Login & Contact Information
1. How do I change my Owner’s Portal password?
Go to the left side of the Owner Portal dashboard and click “My Contact Info”. Then click the “Password” tab at the top of the screen. Enter the new password of your choice and click “Update”.
2. How can I change my contact information – email, address, phone?
Go to the left side of the Owner Portal dashboard and click “My Contact Info.” You can change your email address, phone, and mailing address, and communication preferences from this screen.
3. How can I change my communication and billing preferences?
Go to the left side of the Owner Portal dashboard and click “My Contact Info.” Choose from Paper or Email options based on your preference.
4. Where can I find the contact names of Boards, Committees, and Community Members?
Go to the left side of the dashboard and click “Directory.” Note, some Associations do not have the Directory option enabled. You can select each category to see Board Member, Committee, and Homeowner contacts. You will not see email or phone numbers if the owner does not specifically enable this information to be posted.
5. How can I add/remove contact information on the Community Directory?
If your Association has the Directory feature enabled, you may update this to show your email and phone number so that other members can see this information. By default, the system automatically hides contact information, but not names and property addresses. To hide or unhide your information, visit the left side of the dashboard on your Owner’s Portal and click “My Contact Info.” Check/Uncheck the boxes next to Directory Preferences.
Account Billing Information
1. How can I view my current balance?
After logging in, your account balance is displayed on the main dashboard screen. You can also click “Billing” from the left menu. The account details will default to the past 6 months of charges/credits. You may click “View All History” tab at the bottom of the screen for more details. After clicking “View All History” you can also “Download Report” for financial reference.
2. I have a question about my account or billing. How do I contact the management company?
Go to the left side of the Owner Portal dashboard and click “My Items” from the left menu and select "Submit a Request" at the top of the screen. Next select “General Request”. Then in the box below labeled “Choose a Request Type”, select “Billing Question”. You can also select "General Question" if you need information about your association but not specifically about your account.
3. I own multiple properties and/or I am a member of a Community Association that has a Master Association. How do I see and manage both of my accounts in my Owner Portal?
Go to the left side of the Owner Portal dashboard and click “My Items” from the left menu and select "Submit a Request" at the top of the screen. Next select “General Request”. Please provide the details of the accounts you would like to link.
4. Can I pay my assessments online?
Yes! Once you are logged in, select the “Make a Payment” button to be directed to your community's Bank processing service.
General Association Information/Education:
What are the Governing Documents of an Association?
Property owners associations derive their basic legal authority for their existence, activities, and actions from state statutes (laws) and certain legal documents:
You can find copies of your Association's Governing Documents on the Documents page.
What are the Articles of Incorporation?
You can find copies of your Association's Articles of Incorporation in the Governing Documents folder on the Documents page. Note some communities are "unincorporated" associations so do not have Articles of Incorporation.
What are Declaration of Covenants, Conditions and Restrictions/Master Deed?
The underlying document of a property owners association, apart from state law, is the Declaration, also referred to as Covenants, Conditions, and Restrictions (CC&Rs). The Declaration is the constitutional law of the association. The Declaration defines the limits and inclusions of ownership for the owners and the association. As a legal entity the association is better prepared to pursue certain business needs, such as entering contracts, raising funds, filing liens, and collecting fees in a foreclosure.
The Declaration may contain:
You can find copies of your Association's CC&R's in the Governing Documents folder on the Documents page.
What are Bylaws?
The Declaration forms the constitutional foundation of the association; Bylaws define the laws and operating procedures of the association. Bylaws detail the framework for governing the association that is authorized in the Declaration. They address the association's structure, the board, the officers, definition of a quorum, ability to enter into contracts, etc. Bylaws provide reliable guidance for board members at meetings in addition to:
You can find copies of your Association's By-Laws in the Governing Documents folder on the Documents page.
What are Rules & Regulations?
Rules and regulations are the operational and behavioral laws that apply directly to association residents and their guest. They state acceptable and/or unacceptable conduct for all Owners, their guests, visitors and renters. Rules and regulations may generate conflict between the board and the owner(s) since they may provide restrictions regarding noise, pets, use of the property or common areas, and fining procedures, however, good rules serve the interests of the entire association and protect the common areas.
You can find copies of your Association's Articles of Incorporation in the Governing Documents folder on the Documents page.