Stage 1 — Information Gather
Within 30 days we collate all static property information — leases, insurance details, health & safety files, contractor records, and service charge history.
Thinking of changing managing agent? We'll guide you through every step of the process.
If your current managing agent isn't delivering the service you deserve, making a change is straightforward. Whether you are an RMC director, a freeholder, or a group of leaseholders, we can help you transition to a better standard of block management with minimal disruption.
If you already have an existing management company or RTM company, the directors can appoint a new managing agent directly. If no formal management structure exists, we can advise on the best route — whether that's asking the freeholder, pursuing collective enfranchisement, or applying through the First-Tier Tribunal.
Speak to Our TeamWithin 30 days we collate all static property information — leases, insurance details, health & safety files, contractor records, and service charge history.
On the appointed date we take possession of key fobs, access codes, arrears statements, sale details, and arrange transfer of uncommitted service charge funds.
Within 90 days we produce fully reconciled accounts with accruals and prepayments. Your block will be running to our standards — smooth, transparent, and proactive.
If your RMC or RTM company has decision-making authority, the directors can appoint us directly. If you're a leaseholder looking for change, we can advise on the best route — whether that's forming an RTM company or approaching the freeholder. Visit our Switch To Us page for full details.
The full handover follows a three-stage process completed within 90 days. Stage 1 (30 days) covers information gathering. Stage 2 is handover day itself. Stage 3 (90 days) is full financial reconciliation. Most blocks see a noticeable difference within weeks.
Once contracts are signed, we can usually have your block set up in our systems and begin active management within 5 working days. If there is urgent need, we can expedite the process. The full three-stage structured handover runs alongside to ensure nothing is missed.
Yes. KB Estate Management Ltd is an appointed representative of KBE Insurance Brokers Ltd, which is authorised and regulated by the Financial Conduct Authority. This ensures the safety of your client funds and that we can legally arrange building insurance on your behalf. Never trust your building to a managing agent who is not FCA registered.
Yes. Our unique approach means we respond to emails promptly — in most cases within hours. All calls and reported problems are logged in an online system visible to you. Problems are resolved as soon as they can practicably be done, subject to funds being available. Our SLA-backed response times cover everything from routine maintenance to emergency repairs.
KB Estate Management is a member of The Property Institute and adheres to the RICS Service Charge Residential Management Code. We are FCA regulated for insurance mediation. Our team members hold ARMA qualifications and we follow best practices set by the industry's leading bodies.
The KB Portal gives leaseholders and directors 24/7 access to detailed accounting records, service charge breakdowns, fault tracking, and document management. Our team uses a full customer relationship management system that ensures every task must be seen through to completion. Integrations with Companies House, HMRC, and Land Registry streamline compliance and administration.