Chapter 2: Owner Portal Training
Introduction
Welcome to Invicta Property Management’s Owner Portal Training chapter. In this section, we will introduce you to the two primary platforms we use to ensure accountability and remote access: Buildium and Property Meld. Each platform serves distinct purposes and is managed by different members of our team to streamline operations and communication.
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Overview: Buildium is our go-to platform for managing administrative tasks, financial reports, and documentation. This platform is managed by our Property Manager and is designed to facilitate smooth communication with tenants, handle finances, and store important documents.
Key Features:
Administrative Tasks: Keep track of property management activities and tasks.
Financial Reports: Access detailed financial statements, track income and expenses, and view budget reports.
Documentation: Store and access important documents such as lease agreements, HOA guidelines, and meeting minutes.
Communication with Tenants: Use Buildium’s messaging system to stay in touch with tenants efficiently.
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Login: Access the Buildium platform through the provided link and login with your credentials.
Dashboard: Navigate the dashboard to view your properties, tasks, and financial summaries.
Reports: Generate and view various financial and administrative reports.
Documents: Upload, download, and manage important documents related to your properties.
Messages: Communicate with tenants directly through the messaging feature.