7-step onboarding wizard guides every new client from signed contract to fully configured portfolio — document collection, asset import, lease upload, and go-live all tracked with receipts.
7-step process: Agreement → KYC/ID → Asset Import → Lease Upload → Financials → Insurance → Go Live. Visual progress tracker keeps everyone aligned.
Each step requires specific documents before proceeding. Deeds, leases, insurance policies, and financial records all collected and receipted.
Import all properties during onboarding — address, type, units, acquisition date, current value, and ownership structure all recorded from day one.
Every completed onboarding step generates an automatic receipt — timestamped, SHA-256 hashed, and delivered to the client.
Onboard clients with any number of properties in a single engagement. Track completion status per property within the same wizard.
All active onboarding engagements visible with progress percentages, pending documents, and next steps for each client.
Start a free trial and have your portfolio on AssetView in under 30 minutes.