Features · 08
Owners & Trust AccountingFor agencies
Manage other people’s properties? Owners get their own portal, statements and properly protected money.
Owner portal
Owners see their slice
Invite owners, assign properties with ownership shares and set your management fee — percentage or flat. Owners log in to a read-only view scoped to only what they own.
✓ Owner invites with guided onboarding✓ Ownership share % and per-owner fees✓ Read-only portfolio and maintenance visibility
R. Whitfield
2 properties · 100% share · 8% fee
H. & M. Osei
1 property · 50/50 share · flat fee
Owner portalTheir view only
Statement — Jun 2026 · R. Whitfield
gross $4,100 · net to owner $3,412
Management fee
$328 · posted as agency income
Statement — Jun 2026 · Osei
gross $1,850 · net $1,540
Statements
Statements that write themselves
Per period: gross rental income, minus expenses, minus your management fee, scaled by ownership share — exported as a PDF, with your fee posting to your books as agency income.
✓ Period statements generated per owner✓ Income − expenses − fee, scaled by share✓ PDF download for owner and agency
Trust accounting
Client money, kept sacred
Owner money lives in a segregated trust ledger, structurally separate from your operating funds. Disbursements can’t overdraw a client — and a live three-way check proves everything agrees.
✓ Per-client receipts and disbursements✓ Live three-way position: ledger vs client balances vs bank✓ Monthly reconciliation with an audit-ready PDF
Trust control balance
vs sum of client balances
Disbursement — R. Whitfield
$3,412 · balance checked before release
June reconciliation42/42 · PDF