Owners answer their own questions.

A scoped view of the buildings an owner actually holds — occupancy, statements, open work, and documents — so the monthly question does not arrive as an email you have to build a report for.

Who sees whatAccess by role
OwnerManagerTechnicianAdmin
Their own buildingsViewManageNoneAdmin
Other owners' assetsNoneManageNoneAdmin
Rent rollViewManageNoneAdmin
Work ordersViewManageOperateAdmin
Vendor invoicesViewManageNoneAdmin
SettingsNoneViewNoneAdmin

Access is scoped by ownership entity, not by trust.

ScopeTheir own assets only
ContentsStatements and open work
StatementsSelf-serve, from the ledger
01 — Scope

Their buildings, nothing else

An owner with four buildings sees four buildings. Access is scoped by ownership entity, so a shared portfolio never leaks across owners.

  • Scoped by ownership entity
  • Occupancy and rent roll for their assets
  • Open work orders and their status
  • Documents and statements on demand
TermsOwner reporting
Ownership entityalso: owner of record
The legal owner a building belongs to. Statements, access, and fees are all scoped to it.
Owner statement
The monthly pack: income, expenses, and distributions for one entity, generated from the live ledger.
Distribution
Money paid out to an owner after expenses and reserves, tracked against the management agreement.
Scoped access
A login that can only reach the assets its entity holds, enforced at the record rather than the page.
02 — Statements

Self-serve, from the live ledger

The statement an owner downloads is generated from the same records you operate on, at the moment they ask for it.

  • Download statements without asking
  • Historic statements retained
  • Same numbers as your rent roll
  • Export to PDF and CSV

See it on your own portfolio

Bring your unit list and a week of requests. We will show you what the board looks like with your data in it.

Request a demo