ONBOARDING SERVICES
We ensure a smooth transition for your team and properties from day one.
Data Migration and Setup
- Data Transfer: Seamlessly migrate all historical resident, property, and financial data into your preferred system (e.g., Entrata, ResMan).
- System Configuration: Configure global and property-specific settings, user permissions, etc.
- Training for On-Site Teams: Detailed training so your staff can use the system effectively.
Vendor & Financial Setup
- Vendor Setup & Integration: All vendor accounts are properly set up and integrated into the system.
- Financial Data Alignment: Historical data aligned with current chart of accounts for accuracy and consistency.
Onboarding Training & Support
- Training Sessions: Role-specific training for all team members to use the system efficiently.
- Platinum Support: Ongoing support throughout onboarding to resolve issues quickly.
Timeline for Completion
- Pre-Launch Setup: Setup and configurations completed prior to launch.
- Go-Live Support: Dedicated support during the launch period.
- Post-Launch Support: Continued assistance to ensure smooth adaptation.
