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2.5 Owner reporting

Owner reporting. Owners see what you see, on the same day every month.

Owners get a clean statement on the same day every month, plus a portal that answers 'where is my money?' before they email you.

Included in Starter (not included) Growth (included) Portfolio (included)

Owner insights for a 420-unit manager in October. Sample data.

2.5.1What it does

Six things it does well, so you can stop doing them by hand.

If you manage for other people, the owner statement is your product. Lintel builds it from the books you already keep, holds back the reserve you agreed to, and sends the draw the same day.

  • 01

    Statements on a schedule

    Pick the day, usually the 10th. Statements build from the closed month, with receipts and invoices attached.

  • 02

    Owner draws by bank transfer

    Draws go out the same day, less any reserve you hold for that property. Owners see the math line by line.

  • 03

    An owner portal worth logging into

    Statements, bills, open work orders with photos, leases and year-end documents, in one place.

  • 04

    Management fees that calculate themselves

    Percent of collected rent, leasing fees, renewal fees and flat fees, posted automatically and shown on the statement.

  • 05

    Notes where owners need them

    Add a short note to any line, like 'water heater replaced, 12 years old', so the big numbers explain themselves.

  • 06

    Year-end, handled

    Owner 1099s and an annual summary per property, ready in January instead of in March.

2.5.2How it works

Four steps, then it runs on its own.

  1. 1

    Close the month

  2. 2

    Review statements in one queue

  3. 3

    Send statements and draws together

  4. 4

    Owners open them in the portal

A garden-style apartment community with sage and cream siding, balconies, and a blue sky
One statement per owner, however many buildings they own.

2.5.3The small print

Owner portal, statements and draws are on Growth and Portfolio. Self-managing landlords on Starter get the same reports for their own properties.

2.5.4Questions

About owner reporting.

Can owners have more than one property?

Yes. An owner with five buildings gets one statement with a section per property, and one draw.

Can I hold a reserve?

Yes, per property. The reserve stays in trust and shows on every statement so the owner always knows it is there.

Do owners pay for the portal?

No. Owner portal access is included on Growth and Portfolio for every owner you manage for.

Other modules

Try owner reporting with your own units. Free for 14 days.

Import your rent roll, invite your tenants, and collect next month's rent online. Free for 14 days, no card. After that, from $1.25 per unit a month.

Rather talk first? Call (919) 555-0147, weekdays 9 to 6 ET.

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