Company onboarding guide

Get your organization set up: subscriptions, modules, what’s required per module, and how to get help.

Who this guide is for

This guide is for company or organization admins and owners who are onboarding a new account or changing plan. It covers subscription tiers, optional modules (integrations), what you need to configure for each module, and where to get help based on your subscription.

Subscriptions

Your subscription tier determines which features and areas are available. Higher tiers include everything in lower tiers plus additional capabilities.

Starter

Up to 3 units · Community support

Included areas: Properties, Payments, Chat, Transactions, Reports.

Typical use: Tenant management, basic online applications, payment collection (e.g. ACH), limited maintenance requests, mobile app access.

Support: Community support; use the Help Center, docs, and Training. For paid support options, consider upgrading.

Landlord (Pro)

Up to 50 units · Email support + knowledge base

Everything in Starter, plus: Financials, Documents, Maintenance, Tasks, Listings, Screening.

Typical use: Full application wizard, e-signatures (Firma), ACH + card payments, auto-pay, full maintenance tickets, chat + letters, tenant screening (background + credit), listing syndication, financial reporting, task scheduling, late fee automation.

Support: Email support and full knowledge base. Open a support ticket from the Owner portal.

Investor (Premium)

Up to 500 units · Priority support

Everything in Landlord, plus: Rehab, Investment metrics, Loans, Budget, Owner portal.

Typical use: Rehab/renovation project management, investment metrics (e.g. Cap Rate, DSCR), loan management and draw schedules, budget tracking, Plaid bank integration and transaction import, Owner portal, custom branding, API access.

Support: Priority support. Use Support (tickets and chat) from the Owner portal for faster response.

Portfolio (Enterprise)

500+ units · Dedicated account manager · Phone support

Everything in Investor, plus: All areas and features; dedicated account manager, custom integrations, SLA guarantees, SSO/advanced security, white-label option, phone support.

Support: Dedicated account manager and phone support. Your manager is the primary contact for onboarding and ongoing help.

Modules and integrations

Modules are optional integrations you enable in Owner → Configuration. Availability may depend on your subscription. Each module has required configuration (keys, URLs). Fill these in for the module to work.

Module What it does Required configuration (reference)
Stripe Payment processing (tenant payments, application fees, subscriptions). Secret Key (Testing + Production), Publishable Key (Testing + Production), Is Active. Get keys from Stripe Dashboard → API keys.
Plaid Bank connection and transaction import (Investor+). Client ID and Secret (Testing + Production), Is Active. Create at Plaid Dashboard → Keys.
Firma E-signatures for leases and documents (Landlord+). Workspace ID (Testing + Production), Is Active. Company API keys and webhook secrets are provisioned at the platform level (Key Vault). See Firma for partner documentation.
Checkr Tenant screening: background and credit checks (Landlord+). Is Active for module gating. Checkr API access is provisioned by Tenantivo; managers set default packages, payer, and fees in the tenant portal when screening is enabled.
QuickBooks Sync with QuickBooks for accounting. Client ID and Client Secret (Testing + Production), Is Active. Create an app at Intuit Developer.
Syndication Listing syndication to Zillow, Apartments.com, Realtor.com (Landlord+). Zillow API Key, Apartments.com Key, Realtor.com Key (Testing + Production each), Is Active. Obtain from each partner’s developer or listing program.
Accounting / basic GL Built-in general ledger (chart of accounts, transactions). Is Active only. No external keys; enable in Owner Configuration to use in-app accounting.

Configuring modules

Where: Sign in as Owner → Configuration. Each integration has Testing and Production values so you can test before going live.

Tip: Turn on only the modules your subscription includes and that you plan to use. Set Is Active after entering valid keys so the feature appears in the Management app.

How to get help

Support options depend on your subscription. Use the right channel so you get a timely response.

Help Center & docs

Articles, guides, and searchable docs. Available to everyone.

Help Center · Docs

Training

Step-by-step training by role: Owner, Tenant, Management Company.

View training

Support tickets

Open a ticket from Owner → Support. Landlord+ and above; best for bugs, billing, account issues.

Owner portal → Support

Chat

Quick back-and-forth with your management team on the same page as tickets: Owner → Support, Chat section (when on a plan that includes it).

Owner portal → Support

Support by subscription

  • Starter: Help Center, Documentation, Training, community. No ticket or chat.
  • Landlord: Above + email support (Support tickets) and full knowledge base.
  • Investor: Above + priority support; use Support (tickets and chat) for faster help.
  • Portfolio: Above + dedicated account manager and phone support.

Quick links

  • Training — Role-based training (Owner, Tenant, Management).
  • Help by feature — Docs and guides by product area.
  • Owner portal → Configuration — Enable and configure modules (Stripe, Plaid, Firma, Checkr, QuickBooks, Syndication, Accounting / basic GL).
  • Owner portal → Subscription — View plan, update payment method, change subscription.
  • Owner portal → Manager Users — Invite and manage who has access to the Management app.