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Getting started
Getting started: your first property
The first-run path: add a property and unit, connect payments, invite your first tenant, and turn on the agent.
Workflow at a glance
1
Add your first property and unit
2
Work the "Get started" checklist
3
Turn on features when you're ready
Add your first property and unit
Onboarding walks you through creating your first property and unit in one step, and activates the agent on conservative defaults you can change anytime — nothing autonomous fires until you opt in. The progress strip lays out the arc: add a property and unit, invite your first tenant, then set your autopilot dials.
Later, you add more from the Properties screen with "Add property," and each property holds one or more units. Set the property's state — it drives the lease addendum, deposit cap, and late-fee rules, and a unit can't be invited until its property has one.
Work the "Get started" checklist
Your home screen shows a "Get started" checklist that tracks setup and marks each item done as you complete it. It's the fastest way to reach a working portfolio.
1
Add your first property (and unit).
2
Connect Stripe so you can accept rent — this also unblocks any money movement.
3
Enable approval rules for routine requests, if you want eligible small items to move through configured limits.
4
Set your late-fee policy.
5
Invite your first tenant.
6
Meet your agent — open the Agent settings to see and tune what it can do.
Turn on features when you're ready
Autonomy is opt-in and reversible, so there's no rush. Start with the agent proposing actions for you to approve, then widen its limits as you get comfortable — the per-task spend limits and per-action toggles let you go feature by feature. You can also preview what the agent would do before granting it any authority.
Related articles
Tenants & messaging
Inviting a tenant
Send a single tenant invite, add a renter who's already in place, or bring in many at once with a CSV.
Rent collection
Connecting your bank and payouts
Connect Stripe so tenants can pay rent in-app and payouts settle to your bank — and how payout timing works.
The AI agent
Setting autonomy thresholds
Spend caps, approval thresholds, and the actions that can never be automated no matter how you set the dials.
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