Onboarding Wizard

The onboarding wizard helps you get set up quickly with three flexible paths.

Choose Your Path

When you first log in, you'll see three options:

1. Upload Existing Lease (Recommended)

Best for: Landlords with existing Ontario Standard Lease (OSL) documents

What happens:

1. Upload your signed OSL PDF
2. Our AI extracts tenant info, rent amount, dates, and more
3. Review and confirm the extracted data
4. System creates property, unit, tenant, and lease automatically

2. Create New Lease

Best for: New tenancies where you need to create documentation

What happens:

1. Enter property details (address, units)
2. Enter tenant information
3. Set lease terms (rent, dates, etc.)
4. System creates everything from scratch

3. Manage Property Only

Best for: Landlords who want to add properties first, add tenants later

What happens:

1. Add your property and units
2. Add tenants when you're ready
3. Create leases when needed

Organization Setup

Before choosing a path, you'll set up your organization:

Field	Description	Example
Legal Name	Your name or company name	"John Smith" or "Smith Properties Inc."
Address	Your business address	"123 Main St"
City	Your city	"Toronto"
Postal Code	Canadian postal code	"M5V 1A1"
Email	Contact email	"john@example.com"
Phone	Contact phone (optional)	"416-555-1234"

tip

Use your legal name as it would appear on LTB documents. This information appears on generated notices.

Completing Onboarding

After setup, you'll see the Dashboard with:

• Welcome banner with quick actions
• Getting started checklist
• Overview of your portfolio

The onboarding checklist tracks your progress:

• Add your first property
• Add your first tenant
• Create your first lease
• Record your first payment
• Connect your bank account

Next Steps

Explore the Dashboard