Relations · ORM

Owner Relations Management (ORM): keep owner communications, records, and distributions organized with less manual follow-up.

ORM is how Petrofly helps teams manage owner data, division orders, and payment-related workflows in one place so communication and recordkeeping stay easier to control.

Instead of relying on fragmented spreadsheets and scattered correspondence, teams get a clearer process for maintaining accurate owner-facing information under a single owner-relations program.

ORM workspace

Relationship Readiness

See how owner records, distributions, and communication workflows can be managed from a cleaner centralized view.

Owner Record Accuracy 79%
Distribution Review 68%
Communication Status 86%

Owner Priorities

Highlight the owner-facing workflows that need attention now so teams can respond more consistently.

Division Orders Review
Revenue Statements Ready
Owner Communications Active

Built for teams running Owner Relations Management (ORM)

ORM covers records, distributions, compliance, and owner communication in one program.

Records

Keep owner information organized

Maintain clearer visibility into ownership details, contact records, and historical activity without scattered documentation.

Payments

Support more accurate distributions

Help teams manage division order and revenue workflows with better consistency and less manual rework.

Communication

Respond to owners more confidently

Make statements, notifications, and ongoing owner-facing communication easier to manage and track over time.

Core ORM capabilities

Major workflows that keep Owner Relations Management organized, accurate, and easier to support at scale.

Owner Database

Maintain detailed owner records, including contact details, ownership percentages, and historical account activity.

Division Orders

Track and manage division orders with better visibility into ownership changes and record accuracy.

Revenue Distribution

Support more accurate payment calculations and owner distributions with a clearer centralized workflow.

Communications

Send statements and notifications more consistently so owners stay informed and internal teams stay aligned.

Reporting

Generate clearer reporting on distributions, payment history, and owner-related activity for review and analysis.

Compliance

Support regulatory and audit requirements by maintaining more reliable records and historical documentation.

How owner relations work moves more cleanly

The goal is not just to store data, but to help teams move from owner setup to payment support to communication with less friction.

01

Record

Capture owner information, ownership details, and supporting records in a more consistent structure.

02

Verify

Review division orders and related records so ownership and payment support details stay accurate.

03

Distribute

Support owner payments and revenue workflows with better visibility into calculation and review steps.

04

Communicate

Keep owners informed with statements, updates, and communications that are easier to manage and track.

See how Petrofly can simplify owner relations across your operation

Explore a cleaner way to manage owner records, support distributions, and stay ahead of communication and compliance needs.

Talk to Our Team