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Navigating the Owner Portal

SUMMARY


We strive to provide you unparalleled service and visibility into the performance of your rental properties. From this Owner Portal, you have access to the following areas:


My Account
The My Account page offers a summary screen. From here you can update your contact information, change your password and use the conversations feature to communicate with our management team.


Statements
The Statements page allows you to view your owner statements online and see the general profitability of your rental properties. These owner statements are provided as Adobe PDF documents that you can view from the Action menu in the Statements section of the Owner Portal. In addition, you can view all owner draws and contributions that have been made in and out of your portfolio.


Bills
The Bills page provides access to all the bills and bill payments for the expenses recorded against your rental properties. From this section you can select a date range to view a list of bills, drill through to view the details of individual bills and even download copies of associated invoices.


Maintenance
The Maintenance page gives you instant visibility into all of the work orders created by your tenants.


Documents
The Documents page allows you to view a list of all documents that we have shared with you. These can be opened for viewing or downloaded and saved to your hard drive.




MY ACCOUNT PAGE


My Account Summary in the Owner Portal
The My Account page in the Owner Portal gives you a summary of the activity in your account. From here, you can:



Updating Contact Info and Password in the Owner Portal
You can update your contact information and change your password by following these steps:


STATEMENTS PAGE


The Statements section of the Owners Portal allows you to: You can view a summary of all contributions you have made towards your portfolio's balance and/or draws made from your portfolio balance. Additionally, you will find the option to make a new Owner Contribution electronically via eCheck from here.


Set Up an Electronic Payment Account
You will see a Setup Payment Method button at the button of the Statements section of the Owner Portal. Click the button and complete the form with your billing information. Choose eCheck (ie. electronic payment from your bank account which can take 3-5 business days). We do not accept credit card payments.


Create a New Owner Contribution
Once your payment account has been created, you are able to make an owner contribution online:

THE GREY BAR/Current Activities The grey bar will have the current month's activities for your review. Your last monthly statement on the left will have an ending balance that matches the previous balance in the grey bar to the right. The grey bar will explain all income and bills for the current month, rent we received and money you spent since the end of last month. You can click on the blue tab BILLS to see in detail what those expenses are. The expenses include our management fees for the current month.

You may wonder what liabilities are: it is an escrow account where the tenant's money is held if they make an early payment and until the funds are applied to their charges. It could be rent for the following month or the sales tax we will end up sending forward to the city.


BILLS PAGE


Viewing Bills
To view a list of all the bills applied towards your account:

DOCUMENTS PAGE


Viewing Documents
To view a shared document:

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