Owner portal guide

An Owner in Corbica is the person or entity whose properties you manage: their record holds contact details, a mailing address (verified against postal data on save), tax ID and classification for 1099 purposes, a management fee percentage, and the list of properties they own. Owners power Owner Statements, owner-scoped reports, distributions, and the owner portal.

Managing owner records

The Owners page lists every owner with their property count; Add Owner creates one. From an owner's detail page you can Edit contact, tax, and fee details, generate a monthly statement PDF, and record distributions. Viewing owners requires owners.view; creating and editing requires owners.manage. An owner with assigned properties can't be deleted until the assignments are removed.

Inviting an owner to the portal

An owner-portal invite emails the owner a registration link tied to their owner record. The link expires after 7 days; when the owner accepts, Corbica creates their login with the Owner role, linked to that record — so they see exactly their own portfolio and nothing else. Sending invites requires owners.manage and a verified operator email address.

You can tell whether an owner has portal access from the Account Access card on their detail page: before acceptance it reads "No portal account"; afterwards it shows their last sign-in, recent activity, and two-factor status.

What the owner sees

The portal is a separate, owner-branded surface with its own navigation:

• Dashboard — a portfolio overview: properties, occupied vs. total units, occupancy rate, monthly revenue and expenses, year-to-date figures with year-over-year deltas, recent income, recent maintenance, and per-property performance. Leases awaiting the owner's signature surface as a Review & sign call-to-action.
• Properties and Leases — the owner's buildings and their active leases, including owner-side e-signing.
• Distributions — payout tiles and history (see the Owner distributions article).
• Maintenance — requests on their properties.
• Statements — the monthly owner statement with a summary, per-property breakdown, and year-to-date section. Download CSV, Download PDF, or download the full calendar year as one CSV.
• Documents — per-property files shared with the owner, including lease PDFs.
• Messages — the message thread with your team.
• Settings — owner self-service for mailing address, ACH payout details, and W-9 information.

Owners see only figures derived from their own properties; everything on the money surfaces reads from the general ledger, so the portal always agrees with your books and their statements.

The owner AI assistant

If your plan includes Portal AI, owners get a floating assistant bubble in the corner of every portal page — "Ask about your portfolio & payouts." It answers questions scoped strictly to that owner's own data, with starter prompts like How is my portfolio doing?, What was my last distribution?, and What's my occupancy?. The assistant is read-only: it explains and summarizes, it never posts or changes anything.