Stop chasing new owners for the W-9, insurance, and keys.
Turn owner onboarding into one branded link that collects the management agreement, W-9, insurance, deed, and keys, and let Otto follow up so you don't have to.
Works alongside AppFolio / Buildium.
New client · Onboarding
Property mgmt · Day 3
- Agreement signed
- Intake completed
- W-9 uploaded
- owner & property details access
- Kickoff scheduled
Otto: Waiting on owner & property details. Drafted a reminder, ready to send.
The chase
Where property mgmt onboarding actually stalls
- Owners send the management agreement but forget the W-9, insurance, and keys.
- Onboarding a single property turns into a week of follow-up texts.
- Trust accounting can't start until the banking and owner details are in.
Your onboarding
Everything you chase, in one flow
Documents & assets
W-9, insurance COI, deed, leases, keys
Account access
owner & property details
Ready when
ready to manage, trust accounting set up
The parts that win you the launch
Access, assets, playbooks, readiness, and Otto: the modules that attack the chase head-on.
Asset Collection
Gather every file, auto-tagged by type and source.
Access Manager
Request, track, and verify account access as structured state.
Playbook Builder
Encode each service's onboarding once, reuse it forever.
Launch Readiness
An explainable score for what's done and what's blocking go-live.
Otto · AI Coordinator
The AI layer that checks, drafts, summarizes, and flags.
FAQ
Property mgmt client onboarding, answered
Property management onboarding is how a management company brings a new owner and property online: the signed management agreement, W-9, proof of insurance, deed or title, existing leases, owner banking details, and keys. AutoStack collects all of it through one branded link, and Otto follows up on whatever is missing, so the property is ready to manage without a week of follow-up texts.
Your AI onboarding coordinator
Otto runs the busywork inside AutoStack (checking, chasing, drafting, and summarizing) so your team does the judgment work.
Assistive & reviewable. Otto recommends, you decide. Never autonomous.
Checks completeness
Reads every intake and upload, flags what's missing or wrong before it reaches your team.
Drafts the follow-ups
Writes the specific, polite nudge for missing items, ready for you to send in one click.
Summarizes the brief
Turns a finished onboarding into a clean kickoff brief so the team walks in knowing the client.
Flags the blockers
Explains exactly why an onboarding is stuck and what needs to happen before launch.
Onboard your next property mgmt client in days
Run the 3-minute diagnostic and we'll map AutoStack to exactly how you onboard today.