Owner Portal

Give owners a portal, not a phone call

Statements, invoices, approvals, requests, calendar blocks — even their smart locks — in one login, under your brand. Owner retention is the business. This is the moat.

Owner dashboard

Entity: Lakeview Holdings LLC · 4 properties

June statement

Ready to view

Estimate · deck repair

Awaiting your approval

Request · hot tub

Response due in 3h 12m

Front door lock

Locked · battery 84%

Owner Money

Every dollar, self-serve

The portal reads the same statements, invoices, and estimates your back office produces — not an export, not a sync, the same records. When an owner accepts an estimate, the ops side sees it instantly.

  • Monthly statements per property, with drill-down to the line items behind them
  • Booking revenue from your direct site and connected channels flows into the same statement — no PMS export, no reconciliation
  • Invoices payable online by card or bank transfer (ACH) — no checks, no chasing
  • Estimates approved or declined in one click, with lifecycle guards so an expired quote can never be accepted
  • A yearly expense and tax report PDF the owner hands straight to their accountant

Invoice #1042 · Pool heater service

Amount due$485.00
Pay by card or bank (ACH)Pay now

Estimate accepted by owner — work order released to the ops board.

Requests & Approvals

SLA-tracked requests. AI answers first.

Owner requests get first-response and resolution deadlines by priority — tracked, warned, and escalated. Before a ticket is even filed, suggested help articles deflect the questions that never needed one.

  • Per-priority SLA targets with pause, warning, and breach tracking on every ticket
  • AI deflection surfaces help articles at submit time — and records when they solved it
  • Repairs over a property’s cost threshold route to the owner for approval before work starts
  • Message threads, attachments, and a full activity timeline on every request

New request · Maintenance

High priority

Suggested help article shown before submit — “Hot tub error codes”

First response due4h from creation
Resolution due48h · tracked
Your Brand, Their Asset

White-labeled to you, structured like they are

Every PDF header, email signature, and portal screen carries your company name and address — not ours. And owners who hold properties across multiple LLCs get one login with an entity filter, not five accounts.

  • Tenant branding flows through statements, invoices, estimates, and emails automatically
  • Owners block their own stay dates on the calendar without calling your office
  • Read-only smart-device status and history for locks and thermostats on their properties
  • One login across every LLC — the portal shows each entity and its properties side by side

Owner dashboard

Entity: Lakeview Holdings LLC · 4 properties

June statement

Ready to view

Estimate · deck repair

Awaiting your approval

Request · hot tub

Response due in 3h 12m

Front door lock

Locked · battery 84%

Everything an owner asks for, without asking you

All of it included in the base rate — no per-owner seats, no portal add-on fee.

Estimate approvals

Owners accept or decline quotes in the portal, with expiry and status guards enforced server-side.

Work approvals

Tasks above a cost threshold wait for an approve/deny decision — with the owner’s notes attached.

Tax report PDF

Cover totals, category summary, monthly breakdown, and full line-item detail per invoice.

Owner calendar blocks

Owners reserve their own stays directly; blocks land on the same calendar your team schedules from.

Smart-device visibility

Lock and device status with per-device history, scoped to exactly the properties the owner holds.

Multi-LLC identity

One auth account, many entities. The portal filters statements, invoices, and properties per LLC.

One platform. One invoice. No PMS bill.

Every software feature on this page is in the base rate — no per-seat fees, no feature gates, no connectors. Channel connections included; the only add-ons, ever, are smart devices and phone lines.