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Onboarding

Bring a new owner or resident onto management. Pick who you're onboarding.
Start a new onboarding or manage a single property:
🏠

Owner

Capture owner + property details, management terms, programs, and fees. Save it in, or send the owner a form to fill out themselves.
🏡

Resident

Onboard a new resident — tenant details, lease terms, move-in, and portal invite.
➕

Add a Single Property

An existing owner bought another property? Add just the one to their existing portfolio — their owner record and other properties stay exactly as they are.
📤

Offboard a Single Property

An owner sold a property or we stopped servicing one? Offboard just that property and end its leases — without removing the owner or any of their other holdings.
📋 Open Onboarding Pipeline board →
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In Onboarding
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New Lead
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Form Sent
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Form Submitted
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Ready for Packet
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Docs Sent
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Signed
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Portal Invite Sent
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Waiting Fees
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Req. Documents
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Utilities Transfer
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Final Set-Up
Owner / PropertyPortfolioPropertiesRental LicenseStage
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📋 Onboarding forms

Forms sent to owners and what's come back. Review a completed form, then process it into the live system.
OwnerEmailPropertiesStatusWhen
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📦 Pending Owner Packets

Prepared owner packets awaiting review & approval. Click Review to open, then Approve & Send when ready. Nothing is sent to the owner until you approve it.
No packets prepared yet.

✍️ Sent — Awaiting Signature

Packets sent to owners, waiting to be signed. Progress updates live from the signing service. Use Resend to email the links again.
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✅ Completed Packets

Every document in these packets has been signed.
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🏠 Property Onboarding

Single properties added to existing portfolios. Send the owner a property form, then prepare the PMA Addendum once they've completed it.
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Awaiting Owner
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Processed
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Addendum

📋 Onboarding Forms

Property forms — drafts to send, awaiting the owner, and completed (Processed). Prepare the addendum once a form is Processed.
PropertyPortfolioOwner emailStatusWhen
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📦 Pending Property Packet

Addendums prepared and awaiting review & approval. Click Review to open, then Approve & Send. Nothing is sent until you approve it.
PropertyPortfolioOwner emailWhen
No addendums prepared yet.

✍️ Sent — Awaiting Signature

Addendums sent to owners, waiting to be signed.
PropertyPortfolioOwner emailWhen
Nothing awaiting signature.

✅ Completed Packets

Property addendums that have been fully signed.
PropertyPortfolioOwner emailWhen
No completed packets yet.

🗄️ Archives

Archived onboarding items — owner packets and property forms removed from the active boards. Retrieve any item to restore it for editing/sending.

📋 Owner Packets

OwnerEmailWasArchived
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🏠 Property Onboarding Forms

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🏡 Resident Onboarding

Onboard a new resident end-to-end — collect info, outreach, create the lease & move-in, set up their portal. Start one from the Resident tile above, or from an owner-submitted Tenant Information form.
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All
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Needs Onboarding
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Ready to Onboard
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Tenant Outreach
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Lease / Move-In
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Portal Invited
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Complete
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Archived
ResidentPropertySourceStage
No resident onboardings yet. Click + New Resident Onboarding to start one.

Owner Packet

First Party = the owner; Second Party = THE REIF representative (the countersigner, optional). Both get a signing link.
Review every field above before approving. Nothing is sent to the owner until sending is enabled and you approve.

📄 Send Required Documents

Next onboarding step — request the owner upload their documents. Review & edit below, then send from support@thereif.com. Nothing is sent until you click Send.

Edit Master Template

Form detail

Add a property to an existing portfolio

Management Fee Settings

Internal use only. These fees apply to this property and appear in its Property Overview. Values are pre-filled from the portfolio's defaults as a starting point — edit them to match this specific property. Required to finish adding the property.

Send Property Onboarding Form

The property was added. Send the owner a Property Onboarding Form to confirm details, choose programs, and acknowledge the management terms. Nothing is emailed until you click Send.

Prepare Addendum

The REIF PMA Addendum is included by default. Add more e-sign templates if needed, then prepare and send for the owner's signature. Nothing is sent until you click Approve & Send.
First Party = the owner; Second Party = THE REIF representative (the countersigner). Both get a signing link.

Offboard a single property

The owner record and all their other properties stay intact. Only this one property is offboarded.

New Resident Onboarding

Enter the resident & lease details. Saving creates a pipeline entry at Ready to Onboard. Mirrors the Tenant Information form. Nothing is sent to anyone here.
Tenant Information
Lease Information
Security Deposit

Resident Onboarding