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Using	
  the	
  Tenant	
  Portal	
  
	
  
1	
  
	
  
	
  
Welcome	
  to	
  Northpoint	
  Asset	
  Management’s	
  	
  
Tenant	
  Portal	
  
	
  
	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
2	
  
	
  
	
  
	
  
TABLE	
  OF	
  CONTENTS	
  
	
  
MY	
  ACCOUNT	
  Tab	
  ...........................................................................	
  3	
  
MAKE	
  PAYMENT	
  ...........................................................................	
  5	
  
NEW	
  SERVICE	
  REQUEST	
  ................................................................	
  8	
  
AUTO	
  ePAYMENTS	
  ........................................................................	
  9	
  
ADD	
  INSURANCE	
  .........................................................................	
  11	
  
MY	
  RENTALS	
  Tab	
  ...........................................................................	
  14	
  
MAINTENANCE	
  Tab	
  .......................................................................	
  16	
  
DOCUMENTS	
  Tab	
  ..........................................................................	
  17	
  
RENTER’S	
  INSURANCE	
  Tab	
  ............................................................	
  18	
  
	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
3	
  
	
  
MY ACCOUNT Tab
When	
  you	
  first	
  log	
  in	
  to	
  your	
  Northpoint	
  Asset	
  Management’s	
  portal,	
  
you	
  will	
  land	
  on	
  the	
  “My	
  Account	
  Tab”	
  	
  
	
  
	
  
	
  
As	
  you	
  can	
  see,	
  you	
  have	
  several	
  options	
  on	
  this	
  main	
  screen.	
  	
  You	
  may	
  want	
  to	
  
click	
  through	
  each	
  set	
  of	
  buttons	
  to	
  become	
  completely	
  familiarized	
  with	
  all	
  of	
  
the	
  features.	
  	
  When	
  making	
  your	
  payments,	
  please	
  keep	
  the	
  following	
  items	
  in	
  
mind:	
  
	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
4	
  
	
  
	
  
	
  
These	
  are	
  the	
  different	
  tabs	
  available.	
  
	
  
These	
  are	
  your	
  options	
  from	
  the	
  My	
  Account	
  tab:	
  
	
  	
  
	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
5	
  
	
  
MAKE PAYMENT
The	
  first	
  time	
  you	
  login,	
  clicking	
  on	
  the	
  Make	
  Payment	
  button	
  will	
  result	
  in	
  the	
  
following	
  warning:	
  
	
  
	
  
You	
  will	
  then	
  be	
  prompted	
  to	
  fill	
  in	
  your	
  banking	
  information.	
  
	
  
NOTE:	
  	
  Northpoint	
  only	
  accepts	
  rent	
  payments	
  from	
  US	
  bank	
  accounts.	
  	
  
Northpoint	
  does	
  not	
  accept	
  Credit	
  Cards	
  payments	
  to	
  cover	
  rent	
  due.	
  
	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
6	
  
	
  
When	
  making	
  future	
  online	
  payments	
  the	
  following	
  screen	
  appears:	
  
	
  
This	
  will	
  show	
  your	
  rental	
  property	
  address,	
  your	
  balance	
  and	
  the	
  options	
  you	
  
can	
  choose	
  for	
  payment.	
  Your	
  address	
  will	
  show	
  next	
  to	
  “Rental”.	
  
Then	
  you	
  enter	
  the	
  amount	
  you	
  wish	
  to	
  pay	
  and	
  click	
  “next”	
  
	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
7	
  
	
  
	
  
The	
  following	
  screen	
  will	
  ask	
  you	
  to	
  confirm	
  your	
  payment.	
  	
  
	
  
	
  
NOTE:	
  	
  ePayments	
  are	
  not	
  instantaneous!!	
  	
  It	
  will	
  show	
  on	
  your	
  ledger	
  (MY	
  
RENTALS	
  Tab)	
  as	
  “Pending	
  Settlement”	
  until	
  funds	
  clear.	
  	
  Funds	
  will	
  withdraw	
  
from	
  your	
  account	
  in	
  1-­‐2	
  business	
  days	
  and	
  settle	
  to	
  Northpoint’s	
  accounts	
  in	
  3-­‐4	
  
business	
  days.	
  
	
  
NOTE:	
  A	
  tenant	
  may	
  only	
  make	
  one	
  ePayment	
  at	
  a	
  time.	
  	
  The	
  ePayment	
  must	
  
first	
  clear	
  in	
  order	
  to	
  make	
  another	
  ePayment.	
  	
