Are you an owner and your property manager is using Rentvine to manage your properties? This article will show you how to use your Rentvine owner portal
Quick Links to Different Tabs within Your Owner Portal
The Properties Tab
- The first thing you will see in your Rentvine owner portal is all of the properties that are owned by you and managed by the property manager. You can click on each property to view more details about your property.
- Inside the property, you will be able to view the details tab. This will show you the details (address, property type, etc.), the rental details, and any notes that your property manager has shared with you.
- In the marketing tab, you will be able to see the marketing information for your property. This includes contacts, utilities, and marketing documents. Here you will also see if your property has been listed for rent.
- The next tab will be work orders where you can see any of the work orders for this property that the property manager has shared with you. You can click on an individual work order to view the work order details and this will take you to the work orders tab.
Please note that you may not see the Work Orders tab if it is disabled or there are no work orders shared with you by your property manager
- In the bills tab you will be able to see all of the bill for this property. You can click on each one to view the individual details. When you click on a bill you can also view files that are attached to them if any if you click on the files tab
Please note that you may not see the Bills tab if it is disabled or there are no bills shared with you by your property manager
- In the documents tab, you will be able to see all of the files that your property manager has shared with you that are related to the property or lease on this property.
Please note that there is another files section but all files shared on a lease or property will be stored here. Please see below for all areas with a files section.
Rent Roll
- The rent roll tab will have a report that will show you all of your properties, lease info, move-in dates, current rent set, any deposits that are being held, and the total balance due. This information updates in real-time if any changes are made. You will also have an option to print this report by clicking the green print button in the top right.
Please note that you may not see the Rent Roll tab if it is disabled by the property manager.
The Statements Tab
- In the statement tab, you will be able to see every single statement packet that your property manager has posted to your portal. You can click on an individual statement packet to view the details and view the files within it.
- To filter your statements you can click the green actions button and click "Filter Statements". You can also download all of the files within the statement packet by clicking the blue "Download Files" button on the right of the packet.
- If you click on a specific statement packet you will be able to view the owner statement and any files or reports that your property manager has included in the packet. You can also click on the blue "Download File" to download individual files.
Please note that you will need to contact your property manager if you would like specific reports added to your statement
The Files Tab
- In the documents tab, you will be able to view any files that your property manager has shared with you. To view the file you can click directly on the individual item to maximize it. Here you can also upload files that you have by clicking the upload files box in the top right-hand corner.
- By selecting files you will then have the option to download them to your device by clicking the green download button.
Please note that there are other files sections within your portal. Please see below for all areas with a files section, if you cannot find them within this section.
The Bills Tab
Please note that you may not see the Bills tab if it is disabled by your property manager
- The bills tab will show you all of the bills that have been shared by your property manager. It will also show the amount of these that are paid or if the bill is not paid and how much is owed.
- You can click on the bill to view more details about the bill. You will be able to see who the payee is, when the bill was created, when it is due, and the individual itemized charges.
- If you click on the files tab within this details page you will be able to see the invoice and or any other files related to the bill. You can also click on the individual file to view it or click download to download it directly. Please note this might not always be the case and there may be no files within here.
The Work Orders Tab
Please note that you may not see the Work Orders tab if it is disabled by your property manager
- The work orders tab will show any work orders that the property manager has shared with you. In the main page you will be able to see all of the work orders, for what property they are for, the vendor, status, priority, & the date created.
- If you click on an individual work order, it will give you a breakdown of the details of the work order. You will be able to see things like a breakdown of the set dates for the work order, more specific vendor details, any notes shared with you, and any attached bills.
The Estimates Tab
- The estimates tab will show you all estimates for work orders that have been sent by your property management company. Here you can view all pending estimates that are awaiting approval, all approved estimates previously submitted, and any estimates that have been rejected.
- You can click into an estimate to view more information regarding it. From this page you will be able to accept the estimate or reject it. You can also view any associated files by clicking the files tab on this page.
The Payments Tab
- In the payments tab, you will be able to see your distribution method. You can see how distributions will be currently sent. You can update this by clicking the edit button and adding new information.
The Edit button will not appear if your property manager has disabled the ability to modify your distribution method.
- In this section, you can also make a contribution to your account in Rentvine. If your property manager ever needs funds from you, this spot in your portal is the way to send it.
- You will have the option to make a contribution from a saved payment method that you have set up, an echeck payment using your account and routing number, or a credit/debit card. You will just need to select the desired tab at the top, fill out all of the information, make sure you turn the toggle on to agree to the terms and conditions, then submit the payment. This will go straight to your property manager to allocate the funds correctly.
Please note that if you choose to make a contribution via a credit/debit card there will be a non refundable 4% processing fee
- In that same area, you can also create a saved payment method. Doing this will save all of your payment information so if you ever need to send a contribution in the future you can do so quickly.
The Chat Tab
- Your chat tab is used to communicate with your property manager. This functionality just uses the portal. Your property manager can send you a chat message and you will receive a text or email notification that a chat was sent to you and you can click on that to view and respond to it within your portal.
The Settings Tab
- The settings tab is where you will be able to enable or disable if you would like to access your owner statements without logging into your portal. If this is activated you will be sent an email with a code to view your owner statements without having to sign into your portal whenever owner statements are shared with you.
