Owner Portal Overview

Use your Owner Portal to securely access reports, property inspections, important documents, or 1099s shared by your property manager, and make secure monetary contributions to the property of your choice via credit/ debit card or eCheck (ACH). Access your Online Portal from any mobile device by downloading the mobile app [AppFolio] from the Google Play or the App Store.

Set Up Your Owner Portal

Your property manager will send an announcement email, or you will receive a notification email that an item is ready to view in your portal. If you have not yet activated your portal, either of these emails will prompt you to create a password and activate your portal.

Activate your Owner Portal, Create a Password and an Account.

• Click the link or button in the email from your property management company to land on the Owner Portal login page.

• On the Owner Portal sign up page, the email your property manager has on file will be automatically filled in. Create a strong password, then click Create an Account.

Access Your Owner Portal

Log in here to access your Online Portal.

Supported Browsers

The recommended browsers are Google Chrome or Firefox. As of January 2016, Microsoft company stopped providing improvements to IE. Since a result, it has ceased to be capable of supporting the Online Portal.

View Statements, Inspections, and Documents

Depending on what your property manager has published to your portal, you will see one or more of the following tabs: Statements, Contributions, Inspection Reports and Documents.

Statements: View or download published statements and reports. Packets are ordered by date with the most recent at the top and will be grouped under the owner of record. Click Download Packet to download the packet to your computer or mobile device.

Contributions: Make secure monetary contributions via credit/debit card or eCheck (ACH) to the property of your choice.

Inspection Reports: You will see this tab if your property manager has shared an Inspection report. You can view the Inspection reports online, but cannot print them at this time. Click the Report Name to view it online.

Documents: Any files your property manager has shared will be stored here. Click the name of the file to view it online, or click Download to save it to your computer.

Make a Contribution

If enabled, you can make secure monetary contributions via credit/debit card or eCheck (ACH) to the property of your choice.

• Log into your Owner Portal and click Contributions.
• Click Make a Contribution next to the name or company that owns the property you are contributing funds to.

1. Select a property, enter an amount ($15,000 max), select a payment method, and click Continue. eCheck contributions are free to you, while credit/debit card contributions carry an online transaction processing fee.
2. Enter the bank account or card details and click Continue.

• Review your payment information and click Submit.

Note: The contribution and fee will be processed as separate transactions. The base contribution appears on your statement as a transaction from the management company and the fee will appear as a transaction from AppFolio.

You will receive an email notification if your payment was successfully submitted. Print or save the confirmation page or email for your records if necessary.

Electronically Signing Leases

How do I sign my lease electronically?

Your electronic lease will appear as soon as you log into your Online Portal. Read through the document carefully and select the first initial line you see. You will be prompted to enter your full name and initials to create your electronic signature. As you read through your lease, click every initial and signature line that you see to provide your electronic signature until you have reached the end of the document.

How do I renew my lease electronically?

If you received an email that you have a lease renewal offer in your Online Portal, you can review the lease details on the Home tab of your portal. Review the offer(s) in the banner, then click View to begin signing the renewal offer of your choice.

How do I update my electronic signature for signing documents?

Navigate to the Account Profile tab of your Online Portal, then click Edit Electronic Signature in the Signature block. Enter your legal full name and initials, then click Save.

Check On a Maintenance Request

How to Check on a Maintenance Request

You can view the high-level status of your maintenance request on the Maintenance tab. The status will range from received, to technician contacted, to technician scheduled, to completed. Select Check Status for a detailed view of all communication sent to you and a status timeline of your request.

View or Download Documents

View or Download Shared Documents

You’ll receive an email notification any time your property manager sends you a document securely to your Online Portal. Navigate to the Shared Documents tab to access these documents.

View or Download Your Lease

Click Property Details from the menu on the left to view or download your online lease documents.

Upload Proof of Renters Insurance

Navigate to the Insurance tab and locate the Upload Renters Insurance Policy block. Enter your insurance company provider, your policy number, policy expiration date, then upload a copy of your proof of insurance. When done click Submit Policy Information.

Sign up for renters insurance through the Online Portal

If your property management company has this feature enabled, you can purchase a renters insurance policy directly through your online portal. Navigate to the Home tab and click Purchase Renters Insurance to receive an estimate.

View your renter’s insurance policy information

Navigate to the Insurance tab to view or update your renters insurance policy.

View Liability to Landlord Insurance Coverage

If your property management company has enrolled you in Liability to Landlord Insurance, you will see a Notice of Liability to Landlord Insurance link on the Property Details tab. Click this link to view your summary of coverage.

View Another Unit

I have two (or more) Online Portals but I’d like to have them combined into one. How do I do this?

Only your property manager is capable of combining your Online Portals, so please contact them directly to make this request. Your Online Portals must be managed by the same company in order to combine them. View Another Unit

If you rent multiple units from your property management company and you wish to make payments or details for a different unit, click View Another Unit, then click the button for the unit you wish to view. Each unit must be activated separately, so if you don’t see the unit you’re looking for, contact your property manager.