Getting started

Getting started: your first property

The first-run path: add a property and its units, set the limits Aptoria will work within, and see what works today and what is planned.

Aptoria

Getting started

Add your first property and unit

What to do first

Turn on features when you're ready

Inviting a tenant (planned)

Bank connections and payouts (planned)

Setting autonomy thresholds

Getting started: your first property

Getting started

1. Add your first property and its units.

What to do first

2. Set up two-factor sign-in under Settings → Security.

What to do first

3. Set your limits under Settings → Agent → Per-task spend limits.

What to do first

4. Preview a late-fee rule under Settings → Late fees.

What to do first

5. Fill in a notice from Templates when you need one, then copy, download, or print it.

What to do first

Help center

Getting started

Add your first property and unit

Onboarding walks you through creating your first property and unit. Later, you add more from the Properties screen with "Add property," and each property holds one or more units.

Add your first property and unit

Onboarding walks you through creating your first property and unit. Later, you add more from the Properties screen with "Add property," and each property holds one or more units.

Set each property's state. Aptoria uses it for its state rules data, such as the state late-fee caps in the late-fee preview.

What to do first

Today an Aptoria account can add properties and units, set the limits Aptoria works within, see the rent roll and tenant balances, see a monthly rent reconciliation, see a cash-flow projection, preview what a late fee would be, and fill in notices from templates.

AI drafting, maintenance requests, tenant messaging, online rent collection, tenant screening, e-signing, and tax exports are planned.

Add your first property and its units.

Set up two-factor sign-in under Settings → Security.

Set your limits under Settings → Agent → Per-task spend limits.

Preview a late-fee rule under Settings → Late fees.

Fill in a notice from Templates when you need one, then copy, download, or print it.

Turn on features when you're ready

Autonomy is opt-in and reversible, so there's no rush. Aptoria doesn't carry out routine work on its own yet; when autonomous features are enabled, you will turn them on one at a time, and they will work within the limits you set.

Workflow at a glance

Add your first property and unit

What to do first

Turn on features when you're ready

Editorial ownership

Written and maintained by the Aptoria editorial team

Editorial method reviewed July 28, 2026. Aptoria reviews scope, source fit, examples, limitations, links, and publication gates. This record does not claim attorney, CPA, lender, appraiser, or other independent professional sign-off.

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Tenants & messaging

Inviting a tenant (planned)

Tenant invites and adding tenants are planned. What they will do, and how to get your workspace ready today.

Rent collection

Bank connections and payouts (planned)

Collecting rent through Stripe, linking bank accounts through Plaid, and owner payouts are planned. What they will need, and what works today.

The AI agent

Setting autonomy thresholds

Set the spending caps Aptoria will work within, why changing them needs two-factor sign-in, and the decisions no setting can automate.

Didn't answer your question?

Email support@aptoria.ai with the relevant record and what you already tried. Response timing depends on the request and current support coverage.

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