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The Complete Guide

Everything Rentari does,
and how to use it.

A complete reference to every capability of the platform, with step-by-step walkthroughs and real screenshots. Read the whole book right here.

341
Features
31
Walkthroughs
28
Product areas
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Rentari is an all-in-one, AI-driven property-management platform for self-managing landlords and property managers. This book is a complete reference to every capability, 341 features across 28 product areas, plus step-by-step walkthroughs grounded in the real screens you see throughout these pages.

The one principle behind almost every feature: AI proposes, the human decides. Every AI write action surfaces as an Approve, Edit, or Decline card. Nothing that moves money, signs a contract, or goes out to a tenant runs on its own.
Part One

Getting Started

The fastest path from a new account to a property that is listed, leased, and collecting rent.

Getting started · Walkthrough 01

Create your account and verify

Landlord Start at /register

This walkthrough shows a new landlord how to create a free Rentari account and confirm their email. Signup is account-first, so your account is created the moment you submit name, email, and password, then you confirm your email (and add your phone later) to unlock money features.

  1. 1
    Open the signup page. Go to /register (or click Create free account on the /get-started page, which sends you to /auth?intent=signup). You land on the single email-first auth screen shared by login and signup.
  2. 2
    Enter your email and continue. Type your email in the Email address field and click Continue. Rentari checks whether the email already exists; a new email slides you into the signup panel instead of the login panel.
  3. 3
    Confirm the Landlord role and your name. In the role pills, Landlord is selected by default (the house icon), so leave it selected, then fill in First name and Last name.
  4. 4
    Create a password. Enter a password in Create password. The strength meter enforces the policy of at least 8 characters using at least three of lowercase, uppercase, number, and symbol; a weak password bounces you back with an error.
  5. 5
    Accept the required agreements. Check the Terms of Service box and the Fair Housing box. Both are required, so the form will not submit until both are ticked.
  6. 6
    Optionally add your mobile phone. US mobile phone is optional and marked so. If you add it, you can also tick the separate SMS consent box for account and login texts. You can skip this and add it later, since Rentari verifies your phone in Settings before any bank connect or payout.
  7. 7
    Pass the human check and create the account. Complete the Cloudflare Turnstile verification, then click Create free account. Rentari creates your account, signs you in with a session cookie, and lands you directly on /dashboard with your onboarding checklist.
  8. 8
    Confirm your email from the inbox. Open the confirmation email Rentari sends in the background and click the verification link (it opens /auth/verify-email). You see an Email confirmed page that marks your email verified and redirects back to your dashboard. The link is single-use and expires after 24 hours; request a fresh one from Settings if it lapses.
Good to know
  • Account-first means signup never waits on an email or SMS code, but connecting a bank or receiving payouts requires a verified phone, which you add and verify later under Settings.
  • The email verification link is single-use and expires in 24 hours. If you double-click it or it expires, request a new one from /dashboard/settings.
  • Landlord accounts require 2FA at login (not at signup). In local dev the bypass code is 000000, and the seeded demo at /api/v1/demo/start is read-only so it cannot exercise real signup.
Getting started · Walkthrough 02

Explore instantly with demo mode

Everyone Start at /api/v1/demo/start

Demo mode drops you into a fully seeded sample portfolio with no signup so you can click through Rentari's real dashboards before creating an account. Anyone can do it straight from the marketing site.

app.rentari.ai/dashboard
The landlord dashboard: KPIs, portfolio performance, and the AI approval queue.
The landlord dashboard: KPIs, portfolio performance, and the AI approval queue.
  1. 1
    Open the live demo. On the homepage or Get Started page, click the "Try the live demo" (or "Open the live demo") button, which links to /api/v1/demo/start. The server instantly creates a temporary demo_ landlord account, sets your session cookies, and redirects you to /dashboard?demo=1 with no email, password, or credit card required.
  2. 2
    Land in the seeded portfolio. You arrive on the landlord dashboard already populated with two properties (123 Main St, St. Louis and 800 Oak Dr, Clayton), three units, two active-lease tenants (Sarah Jenkins and Michael Ross), twelve months of rent and expense history, maintenance tickets, and leasing leads, so every screen shows real-looking data.
  3. 3
    Spot the amber demo chip. An amber "sample data, read-only" indicator chip sits in the top navigation whenever demo mode is on, confirming you are exploring seeded data and not a live account. Its Exit button is your way back out.
  4. 4
    Click through the dashboards. Browse freely across Rent Collection, Maintenance, the Leasing pipeline, Accounting and Tax, Trust Accounts, the Calendar, the AI Copilot threads, and the vendor and renter directories. Every GET page renders with the pre-seeded demo records so you can see how each feature behaves.
  5. 5
    Watch AI proposals without committing. Demo mode is read-only: any non-GET action (saving, sending, deleting) is blocked with an HTTP 403, so AI Copilot suggestions and approval cards are shown for review but nothing is ever written or sent. You always see the proposal before it would commit.
  6. 6
    Try the tenant and vendor views. To see the other roles, open /api/v1/demo/tenant/start, which seeds a demo tenant and lands on the renter portal at /dashboard/renter, or /api/v1/demo/vendor/start, which seeds a demo contractor and opens the vendor dashboard at /dashboard/vendor.
  7. 7
    Exit the demo. Click Exit on the amber demo chip (or visit /api/v1/demo/stop) to clear the demo session cookies and return to a normal dashboard, from where you can create a free account to keep your own real data.
Good to know
  • Demo mode is strictly read-only. Buttons that would save, send, or delete return a 403 by design, so you cannot break anything or accidentally message a real person.
  • No signup is needed and the sample data lives in an isolated demo_ account, separate from any real portfolio, so nothing you click affects a live landlord.
  • Starts are rate limited to 10 per hour per IP address. On a shared office or mobile network you may briefly hit the limit and see a "try again in an hour" toast.
Getting started · Walkthrough 03

Fast Track: first property to collecting rent

Landlord Start at /dashboard/fast-track

Fast Track is a guided 5-step wizard that takes a brand new landlord from an empty account to a live unit, ready to collect rent. You connect payouts, add a property, invite a tenant, run screening, and draft the lease, all in one flow that averages under 8 minutes.

app.rentari.ai/dashboard/add-property
Adding a property, with AI rent and description suggestions.
Adding a property, with AI rent and description suggestions.
  1. 1
    Connect Stripe for payouts. On Step 1 (Financial setup), click "Connect Stripe account" to link your bank so you can receive rent and pay vendors. Once payouts are enabled a green "Stripe is connected" callout appears and a "Next: add property" button unlocks; if you are not ready you can click "Skip for now".
  2. 2
    Add your property. On Step 2, start typing the street address and pick a Google suggestion to auto-fill city, state, and ZIP, then fill property type, units, beds, baths, monthly rent, and security deposit. Click "Save property" and a green "Property saved" callout confirms it; if you manage many units, use "Import portfolio" to load a rent roll instead.
  3. 3
    Let Mozart suggest rent and amenities. After entering the address, Mozart checks the local market and shows "Mozart suggests" chips for rent, deposit, and amenities. These are optional proposals: click a chip like "Use rent" or "Use deposit" to accept the value into the form, and watch for the state deposit-cap note so you do not exceed the legal limit.
  4. 4
    Invite your tenant. On Step 3, enter the tenant's first name, last name, email, optional phone, delivery method (Email, Text, or Both), target rent, and deposit, then click "Send invite". A property must be saved first, and after sending you get an "Invite sent" confirmation and a "Next: screening" button.
  5. 5
    Choose a screening package and request the check. On Step 4, pick a screening package card, choose whether the tenant or landlord pays, and tick the FCRA certification box confirming a permissible purpose and tenant authorization. Click "Request screening" to send the background and credit check; the FCRA box and a tenant email are required before the button will run.
  6. 6
    Draft the lease and finish. On Step 5 you see a recap of what was saved, set a lease start date and term, then click "Draft the lease" so Mozart generates a state-specific lease. Nothing is sent yet: click "Review & send for signature" to open /dashboard/sign, or "Open E-Sign & Leases" to send for e-signature and start collecting rent.
Good to know
  • Every step is optional and resumable. You can click "Skip for now" or leave and pick up later from the dashboard, and the wizard saves your progress so you return to the same step.
  • The "Ask Mozart to do this for you" panel lets you describe the whole setup in plain language, but Mozart only proposes each action as an Approve card. Nothing is written, sent, or charged until you click Approve, and higher-risk actions like running screening require a typed confirmation.
  • Listing the unit on the marketplace needs both identity and property-ownership verification first, so use the "Verify identity" and "Verify ownership" buttons on Step 5 before "List on marketplace" unlocks. Demo accounts are read-only and cannot save or send.
Getting started · Walkthrough 04

Add and manage properties and units

Landlord Start at /dashboard/add-property

Add a rental to your portfolio so you can start collecting rent, generating leases, and screening applicants. As the landlord you enter the property once, set up its units, and verify ownership before you list it.

app.rentari.ai/dashboard/properties
The properties workspace, with occupancy, verification, and quick actions.
The properties workspace, with occupancy, verification, and quick actions.
  1. 1
    Open the Add Property form. From the Properties nav group click Add property, or go to /dashboard/add-property. You land on a single-scroll form with a progress ring and section chips across the top: Location, Structure, Details, Amenities, and Photos.
  2. 2
    Optionally auto-fill with AI. At the top, click the Auto-Fill Property with AI dropzone and upload a listing PDF or insurance document. The AI reads it and pre-fills the fields for you, which you can review and correct before saving, so nothing commits until you save.
  3. 3
    Enter the location. In the Location section start typing the Street Address and pick the match; the city, state, and ZIP prefill from public records. Confirm the City, ZIP, and State fields are correct.
  4. 4
    Set the structure and unit count. In Structure choose the Property Type (Single Family Home, multi-family, or condo) and set Number of units. Entering more than 1 switches the form to multi-unit mode and gives each unit its own card of leasing fields.
  5. 5
    Fill in the leasing details. In Details enter Beds, Baths, Rent, and Security Deposit, plus any application or lease admin fees. Click the Suggest link next to Rent for an AI market estimate and the wand next to the description to have AI rewrite it; both only fill the field when you accept the proposal, so you stay in control. Watch for the amber deposit-cap hint, which is advisory only.
  6. 6
    Add amenities and photos. In Amenities set square footage, year built, pet, laundry, and parking, and tick the amenity checkboxes. Then in the Photos section upload listing images for the unit.
  7. 7
    Set ownership and authority. In Ownership and Authority, turn on the manage on behalf of an owner toggle if you are not the deed holder, so verification matches the owner's deed and leases name the owner as landlord with you disclosed as manager of record.
  8. 8
    Save the property. Click Save Property at the bottom. On success you get a Saved confirmation with a Back to properties link that returns you to /dashboard/properties.
  9. 9
    Verify ownership, then manage the property. Reopen the saved property and use Verify Ownership to auto-check public records or upload a deed; verification is required before a listing can publish. From /dashboard/properties you can search, filter by verification or occupancy, and open any property at /dashboard/properties/{id} to edit details, add or remove units, and attach documents.
Good to know
  • AI rent estimates and description rewrites are proposals only. The value fills the field just when you accept it, so review before you save.
  • Ownership must be verified (auto-check against public records or an uploaded deed) before a listing can publish to the marketplace or syndication partners.
  • In demo mode the dashboard is read-only, so saving a new property is blocked; use a real landlord account to add properties.
Getting started · Walkthrough 05

Invite your team (managers and co-owners)

Landlord Start at /dashboard/settings/team

As the portfolio owner, invite the people who help run your properties and set exactly how much each one can see. Managers handle day-to-day operations while co-owners also see financials, and only you can manage the roster.

