OWNER PORTAL

Simplifying Ownership

Giving you accurate information with the latest ownership software.

  • The lump sum total of all non-suppressed receipts month-to-date

  • The lump sum total of all non-suppressed paid bills month-to-date

  • The lump sum total of any financial contributions (owner receipts) made by the owner towards the property

  • The lump sum total of distributions (owner draws) made out to the owner

  • The most recent document packet with statement information shared by the property management company

  • The total amount of rent charged vs. rent paid month to date against your rent key GL accounts

  • The percentage of occupied units under management as of today's date

  • Each individual transaction that makes up the total shown at the top

  • Each individual transaction that makes up the total shown at the top

Screenshot of a property management dashboard for ABC Portfolio showing September 2023 data, with sections for total income, expenses, contributions, and disbursements, along with recent activity details and navigation menu on the left.

Owner Dashboard

Screenshot of a digital portfolio dashboard titled 'ABC Portfolio,' showing sections like Dashboard, Statements, Transactions, Documents, Reports, Properties, and Maintenance. The Statements section highlights 'Carter Nash' and offers downloadable PDF packets for two date ranges: August 1-31, 2023, and January 1-28, 2021.

STATEMENTS

Owners can view and download published Owner Packets.

Screenshot of an online financial dashboard showing transaction details, including a disbursement of $1,621.00 and a contribution of $5,000.00 made on September 11, 2023, with transaction history including ownership by Carter Nash.

TRANSACTIONS

This section gives the owner a history of disbursements and transactions. Transactions are grouped by payment, so a singular payment entry may represent multiple properties. If enabled for online payments, owners can make secure monetary contributions for repairs, renovations, or reserves via credit/debit card or eCheck (ACH) to the property of their choice.

Screenshot of an online property inspection report for 374 West Fork Street, Red Lodge, MT, dated 09/11/2023. It shows the move-out inspection details for the kitchen, listing appliances and items such as refrigerator, sink, oven/stove, and cabinets.

PROPERTY INSPECTION REPORTS

If an inspection has been shared with the owner, it will show up here.

Screenshot of the CrossView Property Management online portal showing Dashboard, Statements, Transactions, Inspection Reports, Documents, Reports, Properties, and Maintenance sections with shared folders for Condo, HOA, and Eagles World documents.

DOCUMENTS

All documents that have been shared with the owner will appear here.

Screenshot of ABC Portfolio online dashboard showing navigation menu on the left, New Reports Page introduction, and reports section with Cash Flow and Delinquency reports.

PROPERTY REPORTS

These include:

  • Cash Flow

  • Cash Flow 12-Month

  • Income Statement

  • Income Statement 12-Month

  • Rent Roll

Screenshot of an online property management system showing an estimate approval request for changing locks at Arandelle, 374 West Fork Street, Red Lodge, MT 59068. The status is pending approval, with a vendor named Cintas Fire Protection selected for a $50 service. The interface includes navigation options, work order details, and approval instructions.

TRANSACTIONS

Maintenance approval requests will shown here. Owners can view pending approvals and submit approvals.

Property Info

Screenshot of an online property management dashboard showing details for a property called Ardanelle at 374 West Fork Street, Red Lodge, MT 59068, with a rental status marked as occupied, move-in date July 1, 2020, lease end date June 30, 2021, and a rental amount of $950.

  • Vacant or Occupied

  • Move-in date for the unit in question - will be blank if vacant

  • Lease end date for the unit in question - will be blank if vacant

  • Total of recurring monthly charges against rent

  • Shows the reserve amount on the property

Get in touch.

We are here to help. Please feel free to reach out if you have any questions about the Owners Portal