Articles on: Operations

Owner Portal: Messaging and Invoice Payments

Overview

The Owner Portal gives property owners a centralized place to monitor their portfolio, communicate with their property manager, review invoices, and manage account preferences. Owners receive notifications when new messages or invoices are available and can log in to view property performance, maintenance activity, and financial information.



Owner Invitations and Login

Before an owner can access the portal, they must be invited.
When invited:

  1. The owner receives an invitation by email.
  2. They create their account and set a password.
  3. Once activated, they can log in to the Owner Portal.

If an owner has not completed the invitation process, they may still receive notifications but will not be able to access the portal until their account is set up.



Owner Messaging

Property managers can send messages directly to owners through PadPulse.
When a message is sent:

  • The owner receives an email notification.
  • If SMS notifications are enabled, they also receive a text message.
  • Both notifications include a link to the Owner Portal.


Within the portal, owners can:

  • View message history.
  • Reply directly to conversations.
  • Continue communicating with their property manager.

If configured, owners can also see a Book a Time with Your Property Manager button that links to the property manager's scheduling page.



Invoice Notifications and Payments

When a new invoice is issued:

  1. The owner receives an email notification.
  2. The notification includes a View Invoice button.
  3. Selecting the button opens the invoice in the Owner Portal.


Invoices may include:

  • Management fees
  • Fee breakdowns
  • Payment instructions
  • Due dates

Depending on the payment setup, owners can pay invoices using ACH (bank transfer) through the integrated payment provider.



Owner Dashboard

After logging in, owners can view a dashboard summarizing their portfolio.
The dashboard displays information such as:

  • Total properties
  • Total rooms
  • Gross revenue
  • Current month's invoices
  • Open maintenance requests
  • Property management fees
  • Occupancy by property

This provides owners with a quick overview of their portfolio's performance.



View Properties

The Properties section provides a more detailed view of each managed property.
Owners can review:

  • Property occupancy
  • Open maintenance tickets
  • Property performance metrics


Review Invoices

The Invoices section stores current and previous invoices.
From this page, owners can:

  • View invoice details.
  • Review charges.
  • Access payment options.
  • View invoice history.


Maintenance Approvals

The Approvals section is designed for maintenance requests that require owner approval before work proceeds.
When fully implemented, owners will be able to:

  • Review maintenance requests exceeding their approval threshold.
  • Approve or decline requests directly from the portal.

Owners will also receive notifications when approval is required.

Note: The transcript indicates this feature is planned but may not yet be fully implemented.



Marketplace Access

Owners can browse available investment opportunities through the Marketplace section.
Depending on their account and future platform updates, they may also have the ability to:

  • Express interest in available listings.
  • List properties for sale through the marketplace.

Note: Some marketplace functionality is described as planned or under development.



Account Settings

Owners can manage their personal account settings, including:

  • Name and contact information
  • Mailing address
  • Email address
  • Password
  • Notification preferences
  • SMS notification settings

Changes can be saved directly from the portal.



Notifications

The notification center displays important account activity, including:

  • New messages
  • New invoices
  • Other account-related updates

This allows owners to quickly access recent activity from one location.



Important Notes

  • Owners must accept their invitation and create an account before accessing the Owner Portal.
  • Messages generate email notifications and optional SMS notifications.
  • Invoice notifications include a direct link to view and pay invoices.
  • Owners can review portfolio performance, occupancy, maintenance activity, and invoices from the dashboard.
  • Maintenance approvals and some Marketplace features may still be under development.
  • Notification preferences can be customized from the Owner Portal settings.

Updated on: 13/07/2026

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