Getting Started: Homeowner Portal
Welcome to LotWize! This guide will help you set up your account and get comfortable with the homeowner portal in your first week.
Getting Started: Homeowner Portal
Welcome to LotWize! This guide will help you set up your account and get comfortable with the homeowner portal in your first week.
Day 1: First Login and Setup
Step 1: Log In
Go to your community's LotWize portal and sign in with the email and password your board or property manager gave you. If you did not receive login info, contact them to request access.
Step 2: Set Up Your Profile
Click Profile in the sidebar. Update your phone number, email, and mailing address. Add household members, vehicles, and pets if your community tracks them. This helps the board reach you when needed.
Step 3: Explore the Portal
Take a quick tour of the sidebar menu. Click into each section to see what is available:
- Amenities — See what shared spaces you can book.
- Documents — Check if your bylaws and meeting minutes are posted.
- Chat — Try asking the assistant a question like "What are the pool hours?"
Day 2: Payments and Documents
Step 1: Review Your Payment Info
Click Payments to see your current HOA assessment amount and due date. If your board has online payments set up, you can pay with a card. Consider setting up Autopay so you never miss a due date.
Step 2: Read Key Documents
Go to Documents and download your community bylaws and the latest meeting minutes. Knowing the rules early helps you avoid violations and understand how decisions are made.
Day 3: Book an Amenity and Submit a Request
Step 1: Reserve a Community Space
Click Amenities, pick a space like the pool or gym, and make a reservation. This gets you familiar with how booking works before you actually need it.
Step 2: Submit a Test Request
Click Requests and submit a simple maintenance request, like reporting a burned-out light. This helps you learn the flow so you can use it quickly when something urgent comes up.
Week 1: Full Feature Tour
By the end of your first week, try each of these at least once:
| Feature | What to Try |
|---|---|
| Amenities | Make a real reservation for an event or workout. |
| Architectural | Read the submission form so you know the process for future projects. |
| Chat | Ask three different questions to see how the assistant responds. |
| Documents | Download at least two files for your records. |
| Meetings | Check the next meeting date and RSVP. |
| Payments | Set up autopay if you have not already. |
| Profile | Confirm all your info is correct. |
| Requests | Submit a real or practice request. |
| Violations | Check that your record is clean and read how appeals work. |
| Voting | Review any open ballots and cast your vote if you are eligible. |
Need Help?
If you get stuck at any step, click the Chat assistant for quick help, or contact support at support@sanafai.com.
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