Owners and money routing

How do I review every property held by an owner in LOXA?

Open Owners, then select the owner name. The owner detail page lists the connected properties.

For
Organization owner, Organization admin, Accountant
Updated
August 9, 2026
LOXA Owners and money routing screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Owners and money routing workflow in your LOXA role.
  • Have property names, unit counts, and statuses ready before you begin.

Step by step

  1. Sign in to LOXA and open Owners and money routing.

  2. Open Owners, then select the owner name

  3. Enter or review property names, unit counts, and statuses.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the owner detail page lists the connected properties.

What should happen

The owner detail page lists the connected properties.

Open this workflow in LOXA