Propertyware Knowledge Base

Propertyware’s Owner Portal is the perfect companion to the Management module and delivers a rich self-service experience that far exceeds the expectations of your customers and gives your property management company tools to differentiate its services from the competition. Propertyware’s owner portal affords your owners real-time access to the following:

• Owner Statements. A professional designed and branded statement that displays the general profitability of the owner’s portfolio.
  
  
• View a History of All Draws and Contributions. Further, if you have subscribed to Propertyware’s ePayments module, your owners can signup for electronic owner draws and contributions.
  
  
• Reports. Share any of Propertyware’s standard reports or your customized reports with owners online. These published reports grant owners real-time access to their Propertyware data, saving your management team valuable time typically wasted generating reports each month.

• Bills. Your owners can have access to all the bills and bill payments for the expenses recorded against their portfolio. You can even scan copies of vendor invoices, attach them to the bill in Propertyware and share them with owners in the Owner Portal.

• Work Orders. Give owners instant visibility into all the work orders created for their properties. Allow owners to view the details of all work orders attached to the properties in their portfolio.

• Documents. Share any type of document with your owners online. Simply upload it to the Notes and Documents section of the Portfolio or the Management module and choose the option to Publish to the Portal.

The Owner Portal is a secure application that is linked to your Propertyware subscription. You can choose to make the Owner Portal available to your customers through your Propertyware hosted Portal or link to it from an existing website.

To get started with the configuration of your Owner Portal, you will first need to subscribe to the Portals module. The Portals module is a premium add-on module that can be added to your subscription from Setup | Subscription Settings.