  1. 1
    Open Team settings. Go to /dashboard/settings/team. At the top you see your own Account owner row with full access, then a Team members section and a Pending invites section below it.
  2. 2
    Start an invite. In the Team members header, click the Invite member button (the user-plus icon). A modal titled Invite team member opens with an Email field and a Role dropdown.
  3. 3
    Enter their email. Type the person's email address into the Email field. They will get an email with a one-click join link and must confirm their email before they can act.
  4. 4
    Pick the role. In the Role dropdown, choose Manager (operations only, no financials) or Co-owner (operations plus financials). The helper text confirms managers edit properties, leases, and maintenance, while co-owners also see rent, payouts, and refunds.
  5. 5
    Send the invite. Click Send invite. The modal closes, a confirmation toast appears, and the invite shows up in the Pending invites section with the role and an expiry date.
  6. 6
    Manage a pending invite. In Pending invites, use Revoke next to an email to immediately stop that join link from working if you sent it to the wrong person or no longer need it.
  7. 7
    Adjust or remove active members. Once someone accepts, they appear in Team members. Use Make co-owner or Change to manager to switch their access, or Remove to revoke it. Each action asks you to confirm in a branded dialog before it takes effect.
Good to know
  • Only the portfolio owner can invite people or change roles. Managers and co-owners can open this page but see a read-only roster with no action buttons.
  • Role changes take effect immediately: promoting to co-owner grants access to rent, payouts, and refunds, and changing back to manager removes it.
  • Pending invites expire after seven days. If someone does not accept in time, revoke the old one and send a fresh invite.
Getting started · Walkthrough 06

Migrate an existing portfolio

Landlord Start at /migration

Bring your whole portfolio over from another tool without re-keying anything. You upload your existing leases or a rent-roll export, review every property, tenant, and lease term that Rentari reads, then approve before anything goes live.

  1. 1
    Open the Migration Hub. Go to /migration. The hub opens on "Bring your whole portfolio over in minutes" with two paths: upload lease PDFs on the left, or import a rent-roll export from your current software on the right.
  2. 2
    Pick a source and upload. For scanned leases, click "Select PDFs or ZIP" and choose your .pdf or .zip files. For a clean export from another platform, click "Upload CSV" or open the structured CSV importer link, which takes you to /dashboard/migration/csv. There you select your platform tile (Buildium, AppFolio, TurboTenant, or Other / spreadsheet), optionally click "Download template CSV" for the exact column names, then drop your file (one .csv up to 10 MB, or 1 to 10 lease PDFs up to 25 MB each).
  3. 3
    Let the AI read your documents. After upload, Mozart analyzes the files and extracts every property, tenant, email, monthly rent, and lease end date. On the CSV path you click "Preview import" (or "Read my leases" for PDFs) instead, and the wizard shows exactly how many properties, units, tenants, and leases it will create before committing anything.
  4. 4
    Verify the extracted data. On the "Verify Extracted Data" table, check each row. Highlighted or flagged cells are low-confidence reads or missing fields, and rows with missing data are unchecked by default. Use the pencil icon to edit any cell inline, the trash icon to drop a row, and the checkboxes to include or skip rows. A tenant email is required to bring a tenant and lease over; the property and unit still import without one.
  5. 5
    Approve and import. When the rows look right, click "Import Successful" trigger by pressing the import button ("Import these records" in the CSV wizard, or the import button in the hub). Nothing is written to your portfolio until you click this. Duplicates of records already in your account are skipped automatically.
  6. 6
    Preview and send tenant invites. After import, the hub shows a preview of the tenant welcome email ("Set Up My Account"). Review it, then click "Send Invites to All" to email your tenants, or "Skip for Now" to invite them later. Invites only go out when you click Send, so confirm the list first.
  7. 7
    Roll back a batch if something looks wrong. Open the CSV importer at /dashboard/migration/csv and scroll to "Past imports". Each import is logged as its own batch. Click "Roll back" next to a batch and confirm in the branded dialog to remove only the rows that batch created. Anything you have since edited, or that gained related records, is kept.
Good to know
  • The migration tools are landlord and manager only, and the demo account is read-only, so imports and invites are blocked in demo mode. Sign in with a real operating account to run a live migration.
  • Coming from DoorLoop or a format that does not match a platform tile? Use the AI-assisted importer at /migration, which reads any format and maps the fields for you.
  • Every import is a separate logged batch with one-click rollback, so it is safe to import in small test batches first and undo cleanly if a file was mapped wrong.
Part Two

The Complete Feature Reference

Every capability of the platform, 341 features across twelve areas. What each thing does, who it is for, and where AI is involved.

Section 01

Properties and portfolio

Model your buildings and units, prove ownership, and watch the health of the whole portfolio.

app.rentari.ai/dashboard/properties
The properties workspace, with occupancy, verification, and quick actions.
The properties workspace, with occupancy, verification, and quick actions.
Property & unit managementLandlord

Create, edit, and delete multi-unit buildings and their units with beds, baths, sq ft, rent, amenities, and pet/parking policy, with bulk delete, per-unit inline edit, and duplicate-safe idempotent create. A deferred 'Load more' cards feed renders the properties grid, and lightweight property/unit pickers feed other forms (maintenance, invite, fast-track) so work attaches to the right unit.

AI Suggests rent, amenities, and description, and can prefill fields from an address.

Portfolio dashboard & overview widgetsLandlord

The landlord home renders a stack of live widgets (portfolio health, compliance, agenda, money, NOI, payout, deposits, vacancy, insurance, bank feed, expiring leases, inquiries, days-on-market, maintenance, and open tenant questions), with a seeded simulated version for demo accounts. The landlord can reorder, hide, and save which widgets show, persisted per user.

AI A Mozart brief widget summarizes the top actions.

Needs-your-attention queue with AI briefLandlord

A prioritized queue of portfolio items that need action (vacancies, expiring leases, open balances, unverified ownership) surfaced on the properties dashboard, with a cached narrative grouped into up to five action cards, each pointing at one next step.

AI Gemini groups rule-based candidates plus ledger anomaly signals into short action cards; the landlord decides.

Global portfolio searchLandlord

One search box that queries across properties, units, tenants, and leases and returns typed results for jump-to navigation.

Property verification (auto-verify + deed upload)Landlord

Prove ownership against ATTOM public deed records with a per-tier monthly cap and a usage/remaining-calls surface, a one-time $10 Stripe overage to unlock one more attempt, and a bulk run that verifies many selected properties at once. When public records fall short, the landlord uploads a deed, LLC papers, or management agreement (PDF or image, up to 15MB) to a private vault, setting the property to pending internal admin review.

Property Pulse (per-property AI summary)Landlord

A per-property health snapshot that combines rent-vs-market, expiring leases, vacancies, notice units, and open maintenance into structured signals plus a short narrative, falling back to simulated data when the demo simulation chip is on.

AI Gemini writes a narrative over deterministic per-unit rent, vacancy, and lease signals.

Portfolio health score & lease maturity waterfallLandlord

A daily green/amber/red portfolio health score across compliance gaps, overdue maintenance, insurance, and payment trends, with an explain endpoint. A companion lease maturity waterfall buckets active leases by expiry (0-30 / 31-90 / 91-365 / 365+ days) and rates how much rent is at renewal risk soon.

Property photos & cover imageLandlord

Upload property images in batches (up to 20 per request, 25MB each), delete individual photos, and set a cover, stored securely. A server-side pull can also seed a unit's listing photos from public street-view images.

Property document vaultLandlord

Attach and manage property-level documents (deeds, insurance, HOA rules, inspection reports, appliance manuals) up to 25MB, with view, download, and delete. Files stream back through a same-origin, ownership-checked route rather than a public storage URL.

Property notes & task checklistLandlord

On the property detail page, add and delete free-text notes, and keep a per-property to-do checklist whose items can be created, toggled complete, and deleted.

Property assets register (appliances & meters)Landlord

Track appliances (make, model, serial, warranty) and utility meters per property, and log meter readings over time. The register feeds the Appliances inventory and Meter readings reports.

Resident benefit packagesLandlord

Create, edit, and delete optional tenant benefit packages per property (renters insurance, liability, pest control, air filter, or bundled), mark each required or optional with a monthly premium, and view a portfolio-wide revenue and coverage summary.

Migration hub & lease extraction importLandlord

A rent-roll migration hub with a CSV wizard (upload, preview, confirm, invite) plus a separate path that extracts and imports leases from uploaded lease documents. Past import batches are logged and a whole batch can be rolled back, deleting exactly the rows it created.

AI Extracts structured properties, units, leases, and tenants, plus lease terms, with confidence scores.

Multi-entity managementLandlord

Create and edit multiple legal entities (separate LLCs), set the active and default entity, deactivate an entity, and transfer properties between entities.

Dynamic pricing / rent optimizerLandlord

Suggests a market rent for a unit from the landlord's own portfolio comparables (same beds/ZIP) plus specs, showing a percent change versus current and a confidence score; one click applies it. Pro-gated.

AI Gemini comps analysis and narrative, with a heuristic fallback.

Unit turnover automationLandlord

On move-out, auto-drafts a fresh listing description, spins up make-ready maintenance tickets (deep clean, paint), and sends the outgoing tenant a move-out checklist.

AI Generates the listing copy.

Calendar & schedulingLandlord

A full calendar with event CRUD, recurrence, per-event reminders, and color/category, plus one-click sync from the portfolio (lease start/end and rent-due, open maintenance, compliance windows), an upcoming feed, and iCal export. Two-way OAuth sync with Google Calendar and Microsoft 365 is built but not yet turned on.

Specialized asset-class modulesLandlord

Beyond standard residential, dedicated dashboards handle other property types and post the right charges to the ledger: commercial CAM reconciliation, condo/HOA dues and special assessments, coworking memberships and capacity, manufactured-housing lot rent rolls, self-storage occupancy and delinquency, senior-living care-level billing, student-housing by-the-bed leasing, and a corporate occupier lease critical-date tracker (days-until, option, expiry, and notice-window flags).

Properties moderation queueAdmin

An admin triage queue of properties and listings needing review, such as ownership verification pending internal approval.

Section 02

Leasing and e-signature

Build state-compliant leases, send them for signature, and manage every amendment and renewal.

app.rentari.ai/dashboard/document-studio
Document Studio, the state-aware lease and notice builder.
Document Studio, the state-aware lease and notice builder.
Lease Wizard (conversational lease builder)Landlord

A fast roughly 10-question conversational lease builder that prefills fields from state statutory defaults and portfolio data, suggests a term, previews the draft, and generates the lease. Inline compliance warnings flag issues like a late fee over the state cap.

AI Suggests the lease term and prefills fields; flags compliance conflicts inline.

50-state lease & document generatorLandlord

Renders state-specific leases and standalone documents for any state from a rules matrix, with an optional-addenda picker, a pre-flight compliance check, a watermarked HTML preview, and emailing the finished document to the tenant.

AI Drafts addenda, clauses, notices, and plain-English content.

