To provide the owner with Owner Portal access...

1. The Portal Account Name and the Portal Account Password will prefill in from the system when the owner account is created from the initial SAVE.
2. Click Portal Letter (then their user access instructions and credentials will be provided to the owner)

Owner Monthly Check Setup

If the owner is having their monthly checks sent directly to their bank account...

Continue to the Bank Information column on the right side of the Owner Detail.

1. Check the box that applies, either Check to Bank* or Paylease**.
2. Fill in the Owner's Bank Routing Number and Account Number
3. Fill in the Institutional Bank information; Name, Address, Phone Number
4. Then click SAVE

Note:

*Checkmark Check to Bank: if the owner is having a hardcopy check mailed directly to their bank

**Checkmark Paylease: if the owner is having their checks sent electronically

• If the owner is on Paylease, the institution’s address and phone number are not required.
• If the owner is on Check to Bank, the institution’s phone number is not required.