Vertex Connect

Property operations,
better connected.

Bring client onboarding and bank activity into clearer workflows connected to Rent Manager.

(201) 632-3792office@vertexdmgt.com

Two connected solutions

Same data.
A clearer day.

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.

Example onboarding list showing invitation status, received information and property agreements for fictional clients. — **Review and track agreements**Keep multiple onboardings moving with a clear view of the next action. Fictional client information shown.

Explore all Client Onboarding 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.

Tools shaped by the work
behind property operations.

Vertex Digital Management supports the back office behind real-estate portfolios. Vertex Connect brings that operational perspective into focused software workflows for your team.

Explore our back-office services

Where Vertex Connect is growing

Utilities: A streamlined utility workflow: connect provider portals, retrieve and pay bills through Vertex, and sync bills and payments to Rent Manager.
Insurance: Track insurance policies, renewals and requirements in one place.
Housing assistance: Proactively track tenant certifications and recertifications, coordinate forms by mail and email, and keep caseworker details organized.

Development direction only — not a statement of present availability, inclusion in a plan, or a release commitment.

See how it fits your operation.

Walk through the products with the Vertex team.

Schedule a meeting Email us