PLATMETRIX
Resident Portal

Resident

Your balance, payments, and lease — all in one secure place.

User Handbook
Intended forResident

What's inside

  1. Welcome
  2. Set up & sign in
  3. Your dashboard
  4. Charges & balance
  5. Paying rent
  6. Community news
  7. Maintenance requests
  8. Documents
  9. Rental application
  10. Your lease & deposit
  11. Getting help

Welcome

Resident

Welcome to the Resident Portal — your direct connection to your community and your home. It’s the easiest way to see everything about your unit in one place, and a direct line of communication with your property team.

From here you can keep up with community events, see scheduled maintenance planned around the community, and submit your own maintenance requests when something in your unit needs attention. Your property staff actively monitor the portal, so your requests and messages reach the right people quickly.

It’s also your financial home base. In a few taps you can view everything about your unit — your lease, your full rent history, and any rent payment coming due — and pay securely online.

Your information stays secure and protected. The portal uses protected sign-in and encryption so your personal and payment details are kept private and safe.

You'll get an email invitation from your property team — click it to set your password, then you're in.

Set up & sign in

Activate your login, then get in.

You’ll usually arrive here right after choosing your unit. At lease signing — before your deposit is due — your leasing team will prompt you to download the Platmetrix app or visit the website, and you’ll receive an email invitation to activate your account. The steps below pick up from that invitation.

Set your password (from the invite)
On screen
  • Open the invitation email from your property team.
  • Click the link.
  • Choose a password and confirm.
What it does

Connects you to the Resident Portal tool and activates your account — linking your login to your unit so your balance, lease, and rent history appear when you sign in.

Needs your input

You need the invite email. Didn't get it? Ask your leasing office to re-send it and confirm they have your correct email.

Sign in
On screen
  • Go to the Resident Portal page or open the app.
  • Enter your email and password.
  • Press Sign in.
What it does

Opens your dashboard with your balance, rent, and lease.

Needs your input

Only works after your password is set. If it says your login isn't linked to a lease yet, your team is still finishing setup — check back shortly.

The Resident Portal sign-in.
The Resident Portal sign-in.

Your dashboard

Everything in one view.

Your dashboard is your home page — it summarizes everything about your unit at a glance the moment you sign in.

Your dashboard home page — balance due, monthly rent, deposit held, a Pay button, your charges and rent history, and lease details.
Your dashboard home page — balance due, monthly rent, deposit held, a Pay button, your charges and rent history, and lease details.

Charges & balance

Read your ledger.

The Your charges table lists every charge — period, amount, amount paid, remaining balance, and status (Paid, Partial, or Open).

Review a charge
On screen
  • Scroll to Your charges.
  • Read the row: period, amount, paid, balance, status.
What it does

Shows exactly what each charge is and how much of it remains. Charges appear automatically when your team posts them (like rent on the 1st).

Needs your input

Nothing to do here — it's read-only. If a charge looks wrong, contact your leasing office; only they can adjust it.

Paying rent

Secure online payment.
Pay your balance
On screen
  • Click the Pay balance button (it shows the exact amount).
  • Complete the secure payment page (bank/ACH or card).
  • You're returned to the portal.
What it does

Sends your payment securely and, once it clears, updates your balance and marks the charge Paid. Platmetrix never stores your bank or card numbers — the secure page handles them.

Needs your input

The property must have finished setting up online payments. If you see “coming soon” or “not set up to accept payments,” your team is still connecting the bank account — your balance is still correct, you just can't pay online yet.

What’s sent
Payment confirmed
Thanks — your rent is paid
“We received your rent payment. Your receipt is below and on your resident page.”

As soon as your payment clears you get this receipt, your property manager sees it post to the rent roll, and a copy is filed to your property’s receipts page.

Turn on autopay
On screen
  • Find the Autopay card on the Payments page.
  • Check Charge [your monthly total] on the 1st.
What it does

Automatically pays your monthly total each month, so a busy month never turns into a late fee. Turn it off anytime.

Needs your input

A saved payment method. Autopay uses the total shown — if a one-off charge is added mid-month, pay that part manually.

What’s sent
Autopay on
Autopay is set up
“You’re all set — your rent will be paid automatically each month.”

You’ll still get a receipt each month when autopay runs, plus a reminder a few days before each charge so nothing’s a surprise.

Payment history & receipts. Every cleared payment is listed on the Payments page with the date, method, amount, and status — each with a Receipt link you can download for your records.
The Payments page — balance due, monthly total, an autopay toggle, and your payment history with downloadable receipts.
The Payments page — balance due, monthly total, an autopay toggle, and your payment history with downloadable receipts.
How a payment flows
From click to Paid
Payments clear on the processor’s schedule, so your balance may take a short time to update after paying.
Click PaySecure checkoutPayment clearsBalance → Paid
Only pay through the portal's Pay balance button. Platmetrix will never ask for bank or card details by email or text.

