Learning Paths
Role-based guided training sequences for every user type
Property Manager
Property Manager Foundations
Everything a Property Manager needs to master the platform: properties, tenants, leases, maintenance, inspections, and financial reporting.
180 min8 items
Property Onboarding Walkthrough*
Tenant Onboarding Process*
Platform Overview & Navigation*
Lease Creation & E-Signature*
+4 more items
Accountant / Bookkeeper
Accountant & Bookkeeper Mastery
Complete financial training path: chart of accounts, rent collection, owner statements, bank reconciliation, trust accounting, and month-end close.
240 min10 items
Chart of Accounts Setup*
Financial Dashboard Deep Dive*
Rent Collection & Payment Recording*
Rent Charge → Payment → Receipt*
+6 more items
Inspector / Field Inspector
Inspector / Field Inspector Path
Field inspection training: templates, scheduling, move-in and move-out inspections, deficiency logging, signatures, and report generation.
120 min8 items
Creating Inspection Templates*
Scheduling and Assigning Inspections*
Property Inspection: Full Walkthrough*
Conducting a Move-In Inspection*
+4 more items
Leasing Agent
Leasing Agent Fast Track
Listings, leads, applications, lease drafting, e-signatures, and move-in process for leasing agents.
90 min5 items
Platform Overview & Navigation*
Tenant Onboarding Process*
Lease Creation & E-Signature*
Lease E-Signature Workflow*
+1 more items
All
New User Onboarding (All Roles)
Platform introduction, navigation, and core setup for any new user regardless of role.
45 min3 items
Platform Overview & Navigation*
Property Onboarding Walkthrough*
Tenant Onboarding Process*