Document Studio (80+ field lease editor)Landlord

Power-user 80+ field lease editor with autosave draft CRUD and a saved, named draft and template library (save-as, restore, delete). Includes applicable-addenda lookup and a live compliance check for the studio.

AI Suggests draft names.

Multi-party e-signature & countersignLandlordTenant

Anchor-based field-level e-signing: request signature, the tenant signs and submits initials per field with ESIGN consent and an SCRA active-duty self-attestation, and the landlord countersigns to fully execute. Requests can be declined or cancelled, and every document keeps a field list and a version-hash chain.

Review & Dispatch signing pageLandlord

A dedicated full-page signing surface at /dashboard/sign that renders a lease's HTML in a paged viewport and lets the landlord sign or initial anchor fields with a signature pad, then dispatch to tenant recipients. It detects pre-dispatch, countersignature, and awaiting-tenant states so a lease cannot be accidentally re-sent.

Bring-your-own-PDF e-signatureLandlordTenant

A full-screen studio that renders an uploaded PDF Rentari did not generate and lets the landlord drag signature, initial, and date fields onto it for tenant, guarantor, and landlord signers before sending for signature. It injects invisible anchor tokens at the placed coordinates so the standard signing engine handles dispatch, signing, and stamping.

AI lease compliance preflight (risk memo) & lease Q&ALandlordTenant

Before sending for signature, audits the rendered lease against a state-rule matrix plus an AI opposing-attorney pass, returning severity findings that block send and warnings the landlord must acknowledge. A separate endpoint answers free-text questions about a specific lease, grounded in its text.

AI Deterministic rule matrix plus a Gemini auditor over the lease body; grounded, never legal advice.

Amendments & signing revisionsLandlordTenant

A tenant requests a change to a pending lease and the landlord views the requests, compares versions side by side, and dismisses or publishes a new revision or counter-offer. Each round becomes a new lease version.

AI Pre-fills amendment context and counter-offers.

Lease renewals & auto-renewalLandlordTenant

A renewals hub and per-lease renew flow turn an expiring lease into a new term with a configurable rent increase, with optional auto-offers. The tenant accepts, declines, or counters, including on a no-login magic-link decision page.

AI Drafts renewal terms and a suggested end date.

Plain-English lease summaryTenantLandlord

Runs the executed or pending lease through AI to produce a short tenant-readable summary of rent, deposit, term, pet and occupancy rules, the maintenance split, and things to ask before signing. Cached per lease version.

AI Generates the summary with anti-hallucination grounding.

AI legal draftersLandlord

One-click drafts of a custom addendum, clause rewrite, custom house rule, termination notice, pay-or-quit notice, and welcome packet.

AI Yes, all of these.

Leads & leasing pipelineLandlord

The applicant pipeline as both a lead list and a drag-and-drop Kanban board (Invited, Applied, Needs review, Approved), with one-flow household invite (primary plus co-applicants and co-signers), resend of invite/payment/Checkr links, email de-dupe, approve-to-lease, and delete. Accepting an invite auto-creates a lead (identity-gated when the landlord requires it), and a Stripe checkout charges the screening or credit fee before a screen runs.

AI Ranks the top leads to work next with a short rationale.

Public applicant application flowPublicTenant

A magic-link application page where an applicant fills the form, pays application fees at checkout (and can resume a cancelled checkout), adds co-signers by token, and submits, with an HTML preview and a view of the completed application. Applicants can also add a current or previous landlord's contact, which seeds a former-landlord reference the landlord can later send.

Landlord Verification (former-landlord references)Landlord

A per-applicant hub listing every former-landlord reference on a lead with status, at-a-glance flags (paid on time, would rent again, lease violations), and full questionnaire answers. The landlord adds a prior address plus the former landlord's contact, sends a no-login HMAC-signed questionnaire link that expires in 21 days (resending bumps a reminder counter), and tracks each row through sent, opened (a read receipt), and completed, with an in-app notification and email nudge on completion.

Lease audit (redline)Landlord

Audit an uploaded lease for risky or non-compliant clauses, store the audits with redline context, view or download the file, and bulk-delete audits.

AI Gemini clause analysis with redline context.

Leasing insightsLandlord

A leasing analytics page showing which leads to work next, where leads convert, and which listings to review.

AI Lead-ranking rationale.

Lease tracker (list + detail)Landlord

A lease list dashboard and per-lease detail view (plus a JSON leases endpoint) showing status, dates, and renewal pressure across the portfolio. The full version-hash chain is traceable so supersede history can be followed across amendments and renewals.

Public showing scheduler & self-bookingLandlordPublic

Landlords define recurring weekly showing slots per property and prospects self-book a tour at /showing/{property_id} with no account. Each booking becomes a pending calendar event the landlord confirms or cancels, with iCal export of the calendar.

Forms libraryPublicLandlord

Searchable library of standalone forms (notices, checklists, applications) with a watermarked preview for free and a clean PDF for paid, plus live fill and render-to-PDF.

AI AI form-filler pre-populates from landlord data.

Section 03

Tenants and lifecycle

The full resident journey, from move-in through daily living to move-out and deposit settlement.

app.rentari.ai/dashboard/renter
The tenant portal home: lease, balance, and the attention queue.
The tenant portal home: lease, balance, and the attention queue.
Tenant directory & profilesLandlordTenant

Landlord list of every tenant with a per-tenant detail page showing contact, lease, rent history, emergency contact, employment, and documents. Tenants can self-update their own profile.

Move-in initialization & compliance checklistLandlordTenant

On lease execution, auto-creates the move-in ledger (deposit, first rent, fees), issues a compliance-doc checklist (ID, insurance, lead disclosure), collects the emergency contact, and nudges any identity blockers.

Move-in condition report (72-hour walkthrough)TenantLandlord

Tenant photo-documents the unit's pre-existing condition within 72 hours of lease start as the deposit baseline. The report becomes read-only once the window closes.

AI Photos compared by AI at move-out.

Move-in guide & unlocked credentialsLandlordTenant

Landlord fills a per-property move-in guide (WiFi network and password, trash day, water/garbage setup, emergency contact). Once move-in is complete the tenant sees it, and every credential reveal or copy is audit-logged.

Move-out notice, walkthrough & deposit settlementTenantLandlord

Tenant files intent-to-vacate (date, forwarding address, reason) and sees the state-law deposit-return clock. Landlord runs a move-out walkthrough with itemized condition items that feeds an itemized settlement PDF, and either side can dispute a line item or the whole settlement.

Find a Good Tenant directoryLandlord

Landlord browses opted-in renter cards in a filterable grid (budget, beds, move-in date, employment, verified-only), opens a full renter profile, bookmarks renters to a shortlist, and invites one to apply to a chosen listing. Email and phone stay withheld until an invite is accepted.

Add or invite an existing tenant (off-lead onboarding)LandlordTenant

Landlord adds a current tenant who never came through a lead, or sends a tokenized portal invite so the tenant claims their account and lease.

Add a co-tenant to an existing leaseLandlord

Adds an occupant or co-tenant onto an existing lease record.

Move-in date negotiationLandlordTenant

Landlord counter-proposes or accepts an applicant's requested move-in date. The pipeline badge swaps between wants, counter, and accepted states, and the applicant is emailed each round.

Applicant document request & viewerLandlordTenant

Landlord requests extra documents (pay stubs, ID, references) from an applicant, who uploads them. The landlord can then list, view, stream, and delete the files.

Lease change requestsTenantLandlord

Tenant files a mid-lease change request (add or remove a roommate, sublet, or free-form modification), tracks its status, and can amend or withdraw it before the landlord actions it.

AI Pre-fills amendment context.

Pet screening & profilesTenantLandlord

Applicant or tenant declares a pet (species, breed, weight, vaccination records, history) with document uploads, and the landlord approves or declines. Service animals and ESAs route to the accommodation flow instead.

AI AI computes an advisory risk rating and note to anchor the landlord's decision.

Reasonable accommodations (ADA / Fair Housing)TenantLandlord

Tenant requests disability accommodations (service animal, accessible parking, modified terms); landlord requests docs and approves or denies with reasoning, with a full audit trail.

VAWA certificationTenantLandlord

Domestic-violence or sexual-assault self-certification (optionally anonymous) that triggers penalty-free lease termination on landlord acknowledgment.

Bulk tenant messaging & exportLandlord

Send email or SMS to all tenants (notices, reminders), export the tenant list to CSV, with a per-message audit log.

AI Template suggestions.

Renewal coach (tenant)Tenant

Tenant-side copilot that builds talking points and a draft renewal-request message from the tenant's own payment record, tenure, and maintenance cooperation.

AI Gemini writes tenant-friendly renewal talking points, with a heuristic fallback.

Rental-history & residency lettersTenant

Tenant generates an AI rental-history reference letter (tenancy dates, payment record, cooperation) and a residency/occupancy certificate for schools, benefits, or visas.

AI AI drafts the letter body.

"My Home" lifestyle hubTenant

Tenant self-service to register vehicles (up to 2) and issue time-limited guest parking passes (QR or shareable link), plus a resident marketplace and a neighborhood info tab.

AI Extracts vehicle details from a photo.

Section 04

Maintenance and vendors

Intake, triage, dispatch, and close out work orders, with a full contractor network and IoT.

app.rentari.ai/dashboard/inspections
Move-in and move-out inspections with AI photo analysis.
Move-in and move-out inspections with AI photo analysis.
Ticket intake & AI triageLandlordTenant

Create maintenance tickets from a form, the tenant app, an uploaded photo, a voice call, or inbound SMS, each scoped to a property, unit, and tenant with priority and permission-to-enter details. A duplicate check warns of recent open tickets on the same unit with overlapping title words before a second vendor is dispatched.

AI Vision plus text triage assigns category, severity, and a safety warning.

Dispatch & multi-quoteLandlordVendor

Assign a ticket to one vendor or send it to several for competing quotes; vendors accept, decline, express interest, or bid. Landlords see suggested vendors ranked by fit.

AI AI vendor recommendation ranks vendors by distance, category, ratings, and insurance.

Ticket messaging threadLandlordTenantVendor

A shared thread among landlord, tenant, and vendor with photo attachments, read receipts, mark-as-read, and an open or close toggle on the thread.

Completion, invoice OCR & dual sign-offVendorLandlordTenant

The vendor closes a job with before and after photos and materials, then landlord and tenant each sign off. The invoice is parsed and reviewed before approval.

AI Invoice OCR extraction plus a reasonableness and fraud check, with before/after completion-photo QA.

AI vendor quality suiteLandlord

A set of vendor-quality tools: multi-quote analysis, completion-photo verification, invoice-fraud detection, onboarding-compliance checks, an expiring-insurance digest, a performance scorecard, and quote benchmarking that flags a bid running well over the local median.

AI Gemini across quote analysis, photo QA, fraud detection, doc compliance, and scorecards.

Vendor onboarding, invite & complianceLandlordVendor

A tokenized public invite link lets a vendor accept and join, then the platform collects the W-9 and insurance, tracks insurance expiry, and suspends the vendor on lapse.

AI Validates W-9 and insurance docs and flags expiring policies.

Vendor payments via StripeLandlordVendor

Landlord pays a vendor's invoice through Stripe directly from the platform.

Vendor directory & connectionsLandlordVendor

Landlords send a connection request or bookmark a listed directory vendor; the vendor accepts or declines, which fills the vendor's landlord link so they become selectable in that landlord's dispatch flow. A connections inbox shows every request and invite with friendly status pills.

