Every owner in onboarding, by stage. Drag a card to move it β synced live with the Onboarding dashboard. Stages auto-advance as workflow steps complete; manual moves (forward or back) always win.
Auto-advance: Form Sent (form emailed) β Form Submitted (owner submits) β Ready for Packet (processed) β
Docs Sent (packet out for signature) β Signed (all docs signed) β Requested Documents ("Send Required Documents" clicked) β
Utilities Transfer (TR-assisted case opened).
Manual stages: Portal Invite Sent Β· Waiting for Onboarding Fees Β· Final Set-Up Β· Activated
(Rentvine handles portal + payments until go-live β drag cards through these by hand).