Login & Contact Information

1. How do I change my Owner’s Portal password?

Go to the left side of the Owner Portal dashboard and click My Profile > Profile Settings >  "My Login" Tab. Enter the new password of your choice and click “Update”.

2. How can I change my contact information – email, address, phone?

Go to the left side of the Owner Portal dashboard and click My Profile > Profile Settings. You can change your email address, phone, and mailing address, and communication preferences from this screen. 

3. How can I change my communication and billing preferences?

Go to the left side of the Owner Portal dashboard and click My Profile > Profile Settings. Choose from Paper or Email options based on your preference.  

4. How can I add/remove contact information on the Community Directory?

If your Association has the Directory feature enabled, you may update this to show your email and phone number so that other members can see this information. By default, the system automatically hides contact information, but not names and property addresses.  To hide or unhide your information, visit the left side of the dashboard on your Owner’s Portal and click My Profile > Profile Settings. Check/Uncheck the boxes next to Directory Preferences.

 

Account Billing Information

1. How can I view my current balance?

After logging in, your account balance is displayed on the main dashboard screen.  You can also click “Payments” from the left menu.   You may click “All Account History” tab at the bottom of the screen for more details.  You can also click “Statement” for your financial records.

2. I have a question about my account or billing. How do I contact the management company?

Go to the left side of the Owner Portal dashboard and click “Requests” from the left menu.. Next select “General Request”.  Then in the box below labeled “Choose a Request Type”, select “Billing Question”.  You can also select "General Question" if you need information about your association but not specifically about your account. 

3. I own multiple properties and/or I am a member of a Community Association that has a Master Association. How do I see and manage both of my accounts in my Owner Portal? 

Go to the left side of the Owner Portal dashboard and click “Requests” from the left menu.  Next select “General Request”.  Please provide the details of the accounts you would like to link.

Making Payments

1. Can I pay my assessments online?

Yes! Once you are logged in, select the “Payments” on the main Dashboard screen to be directed to the payment processing service.

2. What are my payment options?

Below is a summary of the options offered through our Owners Portal:

  • Auto Draft: Auto Draft or ACH Direct Debit allows you to enter your checking account information and the Association will automatically deduct your fees on the 5th of the month the assessment is due.  If the 5th falls on a weekend or holiday, it will be scheduled on the next available business day.  The draft amount will be charged automatically if there is an increase in the recurring assessment amount. If you currently have a balance on your account, you must first make a one-time payment using the “One-time eCheck” or “Credit Card” options prior to signing up for Auto Draft. Please note, eCheck transaction fees are applied for this type of payment and will appear in the total charge.
    • eCheck > One time Payment: You can authorize the Association to process a one-time payment using the bank account and routing number that you provide. Please note, eCheck transaction fees are applied for this type of payment and will appear in the total charge.
    • eCheck > Recurring Payment: You can set up a recurring payment on a monthly, quarterly, or annual basis for the amount you designate. With recurring eChecks, you control the date that your payment is made.  Note, the assessment amount will NOT automatically update if the assessment changes. If there is a change in the amount due you will need to adjust the payment.  Most assessments are collected annually.  If your association has an annual payment, then you will need make the full assessment payment by the due date to avoid late fees and interest charges.  Recurring eChecks can also be used as a tool to pay your assessment in advance. Please note, eCheck transaction fees are applied for this type of payment and will appear in the total charge.
    • Credit/Debit Card: These payments are processed through a third-party processor. Please note, credit card transaction fees are applied for this type of payment and will appear in the total charge.

     

    3. If I want to mail in a check, where do I send it?

    Check must be written payable to the name of your association.

    Your account # must be written on the memo line of check.

    Mail Payments to:

    (Name of your Association)

    PO Box 224511

    Dallas, TX 75222-4511

     

    Community Requests

    1. How can I submit a Service Request for Association repairs to the common area? 

    Go to the left side of the Owner Portal dashboard and click “Requests” from the menu. Next select “General Request”.  Then in the box below labeled “Choose a Request Type”, select “Service Request” from the drop-down menu. Enter the description of the issue. Be sure to provide as much detail as possible, including specific location or area of concern. Pictures are encouraged and can be attached using the upload feature. Please submit separate requests for each individual item being reported if there is more than one.  

    2. How can I submit a request for an architectural improvement (ARC) request to my home?

    Go to the left side of the Owner Portal dashboard and click “Requests” from the menu. Next, select “ARC Request”.  You can select the general category of “Area of Work” from the drop-down menu.  Fill in brief details of the project in the appropriate box. Please fill out your Association-specific Architectural Improvement (ARC) request form. Once completed, you can re-upload this document using the Select files option.  The request will then be sent to the ARC Review Committee.  Please note that approval can take up to 30 days.

