Owner portal
- Set up the owner portal for your boards
What boards and owners see in the owner portal, where its sign-in address is, and how to invite every board at once.
- Invite owners to the owner portal
Give a property's board, or individual board members, a login to its owner portal, and resend or remove access.
- Publish a month to owners
Release a month to a property's owners with its management report, email it to them, publish automatically, and see what changed since.
- Choose the reports owners can run
Set which reports boards and owners can run and receive each month, for the company or one property, and how far back their figures reach.
- Share documents with the board
Share minutes, budgets, insurance certificates and governing documents from a property's documents with its owner portal.
- Answer owner comments
Reply to the questions boards and owners ask about a month's expenses, payments and statements, and resolve them.