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The solution

Your whole back office, prepared and double-checked

A single software product that you configure to match your business lines. Velum scans your technology tools, prepares the administrative work and recalculates statutory deadlines; every action reaches you ready to review: you validate, you send, and it carries the action out in your software.

How it works

Four steps, zero nasty surprises

01

Your technology tools stay in place

Velum sits on top of what you already have: your email inboxes (Gmail, Outlook or any IMAP inbox) and your technology tools. Nothing to replace, nothing to migrate, no duplicate data entry.

0 migration
02

Velum scans

It scans your emails and your technology tools in strict read-only mode: nothing is moved or marked as read, nothing is modified in your emails, and nothing is modified in your tools until Velum's module for that tool has been validated and verified.

Ghost mode
03

Velum prepares and recalculates

Every email is classified, every task identified. It drafts the replies, generates rent receipts, notices of meeting, listing agreements (mandates) and follow-ups. And it checks every file against the law: deadlines recalculated, obligations tracked, missing documents and certificates flagged with the legal reference.

AI + business rules
04

You validate, it carries it out

Everything goes through your validation. Once validated, the action is carried out by Velum in your software, after your double validation: record updated, rent review entered, listing withdrawn. You never re-key what you have decided. For emails, Velum deposits drafts: you are the one who sends. No irreversible action without a human.

Systematic human validation
What Velum does for you

All your tasks, prepared and organised by business line

Choose your business line. Each card expands to show the detail.

Sales (real-estate transactions)

A sale file kept in perfect order, from valuation to the deed of sale: listing agreements (mandates), listing distribution, buyers, legal milestones.

Valuation & winning the listing agreement (mandate)

A value opinion sourced from actual sales and a pitch ready to personalise.

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  • Value opinion based on actual sales (DVF), sourced
  • Low / median / high range expressed in euros
  • Listing prospecting (RSS feeds) with an opportunity score from 1 to 10
  • Listing-agreement pitch ready to personalise
  • Detection of sale signals in your emails

Listing agreements (mandates) & distribution

Hoguet register kept, statutory terms monitored, descriptions tailored to each platform.

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  • Listing agreement (mandate) in the Hoguet register, sequential number never recycled
  • Statutory terms by type, renewal alerts (90 / 30 days)
  • Listing descriptions tailored per platform + XML export
  • Listing without a valid listing agreement (mandate) flagged (Hoguet Act)
  • Performance tracking of views / contacts per platform
  • Exportable register of listing agreements (mandates) (HTML + PDF)

Buyers & sale tracking

Buyers matched by score, SRU deadlines and conditions precedent under control.

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  • Encrypted buyer file, matching by weighted score
  • Relevant buyers identified before public distribution, for you to contact
  • Countdown schedule for the SRU cooling-off period (10 days)
  • Conditions precedent (financing, planning) monitored
  • Complete diagnostics file (DDT), missing documents flagged
  • Complaints register and the negotiator's ALUR training

Rental management

The full lettings cycle, from the lease to the return of the security deposit: rents, inventories of fixtures, works, re-letting, compliance.

Rents, charges & accounting

Notices, receipts, IRL index review and annual charge reconciliation, prepared at the right time.

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  • Monthly rent notices, unique payment reference per unit
  • Rent receipts generated and archived at each payment
  • Automatic IRL index review on INSEE indices, legal cap verified
  • Annual service-charge reconciliation (overpayment or top-up)
  • Rent confirmed as received with no bank connection: per-unit transfer reference, payment notices received by email, rental management technology tool, rent guarantee

Leases & inventories of fixtures

Compliant leases, terms and notice periods calculated, check-in and check-out compared room by room.

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  • Compliant unfurnished or furnished lease, encrypted security deposit
  • Terms, notice periods and deposit cap calculated (Act 89-462)
  • Structured inventories of fixtures, AI check-in/check-out comparison
  • Damage proposed, never recorded without your agreement
  • Deposit return and statutory deadline (art. 22) calculated
  • Alerts on lease terms and notice-period deadlines

Re-letting, works & oversight

From the listing to tradesperson follow-up, with portfolio anomalies in plain sight.

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  • Re-letting listings drafted from the property and its energy performance certificate (EPC)
  • Applicant creditworthiness scoring, viewings with confirmation
  • Quotes, tradesperson directory, interventions and preventive maintenance
  • Tenant incident reports tracked through to resolution
  • Boiler service certificate and tenant insurance certificate requested every year, smoke detector checked at check-in
  • Missing or expired diagnostics, energy-inefficient homes (Climate Act), rent cap exceeded: flagged
  • Portfolio anomalies, monthly management report (CRG), owner reports

Building management (syndic)

The managing agent's entire day, from the notice of meeting to the pre-sale statement (état daté): meetings, accounting, funds, technical matters and compliance.

General meetings

From the agenda to the minutes, majorities and the 21-day deadline included.