    3. How can I order a replacement remote, pool key, etc. for my Association?

    Go to the left side of the Owner Portal dashboard and click “Requests” from the menu. Next select “General Request”.  Then in the box below labeled “Choose a Request Type”, select “Access Request”.  Enter the specifics of what you are looking for and the request will go directly to your community manager.

    4. What if I have a question for my Community Manager?

    Go to the left side of the Owner Portal dashboard and click “Requests” from the menu. Next select “General Request”.  Then in the box below labeled “Choose a Request Type”, select “General Question” from the drop-down menu.  Enter your question(s) and they will be routed directly to your Community Manager.

     

    Community Information

    1. How do I see recent Association communications?

    Go to the Owner Portal dashboard and look at the “Messages”  widget. This screen will give you an overview of all recent general messages sent from the Association within the past 30 days.  You will also see any outstanding service requests, violations, or architectural (ARC) requests specific to your home.  Click on the subject line to open an item for review.  You can use the “Type a Message” box at the top of the screen to send a message to the Management Team.

    2. Where can I find my Association’s Governing Documents and/or Rules and Regulations?

    Go to the left side of the Owner Portal dashboard and click “Documents.”  There will be a folder titled “Governing Documents” that will have all your Association’s governing documents. Click on the folder name to see all documents.

    3. Where can I find forms for my Association?

    Go to the left side of the Owner Portal dashboard and click “Documents.”  There will be a folder titled “Forms” that will have all your Association’s pertinent forms. Click on the folder name to see all documents available.

    4. Where can I find all other information relating to my Association? 

    Go to the left side of the Owner Portal dashboard and click “Documents.”  All other documents relating to your Association will be found in folders here.  Remember to click the folder name to open the document folder.

    5. Where can I find upcoming events for my Association? 

    Go to the left side of the Owner Portal dashboard and click “Calendar & Events.”  You can switch the view of the calendar from Day, Week, Agenda, or Month to provide all upcoming events.

    Sales

    1. I am selling my home. How can I order a resale package from the Association?

    You can order documents by going to www.homewisedocs.com   Register as a new user if you never used this website before. 

    Association Documents

    1. What are the Governing Documents of an Association?
    Property owners associations derive their basic legal authority for their existence, activities, and actions from state statutes (laws) and certain legal documents:

    • Articles of Incorporation
    • Declaration of Covenants, Conditions and Restrictions
    • By-Laws
    • Board Resolutions
    • Rules & Regulations

    2. What are the Articles of Incorporation?

    • Bring the corporation into existence
    • Define the basic purpose and powers of the corporation
    • Indicate there will be a board of directors and may, identify the initial board

    3. What are Declaration of Covenants, Conditions and Restrictions?

    The underlying document of a property owners association, apart from state law, is the Declaration, also referred to as Covenants, Conditions, and Restrictions (CC&Rs). The Declaration is the constitutional law of the association. The Declaration defines the limits and inclusions of ownership for the owners and the association. As a legal entity the association is better prepared to pursue certain business needs, such as entering contracts, raising funds, filing liens, and collecting fees in a foreclosure.
    The Declaration may contain:

    • Definitions of the physical elements of the property
    • The method for determining the share of interest in the common area for each property owner
    • A list of the responsibilities for the association and individual owners and permitted uses of common areas and individual units
    • Responsibilities for care of the association and the common areas
    • Restrictions on the use or enjoyment of properties in the association and common areas

    4. What are Bylaws?

    The Declaration forms the constitutional foundation of the association; Bylaws define the laws and operating procedures of the association. Bylaws detail the framework for governing the association that is authorized in the Declaration. They address the association's structure, the board, the officers, definition of a quorum, ability to enter into contracts, etc. Bylaws provide reliable guidance for board members at meetings in addition to:

    • Requirements of membership meetings
    • Voting rights of property owners
    • Procedures for electing the board of directors
    • Procedures for the board of directors to elect officers
    • General powers and duties of the board

    5. What are Board Resolutions and Rules & Regulations?

    Board Resolutions are formal policies, procedures and decisions that are adopted and approved by the Board of Directors. Rules and regulations are the operational and behavioral laws that apply directly to association members and may govern the lots, units, and common areas. They may state acceptable and/or unacceptable conduct for all owners, guests, visitors and tenants. Good rules serve the interests of the entire association and protect the common areas. Some common examples of rules are below:

    • Architectural controls
    • Lawn and holiday decoration restrictions
    • Home maintenance standards
    • Noise complaint policies
    • Home occupancy limits
    • Parking rules and guidelines
    • Pet size and quantity limits
    • Short-term rental restrictions
    • Trash and recycling rules