Managing owners, wallets, and statements

The owners section helps an agency store owner details, track wallet balances, review linked properties, and understand payable or paid amounts.

The platform supports connecting more than one owner to a property when needed. Review ownership shares before relying on final distributions or statements.

Review owner links to properties and units, ownership shares, collections, and expenses before issuing a statement or payout decision.

Any owner wallet discrepancy usually comes from a collection, expense, or ownership link, not from the final balance alone.

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

This is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.