Voice maintenance intake (Luna by phone)LandlordTenant

Landlord provisions a dedicated phone number where tenants call in maintenance issues; Luna triages the call, resolves the tenant by phone, and opens a ticket with a recording and transcript. Per-line self-service config covers greeting, hours, on-call number, callback SLA, tone, scripted questions, and an optional help-desk lane, all subordinate to a safety floor.

AI Voice AI intake with an emergency safety floor and Spanish support.

Tenant maintenance chat intakeTenant

Conversational in-app maintenance intake that runs a deterministic life-safety scan, then does grounded multi-turn intake and produces a ticket proposal the tenant approves. It writes nothing on its own.

AI Safety keyword scan plus grounded conversational intake with a ticket proposal.

AI vendor completion-note draftingVendor

The vendor can generate a draft completion report for a ticket, shown in an editable field to review and edit before submitting the real completion.

AI Gemini drafts the completion notes, with a deterministic stub fallback when no AI credentials are present.

Bounded auto-dispatchLandlordDormant

An opt-in background scan can auto-assign eligible open tickets to the best-fit vendor within a per-landlord dollar cost cap, so routine repairs move without manual dispatch.

AI Vendor-fit scoring picks the vendor, bounded by a cost cap.

Unit inspections (move-in/out/routine)LandlordTenant

Move-in, move-out, and routine unit inspections with itemized condition records, before and after photos, a generated PDF report, and per-line deduction dispute resolution that feeds the deposit math. A texted magic link opens a no-login mobile page where the tenant captures room-by-room photos or records a walkthrough video that flows back into the record.

AI Photo and video damage detection with cost estimates.

Inspection deduction to work orderLandlord

Turn an AI-detected inspection deduction into a real maintenance ticket scoped to the inspection's unit and tenant, with the landlord still choosing and dispatching the vendor.

AI Uses the AI-detected deduction as the ticket source.

IoT hub & smart devicesLandlord

Connect thermostats, smart locks, and leak or humidity sensors via Seam, with remote thermostat control, remote unlock, and a device and hub dashboard.

Predictive maintenance & AI DoormanLandlord

HVAC telemetry auto-opens a high-priority ticket on likely compressor failure and leak sensors auto-open emergency tickets. The AI Doorman scans smart-lock activity for anomalies and proposes PIN revocations.

AI HVAC rules plus a Gemini lock-activity anomaly scan.

Temporary vendor access PINsLandlordVendor

Generate time-boxed smart-lock PIN codes for a vendor's arrival window, revoke them, and remotely unlock doors for a scheduled job.

Operations / maintenance dashboardLandlord

Ticket board with volume, aging and SLA, a vendor leaderboard, and cost tracking by property and category.

Tenant maintenance requests (create & track)Tenant

Tenant creates maintenance tickets and tracks their status from the portal and the mobile API.

Tenant vendor reviews historyTenant

Read-only history of the star ratings and feedback the tenant left on signed-off maintenance tickets, plus a count of ratings still pending.

Supply catalog store (/supplies)PublicLandlordAdmin

A public, browsable referral store of maintenance products across 14 curated categories with filter chips, keyword search, and per-category counts, also served at the root of shop.rentari.ai. Each outbound click is logged and tagged with the correct affiliate code before a redirect to the retailer, and a small endpoint decides whether to show the Supplies nav link. Rentari holds no inventory and takes no payment.

AI-triage supply recommendations cardLandlordGated

An embedded card of up to eight recommended supplies on maintenance tickets and turnover surfaces, mapping the ticket's triage category to the matching catalog category or a make-ready kit for turnovers. Renders empty when the catalog is off.

AI Reuses the maintenance AI-triage classification to pick which supply category to surface.

Section 05

Rent, payments and accounting

Collect rent, hold deposits as protected escrow, and keep double-entry, tax-ready books.

app.rentari.ai/dashboard/cash-flow
The cash-flow pipeline: expected, processing, settled, and late.
The cash-flow pipeline: expected, processing, settled, and late.
Online rent payment (ACH & card, partial payments)TenantLandlord

Tenants pay rent online by ACH or card from the Money page, with landlord-controlled partial-payment acceptance and a confirmation screen. Card payments can carry an optional surcharge the tenant reviews and consents to first (a signed consent nonce is recorded); ACH is fee-free.

Autopay setup, invite & cancelLandlordTenant

Tenants enroll in recurring ACH autopay via a setup intent, and can toggle it from their portal. Landlords send tokenized autopay invite links (auto-sent on lease execution), check invite status, and can cancel a tenant's autopay.

Saved payment methodsTenantLandlord

List, add via Stripe setup intent, set default, and delete saved cards and bank accounts.

Manual / offline rent recording & reversalLandlord

Record a cash, check or offline rent payment against a lease straight to the ledger, and reverse a manually recorded payment.

Add, manual & split chargesLandlord

Post a one-off charge to a tenant, add a manual charge line, or split a single charge such as a utility bill across multiple tenants atomically.

Recurring chargesLandlord

Create, list and cancel recurring non-rent charges (for example parking or pet rent) that post on a schedule.

Rent reminders (single, bulk & SMS consent)LandlordTenant

Send a rent-due reminder to one tenant or bulk-remind every tenant with an outstanding balance. Tenants grant or check SMS consent so text reminders can be sent under TCPA.

Holding fee lifecycleLandlord

Charge a prospect a holding or reservation fee, then convert it to rent or deposit, forfeit it, or refund it.

Security deposit request, collect & settleLandlordTenant

Request a deposit, collect it online, record an offline or cash deposit intent, and settle or return it with itemized deductions behind a typed-confirmation gate. Deposits are held as a trust liability.

Third-party & guarantor payersLandlord

Attach, list and remove third-party payers (guarantor, housing authority/subsidy, employer) on a lease, each covering a fixed monthly amount or a percentage of rent.

Lease calculator (proration & late-fee policy)Landlord

Computes prorated first-month rent and a late-fee policy, then persists the result to the lease by updating late-fee fields and creating a prorated-rent ledger row. Has its own calculator UI.

Fee preview calculatorLandlordTenant

Previews the Stripe processing fee and platform fee for a given payment amount and method before charging.

Per-payment money-flow drawerLandlord

For one income ledger row, shows a live five-step timeline (tenant paid, Stripe fee, platform fee, funds clear, payout to bank) with actual amounts, dates and statuses pulled live from Stripe.

Disputes & chargebacksLandlord

List Stripe disputes and submit evidence to contest a chargeback from the dashboard.

Payment activity feed, history & receiptsLandlordTenant

Payments-only activity feed with CSV export, tenant payment history with downloadable receipts, and printable receipt pages.

Cash-flow pipeline & rent collectionLandlord

One view of where every rent dollar is right now: a rent-collection board and a bucketed cash-flow pipeline (Expected / Processing / Settled / Late), plus an add-charge page and a rent-pay confirmation view.

Tenant money insights & finance pageTenant

A My Money page with KPIs and charts of the tenant's own rent and fee history, plus a finance page showing due, processing and paid balances, an autopay toggle, and downloadable receipts as PDF or Stripe receipt links. Scoped strictly to the tenant's identity.

Accounting ledger & expense entryLandlord

Accounting dashboard with manual ledger entries, edit and delete, bulk category assignment, and per-row expense insights.

AI AI expense insights and duplicate detection per row.

Receipt scan & expense-from-receiptLandlord

Snap or upload a receipt to auto-extract merchant, date, amount and category and create an expense.

AI Gemini receipt OCR and field extraction.

Transaction categorization review queueLandlord

Review unattributed transactions and apply AI-suggested categories in bulk to clean up the books.

AI AI category suggestions for uncategorized rows.

Schedule E summary & exportLandlord

Auto-maps expenses to IRS Schedule E lines with an on-screen summary and CSV/PDF export, plus a per-year Schedule E view.

Financial reports (P&L, cash flow, rent roll, owner statement)Landlord

Generate profit-and-loss, cash-flow, rent-roll and owner-statement reports, each with CSV and PDF export and a columnar owner-statement variant.

Reports gallery & 45+ CSV exportsLandlord

A gallery of about 45 downloadable reports across financial (general ledger, trial balance, balance sheet, AR aging, delinquent, rent paid, income by unit or charge type, 1099, depreciation, security deposits), leasing and ops (lease details, current tenants, vacant units, work orders, open and completed tasks, screening usage, e-sign activity, audit log), and per-vertical or HUD tiles (HAP split, recert calendar, CAM roster, senior-care billing, occupancy by bed, HOA dues, lot rent, storage occupancy, coworking membership).

Visual reports dashboardLandlord

Chart-based visual reporting view, with single-report and all-reports pages drawing from a shared visual-data endpoint and a theme switcher.

Financial overview & analyticsLandlord

A financial overview page plus an analytics dashboard with export and an AI chat over the analytics data.

AI Analytics chat answers natural-language questions over financial data.

Depreciation & fixed-asset registerLandlord

Capital-improvement register with straight-line depreciation, mid-month and half-year conventions, convert-expense-to-asset, per-property depreciation summary, capitalize candidates, and a cost-segregation advisory.

AI Repair-vs-capital classifier and capitalize-candidate suggestions.

Loan & mortgage register with amortizationLandlord

Track mortgages, HELOCs and private loans with monthly P&I, year-by-year amortization schedules, a portfolio loan summary, and the Schedule E interest line.

Portfolio returns & investor metricsLandlord

Investor metrics per property and across the portfolio (real equity, NOI, cap rate, cash flow, DSCR, LTV and a taxable-income preview), with a returns calculator that prefills from the portfolio.

Acquisition cost basisLandlord

Owner and co-owner set a property's purchase price, closing costs, down payment and capex invested, which feed cash-on-cash and equity calculations. Managers are blocked from writing the owner's acquisition numbers.

Trust / escrow accounting & reconciliationLandlord

Create escrow or trust accounts, promote legacy escrow, onboard a dedicated Stripe Connect account, designate a linked bank account as a trust account, import bank statements, auto-match trust transactions, and run a trust reconciliation with CSV export and per-state trust-accounting rules.

QuickBooks / CSV / PDF ledger exportLandlord

Export the ledger as CSV, PDF, or a QuickBooks-compatible file for a CPA or accounting software.

Accounting sync providers (QuickBooks / Xero)LandlordComing soon

Shows supported accounting integration providers and connection status. Direct OAuth sync is not live yet; CSV export is the working path.

Bank feed (Stripe Financial Connections)LandlordGated

Link a bank, sync accounts and transactions, categorize each transaction, bulk-categorize and auto-reconcile into the ledger.

AI Auto-categorization of imported bank transactions.

W-9 collection & 1099-NEC generationLandlordVendor

Request and store a vendor W-9 with OCR extract and confirm, track vendors crossing the $600 YTD threshold, generate a 1099-NEC per vendor, and run a bulk year-end 1099 review across the portfolio.

AI W-9 OCR extraction.

Vendor earnings, payouts & financeVendorLandlord

Vendors see earnings, payout history, and per-invoice finance detail in the portal; landlords pay a vendor via Stripe checkout for a completed job.

Owner (investor) statementsLandlord

PMs generate monthly owner statements per owned property (gross income, expenses, management fee, ownership-share percentage and net draw). Third-party owners get a portal home listing their statements with KPI tiles, open a single statement's detail, download it as a rendered PDF, and acknowledge it, which is the gate that lets the PM release the distribution draw.