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  • Pre-filled agenda (quotes, diagnostics, contracts up for renewal)
  • Notices of meeting within the statutory 21-day deadline
  • Attendance, proxies and postal voting
  • Majority calculation under art. 24 / 25 / 26 and fallback rules
  • Minutes prepared, post-meeting notifications and right of appeal
  • Remote co-owner portal (charges, documents, votes)

Accounting & funds

Double entry, calls for funds on ownership shares, regulatory annexes and pre-sale statements.

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  • Double-entry accounting (Condominium Chart of Accounts)
  • Calls for funds at the voted schedule, calculated on the tantièmes (ownership shares)
  • The 5 regulatory annexes (HTML, PDF, Excel)
  • Works fund in a separate account, minimum rate 5% (Alur Act)
  • Pre-sale statements (états datés) produced within the statutory deadline (D+15)
  • Graduated arrears reminders, never automatic

Technical matters & compliance

Maintenance logbook, multi-year plan, contracts and collective diagnostics anticipated.

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  • Maintenance contracts, periodic inspections (lift, automatic doors, boiler room, fire safety) and building insurance tracked, anything not found flagged
  • Multi-year works plan (Climate Act art. 14-2)
  • Competitive tendering from the threshold voted by the general meeting
  • Site supervision and collective claims
  • Collective energy performance certificate (EPC), global technical diagnostic (DTG) and RNC registration anticipated
  • Building-management (syndic) contract (decree 2015-342), mandate capped at 3 years
  • Compliance score per building
The double check

Velum redoes the calculation and flags the gap

Velum recalculates the statutory deadline itself, compares it with the date your software shows and flags the gap. A piece of software cannot check itself. Wherever your liability is engaged, Velum compares what your software shows with what the law requires, obligation by obligation.

Statutory deadlines and terms

Recalculated from the statute, not copied from your technology tool:

  • SRU cooling-off: 10 days, public holidays carried over (art. 642 CPC)
  • Mandate duration by type, expiry alerts at 90 and 30 days
  • Managing-agent contract: 3 years maximum (Alur Act 18-1)
Mandatory documents

Velum reports a missing document. It never concludes “compliant” about a document it has not seen:

  • Missing or expired diagnostics, energy-inefficient homes (Climate Act)
  • Lapsed maintenance contract, periodic inspection not found (lift, doors, boiler room), insurance or service certificate not received
  • Expired collective EPC, missing DTG, outdated RNC registration
  • Technical diagnostic file: missing items listed
Registers, thresholds and listings

The checks nobody redoes by hand:

  • Mandate missing from the Hoguet register, unlawful duration
  • Listing without a valid mandate, price inconsistent with the mandate
  • Rent cap exceeded, competitive tendering missing

Every gap lands in your portfolio anomalies, together with the article it rests on. Velum corrects nothing in your technology tool and notifies no third party: you see the gap, you alone decide what follows.

Included in every licence, applicable to all 3 business lines

The common core, whatever your business line

Document filing, your contact database, e-signature and regulatory monitoring are included in every licence, at no extra cost.

Documents

Your documents filed, readable, the missing ones flagged.

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  • Automatic filing across 25 document types
  • Text recognition on scanned documents (French OCR), full-text search
  • Lossless versioning, alert on missing mandatory documents

Contacts

One contact, one record, all their roles together.

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  • Single multi-role record, a 360° view of a contact
  • Directory of third parties (notaries, tradespeople, diagnosticians…)
  • Duplicate detection, merge proposed never imposed

Electronic signature

Leases, mandates and minutes signed remotely, with an audit trail.

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  • Electronic signature of leases, listing agreements (mandates), preliminary sale agreements, minutes, inventories of fixtures
  • Legally admissible audit trail, controlled reminders

Regulatory watch

New statutes matched against your real portfolio.

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  • Official journal / Légifrance watch with impact on your real portfolio
Five dedicated portals

Everyone has their space. You have the cockpit

Your dashboard, and four portals for your own clients, designed to improve and smooth their experience: fewer calls and emails, more transparency and efficiency.

Property manager (you)

The firm's dashboard: actions to validate, including the emails that need you, portfolio anomalies, monthly reporting. You validate and steer from a single place.

Your clients, depending on your business line

Landlord / owner

Rents collected, rental management reports, property documents.

What you gainCollapse

Your landlords follow their rents and their reports independently: fewer calls, a relationship of trust and loyal owners.

Tenant

Rent receipts, incident reporting, request tracking.

What you gainCollapse

Requests arrive qualified and documented (photos, urgency): you handle them directly, without chasing information.

Co-owner

Notices of meeting, minutes, calls for funds, building documents.

What you gainCollapse

Notices of meeting, minutes and calls for funds available at any time: far fewer enquiries, especially around general meetings.

Buyer

Listings matching their criteria, tracking of their purchase project.

What you gainCollapse

Your buyers receive the properties that match their criteria and follow their project: engaged buyers, without manual follow-up.

Ready to see Velum on your files?

Choose your modules, or request a demonstration on your own cases.

Request a demo See security