Owner Portal Features & Reports

Dashboard

Log in to your owner's portal

Owner Portal Access

Statements

The Statements section includes all prior month statements that have been posted.

Transactions

The Transactions section includes details of prior owner distributions and contributions.

Documents

The Documents section includes any files such as leases or management agreements you have asked us to share with you.

Reports that you can access in your owner portal

Cash Flow Report

Track the net change in each GL account along with incomings and outgoings of cash within a given time period. This report displays the net change in income, expense, and other GL accounts set to be included, along with the total cash flow for the period.

Cash Flow - 12 month Report

Track the net change in each GL account along with the incomings and outgoings of cash month-over-month for a 12 month period. This report displays the net change in income, expense, and other GL accounts set to be included, along with the total cash flow for the period.

Delinquency Report

Locate properties with outstanding balances owed on their ledgers as of today's date. Inside, you'll find the amount receivable, the last payment amount & date.

Income Statement Report

Review a property's profits and losses for a given month. Inside you'll find the total operating income, expense, and the net operating income for the month.

Income Statement  - 12 Month Report

Review a property's profits and losses for month-over-month. Inside you'll find the total operating income, expense, and the net operating income for the period selected.

Lease Expiration Detail Report

Run this report to view all expiring leases across properties grouped by month of lease expiration.

Rent Roll Report

Get a snapshot of property's expected revenue established from existing leases in effect. Inside, you'll find monthly rent, lease dates, move-in dates, etc.

Properties

The property section includes all properties we manage for you.

Maintenance

The Maintenance section includes all workorders requiring your approval.

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