Owner Stripe Connect bank onboardingLandlord

An owner creates or resumes a Stripe Connect Express account per property manager and completes hosted onboarding so it becomes the verified destination for distribution draws.

Section 06

AI and intelligence

The two named assistants and the propose-only AI helpers woven through the product.

app.rentari.ai/dashboard/copilot
Mozart, the landlord co-pilot, reads the portfolio and proposes actions.
Mozart, the landlord co-pilot, reads the portfolio and proposes actions.
Mozart , landlord co-pilotLandlord

Reads the whole portfolio to answer natural-language questions and proposes structured actions (late notices, renewals, tickets, listings, messages) as approval cards, running multi-step plans that pause on low-confidence or Tier-3 steps. Keeps persistent chat threads, an activity and decision log of every proposed and executed action, and an editable memory of standing preferences injected into each prompt, and accepts photo attachments for vision reasoning.

AI Gemini tool-calling agent over the whole portfolio with abstain-on-unknown guardrails; preference memory feeds the system prompt.

Luna , tenant assistantTenant

In-app chat grounded in the tenant's own lease, payments, tickets, and insurance, with persistent conversations the tenant can list, reopen, and delete, plus free-text ask-my-lease Q&A and a cached one-glance lease cheat sheet. The tenant home page also lazy-loads a concierge summary and up to three suggestion cards after first paint.

AI Gemini with a hard anti-hallucination rule: an absent fact means not on file, so Luna abstains and routes the tenant to their manager rather than guess.

Pilot modes & automation tiersLandlord

Co-pilot, Mixed, and Autopilot control of how much AI runs without approval, with each feature carrying a risk tier and a hard Tier-3 cap on money-out and signable actions that can never be made autopilot-eligible.

Tenant screening & Checkr background checksLandlordPublic

Order Checkr criminal, credit, and eviction reports through a checkout flow, ingest report webhooks, and view a rendered screening report PDF plus a consolidated breakdown of every sub-score. Deferred checks use a self-hosted, HMAC-tokenized page where the applicant supplies SSN, DOB, and consent on Rentari's own domain.

Trust scoringLandlord

Deterministic creditworthiness score from a Checkr report, weighting felonies, misdemeanors, evictions, sex-offender registry, MVR, and credit bands by recency and disposition, with a status-based fallback.

Screening explainability & Approve/Decline overrideLandlord

Per-applicant why-this-score panel with FCRA reason codes and factor weights, an AI adverse-action narrative attachable to a notice, and a recorded Approve/Decline override where Decline is Tier-3 and requires typing to confirm.

AI Gemini writes the FCRA-neutral narrative; the reason codes are deterministic.

Applicant fit scoreLandlord

Scores how well an applicant fits a unit across affordability, screening, and move-in timing.

Applicant verification & fraud checksLandlord

Upload a bank statement or pay stub for neutral financial-behavior signals (recurring deposits, cadence, balances, NSF count) scored against claimed income and rent, plus paystub-fraud detection, a synthetic or duplicate-identity flag, an application-completeness checker with a drafted follow-up, and a state-legal prescreen-question generator. All propose-only and decision-support only.

AI Gemini vision reads the paystub and income documents (behavioral signals only, never source of income); identity and completeness checks are deterministic.

Lead intelligenceLandlord

Scores inquiries hot, warm, or cold on intent signals such as move-in date and tour request, and drafts a Fair-Housing-guarded first reply that avoids protected-class proxies.

AI Gemini scoring and reply draft.

Pipeline intelligenceLandlord

Ranks which leads need attention now, computes ROI by lead source, and diagnoses why each published listing is or is not renting from real funnel and price signals.

AI Deterministic scoring with AI rationale on priority leads.

AI listing description writerLandlordGated

Generates a Fair-Housing-compliant listing description (streaming) at unit or building scope, or rewrites existing copy, with a public no-login demo generator on the marketing site.

AI Gemini description writing with FHA guardrails and brand style rules.

AI listing intelligence suiteLandlord

Photo ranking and quality flagging, amenity detection and suggestion from the property profile, multi-channel rewrites for Zillow, Apartments.com, and Facebook, time-to-rent prediction, and vacancy-rescue suggestions.

AI Gemini vision and text.

Listing fraud monitor (clone detection)Landlord

Scans the web for cloned or scam copies of the landlord's published listings and flags each with source site, URL, and severity for manual review; nothing is auto-taken-down.

AI Gemini with Google Search grounding, then JSON classification against canonical listing facts.

AI rent suggestionLandlord

Suggests a market rent for a unit, or a draft on the Add Property form, using the landlord's own portfolio comparables and property specs.

AI Computes a comps-based rent estimate with confidence.

AI address prefill from public recordsLandlord

Prefills bed, bath, sqft, and year-built on the Add Property form from grounded data: ATTOM parcel facts for paid plans and US Census ACS tract medians as guidance for free plans, with no invented fallback when both miss.

AI Gemini only summarizes grounded ATTOM, Census, and Rentcast data into one sentence and is forbidden from adding facts.

Document AI & vision hubLandlord

Lease summarization, risk preview, and ask-a-question over a lease; extraction from insurance, W-9, vendor-invoice, legal-mail, floor-plan, and application documents; multi-quote bid comparison; move-out reconciliation with a refund-letter draft; and dashboard tools to triage a maintenance photo, document move-in condition, and grade a listing photo 0-10 with reshoot tips.

AI Gemini vision and text throughout.

AI deposit / move-out photo compareLandlord

Upload move-in versus move-out photos to get a draft itemized deduction list with a state-aware normal-wear-and-tear check; draft only, no money moves.

AI Gemini vision compares photos and proposes itemized deductions.

AI lease abstraction & obligations calendarLandlord

Turns a signed lease into a tracked obligations timeline on the lease detail page, merging deterministic dated deadlines from lease columns and state rules with AI-extracted clause obligations, and surfaces deterministic compliance red flags.

AI AI extracts each stated obligation grounded in a verbatim clause quote, or drops it.

Portfolio intelligenceLandlord

AI rent-roll import from PDF, CSV, or photo, natural-language portfolio Q&A, churn and retention-risk scoring, a weekly what-changed anomaly digest, and a strategy advisor covering concentration, renewal pipeline, and vacancy.

AI Gemini extraction and narratives over deterministic signals.

AI accounting intelligenceLandlord

Schedule-E category and repair-vs-capital classification, natural-language Q&A grounded strictly in the landlord's own report data, and AI-written P&L and owner-statement narratives, plus recurring-expense clustering, ledger anomaly detection, audit-prep checklist, CPA handoff pack, 1099 prep, portfolio benchmarks, a 90-day cash-flow forecast, and an investor report.

AI Mix of rule-based checks and Gemini-written narratives, all with CPA caveats.

Payments intelligenceLandlord

Ranks which tenants are likely to pay late this cycle, quantifies cash at risk, and builds a catch-up installment payment plan with an acceptance letter.

AI Late-risk scoring with an AI-polished payment-plan acceptance letter.

AI payment coach (tenant)Tenant

On the tenant finance page, computes deterministic payment stats and drafts one friendly nudge with a suggested action (pay now, switch to ACH, enable autopay) that the tenant confirms.

AI Gemini writes a single personalized nudge from deterministic payment stats.

AI free-text renter searchLandlord

A landlord types a natural-language query such as verified employed renter under $2000 moving in by August, and it is parsed into structured directory filters plus a one-sentence summary.

AI Gemini Flash translates the free-text query into structured search filters and an echo summary.

AI natural-language vendor searchPublicLandlord

Translates a free-text vendor query such as insured plumber available now under $80/hr into structured directory filters plus a one-sentence summary, with per-IP rate limiting to guard token spend.

AI Gemini Flash parses natural language into specialty, city, state, availability, max-rate, and insured filters plus a request echo.

Grounded Help 'Ask' assistantLandlordTenantVendor

A conversational ask-the-product box in the help drawer that answers plain-English how-to questions using only the help registry, returns cited source articles, and abstains and escalates to a human when it cannot answer. Deliberately isolated from Mozart and Luna so it has no portfolio access and cannot leak account data.

AI Gemini Flash answers strictly grounded on ranked help content, abstain-first and capped, IP rate-limited, with no legal, tax, or financial advice.

AI Academy coach chatLandlordTenantVendorPublic

A conversational coach that takes a plain-language question and recommends the one to three most relevant lessons from the catalog, redirecting off-topic questions, persona-aware and IP rate-limited.

AI Gemini Flash picks and ranks relevant lessons and writes a short tie-together reply, falling back to keyword scoring on failure.

Today's BriefLandlord

Deterministic daily what-needs-you payload on the dashboard covering overdue rent, due-soon, tickets by severity, expiring leases, 1099 risk, pending countersignatures, and insurance.

AI AI-rendered wording over deterministic signals.

Settings advisorLandlord

Suggests system preferences such as reminders and auto-renewal percentage from a portfolio snapshot.

AI Gemini suggestions over a snapshot.

AI Lab & feedback loopLandlord

One page with a card per AI feature showing live JSON responses, plus a thumbs, approve, edit, or decline feedback recorder and a feedback-mix readout.

Milestone celebration engineLandlordTenantVendorAdmin

On each page load a JS engine drains queued celebrations and fires confetti, coins, key-drop, streak, and similar animations after workflow climaxes like adding a first property, sending a lease, or receiving a payment. Backend endpoints queue them via a session bag or a per-user pending column that survives redirects, AJAX, webhooks, and cron.

Section 07

Communications

Every channel between landlord, tenant, and vendor: chat, inbox, SMS, voice, email, and push.

app.rentari.ai/dashboard/inbox
The communications inbox with AI triage and one-click reply drafts.
The communications inbox with AI triage and one-click reply drafts.
Landlord omni inboxLandlord

Unified inbox at /dashboard/inbox listing every tenant and prospect thread with unread counts, channel labels, urgency triage, and one-click reply. Also exposes an inbox brief that ranks the top unread threads with a one-line reason and a portfolio summary.

AI Gemini urgency ranking and suggested next step per thread, with a heuristic fallback.

Real-time messaging (WebSocket)LandlordTenantVendor

Live two-way direct messaging over WebSockets with typing and read state. Backed by REST send, a conversation list, and paged history between any two users.

Message thread toolsLandlordTenantVendor

Pin, delete, mark read or unread, and export a full chat transcript, plus upload file or photo attachments to any message. Landlords can save canned quick replies to drop into conversations.

Smart inbox AI assistsLandlord

Inbox helpers: thread summarizer (a few bullets plus what the landlord still owes the other party), grounded draft replies, bulk-message personalizer from real lease data, tenant-FAQ auto-answer, sentiment and legal-risk flagging, hardship-narrative classifier with resources, and a per-tenant reminder-cadence recommender. Never auto-sends.

AI Gemini for summary, draft, personalize, and FAQ; rule-based for sentiment, hardship, and cadence.

AI leasing inboxLandlordPublicGated

Captures inquiry emails from Zillow, Apartments.com, and other portals into a unified lead inbox with a per-landlord automation mode (Off, draft-only Co-pilot, or auto-send Autopilot). Prospects reply via a tokenized magic-link conversation page with no account required.

AI Grounded reply generation from listing facts and public knowledge only.

SMS messagingLandlordTenantVendor

Twilio inbound and outbound SMS routed to threads, with maintenance-by-text ticket creation, approval replies, delivery-status handling, and a pre-send eligibility check. Enforces TCPA consent and STOP, START, and HELP keywords.

