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The product

The back office, handled end to end.

A single product that you configure to match your professions. Velum reads your tools, prepares the administrative work and proposes each action to you : you validate, it carries out the preparation.

Who it's for

Three selectable professions, one augmented professional.

Turn on the modules you need. Velum covers the entire real-estate back office, in compliance with the Alur and Hoguet Acts.

Building management (syndic)

From the general-meeting notice of meeting to the pre-sale statement (état daté), Velum prepares the life of the condominium association.

  • General meetings : notices of meeting, attendance sheets, minutes
  • Calls for funds and double-entry accounting
  • Alur Act works fund, multi-year plan, collective energy performance certificate (DPE)

Rental management

The full lettings cycle, from the lease to the return of the security deposit.

  • Rent notices, rent receipts, automatic IRL index review
  • Read-only bank reconciliation
  • AI-assisted inventories of fixtures (check-in/check-out reports), works management

Sales (real-estate transactions)

A sale file kept in perfect order, from the preliminary agreement to the deed of sale.

  • Listing agreements (mandates) in the Hoguet register, valuation on DVF data
  • SRU deadlines and conditions precedent monitored
  • Complete technical diagnostic file, tracked follow-ups
How it works

Three principles, zero nasty surprises.

Connect your tools

Your inbox (Gmail, Outlook, IMAP) and your business software : your rental management tool, your sales software, your building management (syndic) platform. Velum observes them in strict read-only mode — nothing is modified, moved or marked as read.

Ghost mode

Velum prepares

Every email is classified, every task identified. Velum drafts the replies, generates rent receipts, notices of meeting, listing agreements (mandates) and follow-ups, and reconciles payments.

AI + business rules

You validate

Everything goes through a double validation. Velum deposits drafts ; you are the one who sends. No irreversible action is taken without a human.

Systematic human validation
What Velum does for you

All your tasks, prepared and organised by profession.

Here, profession by profession, is what Velum prepares on your behalf. Everything is proposed : you keep the validation.

Rental management

The full lettings cycle — rents, leases, inventories of fixtures, works, re-letting, compliance.

Rents, charges & accounting

  • Monthly rent notices, unique payment reference per lot
  • 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)
  • Read-only bank reconciliation (PSD2-licensed aggregator)
  • Pre-filled 2044 property-income tax return

Leases & inventories of fixtures

  • 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

  • Re-letting listings drafted from the property and the DPE
  • Applicant creditworthiness scoring, viewings with confirmation
  • Quotes, tradesperson directory, interventions and preventive maintenance
  • Tenant incident reports tracked through to resolution
  • Diagnostics, energy sieves (Climate Act) & rent control
  • Portfolio anomalies, monthly management report (CRG), owner reports

Sales (real-estate transactions)

From valuation to the deed of sale — listing agreements (mandates), listing distribution, buyers, legal milestones.

Valuation & winning the listing agreement (mandate)

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

Listing agreements (mandates) & distribution

  • 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
  • No listing without an active listing agreement (mandate) (Hoguet compliance)
  • Performance tracking of views / contacts per platform
  • Exportable register of listing agreements (mandates) (HTML + PDF)

Buyers & sale tracking

  • Encrypted buyer file, matching by weighted score
  • Relevant buyers alerted before public distribution
  • 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

Building management (syndic)

The whole life of the condominium association — meetings, accounting, funds, technical matters and compliance.

General meetings

  • Pre-filled agenda (quotes, diagnostics, contracts up for renewal)
  • Notices of meeting within the statutory 21-day deadline, guaranteed
  • 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 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 and recurring contracts monitored
  • Multi-year works plan (Climate Act art. 14-2)
  • Competitive tendering guaranteed above 30 000 € excl. VAT
  • Site supervision and collective claims
  • Collective energy performance certificate (DPE), global technical diagnostic (DTG) and RNC registration anticipated
  • Building-management contract (syndic) (decree 2015-342), mandate capped at 3 years
  • Compliance score per building
Included in every licence — applicable to all 3 professions

The common foundation, whatever your profession.

Document management (DMS), CRM, electronic signature and regulatory watch are included in every licence, at no extra cost.

DMS — documents

  • Automatic filing across 25 document types
  • Reading of scans via French OCR, full-text search
  • Lossless versioning, alert on missing mandatory documents

CRM — contacts

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

Signature & regulatory watch

  • Electronic signature of leases, listing agreements (mandates), preliminary sale agreements, minutes, inventories of fixtures
  • Legally admissible audit trail, controlled reminders
  • Official journal / Légifrance watch with impact on your real portfolio
Five dedicated portals

Everyone has their space. You have the cockpit.

You and your clients each access your own portal — fewer calls and emails, more transparency and efficiency.

Property manager (you)

The firm's dashboard : sorted mail, actions to validate, portfolio anomalies, monthly reporting. You validate and steer from a single place.

Your clients, depending on your profession

Landlord / owner

Rents collected, rental management reports, property documents.

For you 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.

For you 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.

For you 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.

For you 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, estimate your price, or request a demonstration on your own cases.

Request a demo See pricing