Assign authorised schemes
Connect each staff member only to active mandates and the operational lanes they need.
For managing agents
Manage more communities without multiplying admin.
Prioritise portfolio work, move between authorised schemes and keep finance, governance and service delivery inside the right estate silo.
Good morning,
Alex
Greenview Estate
Account balance
R 2,560.00
Levies collected
92%
Open requests
2
Updates
3 new
Recent updates
View all
Water interruption
Planned maintenance · 2h ago
Visitor gate update
Access policy updated · 1d ago
Quarterly statement
New statement available · 2d ago
Your three-step journey
Clear from the first step.
Prioritise today
Surface overdue actions, financial exceptions, compliance risk and meeting deadlines.
Open the control room
Move into one scheme with its owners, finances, documents and audit history intact.
Everything you need
One place. The right level of detail.
Levii starts with the outcome for your role and keeps deeper operational controls available when you need them.
Portfolio visibility
Compare arrears, tickets, meetings, compliance and approvals across assigned schemes.
Internal access lanes
Separate portfolio, accounting and legal work with view, edit or combined access.
Repeatable onboarding
Use phased setup, Levii-assisted extraction and human approval for every new estate.
Defensible operations
Retain who did what, when, for which scheme and against which evidence.
Trust through boundaries
One portfolio. Strict scheme boundaries.
Portfolio summaries are aggregated only from assigned schemes. Opening a record always restores the selected scheme context before data is loaded.
Review the trust modelFrequently asked questions
Clear answers before you begin.
Can the same agent manage multiple schemes?
Yes. Authorised staff can switch between assigned schemes from one portfolio view.
Can accounting and legal teams have different access?
Yes. Internal access lanes separate portfolio, finance and legal capabilities per staff assignment.
Can Levii import an existing scheme pack?
Yes. Setup workflows accept source files for validation, Levii-assisted extraction and human-approved population.
Does cross-scheme reporting expose owner details?
No. Portfolio views use authorised aggregates and retain scheme-level isolation.
Connected communities. Smarter living.