TENANT PORTAL QUICK REFERENCE GUIDE

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1 TENANT PORTAL QUICK REFERENCE GUIDE

2 COMMERCIALCAFĖ TENANT PORTAL GUIDE This guide provides you, a Tenant Portal user, with a short explana on and instruc ons on how to use the most popular features of the Tenant Portal. The topics discussed in this guide are: Tenant Registra on Password Retrieval Changing Passwords Making Payments If you have any ques ons regarding your account, please feel free to reach out to your property manager. TENANT REGISTRATION User must register to use the Tenant Portal. Registering is a two step process. You ll receive an invita on invi ng you to register to use the Tenant Portal. Within the first there is a link to the website and instruc ons on registering. A er comple ng the User Registra on page you ll receive a second confirming the registra on and asking the user to click on a link to Ac vate the registra on. A er comple ng the registra on process they can log in to the Tenant Portal. #1 Invita on to Register User Registra on page (Completed with info from invite) A er comple ng the User Registra on page you ll receive a second confirming the registra on and asking the user to click on a link to Ac vate the registra on.

3 RETRIEVE PASSWORD If you ve forgo en your password, click on the Forgot password? link on the Tenant Login screen. You can retrieve the password by typing in the address that was used to register and typing the characters seen above the blank white box. Click Submit and go to their inbox to retrieve the password. Follow the instruc ons in the to reset your password. CHANGING PASSWORDS The password can also be changed on the My Profile screen by clicking on the Change Password bu on. Type in the Old Password, the New Password, Confirm the password, select a Security Ques on, complete the Security Answer field and click on Update Profile.

4 EDITING CONTACT INFORMATION Once logged in to the Tenant Portal, the system lands on the home page, showing your account informa on. In the top right hand corner of the screen there is an Edit Profile bu on which takes the user to the My Profile screen which allows the tenant to update phone and address informa on. Enter in the new profile informa on and click Update Profile.

5 MY ACCOUNT The My Account menu allows you to perform the following: Make Payments, Review Pending Ac vity (payments in process) Review Recent Ac vity (tenant ledger), and Add Payment Accounts (bank informa on). Boxer Property Management only accepts payments made directly from your bank accounts.

6 ADDING PAYMENT ACCOUNTS Prior to scheduling a payment, a payment account must be set up. The Add Bank Account bu on is near the top right hand corner of the My Account screen when in the Payment Accounts tab. When entering your bank account informa on, the Rou ng Number is validated. If an invalid Rou ng Number is entered the system will return an error. If unsure about your rou ng number, please verify the informa on with your bank. The bank account number is not validated, so it is important to double-check when typing in the bank account number. Once the rou ng number and account number are entered, click the Save bu on.

7 MAKING PAYMENTS Tenants have the ability to submit One me payments or set up Recurring payments once a payment account is set up. ONE TIME PAYMENTS One-Time payments are posted on the same day if the payment is received before the 2PM Central cutoff me. To submit a One-Time payment the user will click on the Pay Now bu on.

8 Then, select the account from which the payment will be made, then key in the amount of the payment in the Your Payment field. Click the Next bu on. *If you have not already set up a bank account, an Add Bank Account bu on is also available from this screen. Check the box agreeing to the payment terms then click the Submit Payment bu on. Once you ve clicked Submit, a payment confirma on screen will appear and you will also receive a payment confirma on .

9 RECURRING PAYMENTS You can also set up recurring payments, which will auto-deduct the first business day of each month. PLEASE NOTE: When se ng up recurring payments, a one me payment for the current month must be made. Recurring payment requests become ac ve if set up request in the system by the 13 th of the previous month, and will take effect the next month. Example: On August 1 st you request that your account is debited each month for your rent. You must pay your August rent using a one- me payment; your September rent will be auto-debited from your bank account. If you make this request on August 14 th, you must pay August and September rent using the one- me payment op- on; your October rent will be auto-deducted from your bank account. To set up a recurring payment: On the My Account screen click on Schedule Auto Pay.

10 Check the Ac ve box next to the charges being setup for recurring payments. Select the Payment Account being used to pay the charges and click Next. Check the box, indica ng you agree to the terms of the payment agreement and click on Setup Automa c Payment. You will receive the Auto Pay Confirma on screen and also a confirma on indica ng auto-pay has been set up.

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