Situational services - services outside the mandate agreement

Our Key Account Management offers many benefits, especially in supporting property owners with strategic interregional and national real estate portfolios. The main Key Account Management services are:  

• High-level mandate management 
• Operational and strategic quality assurance
• High-level specialist point of contact for property management
• Coordinating, managing and preparing customer contracts and reports
• Coordinating sustainability issues between internal specialist units
• Budget control 
• Supporting owners with the operational and conceptual direction of the real estate portfolio
• Formulating solutions for operational and conceptual issues relating to the real estate portfolio, conditions, market development, trends, etc. 
• Supporting and taking over special projects 
• Formulating solutions to increase real estate performance 
• Other services tailored to customer requirements

Thanks to our dedicated Implementation team, we ensure optimum communication and high-quality data. That’s because smooth documentation handover forms the basis of the high-quality management of your properties. 

The Implementation and Data Manager has overall responsibility, coordinates all points of implementation, oversees individual work packages and is the point of contact for internal and external personnel. As a solid foundation for the management of your properties, the manager and staff are responsible for: 

• File sorting, assessing data quality, identifying gaps in the data
• Qualitative review of rental agreements
• Scanning all files for digital processing
• Recording all data to monitor rent
• Recording all data to prepare invoices for ancillary costs
• Coordinating debt collection with the previous management company
• Reviewing security deposits and notifying the owner of the status
• Setting up properties in the Livit tenant CRM system
• Plausibility checks of the allocation formula and checking any reallocation of ancillary costs
• Reviewing property structures
• Reviewing data quality and adjusting any invalid notice periods
• Informing tenants when owners/property managers change
• Informing tradespeople and third-party providers when owners/property managers change
• Communication of initial digital operating processes to increase efficiency (processing benefits via Salesforce for digital case reporting)
• Sending payment slips incl. information on direct debit options
• Gathering all current tenant information (marital status, phone number, email address)
• Initiating the digital rental process for vacancies
• Immediate solutions for minimising vacancies in collaboration with rental management
• Checking handover files for completeness
• Sorting and withdrawing old files
• Digitalisation of all files
• Checking and optimising existing insurance and maintenance contracts
• In the case of missing insurance and maintenance contracts: getting quotes, commissioning any necessary analysis, concluding contracts (if required, in collaboration with external specialists such as insurance and facility management partners)
• Review and plausibility check of unofficial billing

While a standard change of tenant is part of day-to-day business in property management, every now and then property owners and management companies face challenging situations. For example, when a full renovation can only take place while a property is unoccupied and tenants need to be given notice. With special tenant care, Livit offers you an integrated service that provides tenants with optimal support during this difficult time. Find out more about Livit’s special tenant care

Complex business rental agreements have to be prepared by specialists armed with specific knowledge. Livit has experts in both German-speaking and western Switzerland who specialise in the management of this particular real estate segment.  

Business rental agreements often have a longer time scale and more individual conditions than residential rental agreements, so you need to check every clause in detail – from the first point of contact to concluding the contract. In addition to the rental agreement, Livit uses detailed specifications to make an important distinction between basic and tenant fit-outs; this minimises uncertainty for you and your business tenants both during and at the termination of the tenancy.  

We’ll be happy to look after this for you.

🡪 Contact

Our marketing experts also take on rental services that go beyond the basic: 

• Vacant commercial spaces of over 500 m²
• Specific rental of properties with high vacancy rates 
• Initial letting (preparing the rental agreement and property handover) for new builds, or after full renovation or extension 
• Conceptual, innovative and proactive marketing

Find out more about our special letting and initial letting services

Sustainability issues are extensive and complex. And still relatively new, if you consider the life span of properties. Almost three-quarters of Swiss buildings were built before 1990 (source: Federal Statistical Office), a time when warming was first appearing in global temperature data records. Today, all property owners are confronted with sustainability issues that are as varied as the properties and the time in which they were built. 

Our dedicated sustainability consultants will support you with queries relating to: 

• Energy optimisation
• Installing photovoltaics (PV)
• Installing electric vehicle charging stations 
• eveloping a concept for using the energy you generate (Swiss concept: Zusammenschluss Eigenverbrauch, ZEV)

You receive detailed annual reports on the current status of your properties and our performance. Judge us by our results! 

We’ll be happy to meet your request for specific reports, or greater frequency of reporting – as transparency is one of Livit’s core values. 

Our services in this area:

• Written reports on the annual financial statement
• Calculation of key figures
• Multi-year budgeting and investment planning
• Statistical surveys
• Opting of properties (VAT legislation)
• Defence of third-party claims (construction worker liens, etc.)
• Calculation based on future legal conditions
• Preparation of status reports
• Open positions and debt collection reports
• Analysis of tenant changes
• Ancillary cost reports
• Investment plans 
• Other personalised reports according to your requirements

You can rely on the services of our construction experts when it comes to repair work in your properties: 

• Preparing and carrying out comprehensive renovations and refurbishments
• For sale of properties: preparing documents, making appointments for viewings 
• Recording defects under warranty
• Arranging and overseeing warranty works
• Supervising warranty inspections

We can assist you with project supervision and construction inspections even before the official start of the contract. We can actively support you with the various preparatory tasks, dealing with energy supply contracts and developing a waste disposal concept.

As an end-to-end service provider, Livit has specialists who cover all areas of the life cycle of your property. This includes our construction management specialists supervising construction inspections, and our rental management team looking after the subsequent initial letting.

Simply ask us for a personalised quote.