  	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
8	
  
	
  
NEW SERVICE REQUEST
When	
  you	
  click	
  on	
  this	
  button,	
  it	
  takes	
  you	
  to	
  the	
  maintenance	
  request	
  page	
  (see	
  
page	
  5)	
  where	
  you	
  can	
  enter	
  and	
  submit	
  the	
  information	
  regarding	
  your	
  issue.	
  	
  
This	
  information	
  will	
  then	
  be	
  transmitted	
  to	
  your	
  maintenance	
  manager	
  and	
  you	
  
will	
  be	
  contacted	
  to	
  make	
  arrangements	
  for	
  the	
  repair.	
  
	
  
	
  
	
  
Just	
  fill	
  in	
  the	
  information	
  and	
  follow	
  the	
  prompts.	
  
	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
9	
  
	
  
AUTO ePAYMENTS
	
  
	
  
	
  
NOTE:	
  	
  Auto	
  e-­‐payments	
  are	
  a	
  way	
  to	
  ensure	
  you	
  never	
  incur	
  a	
  late	
  fee.	
  
	
  
	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
10	
  
	
  
On	
  the	
  right	
  hand	
  side	
  of	
  the	
  screen,	
  you	
  can	
  choose	
  to	
  “view	
  detail,”	
  
“edit,”	
  or	
  “Delete.”	
  
	
  
Once	
  you	
  save	
  the	
  Auto	
  ePayment,	
  you	
  are	
  automatically	
  scheduled	
  to	
  
pay	
  this	
  way	
  through	
  the	
  end	
  of	
  your	
  lease	
  term	
  on	
  the	
  specified	
  day	
  of	
  
the	
  month	
  you’ve	
  chosen.	
  	
  	
  You	
  can	
  change	
  this	
  any	
  time	
  you	
  want.	
  
There	
  is	
  a	
  $1	
  convenience	
  fee.	
  	
  	
  
	
  
This	
  is	
  the	
  screen	
  where	
  you	
  will	
  confirm	
  your	
  auto	
  e-­‐Payment	
  by	
  
clicking	
  on	
  “Save.”	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
11	
  
	
  
ADD INSURANCE
Take	
  a	
  moment	
  to	
  review	
  the	
  benefits	
  
	
  
Take	
  a	
  moment	
  to	
  review	
  the	
  benefits	
  of	
  renter’s	
  insurance.	
  
	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
12	
  
	
  
Northpoint	
  offers	
  a	
  quick	
  and	
  easy	
  way	
  to	
  make	
  sure	
  you	
  are	
  in	
  
compliance	
  with	
  your	
  lease.	
  	
  
NOTE:	
  	
  Most	
  Landlords	
  require	
  Renter’s	
  Insurance	
  
	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
13	
  
	
  
When	
  you	
  click	
  on	
  “Add	
  Insurance,”	
  you	
  will	
  be	
  asked	
  to	
  agree	
  to	
  leave	
  
our	
  web-­‐site	
  and	
  go	
  to	
  the	
  site	
  where	
  you	
  can	
  purchase	
  the	
  insurance.	
  
	
  
	
  
	
  
This	
  is	
  what	
  the	
  insurance	
  web-­‐site	
  looks	
  like:	
  
	
  
	
  
Just	
  follow	
  the	
  prompts	
  to	
  complete	
  your	
  transaction.	
  
	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
14	
  
	
  
MY RENTALS Tab
You	
  will	
  be	
  able	
  to	
  make	
  a	
  payment,	
  set	
  up	
  your	
  payment	
  account,	
  add	
  
an	
  auto-­‐e-­‐payment	
  account,	
  give	
  move-­‐out	
  notice,	
  and	
  print.	
  	
  Your	
  
address	
  will	
  show	
  where	
  the	
  blue	
  rectangles	
  are.	
  
	
  
	
  
	
  
	
  
	
  
	
  
As	
  you	
  can	
  see,	
  this	
  tenant	
  choose	
  e-­‐payment	
  as	
  the	
  method	
  of	
  paying	
  
her	
  rent.	
  	
  You	
  can	
  also	
  see	
  the	
  payment	
  is	
  pending	
  settlement.	
  
	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
15	
  
	
  
Additionally,	
  your	
  payment	
  history	
  resides	
  on	
  the	
  “My	
  Rentals”	
  tab.	
  On	
  
this	
  screen,	
  you	
  have	
  chosen	
  to	
  edit	
  your	
  payment	
  account.	
  	
  You	
  have	
  
clicked	
  on	
  “Payment	
  Account”	
  
	
  
	
  
	
  
Next,	
  you	
  will	
  choose	
  your	
  payment	
  method,	
  bank	
  name,	
  and	
  account	
  
type.	
  	
