Three ways to access - Cuyahoga Metropolitan Housing Authority Landlord Portal Guide_we… · page,...

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http://www.cmha.net/llportal CMHA HCVP Landlord Portal Demonstration Three ways to access: Notes: Once at the Landlord Portal home page you will be able to: See public messages Register and/or log in Link to other HCVP areas of CMHA’s Web site View HCVP landlord portal contact information This demonstration will show you what information is accessible within the portal, as well as how to register for an account and send requests for changes to CMHA. Access the portal by: Typing www.cmha.net/llportal in your address bar Clicking the Landlord Portal menu option under Housing Choice Voucher Program Or by clicking the link in the Quick Links section on our home page

Transcript of Three ways to access - Cuyahoga Metropolitan Housing Authority Landlord Portal Guide_we… · page,...

Page 1: Three ways to access - Cuyahoga Metropolitan Housing Authority Landlord Portal Guide_we… · page, Account at a Glance, has been updated to include your account information that

http://www.cmha.net/llportal

CMHA HCVP Landlord Portal Demonstration

Three ways to access:

Notes:

Once at the Landlord Portal home

page you will be able to:

See public messages

Register and/or log in

Link to other HCVP areas of

CMHA’s Web site

View HCVP landlord portal

contact information

This demonstration will show you

what information is accessible

within the portal, as well as how to

register for an account and send

requests for changes to CMHA.

Access the portal by:

Typing www.cmha.net/llportal in your address bar

Clicking the Landlord Portal menu option under Housing Choice Voucher Program

Or by clicking the link in the Quick Links section on our home page

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Landlord Portal FAQs

Notes:

Clicking on a question will display

the answer, and any additional

information specific to the FAQ you

selected.

To view FAQs regarding the landlord

portal, click the FAQs/Help tab.

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Landlord Portal Registration

Notes:

To register for an account, click the

Register link on the left-hand side of

the page. That link will take you to

the Portal Registration page shown

here.

First time registrants will have to

enter their SSN or Tax ID Number

and click before

continuing.

Once authenticated, your Vendor

Name will appear along with a form.

You can enter up to 20 different

SSN/Tax ID numbers to associate

with this account during

registration.

Enter the requested information,

and click the button on the

screen. Your email address will

serve as your user name. Be sure to

write down your user name and

password for future reference.

If you do not have an email address,

click the highlighted link that says,

“Click here if you do NOT have an

email address”.

A message explaining the no-email

registration process will appear.

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Successful Registration/Login Home Page

Notes:

Once you have successfully

registered, you will be taken back to

the landlord portal home page.

Notice that the left-hand side of the

page, Account at a Glance, has been

updated to include your account

information that we have on file.

You are also shown any landlord

specific messages that a CMHA

administrator has posted for your

review.

Marking a message as “Read” will

prevent the message from

automatically being shown when

you are logged in.

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Update Your Landlord Portal Information

Notes:

To update your landlord portal

account information, click the

“Update Portal Info” link on the left-

hand side of the page.

You can maintain the SSNs/Tax IDs

associated with your account by

clicking the update SSN link.

You can also elect to receive email

notifications when any of the

additional option boxes are checked.

Update the information as

necessary, and click the

button.

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Viewing Account Notifications Online

Notes:

The landlord portal makes it easy to

view certain types of modifications

that are made to your units all on

one screen. This eliminates the

need for you to scroll through your

units and look for changes that were

made each day.

Clicking the link

on the left-hand side of the screen

will load a page that contains any

newly scheduled inspections and

changes to tenant obligation

amounts to you.

You will be able to access this

information whether you elected to

receive an email when one of these

items has changed or not.

These items are automatically

removed after appearing for 14

days. If you wish to remove certain

notifications, click the icon.

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Maintaining the SSN/Tax ID Numbers Associated With Your Account

Notes:

Click the link on the Update Portal

Info page to get to the SSN/Tax ID

maintenance page.

You will then be shown a page that

includes all of your currently

associated SSN/Tax ID numbers, as

well as an area where you can

combine your existing accounts into

one (explained on the next page).

You can enter as many SSN/Tax ID

numbers as you would like to

associate with your account. Once

you enter an SSN/Tax ID in the box,

click the button.

The authenticated name will appear,

as well as a button to click to add

this SSN/Tax ID to your account.

After clicking the Add button, the

account will be shown in the list.

