Professional Real Estate ServicesMerlyn Banks, Principal BrokerCALL: 540-372-7272
Overview | Services | Our Technology | Owner Portal | FAQ
Owner Services - Owner Portal
Owner Statements Available Online
You can access your monthly financial owner statements online.
To View your Statement Online-This is how it works:
Access information about your property from anywhere with an internet connection, In order to keep your financials secure, we use a state of the art portal system which communicates with your email.
Access Your Owner Portal: Once you have setup your owner portal, you can access it anytime from anywhere!
To Access Your Owner Portal:
Open your Internet Browser program and go to the owner portal for your property management company
On the login page, enter your Email and account Password and click the Login button
Click on the report you wish to view or save to your computer, on the pop-up dialog box select to either view or save the file
- If you select to view the file it will open in your .PDF file viewer window where you can read the report and chose to print it if desired
- If you select to save the file you will be prompted to select a download location and save the file to that location, to view the file simply go to the download location and click to open and view the file.
You will be logged into your owner portal and able to view and access your owner reports will be emailed a single-use link where you can view your statements. This link does not have a time limit; however, it will only work once.
Note: Each time you wish to view your reports, you must visit the portal and enter in your email address. Remember the great Benefits:
- Concise statements covering the performance of your property for the previous month
- All data on your property is stored in a state-of-the-art data center
- Access information about your property 24/7
If you are a current owner, simply login to your Owner Portal here:
Owners Can Make “Owner Contributions” for Repairs & Capital improvements online!! Anytime.
How it Works for Owners: Once enabled, owners will be able to make payments through their owner portal at any time and from any device.
Owner Process: The Owner and Property Manager agree that a contribution is needed
Just Log into the Owner Portal (pmcompany.appfolio.com/oportal) with your email address and password,
Click Make a Contribution. If you see more than one owner record (e.g., you personally own properties and are part of an LLC which owns properties) click the button next to the owner of the property the contribution is intended for Enter Contribution Details Select the property you wish to contribute funds to using the Property drop-down menu Enter the contribution amount
NOTE: The maximum permitted contribution amount is $15,000.Select your payment method - E-Check or Credit/Debit Card - from the Method drop-down menu
Note: Only US based personal or business/commercial bank accounts are accepted for E-Check payments. Domestic and international credit/debit cards are accepted if they are Visa, Mastercard, Discover, or JCB branded. Click Continue
Enter bank account or credit/debit card account details and click Continue Confirm payment details and click Submit to complete the payment
Note: If you need to edit any payment details, use your web browser's back button to backtrack and make changes
Success! Your contribution will be processed and you will land on a confirmation page. You will also receive a confirmation email from your property management company containing payment details. Please retain this email for your records.
Note: The contribution and fee will be processed as separate transactions on your bank or credit card statement. Fees appear as transactions from AppFolio, contributions may take 2-3 business days before Property Management accounting are able to use the funds.
Now, Don't keep us a secret, as we love our client's referrals when it comes to assisting homeowners, investors, with residential Sales, purchases, Property Management & Leasing Services around Stafford, Spotsylvania, Fredericksburg, King George, Colonial Beach, and Prince William Counties.
As always please contact our office at 540-372-7272 or send an email to merlyn.banks@bankspropertymanagement.com anytime.