How it works

1. Register your organization Create a tenant with an organization code, verify email, and sign in as the first administrator.
2. Build the portfolio Add Property → Building → Floor → Unit. Set vacancy stage and optional rent defaults.
3. Onboard a tenant Create an occupant (code is automatic). Upload documents, complete or skip credit check, then assign a unit.
4. Generate and advance the lease Set rent, deposit, term, and inclusions. Advance Draft → Approved → Signed → Active as your process requires.
5. Publish a contract template Create an HTML template with placeholders, publish a version, then generate a printable agreement from the lease.
6. Collect deposit and move in Record the security deposit. Complete a move-in inspection with photos and sign-off, lock it, then mark move-in.
7. Bill and operate Generate monthly rent invoices, record payments, bill utilities, open maintenance tickets, and log visitors.
8. Review and renew Use Reports for occupancy and outstanding rent. Advance renewals or complete move-out settlement when the term ends.

That’s the loop—leasing, collections, and operations stay aligned.