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, owner accounting, statements, bills & estimates, 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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Management Fees (track who's paid your fee)

A monthly rent-roll for your own management fees — auto-generated per owner, one-click paid/unpaid, exportable.

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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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Track what you owe vendors (accounts payable)

Record the true vendor cost (their invoice, not the owner-charged total), attach proof, and see who's still owed.

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Send a bill or quote for owner e-sign approval

Email the owner a passwordless link; they see the owner-facing quote only, sign on a canvas pad, and it auto-posts on approval.

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Ask an owner to pay an invoice directly

Send the owner an emailed/texted link to pay a specific invoice themselves — with photo updates and open-tracking — without deducting from their statement.

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Owner accounting: the ledger

Every owner has a running ledger of rent collected, expenses, management fees, deposits and distributions. (Paid PM plan.)

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Generate owner statements

Produce a monthly statement for each owner — opening and closing balance, every entry, distributions and payouts — as a branded PDF to email or share in the portal. (Paid PM plan.)

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Owner Payouts (confirm every owner is paid)

A single reconciliation view of what every owner is owed, last paid and paid lifetime — so nobody slips through.

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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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Turn a completed job into an owner charge

Post a maintenance job's costs straight to the owner's statement, or send them as a quote the owner e-signs.

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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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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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Turn an approved applicant into a lease (Approve & Convert)

Approve a screening, then convert it into a pre-filled e-lease in one click — name, contact, address and rent all carried over.

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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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Property operations

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