Overview
Your DoorLoop Owner Portal is customizable to meet your business needs. You can configure the portal so owners can see an overview of their properties and finances, their transactions (contributions and distributions), owner requests, and reports.
After configuring your settings, make sure to invite your owners to use the portal.
Note: The Owner Portal is not available on Starter Plans. Please consider upgrading to a higher subscription plan tier if you want more features.
The Steps
Step 1: View the Owner Portal Settings
To set up the owner portal settings, click Settings on the main menu. Then under the Property Settings section, click Owner Portal.
Refer to the section below to learn what each setting does. When you're happy with your changes, click Save to update your owner portal settings.
Step 2: Set Up Portal Contact Info
On the Portal Contact Info tab, set up your Company Info and Company Address. Only the Company Name shows on owner portal invite emails — the rest is for reference only and doesn't currently appear elsewhere in the portal. Any changes you make, click Save Changes to finish.
Step 3: Set Up Theme Settings
On the Theme Settings tab, configure how your owner portal looks:
Add a custom company Logo (recommended size: 300x100), which appears in the upper left corner of your owners' portals.
Edit the Color Theme, which changes the background banner color.
Add a custom background image for the portal (recommended size: 1920x1080).
Any changes you make, click Save Changes to finish.
Step 4: Set Up Owner Portal Features
On the Features tab, you'll be able to dictate what the owner can and cannot do as well as what they have access to.
Set what your owners can do:
Permissions
Allow owners to access the owner portal.
Tab Accessible to Owners
Transactions: View owner contributions and distributions summary
Requests: Submit new online requests and view open requests
Reports: View detailed reports about their property financials
Show AI generated insights on reports
Files: Allow owners to view and upload files
Upload File: Allow owners to upload files directly to the portal
Online contributions
Online Contributions: Allow owners to contribute funds to their property from their owner portal
Click Save Changes after any edits that you make.
Step 5: Set Up Reports
Show or restrict certain reports from view. A checked report is accessible from the Owner Portal; an unchecked one won't appear.
Business Overview
Reports owners can access: There are 6 reports in the business overview section available to the owner - balance sheet, cash flow statement, profit & loss, rent roll, owner statement, and property reserve funds report.
Accounting
Reports owners can access: There are 8 reports in the accounting section available to the owner - bank balance by property, budget vs actuals, owner transactions, transaction details, a/r reports, a/p reports, recurring transactions, 1099 misc report.
Tenant reports: Enabling this will allow owners to view the following - current tenants, future tenants, previous tenants, tenant pets report, and tenant vehicles report.
Prospect reports: Enabling this will allow owners to view the following - active prospects, lost prospects, moved-in prospects, prospects by leasing agent, prospects by source, and rental applications report
Task reports: Enabling this will allow owners to view the following - completed tasks, open tasks, overdue tasks, tasks by priority, tasks by property, tasks by status, and tenant requests.
Click Save Changes after any edits that you make.
Step 6: Set Up Owner Requests
On the Owner Portal tab, if you want to display additional instructions for owners when they submit requests, enter those in the Owner Request Instructions box.
Click Save Changes after any edits that you make.
Step 7: Portal Invites
Customize the email invite sent when inviting owners to their portal. You can change the Title (the email subject), the Subtitle (which can act as the email greeting), and the Email Body.
Note: By default, the Subtitle inserts the owner's name and the company name set in Portal Contact Info.
Click Save Changes after any edits that you make.
Step 8: Set Up the Portal URL
On the Portal URL tab, you can set a custom URL for your Owner Portal to match your company brand. Enter your chosen custom URL into the subdomain box under URL Structure.
Note: Using an invalid character, such as a space, dash, or punctuation, shows an "Invalid subdomain" error below the subdomain box. If you pick a subdomain that's already taken, you'll get an error message when you try to save.
Click Save Changes after any edits that you make.
Once saved, your changes take effect immediately for any owner who logs into their portal, and any new owners you invite going forward will see the updated setup.