User Portals
Every Stakeholder Gets Their Own Custom View
In the past, collections has been a black box. Boards wait for updates that never come, and owners have no visibility into their own accounts. Role-specific portals give every stakeholder their own dedicated view, with the right data for the right person and no manual reporting required.
The Homeowner Portal
Owners don’t need to call the manager to check their balance or dispute a charge. The Homeowner Portal gives them a private, self-service way to manage their own account. Payment plans are set up within Board-approved parameters, so no manual Board review is required for each individual plan.
The Community Portal
The Portfolio Portal
Management companies get a portfolio-level view of collections activity across their entire book of business. Surface communities that need attention and identify delinquency trends across the portfolio. From there, drill down to any individual account from one place. Disconnected spreadsheets and manual reporting across communities are replaced by a single, consolidated view.
Experience The Advantage of User-Specific Portals
Board Transparency
Dispute Resolution
Performance Tracking
Aggregate Overviews
One-Size-Fits-All Portals
No portfolio-level visibility
With Role-Based Portals
Full portfolio view with drill-down to any account
One-Size-Fits-All Portals
No portfolio-level visibility
With Role-Based Portals
Full portfolio view with drill-down to any account
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