Portfolio Partners

One workspace for every community you manage — with preferred Portfolio Partner pricing starting at $59 per association, per month.

Build MyRecordSite into your management package, and create an additional recurring service opportunity for your company.

Built to be managed by you — not a website technician. For property management companies and CAM firms.
MyRecordSite Portfolio Workspace screen where an authorized user chooses the community to work in
For your business

Preferred pricing for the communities you manage.

Build MyRecordSite into your management package, and create an additional recurring service opportunity for your company.

Direct, per association
$79/mo
Portfolio Partner, starting at
$59/mo
Per association

$295/month covers your first five associations, plus a one-time $500 setup. Each additional association is $59/month for associations 6–9, $49/month for 10–19, and $39/month for 20 and up.

Month-to-month. Sign up online and pay securely; your Portfolio Administrator access is ready after payment is verified.

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Why portfolio partners choose MyRecordSite

More efficient operations. More value for your clients. More opportunity for your business.

Operational

One Portfolio Workspace

Manage every community you serve from a single, consistent place — no separate website vendors or technical staff to coordinate.

  • Communities
  • Team
  • Assignments
  • Permissions
  • Simple switching
Client value

Everything each association gets

Every community you manage gets its own professional presence and secure records, with continuity if management ever changes.

  • Public website
  • Notices & meetings
  • Secure Owner Records
  • Organized documents
  • Owner access
Business value

A new service opportunity

Offer MyRecordSite as an additional service across your portfolio and build technology into your service offering.

  • Recurring service opportunity
  • Adds value to your package
Portfolio Workspace

One workspace for every community you manage

Move between the communities you manage, add your team, and assign the right people to the right associations — all from one place.

MyRecordSite Portfolio Workspace showing the communities available to an authorized team member
  • Communities
  • Team
  • Assignments
  • Permissions
  • Simple switching between associations

No need for separate website vendors or technical staff.

Simple setup

How Portfolio Partnerships Work

From your first conversation to every community you manage.

  1. Request Portfolio Partnership

    Tell us about your company and portfolio. We'll guide your onboarding.

  2. Add Your Team

    Add your managers and staff.

  3. Add Your Communities

    Create an association for each community you manage.

  4. Assign Managers

    Choose who manages each community.

  5. Manage Every Association

    Each community opens into its own MyRecordSite Association Workspace.

Portfolio Partner tutorial

Watch how a management company signs up as a Portfolio Partner

A short walkthrough of Portfolio Partner registration, secure payment and account activation, from the signup form to your Portfolio Workspace.

Watch on YouTube (opens in a new tab)
Our commitment

MyRecordSite supports management companies and does not use a Portfolio Partner relationship to solicit the partner's management or bookkeeping clients.

We work alongside your business, not around it.

Simple enough for a board member. Powerful enough for a property manager.

Every community stays its own

Each association remains its own community environment

Every association has its own website, notices, meetings, organized records, and Owner Records access. Portfolio Partners manage the communities they are authorized to manage.

Watch the product walkthrough
Example
ABC Property ManagementOne Portfolio Partner account
Seabreeze Condominium
Palm Grove Residences
Valencia Court Condominium

Illustrative example. Each community is its own association.

Questions

Portfolio Partner questions

What is a Portfolio Partner?

A property management company or CAM firm that manages multiple associations and uses one MyRecordSite Portfolio Workspace for its communities.

How do we get started?

Request Portfolio Partnership and tell us about your company and portfolio. We'll guide your onboarding.

Can this create additional revenue for our company?

MyRecordSite can be offered as an additional service to the associations you manage, creating a recurring service opportunity and adding value to your management package. Portfolio Partners receive preferred pricing starting at $59/month per association, with lower marginal rates as your portfolio grows — full details are shared once we understand your portfolio.

Does MyRecordSite compete with our management company?

No. MyRecordSite supports management companies and does not use a Portfolio Partner relationship to solicit the partner's management or bookkeeping clients.

Does each association stay separate?

Yes. Each association is its own community environment with its own website, notices, meetings, records, and Owner Records access. Team members work in the communities they are authorized to manage.

Can each association control what its owners see?

Yes. Records that are not shared stay hidden from Owner Records.

Do we need technical staff to run this?

No. MyRecordSite is built to be managed by your own team — boards and property managers — not a website technician.

How does support work?

Email support@myrecordsite.com and our team will help.

MyRecordSite is built and operated by SmartLedger Management, a DBA of Griffin Realty, Inc.

One platform. More value for your clients. More opportunity for your business.

Portfolio Partnership Inquiry

Tell us about your company and portfolio — we'll follow up by email to guide your onboarding. No phone call required to get started.

After you submit your inquiry, we’ll confirm your Portfolio details and pricing. Once approved, you’ll receive a secure payment invitation and administrator activation instructions.

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