Login & Contact Information
1. How do I change my Owner’s Portal password?
After logging in, click the “My Contact Info” tab on left side of page. Then click the "My Login" tab towards the top of the screen. Enter the existing password and the new password of your choice in the blank spaces 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 Contact Info.” You can change your email address, phone, and mailing address 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 Contact Info.” 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 Contact Info.” Check/Uncheck the boxes next to Directory Preferences.
Account Billing Information
1. How can I view my current balance?
After logging in, click “Billing” on the left side of the page. Click “View All History” toward the bottom for more details. You can also click the “Download Report” button to download your account ledger in various formats.
2. I have a question about my account or billing. How do I contact the management company?
After logging in, click “Submit A New Request” button from the dashboard. This page explains the different request types. Please choose “Billing Question” for inquiries regarding account charges, payments, balances, etc.
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?
After logging in, click “Submit A New Request” button on the dashboard. Select "General Question" from the drop down. Please provide the details of the accounts you would like to link.
Making Payments
1. Can I pay my assessments & other fees online?
Yes! Once you are logged in, select the “Make a Payment” button to be directed to the Billing page.
2. What are my payment options?
Below is a summary of the options offered through our Owners Portal:
3. If I want to mail in a check, where do I send it?
The check must be payable to your Association and your account number must be written on the memo line of check.
Mail Payments to:
(Name of your Association)
c/o Excel
P.O. Box 446
Emerson NJ 07630
Community Requests
1. How can I submit a work order request for Association repairs to my property or the common area?
Go to the bottom of the Owner Portal dashboard and click “Submit A New Request.” Choose “General Request” and select “work Order” 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/exterior/in-unit alteration to my home?
Go to the bottom of the Owner Portal dashboard and click the “Submit a New Request” button. Please choose the “ARC Request” option at the top of the page. Fill in brief details of the project in the appropriate box. You can download and fill out your Association-specific alteration request form. Once completed, you can re-upload this document using the Select files option. The request will then be sent to the Board or ARC Review Committee as necessary.
3. How can I rent my Association’s (available) clubhouse/room/pool area?
Click the “Submit A New Request” button on the “Dashboard.” Choose “General Request” and select “Amenities Reservation” from the drop-down menu. You can enter the details of your request (date, time, etc.) into the description box and upload any community-specific forms required.
4. How can I request a fob, key, parking tag, entry code etc. for my Association?
Go to the bottom of the Owner Portal “Dashboard” and click “Submit A New Request.” Choose “General Request” and select “Community/Building Access Request” from the drop-down menu. Enter the specifics of what you are looking for and the request will go directly to your community management team.
5. What if I have a question for my Community Management Team?
Go to the bottom of the Owner Portal “Dashboard” and click “Submit A New Request.” Choose “General Request” and select “General Question” from the drop-down menu. Enter your question(s) and they will be routed directly to Management.
Community Information
1. How do I see recent Association communications?
Go to the left side of the Owner Portal dashboard and click “My Items.” 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 work orders, violations, or architectural requests specific to your unit. Use the arrow on the left side to expand each open item for review or use the “Reply” button on the righthand side 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 arrow to the left to see all documents and/or sub-folders available. Please note, if your Association uses another platform, documents may not be located on the Owner’s Portal. Please check with your Association Manager for further details.
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 arrow to the left 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 on the arrow 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 Agenda to Month to provide all upcoming events.
Sales
I am selling my home. How do I order a resale package and/or questionnaire?
Once a settlement date is scheduled, an order must be placed through HomeWise Docs - www.homewisedocs.com. The regulations and statutory requirements for HOA documents vary by state. To determine which items you should order to meet compliance, please contact one of the parties involved with your transaction such as your Realtor, Lender, or Closing Agent/Attorney.
To place a Homewise order:
You are also welcome to contact our Resale Department.
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:
2. What are the Articles of Incorporation?
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:
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:
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: