Onboarding is the setup path that takes a single property from "I have an address" to "listings live, screening rule pack covered, lock integrated, statement routing set." Each step unblocks the next, and each step ends at the operator surface you actually click into. The whole path runs without a sandbox or pilot — your real unit, your real profile, your real rule pack.
Five steps
Address, unit count, beds/baths, and the as-on-site facts the listings need to read true to a renter. The property record is the one place every later step looks back to — listings re-use the unit facts, screening pulls the property into its context, and the statement ledger keys off the same record.
Rent range, available-on date, and any listing notes the cross-portal push needs. Once you save, listings go live on Zillow, Apartments.com, and your local MLS in the same push — the operator panel keeps watch on the listing and pages you if rank or photos drift.
Source-of-income rule pack, screening signal weights, and the Fair-Housing-aware scoring pass — wired up before any applicant file is run end-to-end. If the pack is stale or jurisdiction coverage is missing, the screening step flags it before the first lead is scored.
Pair the smart lock with the property record, confirm battery/connectivity health, and the live showing calendar lights up. Approved leads book from the calendar — the lock issues a vendor-scoped code at start, rotates it at end, and pages a human if anything drops below the wire.
Set the delivery channel for the monthly statement — the same ledger rent, fees, vendor invoices, and maintenance receipts reconcile against. Once routing is live, the statement assembles itself each month with the underlying evidence one click away, and the same ledger backs the year-end export.
First unit online
Once one door is running the loop end-to-end, onboarding each additional property takes the same five steps with the years of context already filled in. Most self-managing landlords get their first portfolio unit live in a single sitting — the second one in ten minutes.