Setting up your portfolio
A dashboard for a brand-new organization shows a first-run checklist with eight steps. Each one has its own guide here — what it does, how to do it, and the questions people usually ask along the way.
Adding your first property
Everything else — units, leases, maintenance, reports — hangs off a property.
Adding units
Units are what you lease; occupancy and rent roll are counted per unit.
Adding a tenant and lease
A lease ties a tenant to a unit and drives rent, invoices and reminders.
Inviting your team
Give your staff their own logins so work and audit history are attributed correctly.
Adding a vendor
Work orders can be assigned and emailed to a vendor once one exists.
Adding an owner
Owners unlock owner statements, distributions and the owner portal.
Configuring notifications
Email alerts are on by default — check what you and your team receive.
The Beta Agreement and Privacy Policy
What the beta covers, and how tenant and owner data is handled.
Looking for the bigger picture — importing data, inviting everyone at once? See Getting started. Can't find what you need? See how to reach support.