Phase 2

Owner portal

The retention tool your competitors do not have.

Owners leave managers who are hard to reach. A portal that shows revenue, expenses, documents and incidents removes most of the calls that make a relationship feel heavy, and it makes the value of the management fee visible every month rather than once a year.

The REOS owner portal is a scoped view of the same database, not a separate export. An owner opens it and sees the portfolio, the revenue, the management fees, the net payout, the statements, the documents, the maintenance history and the performance of each unit, in their own language.

What it does

  • Portfolio summary with revenue, fees and net payout per period.
  • Statements and invoices available for download with their supporting documents.
  • Maintenance history with costs and outcomes per ticket.
  • Lease and tenancy status per unit, without exposing tenant private data.
  • Multi language, multi entity access for holdings and family portfolios.

What it automates

  • A statement is published and the owner receives a notification in their language.
  • A maintenance ticket needs authorisation and the owner can approve it from the portal.
  • A mandate renewal is due and the owner sees the performance summary before the call.

Records behind this module

These are the actual tables in the platform. Every other module reads the same rows, which is why nothing needs reconciling.

owner_portal_accessowner_statementsdocumentsmaintenance_tickets

Metrics it produces

  • Portal adoption
  • Statement downloads
  • Owner satisfaction
  • Support tickets avoided

Frequently asked questions

Can we brand the portal with our agency identity?
Yes, logo, colours and domain are configurable, and full white label is available on the enterprise plan.
What can an owner not see?
Tenant personal data, other owners, internal notes and anything outside their own mandates.

Ready to see it on your own portfolio

A demo runs on a structure that looks like yours: your unit count, your mandate model, your portals. Forty five minutes, no slide deck.