  Then	
  you	
  will	
  fill	
  in	
  all	
  of	
  the	
  information	
  asked	
  for	
  as	
  indicated	
  
by	
  the	
  gray	
  rectangular	
  boxes.	
  	
  Again,	
  we	
  strongly	
  recommend	
  
automatic	
  e-­‐payments	
  
	
  
	
  
	
  
Be	
  sure	
  to	
  save	
  your	
  information.	
   	
   	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
16	
  
	
  
MAINTENANCE Tab
We	
  have	
  already	
  reviewed	
  the	
  maintenance	
  tab.	
  	
  Be	
  sure	
  to	
  go	
  
here	
  if	
  you	
  need	
  any	
  service	
  work	
  done.	
  	
  Just	
  follow	
  the	
  prompts	
  
after	
  clicking	
  on	
  “New	
  Service	
  Request.”	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
17	
  
	
  
DOCUMENTS Tab
	
  
Here	
  you	
  will	
  find	
  any	
  documents	
  related	
  to	
  your	
  rental.	
  	
  They	
  have	
  
been	
  uploaded	
  by	
  an	
  employee	
  of	
  Northpoint.	
  	
  In	
  this	
  case,	
  there	
  is	
  a	
  
lease	
  agreement	
  and	
  a	
  move-­‐in	
  inspection	
  form.	
  	
  You	
  can	
  view	
  these	
  at	
  
any	
  time.	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Using	
  the	
  Tenant	
  Portal	
  
	
  
18	
  
	
  
RENTER’S INSURANCE Tab
	
  
We	
  have	
  already	
  discussed	
  this.	
  	
  	
  
	
  
NOTE:	
  	
  	
  Most	
  landlords	
  require	
  renter’s	
  insurance.	
  
	
  
NOTE:	
  	
  You	
  will	
  be	
  surprised	
  at	
  how	
  affordable	
  this	
  coverage	
  is.	
  	
  
Premiums	
  are	
  based	
  on	
  the	
  amount	
  of	
  coverage	
  you	
  wish	
  to	
  purchase,	
  
but	
  it	
  is	
  not	
  uncommon	
  for	
  tenants	
  to	
  insure	
  their	
  belongings	
  against	
  
theft	
  and	
  damage	
  for	
  as	
  little	
  as	
  $12/month!	
  	
  
	
  
	
  
	
  

