Property management owner portal
An owner portal where a property management firm handles owner approvals, lease renewals, the monthly owner report and new property onboarding.
- Industry
- Real Estate and Property Services
- Team
- Client services, Operations
- Use case
- Client portals, Requests and exceptions, Client onboarding
- Tags
- Approval workflow Client reporting
- Includes
- 5 pages · 15 app surfaces
Template preview
1 / 4
Included items
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Owner approval request
Page · Embedded on site route /approvals/boiler · Requires sign-in
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Monthly owner report
Page · Embedded on site route /report/september · Requires sign-in
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Building takeover checklist
Page · Embedded on site route /bellamy · Requires sign-in
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Morning exception board briefing
Page · Embedded on seller team route /team/board · Requires sign-in
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Lease renewal readiness tracker
Page · Embedded on seller team route /team/leases · Requires sign-in
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Dashboards
App · Client routes: /, /approvals, /approvals/boiler, /bellamy, /onboarding, /renewals, /report, /report/september; seller team routes: /team, /team/board, /team/leases · Requires sign-in
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Tasks
App · Client routes: /approvals · Requires sign-in
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Project Chat
App · Client routes: /approvals · Requires sign-in
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Forms
App · Client routes: /files · Requires sign-in
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File Request
App · Client routes: /files/requests · Requires sign-in
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Files
App · Client routes: /files · Requires sign-in
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Onboarding
App · Client routes: /onboarding · Requires sign-in
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Client Profiles
App · Seller team routes: /team · Requires sign-in
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Dashboards Admin
App · Seller team routes: /team · Requires sign-in
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Tasks Admin
App · Seller team routes: /team · Requires sign-in
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Project Chat Admin
App · Seller team routes: /team · Requires sign-in
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Files Admin
App · Seller team routes: /team/admin · Requires sign-in
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File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
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Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
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Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A client portal for residential and mixed-use property management firms reporting to property owners. A command bar with a building chip strip leads to owner approvals with a repair request, lease renewals, the monthly owner report, a building takeover checklist, files and file requests, and onboarding. The morning exception board and the lease renewal tracker stay in the firm team workspace, which requires sign-in.
- Portfolio page with live KPIs, daily exceptions and lease blocks
- Owner approvals with tasks, project chat and a shared approval request
- Lease renewals with live renewal charts
- Monthly owner report shared as a FuseBase page
- Building takeover checklist for new properties
- Morning exception board and lease renewal tracker in the team workspace
- Files, forms and file requests
- Onboarding checklist
- Light, Dark and Futuristic themes
How to use this template
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Review the portal
Open the live demo portfolio page and read the exception and lease blocks.
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Map your owner reporting
Decide which approvals, renewals and reports your owners should follow each month.
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Plan client access
In the linked Site only the portfolio page opens without sign-in, and the morning board stays in the team workspace. Choose which pages require sign-in in your own Site.
Frequently asked questions
What does Property management owner portal help me do?
It gives property owners one place for approval requests, lease renewals, the monthly owner report and the onboarding of a newly managed building.
Which documents are included?
Five shared FuseBase pages: an owner approval request, the monthly owner report and a building takeover checklist for the owner, plus the morning exception board briefing and the lease renewal readiness tracker in the team workspace.
How do owners approve repairs?
The Approvals page combines a Tasks board with Project Chat, and each request opens on its own page with live approval blocks and the shared request.
Who is this template designed for?
Residential and mixed-use property management firms, for client services and property operations teams reporting to owners.
Which pages open without sign-in in the live demo?
The home page opens without sign-in. In the linked Site, the approvals, renewals, report, takeover, files and onboarding pages and the team workspace require sign-in.
Can I add this template directly from the gallery?
The gallery provides previews and a live demo link. Adding a copy directly to your workspace from the gallery is not available yet.