Setup Guides

Follow the path. Ship faster.

Detailed, step-by-step instructions for onboarding your organization and enabling key modules. Each guide walks through screenshots, checkpoints, and what to expect before you go live.

AI 5 steps ~20 min

AI — Photos, Leases, Documents, and Questions

Capture before and after photos, draft a maintenance request from photos, read a lease PDF into a tenant you confirm, read a stored document PDF, and ask a question about files you have already read.

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E-Signatures 5 steps ~30 min

Digital E-Signatures — Getting Started

Prepare a lease PDF, build a Firma template, send the lease from an approved application, and walk the tenant through Part 3 — deposit, signing, and manager approval — into move-in.

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Getting Started 6 steps ~30 min

New Organization — Getting Started

Register your company, complete organization details, connect Stripe, then finish the Get paid checklist — identity, company documents, and per-rental property authority — so tenants can pay rent.

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For Tenants 5 steps ~25 min

Tenant Application — Registration Through Part 3

Everything a tenant does from creating an account to move-in: complete Part 1, pass Part 2 background and credit checks, then finish Part 3 — deposit and lease signing.

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For Agents 5 steps ~25 min

Agent Portal — Getting Started

Sign in to the free Agent portal, finish Get paid (Connect, Stripe Identity, and license), set fees (application cap $150), add a rental registration URL, and share your org code so landlords can link your company.

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For Landlords 4 steps ~15 min

Landlord Transfers — Review Agent Applications

Link an agent with an org code, open Tenants → Transfers, approve or deny a handoff, then complete move-in on the transferred application like a normal applicant.

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