AI Maintenance intent parsing from inbound texts.

Email send, templates and sender profilesLandlordTenantVendorAdminPublic

Multi-role sender profiles (info@, billing@, support@, no-reply), white-label branding, transactional vs marketing handling, and a full branded template library. Includes an unsubscribe and preference center with RFC-8058 one-click unsubscribe and per-category opt-outs.

Push notifications and device registrationLandlordTenantDeveloper

Web Push via VAPID plus native device and token registration for messages, tickets, leads, and expirations. Supports subscribe, unsubscribe, status, log-out, and a test send.

Broadcast and bulk tenant messagingLandlord

Pick a recipient group and send a broadcast email or SMS to many tenants at once, queued for delivery, with a per-message audit log and tenant-list CSV export.

AI AI drafts the bulk message body.

AI-drafted single-tenant messageLandlord

Generate a personalized email to one tenant with balance and lease placeholders resolved, for the landlord to edit and send.

AI Gemini writes a tailored subject and body from the tenant's real lease and ledger.

Configurable remindersLandlord

Per-category reminder settings (rent due, late rent, lease and insurance expiry, move-in) with channels and timing, managed at /dashboard/reminders.

Notifications centerLandlordTenant

In-app notifications page and API to list, mark-read, and mark-all-read, plus a Today feed. Covers messages, payments, tickets, leads, and lease events.

Tenant inboxTenant

Tenant messages their landlord and, as an applicant, continues leasing conversations with the leasing agent, with a contacts list.

Inbox language and translationLandlordTenant

Set a preferred inbox language so incoming and outgoing messages are auto-translated, with provenance recorded.

AI Message translation.

Tenant questions and tiered knowledge baseLandlordTenant

When Luna abstains it opens a durable tenant question; the manager answers it and can promote answers into a tiered property knowledge base (public, tenant, leaseholder, secret) at /dashboard/luna-questions.

AI Luna reads the knowledge base to avoid guessing next time.

Announce online payments to tenantsLandlordTenant

Landlord announces that online rent payment is available, chooses recipients, and sends an email.

AI Gemini drafts and re-tones the announcement subject and body.

Luna by voiceTenantLandlord

Phone line into Luna for maintenance triage with Spanish support and an emergency safety floor. See Maintenance section 4 for detail.

AI Yes.

In-app support ticketsLandlordTenantVendor

Raise a support ticket from the chat widget for the Rentari team to follow up.

In-app feedback widgetLandlordTenantVendorAdmin

A header bug or idea widget on the landlord, tenant, and vendor portals lets any signed-in user submit a feature idea or bug report with severity, auto-captured page URL, and browser. Submissions email a formatted notice with a triage deep link to the admin inbox.

Email and screening notification preferencesLandlord

Toggle email notification preferences and screening-related notification preferences for the account.

Vendor SMS consent managementVendor

Vendor views and updates their own SMS consent for dispatch texts, supporting TCPA opt-in and opt-out.

Newsletter subscribe and contact formPublic

Newsletter subscription endpoint plus a general contact-form submission, including the brand-site contact path.

Section 08

Compliance and affordable housing

Stay ahead of deadlines and disclosures, run evictions by the book, and operate subsidized units.

Compliance dashboard & autopilotLandlord

One pane covering renewal-notice windows, SCRA-protected tenants, overdue deposit returns, annual disclosures, missing signatures and insurance gaps, with per-item state tracking and a summary endpoint.

AI No (rule checks).

Approval inbox & pilot-mode controlsLandlord

Approve or decline AI proposals from an email magic link (no login) or in-app, bulk approve or reject, set global or per-feature pilot mode, and pause or resume automation.

AI Underlying proposals are AI-generated.

Audit-log searchLandlord

Search the full audit trail (signings, payments, SCRA attestations, deposit returns, FCRA disclosures, eviction filings) from a dedicated page.

Stripe Identity verification (ID + selfie)LandlordTenantVendor

Users run a Stripe Identity check with live document capture and a matching selfie from a branded landing page, then return to where they left off; the flow is idempotent so a pending session is reused rather than charged twice. A completion page polls live status across pending, verified, requires_input and canceled, gives a friendly reason for each failure, and a manual refresh reconciles cached state when a webhook is missed. On verification it emails a confirmation, fires an on-screen celebration, and retries the move-in ledger and monthly rent generation held back before verification cleared.

Per-landlord identity requirement gateLandlordTenantVendor

Identity verification is optional by default; a landlord can opt in per portfolio so tenants must verify before move-in charges post and accounted vendors must verify before dispatch, with a global env kill-switch to force it on org-wide.

ID vs application mismatch detectionLandlordAdmin

On a successful tenant verification, the data Stripe extracts from the ID is auto-compared against the typed application (first name, last name, DOB) and mismatch flags are persisted on the matching lead for landlord review.

AI Deterministic auto-compare of extracted ID fields vs typed application data.

FCRA adverse-action & decline pipelineLandlord

Send pre-adverse and adverse-action notices and run the FCRA-linted decline choke point for a screened applicant.

Fair Chance conditional offer & individualized assessmentLandlord

Extend a conditional approval before the criminal-history check and record a structured individualized assessment of any criminal flag, satisfying HUD 2016 guidance and Ban-the-Box laws (NJ, NYC, Cook County, Seattle, Oakland, DC).

Fair-Housing approval-rate auditLandlord

Flags any lead or referral source whose approval rate runs well below the portfolio average as a self-monitoring disparate-impact signal, using no protected-class data.

Reasonable accommodation requests (FHA)TenantLandlord

A tenant submits a disability accommodation request (service animal, ESA, physical modification, policy change) and the landlord approves, denies, or requests verification with a full audit trail.

VAWA Form 5382 certificationTenantLandlord

A covered HUD-assisted tenant submits an encrypted VAWA self-certification claiming protection and the landlord acknowledges receipt, writing a confidential audit row.

Public fair-housing violation reportPublicTenant

Public endpoint to report a suspected fair-housing or discriminatory listing violation.

Applicant right-to-delete & withdrawalLandlordTenant

On-demand CCPA/GDPR erasure of a specific lead's data, plus applicant self-withdrawal from the pipeline.

State notice & disclosure rules engineLandlord

A central 50-state library of notice periods, late-fee caps, deposit-return windows, entry-notice hours, rent-increase caps, cure periods and statute citations, injected into every generated notice, disclosure and lease render so the document shows the correct state-specific values and cite.

State-specific form variants & statute facts panelPublicLandlord

State variants of leases and notices surface a real state-law facts panel (deposit, notice period, late-fee cap) plus a statute link pulled from the verified state-laws dataset, adding indexable state-unique content.

Non-residential vertical statute datasetLandlord

Governing-statute name and citation data for five non-residential verticals (manufactured/mobile-home lots, self-storage lien law, assisted living, condo/HOA, student housing) across 50 states plus DC, powering the per-vertical lease and forms documents behind the Markets pages, with a coverage lint that blocks silent over-claiming of state compliance.

Evictions dashboard, case detail & evidence packetLandlord

Start eviction cases, generate jurisdiction-specific notices, record service, hearing, outcome or cancel, attach documents, and generate a downloadable evidence packet for a case. Tier-3 and typed-confirmation gated.

AI No (deterministic notice engine).

Eviction-readiness pre-flightLandlord

Before a filing, checks the ledger shows a real unpaid balance and that a pay-or-quit notice was logged at least the state cure period ago, plus a fair-housing reminder, returning blocking findings.

AI No (DB + state rules).

Legislation Watch dashboard & bill trackingPublicLandlordDeveloper

Public dashboard tracking state housing bills across 9 categories (deposit, eviction, habitability, fair housing, rent control, disclosure, fees, screening, other) with hero stat counters and per-state and per-category breakdowns, a detail page per bill (status, impact, confidence, attorney-review flag, effective date, full-text link, related bills), and a JSON API driving client-side filter, sort and free-text search. A signed-in landlord can subscribe to status changes on a bill.

AI Rule-based bill categorization and impact ranking (critical/high/medium/low).

Personalized bill impact & lease-addendum actionsLandlordPublic

For a signed-in landlord, tags each bill with how many owned properties sit in that state and renders per-property impact tiers (direct/monitor/none) from the bill category, lease counts, deposit-holding leases and vacancies. One click queues the bill's drafted lease addendum against every active lease in that state as pending rows the landlord must still approve, and the addendum can be downloaded as a dependency-free Word .docx with a not-legal-advice disclaimer.

AI Category-aware impact heuristic plus templated per-category lease addendum drafts.

LegiScan bill sync engineAdminDeveloper

Backend sync that polls LegiScan for watched states, pre-filters relevant landlord-tenant bills, classifies category, impact and status, drafts addenda, and upserts events; seeded on first boot and triggerable manually.

AI Keyword pre-filter, rule-based category/impact/status classification, and templated addendum drafting (LLM-ready stub).

New-law compliance alertsLandlordDormant

When a sync creates a new bill, landlords with active leases in that state get an in-app notification linking to their compliance tasks.

Checkr screening operations consoleAdmin

Admin console that monitors background-check status across leads and resends a Checkr order, plus a manual adjudication queue for screenings needing human review (reveal applicant PII, audit-logged; upload a completed report; mark the review complete).

Legal & compliance pages (FCRA, HUD/VAWA, privacy, terms)PublicLandlordTenant

Standalone legal notices: FCRA disclosure and summary of rights, HUD 5380/5382/50059/9886 and VAWA notices, a 1099-MISC vendor guide, privacy and terms (each with a changelog), and equal-housing.

Affordable housing TTP calculatorLandlord

HUD Total Tenant Payment calculator for affordable-housing units.

Military housing SCRA termination calculatorLandlord

Servicemembers Civil Relief Act early lease-termination calculator that computes the SCRA termination and effective date from a notice date.

Social housing waitlist & RGILandlord

Manage social-housing schemes, an applicant waitlist and queue, rent-geared-to-income (RGI) calculation, and housing an applicant into a unit.

HUD subsidized-unit tracker & recert prepLandlordGated

Track units in HUD programs and recertification due dates, list recert-due units, and produce a recertification document checklist and a caseworker export sheet with roughly 12 months of HAP history.

Fair Market Rent lookup & rent reasonablenessLandlordGated

Look up published HUD FMR or SAFMR by ZIP and bedrooms and validate a unit's asking rent against payment standards (voucher rent check).

HCV lease audit & tenancy addendumLandlordGated

Audit a lease against Housing Choice Voucher requirements (24 CFR 982) and splice on the HUD Tenancy Addendum.

HAP reconciliationLandlordGated

Track expected vs received Housing Assistance Payments, auto-generate deposits, post to the ledger, and reconcile mismatches.

PHA directoryLandlordGated

Crowdsourced public-housing-authority directory (payment standard, inspection cadence, HAP day) with CRUD that overrides downstream surfaces once linked.

HQS/NSPIRE inspection prepLandlordGated

Walk a unit through the standard inspection checklist, record pass or fail with photos per item, and finalize a result.

Source-of-income (SOI) guardrailsLandlordGated

Scan marketing or lease copy for discriminatory phrasing ("no Section 8") with jurisdiction-rated findings, per property or listing.

Renters-insurance marketplace & uploadLandlordTenantGated

Insurance quote and bind endpoints in partner framing (no live carrier yet), plus tenant policy upload with a landlord approve or reject workflow and dashboard status.

AI Gemini policy extraction and summary.

Section 09

Tenant and vendor portals

The dedicated, role-scoped experiences for residents and contractors.

app.rentari.ai/dashboard/vault
The document vault, with AI search across every file.
The document vault, with AI search across every file.
Vendor portal (self-service)Vendor

Vendor dashboard covering assigned tickets, ticket detail with photo upload and messaging, ticket state transitions, and materials logging. Includes a suspended-account view and a mobile PWA manifest.

Tenant document vault (Online Documents)LandlordTenant

Cloud document storage where tenants upload, view, and download their own files through authorized streaming, and landlords manage the full vault with version chains, share links, bulk move/delete/share, expiring and needs-attention queues, tenant document requests, and a year-end export.

AI Gemini RAG chat answers questions over document embeddings, with deep semantic search and smart-folder auto-classification.

Renter self-listing profile (Find a Good Tenant)Tenant

Renters build and edit a directory profile (headline, bio, budget range, beds/baths wanted, move-in window, target areas, pets, employment, income, credit range) with a profile photo, prefilled from their tenant record, then publish or unpublish it to the landlord-only directory behind a minimum-data guard. A verified-ID badge is set honestly from Stripe Identity and is a trust signal, not a publish gate.

Vendor public directory listingVendor

Vendors edit their public Find a Local Vendor profile (specialty, tagline, hourly rate range, service area, availability, insurance, gallery photos) and publish or unpublish it behind a specialty, tagline, and city gate. Saving converts rates to cents and geocodes the address, and gallery uploads enforce a per-vendor storage cap (50MB unlisted, 200MB listed) with a 30-day grace window.

Renter apartment search marketplaceTenantPublic

Renters search vacant listings by price, beds, and verified-only filters, save favorites, and open a side-by-side compare view.

AI Gemini parses natural-language queries into structured filters and generates a per-listing 'why this fits' rationale for the renter's query.

Cosigner / third-party pay linksLandlordPublic

Single-use, time-limited links let a guarantor pay through without an account, routing funds to the landlord's Stripe. A dashboard views invoices and resends or cancels them, alongside a cosigner-notices page.

Renter invite inboxTenant

Renters see all directory invitations with landlord name, message, listing details, and status, then accept or decline with an optional response. Accepting a listing-tied invite routes to the prefilled application and notifies the landlord.

Two-sided vendor reviewsLandlordTenantVendor

Landlords and tenants review vendors after a job, and vendors can request reviews and publicly reply to them.

Vendor bid marketplace and nearby jobsVendor

Vendors browse open bid opportunities and nearby jobs and submit competitive bids from the portal.

Vendor availability calendar and iCal feedVendor

Vendor sets availability and subscribes to a personal .ics calendar feed of assigned jobs that syncs into external calendar apps.

Vendor on-site check-inVendor

Vendor checks in on arrival at a job, capturing a timestamped on-site check-in that verifies presence and starts the work window.

Vendor invoice disputeLandlordVendor

Either side raises a dispute on a ticket invoice with a reason and note, opening a dispute status for resolution.

Vendor suspension appealVendor

A suspended vendor submits an appeal for review rather than being locked out with no recourse.

Vendor connections inboxVendor

Vendor dashboard listing incoming landlord connection requests with landlord details, message, and status to accept or decline.

Vendor credentials verification letterLandlordVendor

Generates a vendor credentials and verification letter summarizing the vendor's on-file compliance documents.

Tenant sign page with embedded lease reviewTenant

Tenant-facing signing page that renders the lease PDF preview alongside signature and initial fields.

AI Shows an AI plain-English lease summary next to the document.

My Home: vehicle registrationTenant

Tenant registers up to two vehicles for the property, optionally by uploading a photo that auto-fills the details.

AI Extracts make, model, color, and plate from a vehicle photo.

My Home: guest parking passesTenantPublic

Tenant issues time-limited guest parking passes with a shareable public link and QR view, and can revoke them.

AI-curated neighborhood placesTenant

Neighborhood tab that maps nearby places by category around the tenant's home address on a Leaflet map with a typed sidebar list.

AI Gemini structured output returns real place markers, cached per lease and category, never fabricated.

Resident-to-resident marketplaceTenant

Community marketplace where residents post and remove items for sale or giveaway within the property.

Renters insurance offers and proof-of-coverage complianceTenantLandlord

Tenant views insurance partner offers and their coverage compliance status (active, pending review, or rejected with a landlord reason) for the leased unit.

Portal-scoped AcademyTenantVendor

Role-scoped training libraries: a tenant Academy at /dashboard/renter/academy leading with the Tenant App track, and a vendor-role-gated Academy at /dashboard/vendor/academy leading with vendor onboarding. Both keep their CTAs inside the portal session.

Owner shared-documents portalLandlord

Owner sees documents the property manager shared to them and streams or downloads each file, authorized strictly on owner_id so they see only their own docs.

Public former-landlord reference questionnairePublic

An applicant's former landlord opens a token link and answers an 11-question rental-history questionnaire (tenancy dates, rent, on-time payment, NSF, violations, notice, condition, damage, would-rent-again, comments) with a name and attestation, no account needed. Captures responder IP and shows an expired-link error state on bad or stale tokens.

Public token document uploadPublicTenant

Anonymous upload page reached via a signed token so a tenant or applicant can submit a requested document (for example an insurance policy) without logging in.

Section 10

Public marketing site

Roughly 100 pages that sell the product, educate, and give away useful AI tools.

Homepage & core marketing pagesPublic

Server-rendered homepage plus About, Contact, Trust, Operations, Pilot-mode, Security, Careers, Events, and get-the-app / download pages that pitch the product with SEO and JSON-LD. Roughly 100 public pages, structured markup throughout.

Ad landing pages (/go, /lp, /best-property-management-software)Public

Conversion-optimized paid-ad landing variants including the /go homepage-ad page, /lp, and the /best-property-management-software SEO landing.

Product feature marketing pages (/features/*)Public

About 35 dedicated feature pages covering leasing, leasing-inbox, rent collection, screening, messaging, management, maintenance, vendors, vendor-payments, marketing, syndication, listing-protection, bank-feed, accounting, reporting, documents/e-sign, IoT, lease-audit, income-verification, expense-tracking, renters-insurance, custom-websites, and landlord-verification.

AI feature marketing pagesPublic

Marketing pages for the AI products: AI Operator (Mozart co-pilot), Tenant AI (Luna), Luna by voice, Ask-AI, and the /damage-detection page.

AI Showcases the Gemini co-pilot and voice AI features.

Landlord vertical marketing pages (/landlord/*)PublicLandlord

Vertical use-case pages for tools, listing, applications, screening, leasing, rent-collection, maintenance, eviction, accounting, and portfolio.

Competitor comparison hub & /vs pagesPublic

A /compare hub plus 22 /vs/{competitor} head-to-head pages against Buildium, DoorLoop, TurboTenant, AppFolio, and more.

Alternatives / best-X-alternative pagesPublic

An /alternatives hub and /alternatives/{slug} 'best alternative to X' SEO landing pages.

SEO landing aliasesPublic

Keyword-targeted landing pages such as /property-management-software, /cloud-based-property-management-software, /tenant-background-check, /software-rankings-explained, and /reviews.

Programmatic markets & cities SEO pagesPublic

A Markets hub with per-market detail pages and a Cities hub with per-city rental guide pages, generated for local SEO.

Answers hub (programmatic Q&A SEO)Public

An /answers hub and /answers/{slug} pages answering common landlord and renter questions for long-tail search.

Blog & news content hubPublic

Blog index, category pages, and posts, plus a news hub with per-article and news-media pages. Includes a personalized industry-news brief and a grounded reader Q&A assistant over blog content.

AI Gemini news summarization for the personalized brief and grounded blog/article Q&A.

State landlord-tenant law pages + AI Q&APublicLandlordTenant

50-state law pages (/state-laws, /laws/{state}, /renter/laws) with AI plain-English rewrites and a free-text state-law question box.

AI Gemini plain-English rewrites and grounded state-law Q&A.

State lease agreement pagesPublicLandlord

Per-state lease-agreement landing pages at /lease-agreement/{state}.

Public Academy landing pagePublic

A public /academy page showing the full lesson library grouped by category with a featured row, playable without signing in. Logged-out visitors get no deep-link CTAs so they are never bounced to sign-in.

Public Help Center & education libraryPublic

A crawlable, server-rendered Help Center at /help grouping articles by persona and category with client-side tabs and search, plus per-article pages at /help/{slug}. Also covers the rental glossary, FAQ, and avoid-scams safety guide; /support and /support pages redirect here.

AI-grounded policy assistants (privacy/terms)Public

Grounded Q&A chat on the Privacy and Terms pages that answers questions from the actual policy text.

AI Gemini grounded policy Q&A.

Landlord forms library, viewer & guided fillPublicLandlord

A searchable, SEO-crawlable catalog of 182 landlord and tenant forms across 9 categories, with metadata rendered into the page so it is crawlable without JS. Each form has a per-page watermarked PNG viewer (no native PDF, no save/print) and a guided field-by-field fill flow, with old preview.pdf and download URLs redirecting in for back-compat.

Live form fill, smart formatting & lead-gated downloadPublicLandlord

A split-pane fill page for the roughly 55 v2 forms where typing debounces a render that updates watermarked PNG preview pages without reload, with values auto-formatted (currency, dates) and per-form derivers computing totals, deltas, and percentages. The completed form downloads as a watermarked, image-only PDF that requires login and validates required fields first.

Free tools hub & financial calculatorsPublic

A free-tools hub plus interactive calculators for ROI, security-deposit, late-fee, prorated-rent, and rent-affordability, each with SEO-friendly aliases.

Free AI landlord & investor demo toolsPublicLandlord

A suite of anonymous, throttled AI demos: a deal analyzer (cap-rate, cash-on-cash, BRRRR verdict), a receipt-to-Schedule-E categorizer, a listing draft and multi-channel syndication simulator, a maintenance triage card, a vendor-match shortlist, and a draft-tenant-pitch email generator.

AI Gemini investment reasoning, vision receipt OCR, listing copy, maintenance triage, vendor matching, and email drafting.

AI damage detection demoPublicLandlord

On /damage-detection, upload a unit photo and get a chargeable-versus-normal-wear verdict with an estimated repair cost.

AI Gemini vision damage assessment.

Free lease audit toolPublicLandlord

A public tool at /lease-audit that runs an uploaded lease through an AI risk review, flagging issues, statute conflicts, and a score, with no account required.

AI Gemini opposing-attorney lease review.

AI rental scam detector & listing reportPublicTenant

A public scam-check tool that scores a suspicious rental listing or message, plus a report-listing endpoint for flagging scams, surfaced on /avoid-scams.

AI Gemini scam-risk analysis.

Public listings directory, detail & samplePublicTenant

Renter-facing public listing search, individual listing detail pages, and a sample listing used for marketing screenshots.

AI listing pre-qualification (renter)PublicTenant

An anonymous pre-qualification check against a listing's actual rent and criteria that returns plain-language reasons and informs the renter, never auto-declining.

AI Gemini-Flash pre-qualification reasoning.

Listing syndication & renter RSS feedsPublicDeveloper

Machine-readable Zillow and Apartments.com XML feeds of a landlord's published listings, plus per-channel XML/RSS listing feeds at /feed/{channel}.xml and a renter search endpoint.

