Accounting - Owner Information - View, Edit and Adding Owners

Navigation: Property Management > Owner Information
Purpose: Managing current Owner information

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The Contact tab in Owner Information will show the Primary Owner contact information,

• Information can be entered and saved here to update the current Owner information.
• Owners History will display all previous Owners that have been moved out of this Unit previously.

 

• • Upon clicking the Owners History, the following form will populate with the Historical Owner Information.

• Close Date can be used to "move out" an Owner.
  • Click Save to move them out, then click New to move in a new Owner
  • This option will also "move out" Additional Owners and Tenants.
  • Here are some articles on moving in owners:
    • https://shiftsuite.zendesk.com/hc/en-ca/articles/4406388096411-Moving-in-a-New-Owner
    • https://shiftsuite.zendesk.com/hc/en-ca/articles/4404716984475-Adding-Additional-Owners

• You have the option to indicate whether the Unit is Owner Occupied.

  

The Additional Owners button will allow you to view and update their information,

• You can choose which Additional Owner to view with the drop-down menu at the top.
  • You can use the navigation arrows to cycle through Additional Owners.
• Selecting Primary Contact will place them on the main Owner information page as the Primary Owner.
  • The current Primary Owner will be moved to the Additional Owners.