace for Sunset Ridge Estate
How it works

Three steps each month

Same rhythm most estates already follow — we make it visible and easy for every director.

Full walkthrough
1

Upload the monthly report

Your Estate Manager or an authorised director uploads the pack and any supporting documents for that month.

2

Open your analysis

Directors sign in and see the summary, trends, and questions for the meeting — usually ready in under a minute.

3

Run the trustee meeting

Everyone prepared from the same official view — not different PDF versions.

Pricing

Straightforward estate pricing

Plans priced by unit count. ZAR incl. VAT. Free trial on one real management pack before you commit.

Boutique

R2 500/mo

Up to 150 units

  • Full monthly analysis
  • Pack completeness checks
  • Email support

Estate Plus

R10 000/mo

251–500 units

  • Priority email support
  • Month-on-month trends
  • Agent meeting questions

Estate Large

R15 000/mo

501+ units

  • Phone & named contact
  • Portfolio-scale estates
  • Volume agent pricing available

Managing agents & portfolios: contact us for volume pricing. View full pricing on levylens.co.za

FAQ

Common questions

Plain answers — no technical background needed. Expand any question for a straight answer trustees can use in meetings.

Is Levy Lens from our managing agent?

No. Levy Lens is operated by Tech Oasis Systems and is independent of your managing agent. Your board controls uploads and who can sign in.

Is there a free trial?

Yes. Upload one management report and receive full Levy Lens analysis at no charge. Choose a paid plan when you want ongoing monthly uploads.

Who uploads the monthly report?

Your Estate Manager or a director with upload rights adds the monthly pack. Other trustees sign in to review — they do not need upload rights.

Is our information safe?

Yes. Each estate has its own secure workspace. Access is limited by role, with POPIA in mind. Other schemes cannot see your numbers.

Do I need to be good with computers?

No. If you can open email and browse the web, you can use Levy Lens. The summary is written for trustees, not IT teams.

Is this only for very large estates?

No. Townhouses, cluster schemes, golf estates, and large sectional-title developments all use Levy Lens — from 80 units to 500+.

Give your board one version of the truth

Levy Lens by Tech Oasis Systems — independent of your managing agent, built for South African body corporates and their directors.