Summary: This article walks through the functions within the Homeowner Info Tab of the mobile app.
The Homeowner Info tab displays information related to homeowner addresses, properties, contact details, tenants, pet information and additional fields as configured per association.
- Click the Pencil and Pad Icon to access the following options:
- Edit Property: Opens the Edit Property page.
- Edit Homeowner: Opens the Edit Homeowner page.
- Cancel: Returns to the Homeowner Info
- Select the Homeowner Name to edit Homeowner Information.
- The following fields can be edited:
- Homeowner First Name
- Homeowner Last Name
- Spouse First Name
- Spouse Last Name
- Business Name
- Homeowner Email
- Primary Phone
- Select the Checkmark Icon to save changes.
- The following fields can be edited:
- Select the Homeowner Email to edit the Email Information:
- The following fields can be edited:
- Is Primary (toggle): Enabling this will use this email as the primary email for contacting the homeowner.
- Label
-
Email Address
- Select the Checkmark Icon to save.
- The following fields can be edited:
- Select New Email to add a new email address to the homeowner account.
- Is Primary (toggle): Enabling this will use this email as the primary email for contacting the homeowner.
- Label
- Email Address
- Select the Checkmark Icon to save.
- Select New Phone Number to add a new phone number to the homeowner account.
- Is Primary (toggle): Enabling this will use this phone number as the primary number for contacting the homeowner.
- Label
- Phone Number
- Select the Checkmark Icon to save.
- Select a Mailing Address to choose from the list of available Mailing Addresses
- Note: There may be only one mailing address available.
- Select New Address to add a New Address to the homeowner account.
- Is Current Mailing Address (toggle): Enable this if address is the current mailing address.
- Label
- S. / Foreign
- Street No.
- Street Name
- Address
- City
- State
- Zip
- Select the Checkmark Icon to save.
- Select a Property Address to edit the Property Information.
- The following fields can be edited:
- Street No.
- Street Name
- Address
- Unit
- City
- State
- Zip
- Lot
- Block
- Phase
- Village
- Old Account
- Settled Date (Date)
- Previous Owner (Date)
- Deed Name
- Block Payments (toggle): Enabling this will block a homeowner from making payments on the homeowner portal.
- The following fields can be edited:
- Select the Checkmark Icon to save.
- Additional Homeowner Information related to Homeowner Accounts will be displayed here but may not be editable within the App.
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