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Onboarding wizard

The onboarding wizard helps you get set up quickly when you first log in.

Organization setup​

First, you'll set up your organization profile:

FieldDescriptionExample
Legal nameYour name or company name"John Smith" or "Smith Properties Inc."
AddressYour business address"123 Main St"
CityYour city"Toronto"
Postal codeCanadian postal code"M5V 1A1"
EmailContact email"john@example.com"
PhoneContact phone"416-555-1234"
tip

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

Choose your setup path​

After organization setup, choose how to get started:

Best for landlords with existing Ontario Standard Lease (OSL) documents.

  1. Upload your signed OSL PDF
  2. 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.

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

If you create the lease with an Active status (start date in the past or today), OntarioLandlord automatically generates all rent invoices from the lease start date forward. You don't need to manually record charges for months before you joined — they'll appear in the ledger immediately.

A CASL consent-request email is also sent to the tenant at this point to capture their communication consent.

3. Manage property only​

Best for landlords who want to add properties first and add tenants later.

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

4. Import from DoorLoop​

Best for landlords migrating from DoorLoop property management.

  1. Connect your DoorLoop account in Settings
  2. Select tenants and leases to import
  3. Review imported data
  4. System creates records from DoorLoop data

See DoorLoop integration for details.

Completing onboarding​

After setup, the dashboard shows:

  • Welcome banner with quick actions
  • Getting started checklist
  • Portfolio overview with key metrics

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

A guided tour walks you through key features on first login.

Next steps​