Rentec Direct’s onboarding service helps your team get set up quickly and efficiently with no additional cost. With a dedicated account setup specialist paired with each new client to ensure easy site navigation, master automated features, and achieve your goals, so your software works for you.
Property management software is an essential tool for landlords and property managers. Software should help you save time, streamline tasks, and ensure compliance.
The unknowns of transitioning to new software or even using it for the first time can feel a bit overwhelming. The cost and complexity of “onboarding” often mean hidden fees and long delays. Furthermore, not only are you learning new software, but you are also often required to learn a new curriculum.
Learn more: Switching Made Simple: Your Property Management Software Migration Plan With Rentec Direct
Rentec Direct’s quick, cost-effective onboarding process ensures a seamless and effortless transition to new software. Your dedicated setup ensures your team is comfortable, understands the accounting flow, and has default settings that automate and streamline tasks, so the software works for you and your team can easily navigate and fully utilize all its features.
What Does Onboarding Mean for Rentec Direct Clients?
Fortunately, because your success is our priority, every Rentec Direct Pro and PM account includes personalized onboarding and setup assistance, entirely free and with no contract required.
Onboarding with Rentec Direct is a personalized process designed to ensure each user can easily navigate the software and maximize its potential.
- Personalized, Dedicated Specialist: A dedicated account setup specialist partners with every new client for a smooth transition tailored to their needs.
- One-on-One Guidance: Includes live email, phone, and Zoom one-on-one meetings throughout the setup process.
- Unlimited Support: clients also receive unlimited access to Rentec Direct’s U.S.-based phone, email, and chat support.
- Customized Onboarding Styles: We recognize different needs and learning styles. The onboarding process is supported by understanding the three main styles:
- White Glove/Concierge: Step-by-step guided support that is ideal for complex setups, users new to property management software, or those wanting to maximize all time-saving features.
- Self-Service: A user-driven approach facilitated by interactive, in-app walkthroughs, tutorials, and documentation. Self-Starters can schedule check-in appointments with their specialist.
- Hybrid Onboarding: A combination of one-on-one assistance and available tutorials and resources for self-paced learning.
- Quick Go Live Time: The user-friendly interface of the software means users often measure the timeline in days to go operational, compared to some larger, enterprise-style platforms that can take several weeks or more to implement.
- Most new Rentec Direct clients can expect to be operational quickly, often the same day or within a few days.
- Larger portfolios may take slightly longer, depending on the complexity of the data.
- 5-Week Roadmap: While most accounts go live sooner, your account setup specialist can stay in touch for the first five weeks to ensure a great start.
- A complete beginning-to-end accounting cycle.
- First time reconciling or three-way reconciliation for trust accounts.
Ongoing Support Resources
Whether you prefer hands-on guidance or charting your own course, we build our support around your needs with:
- Personalized Consultations
- Schedule One-on-Ones: Easily email, chat, or book live phone or Zoom appointments to walk through each step with a specialist.
- Live U.S.-Based Support
- The Rentec Direct Success Team: Get unlimited access to our award-winning, U.S.-based Phone, Email, and Chat Support.
- Self-Paced Resources
- Step-by-Step Written Instructions: Access the comprehensive Knowledgebase.
- Training Videos: Review our Getting Started Videos for visual guidance.
- Full Onboarding Roadmaps
The 5-Week Roadmap to Success
The Rentec Direct “Onboarding Map” is a personalized, guided journey that quickly and efficiently customizes the software to fit your specific business needs.
Every new client is paired with a dedicated Account Setup Specialist for one-on-one guidance. While most users are operational in days, this 5-week roadmap covers a complete accounting cycle to ensure you master all features.
Over five weeks, your onboarding journey will focus on:
Week 1: Initial Setup and Orientation
This week focuses on foundational steps to prepare your account.
- Welcome & Orientation:
- Receive your welcome email and login credentials
- Review your unique business needs and goals with your specialist.
- Account Configuration:
- Assign team roles and permissions.
- Upload all tenant property data into the system. (Ask about data migration for portfolios with 25 or more properties)
- Set up recurring charges and late fee schedules.
Week 2: System Training & Customization
Your first training session focuses on the core property management tools and templates.
- Customization:
- Finalize property details, lease terms, and tenant profiles.
