Overview
Welcome to your new Owner Portal. If you're viewing this page, that means your property manager has given you access to your Owner Portal so you can keep track of your properties and view their day-to-day activities. You'll be able to get a brief overview of your portfolio, view transaction data, view detailed reports, and make owner requests directly to your property manager.
Owner Portal - Overview
The Overview page will provide analytics for your properties. You'll see widgets in there for Profit and loss, Recent Payments Received, Vacancies By Property, Prospects Funnel, and Leases With Outstanding Balances.
You'll also see a Filter drop-down at the top right that will allow you to filter the information based on Property. This will change all the information in all the widgets to reflect only what is going on in the property you selected.
Note: If you don't see any information in the widgets, that means there is no information to show. Most of the information is dynamic so if there is information to show, it will show on the widgets automatically. |
Owner Portal - Transactions
The Transactions page will provide a historical view of all owner's property-related contributions and distributions. Here you'll be able to view the contributions and distributions based on all your properties or for specific properties only. Also, you'll need to choose between Owner Distributions or Owner Contributions if you want to see one of the other.
This is basically a summary view of your Owner Distributions and Contributions at a glance.
Owner Portal - Reports
The Reports tab is where you'll see a list of the various reports you can view. Click on the report you want to view and it will open to that report. From there, you're able to view the report as well as export the report to Excel format, save it as PDF, and print the report.
Most reports will also have Report Setting available so you can filter for specific date ranges and filter the report based on a specific property.
Note: Owners will not be able to click on any of the transactions to view the transaction details of specific line items. They'll only be able to view the report as presented to them.
Owner Portal - More > Requests
Through the More > Requests tab, you'll be able to make a new request and view a list of all the requests that you've made. These are basically communications with your property manager about specific requests you might have pertaining to your properties. From here, you can also check the status of each request.
To make a request, you'll want to follow the instructions below:
On the Owner Portal, click the Requests tab and click New Request at the top right corner of the page.
Enter the subject of what the request is for.
Enter a detailed description of your request so the landlord can better understand your issue.
Enter the Property and Unit (optional) that this request is related to.
You can also upload photos or files to your Requests in case you want to document specific issues you are having. Just drag files or use the click here link to upload your files.
Click Save when you’re done.
If you have a request that was possibly sent by accident or you don't need the request anymore, you can delete the request. You would do so by clicking the 3-dots to the right of the request and selecting Delete Request to remove it from your list of requests.
Things to Consider
If you see no information in the widgets, that means there is no information to show. Most of the information is dynamic so if there is information to show, it will show on the widgets automatically.
If you are having any issues with your Owner Portal or have any questions, please contact your Property Manager who will be more than happy to help.