Help Centre

Landlord Help Centre

Step-by-step guides for every feature — plus the Ontario landlord scenarios you actually run into.

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Property management company

The whole owner layer: owners, co-ownership, Rent Collection, owner accounting, statements, bills & estimates, leasing fees, renovation projects, vendors, the owner portal, payouts and lead capture.

What your PM-company account adds

Beyond the landlord workspace, your account unlocks a full owner layer: owners, owner accounting, statements, bills & estimates, vendors, payouts, the owner portal and a CRM.

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Add and manage owners

Create a record for each owner you manage for — a person or a company — with their contact details, portal permissions and documents.

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Assign owners to properties (co-ownership)

Link each property to one or more owners and mark the primary owner — the one all money settles against.

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Import your portfolio from Buildium (or CSV)

Bring owners, properties and your rent roll over from Buildium (or any system) with a guided CSV import that auto-maps the columns.

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Bills & Estimates (bill owners, send quotes, track your profit)

Create invoice-style bills against a property, add your management-fee markup as private profit, send owner-approved quotes, and post them to the owner's statement.

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Build your vendor roster

Keep every plumber, electrician and handyperson in one place — tiered, region-tagged, and one click from a job.

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Invite owners to their portal

Give each owner a secure, read-only login that shows only what you choose — statements, activity, documents, inspections and messaging.

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Capture leads (Lead Widget & pipeline)

Embed a callback form on your own website and manage prospective owners and tenants through a sales pipeline.

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Bookings & management agreements

Let owners book a meeting with you online, and get your management agreement e-signed — all inside the CRM.

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Owner contacts — several portal logins for one owner

Give a co-owner, a spouse or an accountant their own passwordless portal login and statement emails, without splitting the owner ledger in two.

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Tenants & leases

Add tenants and build a fully e-signable Ontario lease in minutes — with AI auto-fill and passwordless signing.

Add a tenant

Add the people renting from you so you can screen them, sign a lease and track rent.

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Create and e-sign a lease

Build a digital Ontario Standard Lease tied to a unit and tenant — signed online from any device, no printing.

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Auto-fill a lease from your signed PDF (AI)

Already have a signed lease? Upload it and AI reads the tenant, rent, dates and address into the form for you.

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Recall a sent lease to fix a mistake

Pull a sent or signed lease back to a draft to correct it, then re-send — safely.

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How e-signing works (passwordless & secure)

Tenants sign from an emailed + texted link with no account or password — then you countersign and the lease goes active.

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Adding co-signers / joint tenants

Put more than one adult on a lease so everyone is jointly responsible for the rent.

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Record & verify a deposit (last month's rent / key)

Log a last-month's-rent or key deposit against the tenancy — held separately, never counted as rent owing or reported to Equifax.

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Invite your tenant to the platform

Give your tenant their own secure login so they can see their rent history, download receipts and build a rental reputation.

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Recommend a good tenant

Vouch for a tenant you have rented to — an attributed recommendation that strengthens their reference for other landlords.

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Move out & archive a past tenant

Retire a former tenant without losing anything — their lease, rent history and receipts are kept and can be restored.

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Lease credits & your e-sign quota

Each plan includes a number of e-lease signings; a live badge shows what's left and you can top up anytime.

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Operations — running the team's day

Messages, Broadcasts, the Master and Leasing calendars, Assign Tasks, Teams Bulletin and the Daily Handoff — the tools that run the day, and how a to-do, a date and a handoff card are all the same item.

Property operations

Maintenance & vendors, inspections, fire safety, utilities, AI receipt-scanning expenses, documents, and keys & access codes.

Reminders — never lose a follow-up

Set a reminder on any tenant, get it by push, email and text at the time you chose, optionally tell the tenant too, and drop it into Outlook or Google Calendar.

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Utilities — who pays gas, hydro and water

Set the default at the property or unit, let each new lease inherit it, and read it off a colour-coded badge on the tenant header.

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Track maintenance requests

Log repairs with photos, let tenants submit their own, dispatch a vendor and track cost — nothing lost in texts.

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Routine inspections

Document unit condition over time with photos and notes — your evidence if a dispute ever arises.

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Move-in inspections (protect your deposit)

Document the unit's condition with photos at move-in; the tenant reviews within 2 days and can dispute or add photos.

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Keys, codes & who has them

Lockbox and door codes, how many key sets the office holds and who has keys out right now — in the property's header, not buried in the page — with a sign-out log for contractors.

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File Storage & document folders

Drag in a whole batch of files at once, name and categorise them only if you want to, and organise a tenancy's documents into your own folders.

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Track expenses & scan receipts with AI

Snap a photo of a receipt, let AI fill in the details, file it to a property, and export a year-end report for your accountant.

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Delete a property or unit

Remove a property or unit you no longer manage — with a confirmation prompt so nothing goes by accident.

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Fire safety inspections (Ontario Fire Code)

Run and record the annual fire-safety check every Ontario landlord must do — smoke alarms, CO alarms, exits and extinguishers — with photos and a PDF report.

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