You will be prompted to enter your email address and password. If you are unable to locate the provided password and would like it reset, please email email@example.com or click forgot password.
Once logged into your account, you will see an overview of your financials for the past 3 months. To access a different timeframe, simply select your desired timeframe from the dropdown box.
If you have multiple properties, use the dropdown box to select another property.
The Portal is your 24/7 access to anything related to your property. The portal allows you to view real time financial information, Owner Draw history, important documents, and even your entire maintenance history. Click on Rental Owner and/or Tasks at the top left to access this information.
Did you know there are over 20 different reports available to you? Click on “Reports” located on the far right side of the screen and you will see your options. The most commonly used and most helpful report is the “rental owner statement.” This report will provide a breakdown of your income and expenses.
TIP: When running your Rental Owner Statement, select the box “include transaction details”. This will provide you with every detail of every transaction recorded for your rental property.
TIP: During tax season, many of our clients find the portal to be a valuable resource as they are able to provide their accountant with custom intuitive reports directly from their rental owner portal. Be sure to select “last year” to view data for the current tax year.
Lastly, we’re excited to announce that you can now make contribution payments online. This will save you time and eliminate the need to mail checks! You are able to immediately send money for repairs and capital expenses through your online portal.
Should we not have sufficient rental income funds to cover an expense, you will receive an email from us requesting funds. In that email, there will be a link to log into your portal. Once logged in, you will see a “Send funds” button on the far right side. See example below.
Once you click “Send funds”, you will be prompted to submit your payment electronically via your checking/savings account or credit card.(please note, a 2.95% transaction fee does apply to credit card transactions) See example below.
After you submit your contribution electronically, you will receive an email confirmation.