Homeowner Offsite/Mailing Addresses

Summary: The purpose of this article is to provide an overview and application of Offsite Mailing Addresses.

What is an offsite address?

When a property is not the main place where the owner lives, for example when the property is rented out, mail for the owner should be sent to his main property. This property will then be flagged as an “Offsite Address” and serve as the owner’s mailing address.

How to enter an offsite address:

To register an offsite address for an owner, go to Homeowners > Contact Info and select + New Contact. In the popup, select Address as Contact Type and fill in the offsite address info. After clicking Update, a new record appears in the Contact list with the new address.

Now, click on Change Primary Mailing Address in the same screen. A popup appears where you can choose the new address from the dropdown. Once you select the new address, this will become the mailing address for this property and show in this screen as an address with (Primary Mailing Address) behind it. If there is an address with this indication, this address will be flagged as an offsite property.

Note: If the mailing address is the same as the property address, the mailing address should not be entered in the Homeowner Contact Info page because this will flag it incorrectly as an offsite address. When no mailing address is entered, the system uses the property address as the mailing address.

*If you need to correct an offsite address to make it match the property and not be counted as offsite, you can go to the Homeowners Contact Info page and select the Change Primary Mailing Address button. Then, select the address the is the property address (not the one selected) and update. That should then use the property address as the mailing and you can delete the extra addresses as needed.

Where does it show?

-          Under Association > Association List there in column # Offsite Addresses (see below);

-          Under Homeowners > Contact Info an address with the extension (Primary Mailing Address);

-          In the Homeowner header under Mailing;

-          In email and letter tags, tag “Mailing Address With Name” which will print the owner’s first and last name, on the next line street number, street name and unit, and on the third line the city, state and zip.