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Owners in PM
Adding or removing a contact from a management agreementThis article will show you how to add and remove contacts from a management agreement in Reapit PM.
CC Owner Statements to Additional EmailOwners can have additional email addresses for Owner Statements to also be sent. This article will cover how to enable CC Owner Statements in Reapit PM.
Change OwnerThis article will show you how to change the owner of your property in Reapit PM.
Create a Management AgreementThis article will guide you through the process of creating a new Management in Reapit PM.
Inspection FeeThis article will guide you creating and managing inspection fees in Reapit PM. The processes in this article include: How to Set up an Inspection Fee How to Enable the Inspection Fee Charging the Inspection Fee
Owner to Owner TransferThis article will guide you through the process of performing an owner-to-owner transfer from a management agreement and the bills screen in Reapit PM. The processes in this article include: How to Transfer From a Management Agreement How to Transfer From the Bills Screen
Portal Set Up and InvitesThis article will run through how to send an individual invite to the owner portal as well as sending invites in bulk. It will also show how to set up the branding in Reapit PM. Note: The invite can also be automatically sent at the point of creating a management agreement. The process in this article include: How to Send an Invite to the Owner Portal How to Send an Invite to the Owner Portal in Bulk Setting up the Branding
Sharing Documents to the Owner PortalThe following article will cover sharing documents through the Owner portal in Reapit PM.
Unlink an OwnerThe following article covers unlinking an owner from a management agreement in Reapit PM.
Updating Fees on Management Agreements - Individual OwnershipFees can be configured to apply as default against all Management Agreements, or can be managed on an individual basis.
Withholding Funds from an Owner in CloudSometimes funds are withheld from an Owner to pay an invoice not yet received. The processes in this article include: Adding a Withhold Editing or Deleting Withholds