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Owner Portal

Give property owners 24/7 access to their properties, financials, statements, and documents. Transparent reporting builds trust and reduces support requests.

Properties
Portfolio Overview
Statements
Monthly Reports
Payouts
Net Income Tracking

Everything Owners Need

A dedicated portal where property owners can monitor their investments anytime

🏘️

Property Overview

View all properties in their portfolio with occupancy rates, monthly rent collected, and property status. Click into any property for detailed unit information.

💰

Financial Dashboard

See rent collected, management fees, expenses, and net payouts. Filter by month, property, or category. Track owner balance and payout schedule.

📊

Monthly Statements

Access professional monthly owner statements showing income, expenses, and net payout. Download PDF or Excel reports for tax and accounting purposes.

📁

Documents

Access management agreements, tax forms, insurance certificates, and property photos. All documents shared by your property manager in one organized library.

🔧

Maintenance Visibility

View maintenance requests and work orders for your properties. See what repairs are in progress, completed work, and associated costs.

💬

Message Manager

Communicate directly with your property manager through the portal. Share files, ask questions, and get updates without phone calls or emails.

Owner Dashboard

Your investment portfolio at a glance

Welcome, Michael Chen

michael.chen@email.com · Individual Owner

3
Properties
$8,450
Monthly Revenue
$2,830
Net Payout (Jan)
100%
Occupancy Rate

Recent Activity

💰
Payout Processed
$2,830 transferred to Chase ••••4892
Jan 15, 2026
📄
Statement Available
January 2026 owner statement ready
Jan 11, 2026
🔧
Maintenance Completed
HVAC repair at 742 Maple Street - $650
Jan 9, 2026
✓
Rent Collected
All rent collected for January - 100% rate
Jan 5, 2026

January Summary

Rent Collected +$8,450.00
Management Fee (8%) -$676.00
Maintenance -$650.00
Reserve Fund -$200.00
Net Payout $2,830.00

Properties View

Monitor each property in your portfolio

Your Properties

3 properties · 5 units total
🏠

742 Maple Street

Single Family · Cleveland, OH

Monthly Rent
$2,200
Status
Occupied
Lease Ends
Aug 31, 2026
Tenant
J. Smith
🏢

456 Oak Avenue

Duplex (2 units) · Cleveland, OH

Monthly Rent
$3,600
Occupancy
100%
Units
2 of 2
Avg Rent
$1,800/unit
🏠

123 Pine Boulevard

Single Family · Cleveland, OH

Monthly Rent
$2,650
Status
Occupied
Lease Ends
Dec 31, 2026
Tenant
M. Johnson

Financial Reports

Detailed income and expense tracking

Financial Summary

Property Rent Collected Mgmt Fee Maintenance Other Net Income
742 Maple Street
Single Family
 $2,200.00 -$176.00 -$650.00 $0.00 $1,374.00
456 Oak Avenue
Duplex (2 units)
 $3,600.00 -$288.00 $0.00 -$100.00 $3,212.00
123 Pine Boulevard
Single Family
 $2,650.00 -$212.00 $0.00 -$100.00 $2,338.00
TOTAL $8,450.00 -$676.00 -$650.00 -$200.00 $6,924.00

Documents Library

Access all shared documents and reports

Your Documents

🔍 Search documents...
📑
Statements
12 files
📋
Agreements
3 files
📊
Tax Forms
2 files
🛡️
Insurance
3 files

Recent Documents

Document Name Category Property Date Action
📄
January 2026 Statement
PDF · 245 KB
 Statement All Properties Jan 11, 2026
📄
2025 Year-End Summary
PDF · 1.2 MB
 Tax Form All Properties Jan 5, 2026
📋
Management Agreement
PDF · 890 KB
 Agreement 742 Maple Street Sep 1, 2025

📊 Owner Dashboard & Overview

The Owner Portal dashboard gives property owners instant visibility into their investment portfolio. See all properties at a glance with occupancy rates, monthly revenue, and net payouts. The activity feed shows recent events including rent collection, maintenance completions, and payout transfers.

  • Welcome header with owner name and contact info
  • Quick stats: properties, monthly revenue, net payout, occupancy
  • Recent activity feed with timestamps
  • Monthly summary with income and expense breakdown
  • One-click statement download
  • Message property manager directly from dashboard
  • Tabbed navigation for all portal sections
  • Payout schedule and transfer history
  • Year-to-date portfolio performance
  • Email notifications for payouts and statements

🏘️ Property Portfolio View

Owners can view detailed information for each property in their portfolio. Property cards show key metrics including monthly rent, occupancy status, lease end dates, and current tenants. Click into any property to see unit-level details, maintenance history, and financial performance.

  • Visual property cards with color-coded status
  • Property type identification (Single Family, Duplex, etc.)
  • Monthly rent and occupancy rate per property
  • Lease end dates and tenant names
  • Multi-unit properties show unit breakdown
  • Click to expand for detailed unit information
  • Property address and location details
  • Filter by property status or type
  • Total portfolio summary at top
  • Vacant unit alerts with days on market

💰 Financial Reports & Statements

Comprehensive financial reporting gives owners transparency into their investment returns. View rent collected, management fees, maintenance costs, and net income by property or across the entire portfolio. Filter by month, property, or expense category. Export statements as PDF or Excel.

  • Filter by month, quarter, or year
  • Filter by specific property or all properties
  • Rent collected per property breakdown
  • Management fee calculations (percentage or flat)
  • Maintenance and repair costs itemized
  • Reserve fund contributions tracked
  • Net income per property and total
  • Export to PDF or Excel format
  • Monthly owner statement download
  • Year-end summary for tax purposes

Frequently Asked Questions

Q: How do I access the Owner Portal?
A: Your property manager will send you an invitation email with a link to set up your portal account. Click the link, create a password, and you can log in at any time. You'll have access to view your properties, financials, documents, and communicate with your manager. If you haven't received an invitation, contact your property manager to request portal access.
Q: When are monthly owner statements available?
A: Monthly owner statements are typically generated within the first week of each month for the previous month's activity. You'll receive an email notification when your statement is ready. You can view and download statements from the Documents tab, filtered by "Statements" category. Statements include rent collected, management fees, maintenance expenses, and your net payout amount.
Q: How do I see maintenance costs for my properties?
A: Go to the Maintenance tab to see all work orders for your properties. Each work order shows the issue, status, vendor, and cost. For a summary view, check your monthly statement which itemizes all maintenance expenses. You can also view the Financials tab and filter by "Maintenance" category to see costs broken down by property.
Q: When do I receive my payout?
A: Payout schedules vary by property manager. Typically, owners receive their net payout between the 10th-15th of each month after rent is collected and expenses are reconciled. Your dashboard shows your next scheduled payout date and amount. The activity feed confirms when payouts are processed, and you'll receive an email notification when funds are transferred.
Q: How do I message my property manager?
A: Click the "Message Manager" button on your dashboard or go to the Messages tab. You can type your message and attach files if needed. Your property manager will receive a notification and respond through the portal. All message history is saved in your portal for reference. You can also enable email notifications to get alerted when your manager replies.
Q: What documents can I access in the portal?
A: The Documents tab contains all files your property manager has shared with you. This typically includes monthly statements, year-end tax summaries, management agreements, insurance certificates, property photos, and lease documents. Documents are organized by category and property. You can search, filter, and download any document as PDF. Your manager controls which documents are visible to you.

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