Using the Property Management Hub

01Signing in

Go to pm.hre.realzono.com and click Sign in with Microsoft — your normal Henry Group Microsoft account, nothing new to remember. Only @henrygroupre.com and @henrygroupmgmt.com accounts get in.

02How it works

Producing an owner report used to mean gathering four things by hand — the Rent Manager financial package, the bank reconciliation, the bank statement, and the cash-flow worksheet — and then writing up the notes. The hub does the gathering and the first draft for you:

• Financials come straight from Rent Manager over its API — no exporting or emailing.
• Bank statements and reconciliations are read from the property's OneDrive folder, where they're already filed. The hub never connects to the bank itself.
• The cash-flow summary is read from the property's cash-flow worksheet so it matches what the owner is used to seeing.
• The notes and cover page are drafted for you, ready to edit.

The result is one PDF packet — a draft you review, adjust, and send yourself. Nothing leaves the hub on its own.

03Starting a report

1. Pick the property Start typing in the property search box — results pop out as you type. Click the one you want.
2. Pick the month The month and year default to the month just ended — the one you'd normally be reporting on. Change them if you're redoing an earlier period.
3. Generate report Click Generate report. The hub pulls the Rent Manager figures and goes looking through the property's OneDrive folder for each document it needs.

04Confirming the inputs

The hub lays out the source documents as a numbered checklist and shows you the file it picked for each one. A colored number tells you how sure it is:

• Green — found a confident match for this month. Nothing to do.
• Amber — found something close but wants you to check it.
• Red — couldn't find it for this period; confirm or upload one.

Each row lets you Confirm the pick, Choose another file it found, or Upload one by hand — so even when a folder is named oddly, you're never stuck. The inputs are:

• Financial package — the P&L, budget comparison, aged receivables, and general ledger, computed live from Rent Manager.
• Bank reconciliation — the monthly operating-account reconciliation.
• Bank statement — the operating-account statement filed in OneDrive.
• Cash-flow worksheet (optional) — the per-property workbook the cash-flow summary is read from.
• Budget (optional) — the annual budget workbook.

The goal is that the hub gets these right almost every time; the confirm-or-upload step is the safety net for the folders that don't follow the usual naming.

05Cover details

Below the inputs are the cover page details — the owner, the property manager, and the property address. Once you've set these for a property they're saved and fill in automatically next month, so you only enter them once. You can adjust them here for any single report without changing the saved default. Set the defaults for many properties at once on the Settings page.

06Generate & download

When the required inputs are confirmed, Generate & download report builds the packet and downloads it as a single PDF. It contains the cover page, the notes to the financials with the cash-flow summary, the manager notes, and the supporting bank documents.

Read it before it goes out. The notes and manager comments are a first draft — open the PDF, adjust the wording, add anything the numbers can't say (a delinquency arrangement, a site visit, an ongoing matter), and then send it to the owner yourself. The hub's job is to get you to a solid draft in a minute instead of half an hour; the final word is always yours.

07Settings

The Settings page holds the cover-page defaults — owner, property manager, and address — for every property in one place. Search for a property, fill in its details, and save. It's worth doing a first pass here so the reports come out complete from the start; after that, the cover fills itself in each month.

08Quick answers