Community news

Events, notices, and scheduled work.

The Community news page is your property's bulletin board — events, announcements, and notices posted by your team. It's the fastest way to know what's happening around your community.

Community news — pinned items, upcoming events, and notices posted by your property team.
Community news — pinned items, upcoming events, and notices posted by your property team.
This page is read-only — posts come from your property team. Scheduled maintenance that affects the community (for example, a parking lot resealing) shows up here so you can plan around it.

Maintenance requests

Report an issue and track it to done.

When something in your unit needs attention, submit a request here — then follow it from Submitted all the way to Completed without having to call.

Submit a new request
On screen
  • Click New request.
  • Choose a Category (Plumbing, HVAC, Electrical, Appliance, Doors / Locks, Pest control, or General) and a Priority.
  • Describe the issue — what's happening and where in the unit.
  • Add photos (up to 8), then press Submit request.
What it does

Sends your request straight to your property team's maintenance board, where staff can triage, schedule, and assign it.

Needs your input

A clear description and a photo or two help the team bring the right parts the first time. The checkbox — “Maintenance may enter my unit if I'm not home” — lets them complete the work while you're out; leave it unchecked if you'd rather be present.

What’s sent
Ticket received
We got your maintenance request
“Your request has been logged and sent to the maintenance team.”

The moment you tap Submit, you get this confirmation — and your maintenance supervisor receives a New maintenance request alert to triage and assign a technician. You’ll get follow-up emails when it’s scheduled and when it’s completed.

The new maintenance request form — category, priority, description, photos, and an entry-permission checkbox.
The new maintenance request form — category, priority, description, photos, and an entry-permission checkbox.
Track a request
On screen
  • Open the request to see its category, priority, and photos.
  • Follow the status tracker: submitted → scheduled → in progress → completed.
What it does

Updates live as your team schedules and works the request, so you always know where it stands.

Needs your input

Nothing — just check back. You can add more photos to an open request at any time.

A submitted request showing category, priority, the status tracker, and your uploaded photos.
A submitted request showing category, priority, the status tracker, and your uploaded photos.
For a true emergency — flooding, a gas smell, no heat in freezing weather, or a lockout — call your property's emergency maintenance line right away. Don't wait on a portal request.

Documents

Your lease, receipts, and files.

Everything your property team shares with you — plus anything you upload yourself — lives here as secure files you can open or download anytime.

Open or download a document
On screen
  • Find the row in the documents table.
  • Click Download.
What it does

Opens or saves the PDF to your device — no waiting on the office to email it.

Needs your input

Nothing. If a document you expect isn't listed yet, your team may not have shared it — just ask.

Upload your own
On screen
  • Click Upload a document.
  • Choose a PDF or image from your device.
What it does

Stores your file securely against your unit — handy for things like your renter's insurance certificate.

Needs your input

The file itself. Uploads are private to your unit and your property team.

Your documents — lease, inspection, and receipts, each downloadable as a PDF.
Your documents — lease, inspection, and receipts, each downloadable as a PDF.

Rental application

Apply for a unit in about five minutes.

Applying for a new unit — or a transfer within the community — happens right here. The application is a short, four-step form; you can move Back and Continue between steps before you submit.

The four steps
From start to submitted
ApplicantResidence & incomeScreening consentReview
Complete the application
On screen
  • Applicant — full legal name, email, phone, date of birth, and Social Security number.
  • Residence & income — current address, employer, annual income, unit preference, and desired move-in date.
  • Screening consent — read and authorize the background/credit screening.
  • Review — check everything, then submit.
What it does

Sends your application to the leasing team, who use it to run screening and move you toward a lease.

Needs your input

Accurate details and your consent to screen. Take your time — required fields are marked with a red asterisk.

Step 1 of the rental application — applicant details, with the Social Security number field masked.
Step 1 of the rental application — applicant details, with the Social Security number field masked.
🔒
Your Social Security number is used only to run your screening report. It's sent directly to the screening provider and is never stored in plain text.

Your lease & deposit

Your term, rent, deposit.

The Lease card shows your unit, term (start/end), base rent, and deposit. Watch your end date — your team will reach out about renewal as it nears.

Your lease and deposit details.
Your lease and deposit details.

Getting help

Questions about a charge, balance, or lease? Contact your leasing office or property manager — they can see your account. For login trouble, ask them to re-send your invite.

PLATMETRIX · Resident User Handbook · This handbook reflects the demo dataset; your live screens show your own information.