- Customize communication templates (e.g., emails, notices).
- Payment Setup:
- Integrate online payment processing:
- ACH and Credit/Debit Card via CSGForte
- Cash Payments via PayNearMe
- Integrate online payment processing:
- Live Walkthrough:
- Receive a live, interactive training session on day-to-day tasks (e.g., rent tracking, work orders, tenant communication).
Week 3: Financial Configuration & Reporting
This week is dedicated to setting up your financial workflows and reporting.
- Financial Account Setup:
- Link bank accounts for rent collection and set defaults.
- Configure accounts for vendor payments and owner distributions.
- Send out tenant portal invitations.
- Financial Management Training:
- Learn to use accounting features, including tracking income/expenses, managing ledgers, and performing reconciliation.
- Report Customization:
- Set up scheduled reports for tenants and owners.
- Learn to generate essential reports for tax preparation.
Week 4: Advanced Features and Go-Live
You’re ready to put the system to the test and make a full transition.
- Advanced Tools Exploration:
- Automate tenant and staff reminders.
- Utilize marketing features like online vacancy listings.
- Mock Go-Live Test:
- Run through typical, end-to-end workflows to identify and resolve any final issues.
- Go-Live Day:
- Begin using Rentec Direct for all operations.
- Ensure tenants and owners have access to their respective portals with clear payment instructions.
Tip: Ask your Account Setup Specialist about a special offer: a $50.00 credit when you complete onboarding.
Week 5 and Beyond – Ongoing Support & Resources
Your specialist remains available through the first five weeks, and continued support is always available.
- Post-Go-Live Support: Your specialist will follow up to ensure a smooth transition, including completing a full accounting cycle.
- Support Channels: Access award-winning, U.S.-based customer support weekdays 6 am – 5 pm via phone 800-881-5139 x2, email success@rentecdirect.com, and chat using the software Live Expert Help link.
- Self-Service: 24/7 Support
- Utilize the comprehensive Rentec Direct Knowledge Base
- Getting Started Training Videos for self-paced learning
- Instant Answers using AI assistance through the Live Expert Help link
This timeline is flexible and adjusted based on the complexity of your portfolio and your team’s preferred adoption pace (White Glove, Self-Service, or Hybrid).
How to Get Started With Rentec Direct Onboarding
Use one of the following convenient options to reach the Rentec Direct account setup assistants and get started right away.
- Send an email to info@rentecdirect.com
- Phone 800-881-5139 ext 1
- On the Rentec Direct website, click the Free Trial or Book a Demo link
- When you start your Free Trial, click the “Schedule Here” link of the Basic Setup Steps.
Final Thoughts
Rentec Direct’s onboarding streamlines the adoption of new software. With a dedicated specialist, customized styles, and a 5-week roadmap—all at zero extra cost—you’re set up quickly for a successful, long-term partnership with software designed for scalability and growth.
Have Questions?
Connect with your US-based Award-Winning Success Team weekdays from 6 am to 5 pm (PST). Just click on the Live Expert Help link to email or chat with live support, email success@rentecdirect.com, or call 800-881-5139 ext 2.
Check out the System Updates and News & Tips on your Summary page to see the latest Rentec Direct features and industry-related topics, or subscribe to the Rentec Direct Blog and have updates delivered directly to your inbox.
Suggest a Feature
Our goal is always to make your tasks as a landlord, property manager, or investor simpler, quicker, and more efficient. One way we accomplish this is by reviewing valuable feedback and input from our awesome clients. If there’s anything you would like to see added to enhance your Rentec Direct experience, please send your ideas and suggestions to success@rentecdirect.com.
About Rentec Direct
Rentec Direct delivers industry-leading property management software and tenant screening solutions to real estate professionals. Key features include online rent payments, mobile apps, tenant and owner portals, vacancy listing syndication, and accounting tools. Founded in 2007, Rentec Direct is the third largest software provider in its sector and is consistently the highest-rated by investors, landlords, and property managers. Recognized on the Inc. 5000 list of fastest-growing private companies for nine consecutive years, Rentec Direct was also named Real Estate Company of the Year in the 2025 American Business Awards and listed among the U.S. Chamber of Commerce’s Top 100 Small Businesses. rentecdirect.com