3 Valued Services for Owner Clients Differentiating your property management firm Owner satisfaction What do Owners want?
4 Portal Plan Overview Targeted at several user types, to be released in phases: Resident & Administrator Portal Owner Portal Prospect & Marketing Portal Vendor Portal
5 Resident Portal Electronic Payment If desired, residents can submit/setup own onetime or recurring payments View ledger balance detail and payment history Maintenance Requests Residents submit own Maintenance Requests Track request status General Residents can submit general requests/contact office Local weather, news, etc. Administrator/Property Manager Access Post notices, general information, coupons for residents Customize with own Company logo, banner ads
6 Prospect & Marketing Portal Prospect Search for specific unit type availability Submit Online Application & electronically pay fee Request appointments Potential option for pre-qualification screen Marketing Frame available listings into own site for prospect searching Send available listings to Internet industry sites –Separate agreements required with such sites Marketing text, upload photos, floor plans Leads Track hits/leads to own web site & industry sites Drill down into lead contact information Manage interactive hot-sheet of leads/guest cards, follow-up and conversion ratios
7 Owner Portal Secured login for Owner specific access Financial Reports –Published by Administrator for Owners Initially as static PDFs Owner Account Statements and real-time financials –Leases –Income statements –Budget variance reports –Key Metrics (Rent rolls, Bank deposits, Occupancy, A/R, Maintenance requests) –Vacancy, Work Order History Reports –Rent Roll Reports –Marketing Reports –Web traffic reports Others
8 Owner Portal Future? Dynamic date driven report capability and drill-down into details. Work order history –Photos, Invoices, Property inspection reports Document archives (leases, agreements, insurance docs, etc.)
9 Owner Communications Facilitate general communications to all owners Specific secured communication to specific owners Avoid sending sensitive financial data via or regular mail Owner can access on demand Organized approach…everything in one place Helps facilitate information sharing even with non- US based owners
10 Owner Payments Electronic Payments (EFT) Owners maintain their own bank account info (routing and account numbers) for security Initiate direct deposit through electronic funds transfers Supporting details available via Owner’s Portal Payment history for viewing
11 Timeline of Availability Resident Payment Portal –Electronic Payment today with Management PLUS, Spectra, iCAM and RealProperty PLUS –Electronic Payment in: Tenant Pro Dec 09 Other Resident Functionality –Early 2010 Owner Portal: Early 2010 Prospect & Marketing Portal: TBD
12 What would you and your owner clients like to see?