Update Information
What is going on?
We are excited to announce that The Management Trust will launch a new enterprise software system that enhances our ability to provide an exceptional customer experience.
Our new software has increased functionality and communication tools designed to make it easier for you to interact with us, and know, in real-time, the status of work orders, payments received and your account status details.
How do I access my information?
The new portal to access your community and account information is going to be available at my.managementtrust.com as your community’s information is moved into place.
We will be emailing the new login letters to all homeowners after the migration is complete. You can also sign up under the login section. And of course, we are here to help. You can call and ask us to help you get your login set or password reset.
What is available to access?
Everything you were able to access and see before has been brought over with a few new items. We have improved the layout of the information as well, so that it is easier to find everything.
DASHBOARD
The Dashboard page gives an overview of your account information, any upcoming scheduled payments if applicable, and any “Open Issues” also known as “My Items”.
MY ACCOUNT
The “My Account” page shows a transaction history for your account. If you have multiple properties or multiple accounts for things like ARC deposits or compliance issues, the transaction histories for all properties and accounts will be listed here.
MAKE A PAYMENT
On this page, you have a variety of online payment options to choose from.
Auto-Draft
You can set up auto draft for your monthly assessments from a checking account. The monthly assessments will be auto-drafted on the same day each month.
Please note that the auto-draft date is determined by your association.
You will be required to have a $0 balance before enrolling in Auto Draft. If you have a balance due, you can submit a one-time eCheck payment for the full balance, then enroll.
One-Time eCheck
eChecks have a flat-rate fee charged by the processing company. The fee will be shown prior to making a payment. To use this option, you will need to enter in the checking account number, routing number, and payment amount before submitting the payment. The payment amount will default to the balance due but can be edited by clicking and editing the Payment Amount field.
Credit Card Payments
You can make payment by a credit or debit card. There is a percentage-based fee for this option that is charged by the credit card processing company. The fee will be shown prior to making a payment.
MY ITEMS
You have access to a list of your property’s action items on the “My Items” page. Here, you can see what step each item is currently in as well as send a message directly to the appropriate team member by clicking “Reply” next to each specific action item.
MY CONTACT INFO
On the My Contact Info page, you can update any of the below information. Once these changes are made in the portal, we will automatically update everything with the new information.
MY LOGIN
You can change your login password and login email on this page. Changing your login email will not change the primary email address that we use to contact you.
ARC REQUESTS
You can submit your ARC (ACC) requests through the portal through this page. This will generate an ARC Request action item as well as show up on your “My Items” page where you can keep track of the status of the request throughout the process.
You will be able to go to the Documents page to find a copy of the association’s ARC Form to include in the request.
SUBMIT A REQUEST
You can use this page to submit different types of requests. Once submited, a new action item will kick off and we will remain in communication with you until the issue is resolved.
You can keep track of these requests on the “My Items” page.
CALENDAR AND EVENTS
The Calendar in the homeowner portal can show different events and important dates within the community.
DIRECTORY
You have access to the community’s directory. Each homeowner/board member can choose their Directory Preferences on the My Contact Info page.
DOCUMENTS
Here, you have access to the documents for your community.
What can board members access?
As a board member, you will have access to additional information pertaining to the association. These additional options are listed below your own owner information.
How do I learn more?
We have a short video clip as well as information for each section below. Please feel free to reach out to us as well with any questions about your access and responcibilities as a member of the association’s board.
OVERVIEW VIDEO
BOARD ACTION ITEMS
In the Board Action Items page, you will see any Action Item or Association Task, that is currently assigned to you based on your role within the association. Based on the type of Action Item, you will be able to approve or decline or Msg (message) on these tasks from the orange menu box on the far right. The Action Item can always be viewed in more detail by clicking the drop down arrow on the left.
HOMEOWNERS
The Homeowners page is a searchable directory of all owners that can be easily exported to Excel for reporting or documenting by clicking on the Export to Excel button. The directory can be filtered by any column by clicking the 3 dots in the column header. You can also sort the columns, adjust search values, or add or remove columns. To see previous owners, check the Previous Owners Only box. To view an owners open Action Items, Charge Balances or Transaction History, click on the drop-down arrow next to a specific homeowner record. Click the Show Owners button again to refresh your Homeowners List.
COLLECTIONS, VIOLATIONS, WORK ORDERS
The Collections, Violations, and Work Orders pages show all open Action Items of that type, and can also be used to research previously closed Action Items of that type. Depending on the settings established by your management company, you may have access to one or all of these pages. Contact your management company for more information about your access to the different Board Portal sections.
INVOICES
This is for Board Members, who have been given the role of Board Invoice Approver, to approve invoices from the Owners Portal.
Within this system you can:
- Manage all the invoice tasks assigned to your role as the Association’s Board Invoice Approver through the Owner’s Portal;
- Approve or decline an invoice using the Board Action Items page;
- View messages, the GL code and previous invoices from a vendor.
When you click on this page, you will see all invoices assigned to your role. These are all the tasks or workflow action items that need your seal of approval – or denial in some cases.
By clicking the drop down arrow on any invoice it will allow you to see specific information such as any Messages, the General Ledger, or GL, that the invoice is coded to and any other previous invoices from that particular vendor.
Clicking any paperclip icon will pull up an image of that invoice. By clicking the orange menu button you have options to either approve or decline this request or send a message.
In summary, by logging into the Owners Portal, and with a few clicks, you will be able to take care of all the invoice tasks assigned to your role as the Association Board Invoice Approver. The Board Invoice Approver responsibility is granted by your management company. To be setup as the Board Invoice Approver for your association, please contact your management company about your permissions.