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Maintaining the SSN/Tax ID Numbers Associated With Your Account (continued)

Notes:

If you’ve created multiple accounts

with different SSN/Tax ID numbers

within the landlord portal, you can

combine those other accounts into

one main account so you only need

to remember one user name and

password.

To do this, login to the account that

you want to use as your “main”

account and follow the steps above

to get to the Maintain SSN/Tax ID

numbers page.

The middle section of this page

allows you to enter the user name

and password to the account you

would like to combine with your

“main” account.

Enter the user name and password

to the account you would like to

combine and click the

button.

The information associated with the

account information you entered

will be listed, as well as any SSN/Tax

ID numbers associated with that

account. To combine this account

with your “main” account, click the

button. That

account’s information will now be

listed with the rest of the SSN/Tax

IDs associated with your “main”

account.

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Maintaining the SSN/Tax ID Numbers Associated With Your Account (continued)

Notes:

By default, the SSN/Tax ID number

you used to create the main account

will be shown when you login.

To change this, click the icon in

the Make Default column. That

account will now be the default

account the next time you login.

Note that default accounts cannot

be deleted.

To remove an SSN/Tax ID number

from your account, click the icon

in the Remove column. You will be

prompted to make sure you really

want to remove this number from

your account. You can re-add

numbers to your account by

following the steps on the previous

page.

To load one of your accounts, you

can either click the name of the

account on the maintain account

page, or you can click the

link on the

left-hand side of the page.

Clicking the

link will bring up a box listing all

accounts that are linked to your

login. Click the name that you wish

to load.

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Change Request Form

Notes:

Enter the correct information in the

boxes on the right-hand side of the

page and click the Send Request

button.

If the information that is displayed

in the Account at a Glance section is

not correct, you may complete a

Change Request form by clicking the

Change Request Form link on the

left-hand side of the page.

Your change request will be sent to

CMHA. Once the request has been

completed by a CMHA employee,

your information will be

automatically updated on the

landlord portal.

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Change Request Form History

Notes:

To view your change request history,

click the Change Request Form link

on the left-hand side of the page.

Then click the View Request History

tab at the top of the page.

Select the status of request you

would like to view from the list.

To view the request information,

click the magnifying glass icon next

to the request you would like to

view.

The request information will be

displayed, and the information you

requested to be changed will be

shown in red.

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My Units

Notes:

To view your units, click the My

Units tab.

Your units will be displayed, along

with the tenant’s name, unit

address, and other icons that relate

to that unit.

The columns are sort-able by clicking

on the column header.

If you have multiple pages of units,

you can scroll through them using

the navigation buttons in the upper

right-hand corner of the listing.

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My Units - Details Page

Notes:

Next to each unit on the My Units

page, you will notice 3 icons:

View Details

View Statement

View Inspection

Clicking on the magnifying glass icon

allows you to view details about

each unit such as the current

contract rent, HAP, UAP, resident

rent to owner, etc.

Clicking on the Remittance

Statement icon will take you

directly to the remittance

statements for that unit paid out in

the past year.

Clicking on the Inspection icon

will take you directly to the

inspection results for that unit that

took place within the past year.

To return to the unit list, click

on the details

page.

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Exporting Landlord Portal Information to Microsoft Excel

Notes:

Units, statements, and inspections

can be exported to Microsoft Excel

by clicking on the Export to Excel link

on the appropriate pages.

You will then be presented with

export options that allow you to

export all information, or on-screen

information for the tab you are

currently viewing.

You can also select which

information you would like in your

Excel document.

When you have selected your export

options, click the Export button.

Once your Excel document has been

created, you will be shown a link to

view/save it.

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Remittance Statements

Notes:

To view your remittance statements,

click the Remittance Statements tab.

Your statements will be displayed

along with general information

about each statement.

Clicking on the magnifying glass next

to a statement will show each

transaction that was included in that

statement, along with a visual

“check”.

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Inspections

Notes:

To view your inspections, click the

Inspections tab.

Your inspections will be displayed

along with general information

about each inspection.

Clicking on the magnifying glass next

to an inspection will show each

failed item for that inspection, and

additional details about the failed

item.

The current unit’s information will

be displayed above the inspections.

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IRS 1099 Tax Forms

Notes:

To view your past 1099 forms, select

a year from the drop down list.

To view your 1099 forms, click the

1099s tab.

Your 1099 form will appear, and can

be printed for your files.

When printing your 1099 form, only

the form will be printed, not the

entire Web page.