According to a survey conducted by Rent.com.au, communication with tenants and owners is the top driver for property management success. That’s where the Owners Portal comes in!
Not only does the Owner Portal streamline communication to keep your owners in the loop but it also simplifies your workload by increasing transparency and efficiency.
Without further ado, let’s dive into this month’s PropertyMe Feature Spotlight on the Owners Portal:
What is the Owners Portal?
The Owners Portal is an area in PropertyMe where property owners can log in and access all their property and financial information in real-time.
Once logged in, your owners can see the current financial status of all their properties, all historical statements and copies of attached bills, all scanned documents attached to the owners folio, photos and details for the property and tenancy, the financial activity graph and activity summaries for jobs and inspections.
As everything is stored online in the cloud, your owners can access it from anywhere, anytime. This is especially convenient if you have property owners who live in different time zones. As long as they have access to the internet, they will be able to access their Owners Portal.
Your owners are also given the ability to deep dive into financial activity, inspection reports, jobs and documents. This ensures complete transparency and mitigates a lot of back and forth communication between yourself and your owners. Not only does this simplify your workload but it also provides your owners peace of mind knowing that their properties are in capable hands, further building your reputation as a great property manager.
What can my owners do in the Owners Portal?
See property details and current balance at a glance
Your owners will be able to see a real-time snapshot of their property and rental details. This includes move in and move out dates, lease agreement from and to dates and the current financial status for all their properties including money in, money out and bills outstanding.
Keep track of financial activity
From the Owners Portal homepage, your owners can see a graph of their financial activity by month. They can also drill in by clicking on “more details”. Here, they can view financial activity for all or one property, see a breakdown of expenses and set a particular date range.
View Completed and Outstanding Jobs
A summary of completed and outstanding Jobs can be seen from the Owners Portal homepage. However, if your owners want to see a detailed view of a Job, they can simply click on it to see when it was reported, who the assigned supplier is and any attached images and bills.
Drill into Inspection Reports
Whenever you’ve made an Inspection Report available, it will automatically appear in the corresponding Owners Portal. Your owners can drill into it at any time to see details such as inspection date, images, comments and any suggested follow-up actions.
Download Statements and Documents Anytime
Your owners can easily view or download historical statements, attached bills and general scanned documents in the Owners Portal. Simply click on any of the documents for an in-depth look along with print and download options.
The best part?
The Owners Portal is free and included in your PropertyMe subscription! If you’re a PropertyMe user, here’s how to setup the Owners Portal.
Be sure to read our previous PropertyMe Feature Spotlight on Messages too! We also have a variety of articles on property management including 12 Ways to attract Quality Tenants and How to do End of Month at an Open Home.
If you have any questions or feedback on PropertyMe’s Owners Portal, simply let us know down below.