Login and Contact Information
Go to the left side of the Owner Portal dashboard and click “My Contact Info”. Then click the “Password” tab at the top of the screen. Enter the new password of your choice and click “Update”.
Go to the left side of the Owner Portal dashboard and click “My Contact Info.” You can change your email address, phone, and mailing address, and communication preferences from this screen.
Go to the left side of the Owner Portal dashboard and click “My Contact Info.” Choose from Paper or Email options based on your preference.
Go to the left side of the dashboard and click “Directory.” Note, some Associations do not have the Directory option enabled. You can select each category to see Board Member, Committee, and Homeowner contacts. You will not see email or phone numbers if the owner does not specifically enable this information to be posted.
Account Billing Information
After logging in, your account balance is displayed on the main dashboard screen. You can also click “Billing” from the left menu. The account details will default to the past 6 months of charges/credits. You may click “View All History” tab at the bottom of the screen for more details. After clicking “View All History” you can also “Download Report” for financial reference.
Go to the left side of the Owner Portal dashboard and click “My Items” from the left menu and select “Submit a Request” at the top of the screen. Next select “General Request”. Then in the box below labeled “Choose a Request Type”, select “Billing Question”. You can also select “General Question” if you need information about your association but not specifically about your account.
I own multiple properties and/or I am a member of a Community Association that has a Master Association. How do I see and manage both of my accounts in my Owner Portal?
Go to the left side of the Owner Portal dashboard and click “My Items” from the left menu and select “Submit a Request” at the top of the screen. Next select “General Request”. Please provide the details of the accounts you would like to link.
Yes! Once you are logged in, select the “Make a Payment” button on the main Dashboard screen to be directed to the payment processing service.
Below is a summary of the options offered through our Owners Portal:
Auto Draft: Auto Draft or ACH Direct Debit allows you to enter your checking/savings account information and the Association will automatically deduct your fees on the 5th of every month. If the 5th falls on a weekend or holiday, it will be scheduled on the next available business day. The draft amount will be changed automatically if there is an increase in the recurring amount. ACH Direct Debit is applicable to all monthly recurring assessments, utility and usage fees and charges (if any) imposed against the Unit by the governing documents of the Association. If you currently have a balance on your account, you must first make a one-time payment using the “One-time eCheck” or “Credit Card” options prior to signing up for Auto Draft.
One-time eCheck Payment: You can authorize the Management company to process a one-time payment using the bank account and routing number that you provide.
Recurring eCheck: You can setup a recurring payment on a monthly or quarterly basis. With recurring eChecks, you control the date that your payment is made. Note, the assessment amount will not automatically update according to the Association’s assessment amounts. If there is a change in the amount due you will need to adjust the payment.
Credit/Debit Card: These payments are processed through Paylease/Zego, a third-party processor. Paylease/Zego is integrated with your Owner’s Portal so you do not need another login. Please note, credit card transaction fees are applied for this type of payment and will appear in the total charge.
Check must be written payable to the name of your association.
Your account # must be written on the memo line of check.
Mail Payments to:
(Name of your Association)
P.O. Box 11995
Newark NJ 07101-4986
Go to the left side of the Owner Portal dashboard and click “My Items” from the menu. Select “Submit a Request” at the top of the screen. Next select “General Request”. Then in the box below labeled “Choose a Request Type”, select “Work Order” from the drop-down menu. Enter the description of the issue. Be sure to provide as much detail as possible, including specific location or area of concern. Pictures are encouraged and can be attached using the upload feature. Please submit separate requests for each individual item being reported if there is more than one.
Go to the left side of the Owner Portal dashboard and click “My Items” from the menu. Select “Submit a Request” at the top of the screen. Next, select “ARC Request”. You can select the general category of “Area of Work” from the drop-down menu. Fill in brief details of the project in the appropriate box. You can download and fill out your Association-specific alteration request form. Once completed, you can re-upload this document using the Select files option. The request will then be sent to the Board or ARC Review Committee as necessary.
