Property Matrix

Secondary operating accounts help you direct payments for specific accounting items, such as security deposits, to a different bank account than the default operating account. Owners managing multiple properties can…

Setting Up Secondary Operating Accounts for Security Deposits

Leases, applications, and other tenant documents can be shared with owners through the owner portal. Owners can only view shared tenant documents and cannot make changes to them.

Sharing Tenant Documents with Owners

How to create and process owner draws via checks or ACH with Forte, including setup details, processing flow, and troubleshooting.

Creating an Owner Draw (Sending Owners Money)

Use the company statement to review monthly company activity, understand the available owner draw amount, and print owner statements.

Checking the Monthly Company Statement and Owners Statements

Owner draw payment methods are used to send funds from a bank account you manage directly to property owners.

Setting or Adding an Owner Draw Payment Method

Use owner statements to review or send statement details for one or more owners over a selected date range.

Sending and Viewing Owner Statements

Paying Management Fees (Single and Multiple)

Calculating Management Fees

Learn how to add a new tenant company, configure financial accounts, assign owners with specific roles and permissions.

Adding Companies and Owners

Detailed Owner Statement Explained

How Property Matrix adjusts management fees for bounced, refunded, or voided payments to avoid double charges and ensure accuracy.

How Management Fees Adjust for Refunded, Voided, or Bounced Payments

Creating Owner Contributions

Update your company name and logo in Property Matrix to keep branding consistent across reports, documents, emails, text messages, marketing materials, and templates.

Updating Company Name and Logo Across Property Matrix

Dylan Telson

Conor Taliancich

Semmy Tan

Companies and Owners

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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