Owner Portals

Owner Portals are available and easily enabled for all property owners added to Rentec Direct PM accounts. When enabled, the Owner Portal  allows owners to view important information concerning their portfolio. If enabled, they can also view work orders and reports, with or without tenant names, and make owner contributions.

This article will walk through:

• Enabling Owner Portals
• Copy of email sent to owners with login information
• Features of the owner portal
• Optional owner portal features set in Program Defaults

The Owner Portal must be enabled for owners to be able to log in. To help you welcome your owners to their portal, we offer some useful tools that can be found here:   Welcoming Owners

Pro Tip: Once the portal is enabled, property owners can quickly log in from any mobile Android or iOS device using the Owner Connect Mobile App of the Owner Portal

Enabling an Owner Portal

Enabling the owner portal and sending their login information is a straightforward process through Rentec Direct, ensuring a hassle-free experience for property managers.

In your Rentec Direct account: 

1. Click on Owners 
2. Right-click on an Owner and select Edit Owner 
3. Under Contact Info, enter their Email (the email address will be their username)
4. Under Owner Portal
   1. Check the Enable Portal box
   2. Click on the paper-pencil icon to set up a Password
      1. Enter a New Password or click on the circle arrow icon to auto-generate a new password
5. Check the box to Email Owner to email the password and login information to the owner
6. Click on Submit to create a temporary password and send an email to the owner with information on how to log in
7. Click on Update Owner to save changes

System Note: Always make sure to Save Changes after creating or editing a password, enabling the portal, and adding or editing email notifications to activate those changes.

(Sample Auto-Generated Portal Email)

Features of the Owner Portal

Beyond your custom web address, Owners can log in to their portal at this universal web address: rentecdirect.com/login and on any mobile device using the Owner Connect Mobile App of the Owner Portal.

Features available by default in all Owner Portals include:

• Summary - An overview of activity and property performance
• Properties - Owners can view a quick breakdown of their properties, the balance on their properties, and also the current tenant occupying that property. Owners can view the property ledger by clicking on the balance.
• Statement - A breakdown of each transaction in the specified date range for their properties
• Files - Owners will be able to view files that have been shared from your client 
• Reports - Owners have full control to customize standard reports that can be viewed, saved, and printed
• Settings - Property Owners can change their password and email address at any time.

Additional Optional Custom Features

There are several optional custom features available for the Owner Portal that can be set in accounting and program defaults.

There may be times when a property has expenses that exceed the property reserve. Rentec Direct PM clients set up with merchant accounts can enable Owner Contributions access through the owner portal allowing property owners to make contributions to make repairs.

The following additional options can be updated in Program Defaults

General Preferences

• Email property owners notifying distributions are sent by ACH

Portal Settings

• Allow Owners to view work orders
• Allow owners to view reports
• Show tenants' names

Advanced Settings
Reporting Preferences

• Show security deposits on Owner Ledger reports

Advanced General Preferences

• Disable the "this is a copy" message on messages copied to owners - Within the tenant email notifications (Edit Tenant, Email Notifications), you can specify to send copies of these emails to yourself and/or the property owner. By default, copies sent to owners include a note stating, "This is a copy," this allows you to turn off indication of it being a copy