Onboarding

Bring a new owner or resident onto management. Pick who you're onboarding.

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In Onboarding

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Lead

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Docs Sent

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Signed

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Activated

Owner	Portfolio	Properties	Stage
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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.