The owner portal

Who this is for

Property owners whose property manager runs their properties in eSamaHomes. The owner portal is for reading and answering; your property manager makes every change.

Before you start

• Accept your property manager's invite and sign in with Google. The Google account can use any email address.
• Your property manager links your properties to your account. Until they do, the dashboard says "No properties assigned yet".

Steps

1. Dashboard shows your Available balance, with Deposits held and Reserve held below it, your properties with occupied units and your ownership percent, and Needs your attention.
2. Financials shows your balance, Pending payouts, Payout history and Ledger activity for the last 30 days, grouped by property. Click a payout to see what was deducted from it.
3. Rent status shows who has paid, who is due and who is behind on each of your properties.
4. Maintenance lists the requests on your properties. A request above your approval amount waits for you: open it and click Approve or Reject, or Select one of its quotes.
5. Applications lists applicants your property manager asks you to approve. Click Approve, or Decline and say why.
6. Reports holds the statements and reports your property manager shares with you. Open one and click Download PDF.
7. Documents holds the leases, inspections, notices and insurance for your properties. Click Download to open one.
8. Messages is for writing to your property manager. Click New message.

Example

Dana Whitfield owns 60% of Maple Court. Her dashboard shows an Available balance of $2,350.00, with Deposits held of $1,500.00 and Reserve held of $500.00.

• Her property manager sends a payout of $2,350.00. It shows under Pending payouts, then moves to Payout history as Settled, and her available balance is $0.00.
• A plumber's $850.00 quote is above her $500.00 approval amount. Maintenance approvals on the dashboard shows 1. She opens it, clicks Approve, then Confirm Approval.

What happens next

• Only your Available balance can be paid to you. Deposits and reserve are held and never paid out. See Owner payouts.
• When your property manager sends a statement, you get an email with a link to it. The email never carries the PDF. See Owner statements.
• You can change your answer on an applicant until your property manager decides. The applicant is never told an owner declined.
• A property your manager no longer manages moves to Past properties. Its statements, reports and documents stay.

If something looks wrong

• "No properties assigned yet". Ask your property manager to link your properties.
• "No reports shared yet". Your property manager hasn't sent you a statement or report yet.
• A document is missing. Owners don't see tenants' ID documents, proof of income, vendor documents or uncategorized files. Ask your property manager.
• A payout shows Failed or Canceled. Its money was given back to your balance. Ask your property manager.
• You want to change your bank account or approval amount. Your property manager changes these on your profile. Send them a message.