Vertex Digital ManagementVertex Connect / Product details
Client Onboarding
From first invitation to a clearer handoff.
Give owners one place to submit information and documents. Track agreements, review what's received, and guide your team through the setup and SOPs that follow.
1. Collect the right information
Set up reusable intake templates for owner and property information, documents, and agreements.
2. Review and track agreements
Send branded invitations and see received information, invitation acceptance, and agreement progress together.
3. Deliver and follow through
Work through submitted information, mapped fields and internal SOPs, then send approved information to Rent Manager.
Capabilities
Reusable intake templates
Choose the information and submissions your company needs from each new client.
Owner and property information
Collect owner-level details once, with a separate workflow for each submitted property.
Branded invitations
Invite owners into your company's intake experience and track acceptance and received information.
Documents and agreements
Collect supporting documents and follow owner and property agreement progress through the workflow.
Your team's fields and SOPs
Use onboarding templates, custom fields and internal checklists to organize how your team handles a submission.
Review before delivery
Review submitted information, connect it to the appropriate Rent Manager fields and send approved information from the workspace.
Multiple onboardings in view
Keep client intake, outstanding agreements and the next actions visible across owners and properties.
Rent Manager delivery records
See recorded delivery alongside the information and tasks your team is working through.