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USING THE TENANT PORTAL

  • 1. Using  the  Tenant  Portal     1       Welcome  to  Northpoint  Asset  Management’s     Tenant  Portal      
  • 2. Using  the  Tenant  Portal     2         TABLE  OF  CONTENTS     MY  ACCOUNT  Tab  ...........................................................................  3   MAKE  PAYMENT  ...........................................................................  5   NEW  SERVICE  REQUEST  ................................................................  8   AUTO  ePAYMENTS  ........................................................................  9   ADD  INSURANCE  .........................................................................  11   MY  RENTALS  Tab  ...........................................................................  14   MAINTENANCE  Tab  .......................................................................  16   DOCUMENTS  Tab  ..........................................................................  17   RENTER’S  INSURANCE  Tab  ............................................................  18    
  • 3. Using  the  Tenant  Portal     3     MY ACCOUNT Tab When  you  first  log  in  to  your  Northpoint  Asset  Management’s  portal,   you  will  land  on  the  “My  Account  Tab”           As  you  can  see,  you  have  several  options  on  this  main  screen.    You  may  want  to   click  through  each  set  of  buttons  to  become  completely  familiarized  with  all  of   the  features.    When  making  your  payments,  please  keep  the  following  items  in   mind:    
  • 4. Using  the  Tenant  Portal     4         These  are  the  different  tabs  available.     These  are  your  options  from  the  My  Account  tab:        
  • 5. Using  the  Tenant  Portal     5     MAKE PAYMENT The  first  time  you  login,  clicking  on  the  Make  Payment  button  will  result  in  the   following  warning:       You  will  then  be  prompted  to  fill  in  your  banking  information.     NOTE:    Northpoint  only  accepts  rent  payments  from  US  bank  accounts.     Northpoint  does  not  accept  Credit  Cards  payments  to  cover  rent  due.    
  • 6. Using  the  Tenant  Portal     6     When  making  future  online  payments  the  following  screen  appears:     This  will  show  your  rental  property  address,  your  balance  and  the  options  you   can  choose  for  payment.  Your  address  will  show  next  to  “Rental”.   Then  you  enter  the  amount  you  wish  to  pay  and  click  “next”    
  • 7. Using  the  Tenant  Portal     7       The  following  screen  will  ask  you  to  confirm  your  payment.         NOTE:    ePayments  are  not  instantaneous!!    It  will  show  on  your  ledger  (MY   RENTALS  Tab)  as  “Pending  Settlement”  until  funds  clear.    Funds  will  withdraw   from  your  account  in  1-­‐2  business  days  and  settle  to  Northpoint’s  accounts  in  3-­‐4   business  days.     NOTE:  A  tenant  may  only  make  one  ePayment  at  a  time.    The  ePayment  must   first  clear  in  order  to  make  another  ePayment.      
  • 8. Using  the  Tenant  Portal     8     NEW SERVICE REQUEST When  you  click  on  this  button,  it  takes  you  to  the  maintenance  request  page  (see   page  5)  where  you  can  enter  and  submit  the  information  regarding  your  issue.     This  information  will  then  be  transmitted  to  your  maintenance  manager  and  you   will  be  contacted  to  make  arrangements  for  the  repair.         Just  fill  in  the  information  and  follow  the  prompts.    
  • 9. Using  the  Tenant  Portal     9     AUTO ePAYMENTS       NOTE:    Auto  e-­‐payments  are  a  way  to  ensure  you  never  incur  a  late  fee.      
  • 10. Using  the  Tenant  Portal     10     On  the  right  hand  side  of  the  screen,  you  can  choose  to  “view  detail,”   “edit,”  or  “Delete.”     Once  you  save  the  Auto  ePayment,  you  are  automatically  scheduled  to   pay  this  way  through  the  end  of  your  lease  term  on  the  specified  day  of   the  month  you’ve  chosen.      You  can  change  this  any  time  you  want.   There  is  a  $1  convenience  fee.         This  is  the  screen  where  you  will  confirm  your  auto  e-­‐Payment  by   clicking  on  “Save.”  
  • 11. Using  the  Tenant  Portal     11     ADD INSURANCE Take  a  moment  to  review  the  benefits     Take  a  moment  to  review  the  benefits  of  renter’s  insurance.    
  • 12. Using  the  Tenant  Portal     12     Northpoint  offers  a  quick  and  easy  way  to  make  sure  you  are  in   compliance  with  your  lease.     NOTE:    Most  Landlords  require  Renter’s  Insurance    
  • 13. Using  the  Tenant  Portal     13     When  you  click  on  “Add  Insurance,”  you  will  be  asked  to  agree  to  leave   our  web-­‐site  and  go  to  the  site  where  you  can  purchase  the  insurance.         This  is  what  the  insurance  web-­‐site  looks  like:       Just  follow  the  prompts  to  complete  your  transaction.    
  • 14. Using  the  Tenant  Portal     14     MY RENTALS Tab You  will  be  able  to  make  a  payment,  set  up  your  payment  account,  add   an  auto-­‐e-­‐payment  account,  give  move-­‐out  notice,  and  print.    Your   address  will  show  where  the  blue  rectangles  are.               As  you  can  see,  this  tenant  choose  e-­‐payment  as  the  method  of  paying   her  rent.    You  can  also  see  the  payment  is  pending  settlement.    
  • 15. Using  the  Tenant  Portal     15     Additionally,  your  payment  history  resides  on  the  “My  Rentals”  tab.  On   this  screen,  you  have  chosen  to  edit  your  payment  account.    You  have   clicked  on  “Payment  Account”         Next,  you  will  choose  your  payment  method,  bank  name,  and  account   type.    Then  you  will  fill  in  all  of  the  information  asked  for  as  indicated   by  the  gray  rectangular  boxes.    Again,  we  strongly  recommend   automatic  e-­‐payments         Be  sure  to  save  your  information.      
  • 16. Using  the  Tenant  Portal     16     MAINTENANCE Tab We  have  already  reviewed  the  maintenance  tab.    Be  sure  to  go   here  if  you  need  any  service  work  done.    Just  follow  the  prompts   after  clicking  on  “New  Service  Request.”                  
  • 17. Using  the  Tenant  Portal     17     DOCUMENTS Tab   Here  you  will  find  any  documents  related  to  your  rental.    They  have   been  uploaded  by  an  employee  of  Northpoint.    In  this  case,  there  is  a   lease  agreement  and  a  move-­‐in  inspection  form.    You  can  view  these  at   any  time.                        
  • 18. Using  the  Tenant  Portal     18     RENTER’S INSURANCE Tab   We  have  already  discussed  this.         NOTE:      Most  landlords  require  renter’s  insurance.     NOTE:    You  will  be  surprised  at  how  affordable  this  coverage  is.     Premiums  are  based  on  the  amount  of  coverage  you  wish  to  purchase,   but  it  is  not  uncommon  for  tenants  to  insure  their  belongings  against   theft  and  damage  for  as  little  as  $12/month!