welcome home resident portal...the welcome home resident portal provides quick access to everything...

Consumer Solutions Training © 2019 RealPage, Inc.

Welcome Home Resident Portal OVERVIEW

Welcome Home Resident Portal © 2019 RealPage, Inc.

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Overview and Dashboard Introduction

The Welcome Home Resident Portal provides quick access to everything your resident needs such as making an online payment, service requests and much more! All residents must register for a

portal account before they can login. Residents must have a valid email address before they can successfully register for an account. Access to registration is available on the login screen.

a. New Resident? Register Now

Use this button to register new residents or

users. All information should match what’s

listed in Onesite.

a

b

a. Forgot Password? Click Here

Use this button to reset your password by

following the steps that Welcome Home

walks you through.


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a

a. Dashboard

This sections highlights the most

popular destinations within the portal.

b. Notification Center

The Notification Center allows custom

messages to be displayed from

OneSite as residents’ login to the

Welcome Home Portal.

b

c. Community Calendar

This section will display any events or

notifications for residents to see.

c

d

d. Service Requests

This will take residents directly into

creating a work order.

e. Account Snapshot

This shows any balance or credit a

resident has within their OneSite

ledger. The resident may elect to Make

a one-time payment or set up recurring

payments.

f. Build Your Profile

Under Build Your Profile, the tool

pushes residents to fill in as much

information about themselves as

possible including payment, vehicle

and emergency contact information.


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Overview and Dashboard Introduction (cont.)

a

i

b

j

c d

h

k

l

m

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f

g

a. Dashboard

This will take you

back to the “Home

Page” which is the

portal overview.

b. My Home

Selecting My Home,

takes a resident further

into their Payments

options.

c. My Profile

The my profile section allows residents

to make changes to their personal

information.

d. My Community

This sections provides residents with

staff names and access to policies,

forms, and newsletters.

e. Payments

This is where all payment options,

balance information and recurring

payment info are stored. Residents

can also see recurring monthly

charges here.

f. Account History

Residents can see up to six months of

payment history, which pulls from the

ledger in Onesite. *Onesite ledgers

should always be up-to-date.

g. Account Snapshot

Shows current balance and monthly

recurring charges for resident

accounts.

h. Timeframe

Residents can toggle to

see up to six months of

payment history.

i. Make a Payment

Use this button to make a one-time

payment.

j. Set Up Reccuring Payments

Use this button to specify a date

for recurring monthly payments.

k. Account History

Shows the history of

payments for the time

frame (h) selected.


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Overview and Dashboard Introduction (cont.)

l. Upcoming Charges

Upcoming charges shows

residents the charges for the

coming months.

m. Print Statement

Clicking Print Statement allows

the resident to print an itemized

list of the charges displayed on

screen.

n

n. Account History

This section displays the

Account balances and charges,

while also allowing residents to

make a one-time payment.

o

o. Pay Rent Online/One Time

Payment

This allows residents to make a

one-time payment towards their

balance. No additional

payments will be scheduled.


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a

b

a. Recurring Payment Screen

Recurring payments screen

allows residents to set a date for

a regularly scheduled payment

that deducts from the same

account on the same day every

month.

b. Schedule a New Recurring

Payment

This will guide the resident

through recurring payment

setup.


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a

b

b. Saved Payment Accounts

Saved Payment Accounts

allows residents to store

banking information such as

credit cards, checking and

savings accounts.


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a. Current Service Requests

Service requests allows

residents to view any

pending, open, or closed

service requests. Residents

can also view Office contact

info and Service Policy.

a

b

b. Submit a Service Request

Clicking on Submit Service

Request takes residents to

the screen to fill out a new

service request form. Each

completed service request is

automatically sent to the

property email.


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a. Submit a Service Request

Screen

This screen allows residents

to list any issues that property

maintenance staff need to be

made aware of. It also allows

residents to update any pet

information or alarm code

changes.

b. Submit Service Request

Button

The Submit Service Request

Button routes the created

maintenance request to

Onesite for staff to review and

complete. Online service

requests can be edited and

printed from Onesite

Facilities.

a

b


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a

a. Reservations

Overview

If you allow your

residents to reserve

amenities such as a

clubhouse, lounge

area, etc you can

display them in the

portal allowing

residents to request

reservations online.

Online requests are

sent directly to the

property email.

b. Recent

Reservations

This list shows the

resident which

property amenities

were recently

reserved and

when. It also shows

the status and if the

amenity was

approved or denied

by the staff.

b


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a

b

a. Reserve a

Facility

From here a

resident can

choose an amenity,

a start date, start

time, end time and

provide details for

this reservation.

Once registration is

confirmed the

request is then

forwarded to

property staff for

approval.

b. Confirm Reservation

Once the amenity reservation has been submitted the property will receive an email with

reservation details. The resident will also receive confirmation that the reservation has

been sent.


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a

a. My Lease Info

This section is specifically for Online Leasing or Online Renewals, once

documents are electronically signed those documents will feed directly into

this area. Anything manually attached to Lease Docs in Onesite will not

feed into the resident portal.


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s

b

c

a. My Profile

Residents can add or

edit any personal

information such as

contact, emergency

contact, pet and vehicle

information.

b. Change Password

This will allow residents to

reset their password from

inside the portal.

c. Request to Add

Once the resident

clicks the request to

add button, the

property staff will

receive a notification.


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a. Change Password

This will allow residents to change their password to

the Welcome Home Portal at any time. Simply enter old

password and create new password.

a


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a. My Community

Overview

This sections allows

residents to review

management team

info, community

calendar, and

community

resources such as

policies,

newsletters, and

forms.

b. Management Team

You have the option to

list staff information

which will include

name and position.

c. Community Calendar

This section displays

resident events and/or

notifications.

d. Community Resources

Community resources is a section for

residents to view policies, newsletters,

and forms that have been added by

property staff.

d

a

b


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a. Community Info

Under community

info, residents will

see property

address information,

along with driving

directions and a list

of property

amenities.


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a. Events

This section will

display the

community calendar

again.


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a. Feature Reservations

Lists residents who have

reserved property

amenity. Also allows

property staff to approve

or deny reservation

request.. a

b

b. Resident Portal Users

Lists any portal user that

has registered with

Welcome Home. Click on

headers to sort

information.

How to Add in Onesite?

Click on Customize in the

right corner, the select

resident portal from the

drop down. Click on both

items within the list and

those screens will appear

on your today page.

Onesite | Resident Portal Options


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