Pass manager_type (individual landlord, property management company) and portfolio_size via identify(). Show appropriately scaled onboarding — single-property tours for individual landlords, bulk import flows for PMCs.
Property setup tours walk managers through property address, unit configuration, amenity setup, and listing photos — in the optimal order for first activation.
Lease configuration tours cover rent amount, due date, late fees, lease term, and payment method connection — the financial setup that enables the platform's core value.
The first tenant invitation is the activation event that predicts long-term retention. A targeted tour guides managers through tenant invitation, portal access, and tenant onboarding.
Step-by-step property setup guide: address, unit count, property type, and amenity configuration — with checklist-driven progress tracking through the complete listing setup.
Guided lease setup: rent amount, payment schedule, late fee policy, security deposit, and lease term — with legal consideration notes at each configuration decision.
Bank account connection, payment processor setup, and automatic payment configuration — guided through each step with explanations of processing timelines.
Tenant portal invitation flow: email invitation, tenant account creation, document upload request, and lease signing configuration.
Describe your landlord & property manager onboarding flow in plain English — AI builds every step, copy, and selector in seconds. No engineers needed.
Persistent checklists track every milestone in your landlord & property manager onboarding — with completion events that sync to HubSpot, Salesforce, and Slack automatically.
Show the right flow to the right user based on role, plan, company, or any custom attribute. Property Technology SaaS-specific targeting rules built in.
A trained AI chat widget answers user questions 24/7 about your landlord & property manager onboarding — deflecting support tickets at the moments of highest friction.
Targeted banners and tooltips appear at exactly the right moment during landlord & property manager onboarding — contextual, non-disruptive, and trackable.
Step completion rates, drop-off points, and time-to-activation for every stage of your landlord & property manager onboarding — actionable data in a single dashboard.
Other Property Technology SaaS workflows