How onboarding works
Standard onboarding is included with every subscription — a guided four-week path from signed order form to live portfolio. Advanced migration is available as a quoted professional service.
Account creation & configuration
We create your company account, configure your branding and settings, and set up your associations so the platform reflects your operation from day one.
- Company account configuration
- Creation of associations
- Branding and settings review
Imports
Your units, current owners, and vendors are imported from properly formatted spreadsheets. We provide the templates; you provide the data.
- Import of units and current owners from a properly formatted spreadsheet
- Import of vendors from a properly formatted spreadsheet
- Import verification
Administrator training
One remote training session walks your administrator through daily operations — accounting, work orders, violations, communications, and the portals.
- One remote administrator training session
- Q&A on your own data
- Operating checklists
Go live & launch assistance
We help you send owner and board invitations, confirm everything is working, and stand by through your first days live.
- Owner and board invitations
- Standard launch assistance
- Go-live confirmation
What's included — and what's a professional service
Included with every subscription
- Company account configuration
- Creation of associations
- Import of units and current owners from a properly formatted spreadsheet
- Import of vendors from a properly formatted spreadsheet
- One remote administrator training session
- Standard launch assistance
Quoted separately as professional services
- Retrieving or exporting data from AppFolio or another provider
- Cleaning incomplete or inconsistent data
- Historical document migration
- Historical financial transaction migration
- Reconstructing owner ledgers
- Scanning and OCR of paper documents
- Additional training and on-site onboarding
- Accounting conversion or cleanup
Ready to plan your launch?
Request a proposal and we'll map your portfolio onto this timeline.