Keep Owners Informed and Confident, Automatically
Deliver clear, accurate owner statements every period without lifting a finger. Every line traces back to the underlying transaction, so owners can see exactly what was collected and spent. Transparency builds trust — and trust keeps owners.
Statements That Generate Themselves
Replace hours of spreadsheet work with statements the system builds from real transactions, every single period.
Income, expenses, management fees, and net disbursement are compiled into a clean statement and sent on your schedule.
Every line is backed by the underlying transaction, so owners can see exactly what was collected and spent.
Bundle vendor invoices and receipts with the statement so owners have full documentation in one delivery.
An owner who cannot see the arithmetic does not trust the total
Collected, fee, costs, payout — with the workings shown, per property. The fee is calculated on what was actually collected rather than what was billed, because charging a fee on money nobody received is the fastest way to lose an owner.
Statements That Build Trust
Give owners self-service access to performance and documents, and stop fielding the same status questions every month.
A login where owners can see current statements, historical performance and the status of their properties is on our roadmap. Today, statements are generated on demand and emailed to each owner.
Owners see exactly when and how much they were paid, with a complete history of every disbursement.
Leases, insurance, inspection reports and tax documents are stored against each property, and can be shared with owners as needed.
From rent collected to an owner who does not ring you.
An owner wants one number and the arithmetic behind it. Everything else on a statement is there to stop the phone call that follows.
- 01
Rent comes in as normal
Collected against the unit and the lease, on the ordinary ledger. No separate owner bookkeeping to keep in step with the real thing.
- 02
Your fee is calculated
At the percentage recorded against that owner, per property, from what was actually collected rather than what was billed. An owner is not charged a fee on money that never arrived.
- 03
Costs come off
Recorded maintenance costs against those properties, so the payout reflects the month that actually happened.
- 04
The statement is generated
Collected, fees, costs and payout, per property, with the workings shown. An owner who cannot see the arithmetic does not trust the total, and then you are on the phone.
- 05
It is sent, and it is kept
Emailed to the owner and kept where both of you can open it again. “Which month was that?” has an answer that does not involve searching your sent folder.
- 06
They can look without asking
Owners get their own read-only login showing their properties, their statements and what is broken. Not your portfolio, and not each other’s.
The rest of it.
Multi-Property Owners
Owners with several properties get a consolidated view and per-property detail in one statement and portal.
Custom Branding
Statements and the portal carry your company’s logo and colors, reinforcing your brand with every delivery.
Flexible Schedules
Run statements monthly, quarterly, or on a custom cadence to match each owner’s agreement.
Year-End Summaries
Produce annual owner summaries and the 1099s they need, making tax time effortless for everyone.
Direct Deposit Records
Tie each disbursement to its bank transfer so owners always have a clear record of what hit their account.
Owner Messaging
Communicate with owners through the portal and keep every conversation attached to their account.
Before you ask us.
- Can each owner have a different fee?
- Yes, recorded per owner and applied per property. Portfolios rarely have one rate across every relationship, and a single global percentage would be wrong for most of them.
- Do owners see my other clients?
- No. An owner is scoped to their own owner record on the server, not filtered in the page. There is no view in which one owner sees another.
- Is a fee charged on rent that was never paid?
- No. The fee is calculated from what was collected. Charging a management fee on money nobody received is the fastest way to lose an owner.
- Can an owner do anything, or only look?
- Only look. The owner portal is read-only by design — an owner reaching into the ledger of a property you manage is not a feature, it is a support ticket waiting to happen.
Delight your owners with effortless reporting
Rent, leasing, maintenance, the association and the books — one system, set up in an afternoon.