Go to the left side of the Owner Portal dashboard and click “My Items” from the menu. Select “Submit a Request” at the top of the screen. Next select “General Request”. Then in the box below labeled “Choose a Request Type”, select “Amenities Reservation”. You can enter the details of your request (date, time, etc.) into the description box and upload any community-specific forms required.
Go to the left side of the Owner Portal dashboard and click “My Items” from the menu. Select “Submit a Request” at the top of the screen. Next select “General Request”. Then in the box below labeled “Choose a Request Type”, select “Access Request”. Enter the specifics of what you are looking for and the request will go directly to your community management team.
Go to the left side of the Owner Portal dashboard and click “My Items.” This screen will give you an overview of all recent general messages sent from the Association within the past 30 days. You will also see any outstanding work orders, violations, or architectural requests specific to your unit. Click on the subject line to open an item for review. You can use the “Type a Message” box at the top of the screen to send a message to the Management Team.
Go to the left side of the Owner Portal dashboard and click “Documents.” There will be a folder titled “Governing Documents” that will have all your Association’s governing documents. Click on the folder name to see all documents and/or sub-folders available. Please note, if your Association uses another platform, documents may not be located on the Owner’s Portal. Please check with your Association Manager for further details.
Go to the left side of the Owner Portal dashboard and click “Documents.” There will be a folder titled “Forms” that will have all your Association’s pertinent forms. Click on the folder name to see all documents available.
Go to the left side of the Owner Portal dashboard and click “Documents.” All other documents relating to your Association will be found in folders here. Remember to click the folder name to open the document folder.
When a settlement date is scheduled, a 3407 or 5407 Resale Certificate must be provided. You can order this by going to www.homewisedocs.com Register as a new user if you never used this website before. After registering you would order for the sale of a unit, and search by the association name. You will need to order a PA Compliance package for resale packages and Questionnaire for Mortgage lenders. Contact firstname.lastname@example.org with any questions.
Property owners associations derive their basic legal authority for their existence, activities, and actions from state statutes (laws) and certain legal documents:
- Articles of Incorporation
- Declaration of Covenants, Conditions and Restrictions
- Board Resolutions
- Rules & Regulations
- Bring the corporation into existence
- Define the basic purpose and powers of the corporation
- Indicate there will be a board of directors and may, identify the initial board
The underlying document of a property owners association, apart from state law, is the Declaration, also referred to as Covenants, Conditions, and Restrictions (CC&Rs). The Declaration is the constitutional law of the association. The Declaration defines the limits and inclusions of ownership for the owners and the association. As a legal entity the association is better prepared to pursue certain business needs, such as entering contracts, raising funds, filing liens, and collecting fees in a foreclosure.
The Declaration may contain:
- Definitions of the physical elements of the property
- The method for determining the share of interest in the common area for each property owner
- A list of the responsibilities for the association and individual owners and permitted uses of common areas and individual units
- Responsibilities for care of the association and the common areas
- Restrictions on the use or enjoyment of properties in the association and common areas
The Declaration forms the constitutional foundation of the association; Bylaws define the laws and operating procedures of the association. Bylaws detail the framework for governing the association that is authorized in the Declaration. They address the association’s structure, the board, the officers, definition of a quorum, ability to enter into contracts, etc. Bylaws provide reliable guidance for board members at meetings in addition to:
- Requirements of membership meetings
- Voting rights of property owners
- Procedures for electing the board of directors
- Procedures for the board of directors to elect officers
- General powers and duties of the board
Board Resolutions are formal policies, procedures and decisions that are adopted and approved by the Board of Directors. Rules and regulations are the operational and behavioral laws that apply directly to association members and may govern the lots, units, and common areas. They may state acceptable and/or unacceptable conduct for all owners, guests, visitors and tenants. Good rules serve the interests of the entire association and protect the common areas. Some common examples of rules are below:
- Architectural controls
- Lawn and holiday decoration restrictions
- Home maintenance standards
- Noise complaint policies
- Home occupancy limits
- Parking rules and guidelines
- Pet size and quantity limits
- Short-term rental restrictions
- Trash and recycling rules