FREE WHITE-GLOVE MIGRATION

Switch in about a week — we do the heavy lifting.

The reason most managers don't switch software is the fear of moving their data. So we move it for you — properties, tenants, leases, balances, and documents — free, with no downtime.

Free migration · No downtime · No long-term contract

How the switch works

Four steps. Most of the work is on us.

1

Send us your data

Export from your current software — or hand us a spreadsheet and your lease PDFs. That's all we need to start.

2

We import it for you

Our team maps and loads your properties, units, tenants, and leases — using CSV import and lease-document extraction to do the heavy lifting.

3

We reconcile & verify

Balances, deposits, and ledgers are checked against your numbers so the books tie out before you ever log in.

4

You go live

Review, flip the switch, and your AI receptionist starts answering calls and texts the same day.

What we bring over

Your whole operation moves — not just a contact list.

Properties & units

Your full portfolio structure, addresses, and unit details.

Tenants & contacts

Tenant records, co-tenants, owners, and contact info.

Leases & terms

Active leases, rent, due dates, and renewal terms — including from PDFs.

Balances & ledger

Outstanding balances, deposits, and prior ledger history.

Documents

Signed leases and key files, filed against the right unit.

Vendors

Your maintenance vendors and contacts, ready to dispatch.

Free

White-glove migration is included — not a paid onboarding line item.

No downtime

Run both systems in parallel until you're confident, then cut over.

Your data stays yours

Export it any time. No lock-in, no hostage data.

No long contract

Month-to-month. Stay because it works, not because you're stuck.

Switching, answered

How long does switching take?+

Most portfolios are live in about a week. Larger or messier datasets can take a little longer, but our team does the import and reconciliation work — you mostly review and approve.

What does it cost to migrate?+

Nothing. White-glove migration is included with your subscription — there are no setup or onboarding fees.

What if my data is just in spreadsheets?+

That's fine. Hand us a spreadsheet (or even just your lease PDFs) and we'll structure it for you using CSV import and lease-document extraction.

Will I lose history when I switch?+

No. We bring over balances, deposits, and prior ledger history so your accounting stays continuous and audit-ready.

Ready to make the move?

Start your trial and we'll line up your migration — or email us and we'll scope it with you first.