Overview
The next audit, insurance claim, or dispute will ask for a document. It shouldn't require an email search.
The next audit, insurance claim, or dispute will ask for a document. It shouldn't require an email search.
File every document against the record it belongs to — lease, unit, property, owner, vendor or employee — rather than in folders by year, and keep access scoped so residents see only their own.
The next audit, insurance claim, or dispute will ask for a document. It shouldn't require an email search.
Folder trees fail because the same document belongs to several things at once: a signed lease is a property document, a resident document and an owner document. Attaching it to the record it concerns lets it appear in every view that needs it without being copied.
Scoped access is the other half. Documents holding identity data, income data or HR content should be reachable only by the people whose work requires them.
1. Attach every document to the property, unit, or lease. 2. Version leases and addenda. 3. Retain per your state's schedule (typically 4–7 years). 4. Grant staff access by role, not by shared folder.
Retention periods vary by document type and jurisdiction, and tax records have their own rules. Set a retention policy per document type rather than one blanket rule.
A practical guide to setting up online rent collection with ACH, autopay, late fees, and a real ledger — no personal payment apps.
From signed lease to first day of tenancy — the checklist for onboarding a new resident cleanly.
Draft a lease that captures the essentials, respects state law, and can be signed on a phone.
Renew a lease on time without turning it into an eviction risk.
Take applications online, apply criteria uniformly, and turn a screened applicant into a signed lease.
Run credit, eviction, and background screening against published criteria while staying within fair-housing rules.
$49/month includes 5 units, then per-unit pricing that drops as you grow. Optional modules are billed separately and must be added deliberately.
Try Ayillo30 days free. A card in your own name is required to start — we place a refundable $1 authorization to confirm it, and release it right away. Cancel any month.