Landlord & Property Management Onboarding — Update / setup form (auth-only) for Real Estate. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).
How you’d like us to handle rent, maintenance, and leasing across your portfolio.
What it collects (by section):
- Your portfolio — Units Owned / Managed (count) [number]; Property Types Owned [multi-select: Single-family / Condo / Townhome / Multi-family (2-4) / Small multi-family (5-20) / …].
- Rent & fees — Rent Collection Method Preference [dropdown: Portal/ACH / Check / Money order / Cashier's check / Third-party app]; Late Fee Policy (owner) [short text].
- Maintenance & vendors — Maintenance Approval Limit ($) [number]; Preferred Vendors / Trades (names) [long text].
- Leasing — Tenant Screening Criteria (owner) [multi-select: Income-to-rent ratio / Employment verification / Rental history / Credit band / Background check / …]; Lease Renewal Strategy [dropdown: Auto-renew if good standing / Review 60 days prior / Market-rate adjustment / Case-by-case].
Form type: Update / setup (up), auth-only. Niche: Real Estate. Deployment: embed.
Best for / surface when: Real Estate client workflow — landlord & property management onboarding.