Internal Β· Owner Portal Preview Β· what owners see
Admin Β· Owner Portal Preview

Owner Portal Preview

What an owner sees when they log in. Today this lives in AppFolio's white-label portal. The CMG-branded version (Phase 2) replaces it with a tighter, mobile-first experience tied directly to the workflows in this console.

Why a CMG-branded portal vs AppFolio's white-label

Boards see your brand, not AppFolio's. Owners get a faster, mobile-first interface tied directly to NOLA tracking, ARC submissions, work-order intake, records-request acknowledgments, welcome packets β€” workflows AppFolio doesn't surface well to owners. Same AppFolio data, better UX. Same SSO, branded.

portal.cmgcam.com/plaza-tower/304 πŸ“± Mobile-friendly
Plaza Tower Condominium Β· Unit 304

Welcome back, Jordan

Account in good standing Β· Auto-pay active Β· Member since Mar 2024
Current balance
$0.00
Next assessment
$385.00
May 1, 2026

Quick actions

Recent ledger activity

Monthly assessment Β· April$0.00 paid 4/1
Auto-pay (ACH)+$385.00 4/1
Monthly assessment Β· March$0.00 paid 3/1
Auto-pay (ACH)+$385.00 3/1
Monthly assessment Β· February$0.00 paid 2/1
Auto-pay (ACH)+$385.00 2/1
View full ledger β†’

Open requests

No open work orders or ARC requests.
+ Submit a new request

Coming up

May
1
Monthly assessment
$385 Β· auto-pay scheduled
May
5
Pool closure begins
Resurfacing through May 22
May
14
BOD meeting Β· 6:30 PM
Community Room + Google Meet
Jun
26
Annual Members Meeting
Notice mailed soon Β· proxy available

Quick info

Front desk: (850) 825-4351
Manager: Melissa Lopez
Emergency line: 24/7 same number
Concierge hours: Mon–Fri 8a–8p

What's wired vs preview-only

βœ“ Live

Pay assessments

ACH (no fee) and credit card (convenience fee) via Stripe + AppFolio Bill Pay. Receipts auto-emailed and logged to ledger.

βœ“ Live (Plaza Tower)

Welcome packet onboarding

22-section digital onboarding with drawn signatures, 3-day reminder, completion tracking. Already deployed.

Phase 2

Submit work order

Mobile-first form with photo upload. Auto-routes to maintenance + property manager. Status tracking. See work-order intake.

Phase 2

ARC requests

Owner submits modification request with photos + dimensions + sketch. Committee votes. 30-day clock. See ARC workflow.

Phase 2

Records requests

One-click formal records request. Statute clock auto-starts. See records workflow.

Phase 2

Loading dock + community room reservations

Calendar-aware booking. Conflict detection. Auto-confirmation email. Visible in front-desk schedule.

Phase 3

Owner-facing financial dashboard

Public-board: where dues go, reserve balance trend, current vs budget. Trust-building for retention.

Phase 3

E-voting for annual meetings

State-compliant electronic voting per FL Β§720.306(8) with proper bylaws. Annual meeting quorum lift.