Onboarding

Import your portfolio

Drop in a rent-roll spreadsheet or a lease PDF — we'll map your properties and rent line items automatically. No manual data entry.

Click to add files

Rent roll (.csv, .xlsx) or lease (.pdf)

Guided walkthrough1 / 10

STEP 1Dashboard → New property

•On the Dashboard, click “New property” and enter the name, address, type and client reference.
•Save it — a property card appears in the list.
•Click the card to open its workspace. Everything from here on happens inside that property.