How to switch to Quarter

1

Review your management contract

Start by understanding what you're currently paying for. Pull out your management agreement and check:

  • Notice period: Most contracts require 1-3 months notice. Some lock you in for a fixed term.
  • Termination clause: Under the Unit Titles Act, the Body Corporate can terminate a management agreement by ordinary resolution (majority vote) at a general meeting.
  • What's included: List every service they currently provide. This becomes your handover checklist.
  • Additional fees: Note any per-transaction charges (disclosure fees, meeting attendance fees, etc).
2

Make the case to your committee

Switching to Quarter requires a committee decision. Use our cost calculator to show the potential savings.

You're not asking the committee to take on more work. Quarter handles the day-to-day and the committee's role and responsibility stays the same.

3

Pass the resolution

Under the Unit Titles Act 2010, terminating a management agreement requires an ordinary resolution. That's a majority of votes cast at a properly convened general meeting.

  • Call a special general meeting (or add it to your next AGM).
  • Give proper notice as required by your body corporate rules (usually 14 days).
  • Include the resolution text in the meeting agenda.
  • Allow proxy votes for owners who can't attend.
4

Set up Quarter

While the notice period runs, get Quarter up and running. We'll help you set up:

  • Your Body Corporate: Units, owners, unit entitlements and contacts.
  • Bank connection: Quarter connects securely to your BC bank account for automatic reconciliation.
  • Long Term Maintenance Plan: Import your existing LTMP.
  • Levy schedule: Configure levy amounts and billing frequency.
  • Key documents: Insurance policies, rules, previous financial statements.

By the time your current manager's notice period ends, Quarter is ready to take over.

5

Handover from your current manager

Your outgoing manager is legally required to hand over all Body Corporate records. Ensure you receive:

Handover checklist

  • Financial records (at least 6 years)
  • Meeting minutes and decisions register
  • Owners and tenants register
  • Long Term Maintenance Plan
  • Insurance policies and certificates
  • Body Corporate rules
  • Supplier contracts and contact details
  • Bank account access transferred
  • Keys, codes, and access credentials
6

Go live with Quarter

With Quarter set up and all records transferred, you're ready. On day one:

  • Quarter sends an announcement to all owners introducing the new arrangement.
  • Bank account signatories are updated to committee members.
  • Email forwarding is set up so owner enquiries go to Quarter's AI-managed inbox.
  • Insurance contacts are updated.

From here, Quarter manages the day-to-day. Levies go out automatically, bills are processed as they arrive, and owner enquiries are handled by AI with committee oversight.

You might be wondering...

Does the committee have to do more work?

No. Quarter replaces your management firm, not your committee. The committee's role doesn't change: they still make decisions and set direction. Quarter handles the admin, finances, compliance and correspondence that your current manager handles.

What about compliance? Our manager handles all that.

So does Quarter. It's built around the Unit Titles Act and manages your members register, LTMP, health & safety, disclosures, and meeting obligations. The AI assistant is trained on NZ body corporate law and is always available to answer questions.

What if something comes up that needs a human?

Quarter handles the routine 95% of body corporate management. For the occasional specialist need such as a lawyer for a dispute, or a building surveyor for a major project you can engage them directly and save the management margin. Your committee is always in control.

What happens when committee members change?

Quarter is your system of record. All decisions, financials, correspondence and documents live in one place. When committee members change, the new person logs in and has full visibility of everything. No knowledge is lost and no handover gaps.

Can we switch back if it doesn't work out?

Yes. There are no lock-in contracts with Quarter. If you decide to go back to a traditional manager, your records are all in one place and easy to hand over.

Let's talk about how Quarter can work for your building

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