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How to Send an Owner Statement in Housing Market CRM

Tutorial 125 of 181 · 44 s

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An owner statement in Housing Market CRM, part of the Pro plan, answers one owner's question for one month: which of my homes were let, who was in them, what was due and what arrived. It reports and nothing else — Housing Market takes no cut of the rent, deducts nothing and pays nobody. This tutorial picks a month and an owner, reads the preview, records the statement, and shows what happens when a co-owner's share was never written down.

In this tutorial you will learn

  • What a statement reports, and what it never does
  • The difference between a preview and a record
  • What happens when a share is not recorded
  • How re-running a month supersedes the old statement

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Owner statements in the left menu.
  3. A statement reports. It takes no cut and pays nobody.
  4. Choose the owner.
  5. This is a preview — computed, and written nowhere.
  6. Recording it is the separate act: *this is what I sent the owner*.
  7. Re-running the month supersedes it — the first is archived, never edited.
  8. If a co-owner's share was never recorded, the statement says so —
  9. and gives the home's full figures, rather than inventing a half.