The CRM equips you with tools to keep property owners informed, engaged, and confident in your management. These tools provide financial transparency, easy communication, and a professional way to share performance updates.
What Owners Can See
When an owner is given access, they can view:
Owner Statements – Year-by-year performance with income, expenses, and adjustments.
Property Portfolio – The properties they own under your management.
Financial Summaries – Beginning balance, contributions, income, expenses, and distributions.
Shared Documents & Communication – Contracts, inspection videos, and direct messages you’ve sent.
You get to decide how much visibility owners receive from expenses to housekeeping charges.
💡 Best Practice: Always confirm that the owner’s email is correct before linking properties. This ensures statements and communications are shared without errors.
With owners added, they now have access to their own DoorSpot account. Share the following document with owners to guide them through the process to sign in
View your Owner List in the CRM
You can filter by owners to view confirmed owners from the CRM. Click the Owners only option to view a list of owners.
View Owner Statements
Your owners will have permission to view their statements from their accounts. In addition, you can view owner statements from their user profile.
Communicate with Owners
The CRM and Communications tabs work together to streamline owner communication. From the Owner profile, you can send direct messages, distribute documents, and track activity.
👆Click the interactive arrows below to explore an overview of an owner profile.
Best Practice
Always log owner communication in CRM. This creates a transparent record and prevents miscommunication.
Use smart lists with the Owner role to group owners by portfolio size, property type, or region. This makes it easy to send targeted updates (e.g., “all owners with 3+ units in Chicago”).