Classic Portal - The Homeowner Portal

 

This article gives an overview of all Portal pages for Homeowners.

To get to HomeOwner Portal, go to HomeOwners>Logins.

Choose a Homeowner to "Mimic". This will take you to the HomeOwner Home page/Dashboard shown below.

 

 

Homeowner Home Page/Dashboard

The Dashboard gives an overview of the homeowner’s account information, any upcoming scheduled payments if applicable, and their Open Issues also known as My Items.

 

My Account Page

The My Account page shows a transaction history for the owner’s account.  If the homeowner has multiple properties, the transaction histories for all properties will be listed here.

 

Make a Payment Page

On this page, owners have a variety of online payment options to choose from, including:

• Auto-Draft
• One-Time eCheck
• Recurring eCheck
• Credit Card
• Any third-party payment provider you set up for your homeowners.

Auto-Draft

Homeowners can set up auto draft for their monthly assessments from a checking account only. The monthly assessments will be auto-drafted on the same day each month. 

Note: The auto-draft date is determined by the management company.  The homeowner can choose the payment date for an automatic, recurring payment by using the Recurring eCheck Payment option.

The homeowner will be required to have a $0 balance before enrolling in Auto Draft.  If they have a balance due, they can submit a one-time eCheck payment for the full balance, then enroll.

 

One-Time eCheck

eChecks are a free payment option for homeowners. They will need to enter in the checking account number, routing number, and payment amount before submitting the payment. The payment amount will default to the balance due but can be edited by clicking and editing the Payment Amount field.

 

Recurring eCheck

By using this payment option, owners can choose the date which they would like to automatically pay their assessments each month.  If any changes are made by the association to the monthly assessment amounts, homeowners will have to manually edit the amount they wish to pay.

To enroll, the homeowner will click on “New Recurring Payment” to navigate to the following page where they can enter all of the required information:

 

Credit Card Payments

Homeowners can make payment by a credit or debit card.  Most 3^rd party payment processors do charge a fee for this option.

 

My Items

Homeowners have access to a list of their property’s action items on the “My Items” page.  Here, they can see what step each item is currently in as well as send a message directly to the appropriate team member by clicking “Reply” next to each specific action item.

 

My Contact Info

 

On the My Contact Info page, homeowners can update any of the below information.  Once these changes are made in the portal, Vantaca will automatically update with the new information. 

 

Any changes made by the homeowner through the portal will show up as an activity note on the homeowner’s account in Vantaca.

 

My Login

Owners can change their password and login email on this page.  Changing their login email will not change their primary email address in Vantaca.

 

ARC Requests

Homeowners can submit their own ARC (ACC) requests through their portal through this page.  This will generate an ARC Request action item in Vantaca as well as show up on the homeowner’s “My Items” page where they can keep track of the status of their request throughout the process.

Homeowners will be able to go to the Documents page to find a copy of the ARC Form. 

 

Submit a Request Page

Homeowners can use this page to submit different types of requests.  Once they submit, a new action item will kick off in Vantaca.

  

Owners can keep track of these requests on their “My Items” page.

 

Calendar & Events

The Calendar in the homeowner portal can show different events and important dates within the community.  The management company can go to Association > Calendar in Vantaca to add the events. 

When adding the event, be sure to set the Security to Homeowners or Everyone so that homeowners will see the event on their calendar in the portal.

 

Directory

Homeowners have access to their community’s directory.  Each homeowner/board member can choose their Directory Preferences on the My Contact Info page.

 

Documents

Here, homeowners have access to the documents that are set up in Vantaca by going to Association > Documents.  Only folders with Folder Security set to Everyone or Homeowners will be visible to homeowners.