Getting started as a property manager

New to Wealthru? Here is the fastest path from sign-up to collecting rent.

Before you start

• Sign up for free. A new account starts on the Free plan, which includes 2 properties and 2 doors.
• Everyone signs in the same way. Your role decides which view you land on. Managers and owners get the management views, tenants get the tenant portal.

Steps

1. Finish onboarding. A short wizard sets up your account basics.
2. Add a property. Select Properties from the menu. Enter the address, and the autocomplete helps you get the postal code right.
3. Add a unit to the property. Rental properties have units. A home you simply own does not need one.
4. Add a tenant. You land on their record, where you can invite them to their tenant portal so they can pay rent and report problems online. Then create a lease that links the tenant to the unit with the rent, deposit, due day, and term.
5. Set up rent collection in Payment settings, so tenants know how to pay you.
6. Post this month's rent. Open the lease's Money tab and post the month. Until a month is posted, nothing is owed, so tenants see nothing to pay. Then record or collect the payment. The lease balance updates as payments come in.

The dashboard shows a Set up your rental checklist that tracks these same steps and ticks them off as you go, including inviting your tenant. Each step links straight to the right screen.

What happens next

• Your Dashboard shows what needs attention, like overdue rent, maintenance, and expiring leases.
• Explore the extras as you grow: automated reminders, online card and bank payments, documents and e-sign, renewals, and the portfolio tools for insurance, mortgage, valuation, net worth, and tax.

Notes

• Need more than 2 properties, more than 2 doors, or a teammate? That is a paid plan. All three plans are available: Free for up to 2 properties and 2 doors, Pro and Portfolio for more of both plus the paid features. A door is a rentable unit, so a six-unit building is six doors.