- Get started with dobby
- Install dobby
- Accessing dobby
- Setting up and managing buildings in dobby
- Creating an account
- Platforms
- Alerts
- Digital meetings
- Taking surveys
- Managing tenants
- Consult documents
- Communication
- Consult documents
- News
- Digital meetings
- Creating the General Meeting
- Calling on co-owners to activate and use dobby for the general meeting
- Starting the general meeting as a syndic
- Register attendance at the general meeting
- Managing proxies during the general meeting
- Review agenda items during the general meeting
- Organizing votes during the general meeting
- Have a voting point voted unanimously during the general meeting as an administrator
- Skipping a voting item during the general meeting as a syndic
- Completing the minutes and generating the report
- Closing and saving the general meeting
- Taking surveys
- Financial management
- Payment transactions
- Activating banking in dobby
- Transfer existing accounts to banking in dobby
- Transfer existing Swan accounts to banking in dobby
- Open a new account through banking in dobby
- Manage proxies via banking in dobby
- Make payments via banking in dobby
- Getting the owners’ association started with banking in dobby
- Banking in dobby
- Monitor the owners’ association’s accounts and capital through banking in dobby
- Payment transactions
Getting the owners’ association started with banking in dobby
As an administrator, using banking in dobby translates to time savings, increased control and lower costs. It’s a no-brainer. But how do you get the owners’ association members on board? dobby gives you everything you need!
Inform the owners’ association about banking in dobby
If you are interested in using the banking module in dobby for your buildings, it is important to inform your owners’ associations. Click here to download a toolkit with communication materials for the owners’ association: a letter template, leaflet and presentation that clearly outline the benefits. This helps increase their confidence in the financial management and, in turn, in you as the administrator.