Public vendor directory browse & filterPublicLandlord

Anyone can browse the Find a Local Vendor directory with filters for keyword, specialty, city, state, availability, max hourly rate, and insured-only, plus pagination.

Public vendor detail page with performance statsPublicLandlord

A public vendor profile showing tagline, rates, gallery, and computed performance stats (completed jobs, average completion days, average landlord rating) from maintenance history, with a view counter. Logged-in landlords see Connect and Bookmark controls.

Public marketing copilot chatbotPublic

A product chatbot embedded on every public marketing page, open to logged-out visitors with rate limiting and length caps, answering grounded product questions.

AI Grounded Vertex AI chat with guardrails.

White-label public brand sitesPublicLandlord

A host-resolved white-label public surface under a landlord's own domain or subdomain: branded home, blog index and posts, brand pages, and a brand-site contact form.

Public marketing site pinned to EnglishPublic

The public marketing site is intentionally English-only: the language switcher is removed and auto-translation disabled, so every public page renders in English regardless of locale cookie, query param, or Accept-Language header, while the authenticated tenant and vendor portals keep the real switcher.

Security page with live AI triage & report intakePublic

A security and trust page exposing a live security-status snapshot plus AI triage and vulnerability-report intake endpoints.

AI Gemini report triage.

News/blog moderation queueAdmin

An admin review queue for news and blog posts that lets an admin edit and save, unpublish, or delete a post.

Section 11

Accounts, roles and onboarding

Sign-up, identity, roles, white-label branding, billing, and the account lifecycle.

Signup / register (email + password)PublicLandlord

Multi-step account creation with password-policy enforcement, phone/email verification, promo/referral capture, and a Turnstile bot gate that creates the landlord account and boots them into the dashboard. During signup a user can upload a photo or PDF of an ID or business document to prefill the form fields.

AI Gemini vision extracts name and business fields from an ID or business document to prefill signup (rate-limited by IP).

Login & account-first sign-inPublicLandlordTenantVendor

A login landing page plus an account-first flow that checks whether an email already exists and can verify a code before asking for a password. A safe post-login redirect preserves deep links.

Two-factor & step-up authenticationLandlordTenantVendor

After a correct password the user enters a one-time code sent by SMS (email fallback) to finish login. A separate step-up flow requests and verifies a fresh code to re-confirm identity before a sensitive action. Dev bypass code is 000000.

Social sign-in (Google, Apple, Facebook)PublicLandlordTenantVendor

Sign in or sign up with Google (authlib), preserving the intended post-login destination. Apple (stateless form_post OAuth) and Facebook tiles appear only when their respective provider credentials are configured.

Password reset (email link + SMS OTP)PublicLandlordTenantVendor

Forgot-password via a signed, expiring email reset link, plus an alternative phone flow that sends an SMS OTP and lets the user reset with the code.

Email verification & trust modelLandlordTenant

24-hour email-verification magic links with resend. Verification gates tenant-side reads of screening data, auto-provisioned accounts start unverified, and changing the email resets verified status.

Phone number verificationLandlordTenantVendor

Add or change a phone number and confirm ownership with a Twilio SMS code before it is trusted for 2FA.

Mobile & API token authLandlordTenantVendorDeveloper

Native app account creation plus Google and Apple sign-in that exchange a provider token for Rentari session tokens, with Bearer access and refresh tokens and device/push registration for the Expo/React-Native app.

Roles & RBACLandlord

Five roles: landlord, tenant, vendor, manager, and co-owner. Managers and co-owners scope to the parent portfolio and can countersign leases.

Team management & rolesLandlord

Invite team members, accept by token, revoke invites, change roles, and remove members, all scoped to the parent portfolio.

Identity verificationLandlordTenant

Stripe Identity (government ID plus selfie) with auto-compare against application data and mismatch flagging.

AI Mismatch detection against application data.

Stripe Connect onboarding & payoutsLandlordVendor

Connect a Stripe payout account, complete onboarding (with prep email and return bridge), check connect status, view the Stripe dashboard link, and disconnect. Vendors have their own onboarding path.

Profile & business info managementLandlordTenantVendor

Edit name, business profile fields, and account settings, and upload or remove a profile/avatar photo. From settings a landlord can upload a CP-575, LLC formation doc, business license, or ID to get proposed business-profile values, which are never written until the landlord clicks Update.

AI Gemini reads a business document and proposes business-profile field values (never auto-writes).

Tenant profile & settings self-serviceTenant

Tenants edit contact info, emergency contact, employment, and password, and manage SMS consent, notification, and locale settings.

Settings & settings advisorLandlord

Central settings page for business info, preferences, reminders, and auto-renewal, including landlord-level lease defaults applied to newly generated leases.

AI Settings advisor suggests reminder and auto-renewal preferences from a portfolio snapshot.

Market / vertical personalizationLandlord

Choose the account's market or vertical from a catalog to personalize product terminology, or clear it back to the general default.

Fast-track onboarding & wizardLandlord

Goal-based fast-track setup with saved state, an onboarding wizard with skip, and business settings capture.

AI AI property prefill and entity-type suggestion.

Onboarding checklist ('Finish setting up')Landlord

A setup checklist in the help drawer (add a property, add a tenant, create a lease) whose done-state is computed from real portfolio signals, with a progress bar that hides once fully set up.

In-app Academy & getting-started tracksLandlordTenantVendor

An authenticated training center that renders the lesson grid and player inside the dashboard shell, with per-lesson 'Open this feature' deep links to the live product page. Each persona (landlord, tenant, vendor) has an ordered 'Start here' track that walks a new user from first login through running the product.

Guided product toursLandlordTenantVendor

Interactive intro.js-style walkthroughs that highlight real on-screen elements step by step from a per-article selector map, listed in the drawer with Start/Replay and page-aware ordering. Completed-tour state syncs to the server so Start/Replay and the first-run hint follow the user across devices. Currently active in the landlord shell; tenant and vendor are planned.

Required-setup blockers bannerLandlordTenant

A dashboard API returns progress-gating setup tasks so a persistent banner nags until they are done: a tenant under an identity-requiring landlord must verify to unlock move-in rent and deposit, and an operating landlord must connect Stripe Connect payouts.

Owner management (PM to investor)LandlordPublic

Invite property owners, manage an owner roster and equity via OwnerEntity, generate monthly owner statements (income, expenses, management fee, draw) gated behind acknowledgement, and share documents to owners. Invited owners get a tokenized page showing the property, their ownership percentage, and PM name, then accept as a matching user or register a new owner account, and manage a self-service owner profile with an AES-encrypted tax ID for 1099 purposes.

White-label branding & custom domainLandlord

Run the whole app under your brand (logo, favicon, colors, CSS across the dashboard, resident and vendor portals, and sign-in) with branded tenant/vendor emails. Claim a free name.rentari.ai subdomain or connect a custom domain with verify/provision and automatic HTTPS, and deactivate branding.

AI Color-contrast guard on brand colors.

White-label marketing-site CMSLandlord

Property managers edit their branded public marketing site with a site-settings editor, custom-pages CRUD editor, and a blog-post editor scoped to their own white-label domain.

Referral program & AI-drafted invitesLandlordPublic

A landlord referral dashboard with a personal code, stats, and reward tracking, plus /ref/{code} attribution and an apply-a-code endpoint.

AI Gemini drafts referral invite messages.

Feature-request roadmap boardLandlord

An in-dashboard roadmap page where landlords request features and help shape the product.

Subscription & billingLandlord

Plan and per-unit checkout, promo codes, invoices, and manage/cancel, with a multi-step cancellation save-flow (loss snapshot, reason/feedback, confirm) and a 30-day pause alternative. Comped or coupon accounts hide all payment UI.

Demo modeLandlord

A read-only seeded portfolio for trying the product, toggle in and out, with all non-GET requests blocked while in demo.

Account deletion & restoreLandlordTenantVendorPublic

Request account deletion (including self-service from the mobile app) with a grace window, feeding the deletion-and-restore lifecycle. A public check-email endpoint and an emailed-token restore link let the user recover the account within the window before permanent removal.

Account access logLandlord

A self and team activity timeline (logins, signings, payment approvals, data access) for SOC 2 evidence requests.

Welcome popup & in-app review promptLandlord

Marks the first-visit welcome modal as seen and records or schedules the in-app app-store review prompt so neither reappears.

AI state-setup wizard & empty-state nudgeLandlordDormant

A wizard that proposes state-specific settings from the deterministic state-rules matrix for a new landlord, plus an AI empty-state nudge that suggests the next onboarding action.

AI Gemini proposal layered over deterministic state rules.

CelebrationsLandlordTenantVendor

Confetti and toasts on milestones such as first property, first lease, and first tenant.

Section 12

Platform: API, admin, analytics

The developer API, the admin console, analytics, and internationalization underneath it all.

Public developer REST API (read)DeveloperLandlord

Bearer-authed, rate-limited, cursor-paginated REST over the portfolio: list and get properties, list tenants, leases, maintenance tickets, and payments. Responses use a documented JSON envelope with has_more and next_cursor.

Public API writes (create property, invite applicant)DeveloperLandlord

Live keys can create properties and units and send a real applicant or tenant invite email through the API. Idempotency-Key support means retried POSTs never double-create.

Test (sandbox) vs live key enforcementDeveloper

Every key carries a test or live mode. Test keys are read-only against the live portfolio and are rejected on any write, while live keys may mutate.

Bearer API access to messages and documentsDeveloperLandlord

Additional Bearer-authed developer endpoints expose the portfolio's communications messages and stored documents as cursor-paginated lists, beyond the core property and tenant surface.

Webhook endpoint management APIDeveloperLandlord

Register, list, and delete HMAC-signed webhook endpoints for property, lease, tenant, and payment events. Each endpoint is issued a signing secret to verify delivery.

API key management (mint, list, revoke)LandlordDeveloper

From the developer dashboard a user mints keys (plaintext shown once, hashed at rest), lists key metadata, and revokes keys, capped at 10 active keys per account.

Developer-access request workflowLandlordDeveloper

Landlords submit a developer-API access request (company, use case, expected volume, integration type) and poll its status. Key minting is gated on an approved request.

Admin developer-access triage queueAdmin

Admins review the access-request queue in the unified admin shell and approve, deny (with required reason), or revoke requests. Approve and deny fire a decision email to the requester.

Developer dashboard & API docsLandlordDeveloperPublic

A self-serve /dashboard/developer page manages keys, webhooks, and the access request in one place, alongside a human-readable /docs/api page with downloadable OpenAPI JSON.

AI Gemini-grounded assistant answers API questions from the docs.

Mobile bearer/refresh token authDeveloper

Issues a 24-hour access token and 90-day refresh token for the Expo/React-Native app, with token refresh and logout endpoints.

Mobile runtime config endpointDeveloper

Public launch-time config the app fetches: Stripe publishable key, Google client ids, a min-app-version force-upgrade gate, and the Apple IAP product ladder and kill-switch, so keys and product ids rotate without an app-store release.

Current-user profile API (/me)LandlordTenantVendorDeveloper

Returns the authenticated user's profile and account state, used by both the web app and native app to hydrate session context.

Renter & landlord mobile JSON APIsTenantLandlordDeveloper

REST endpoints powering the native apps: the renter side serves dashboard, current lease and leases, payments, maintenance, notifications, and welcome pack; the landlord side serves per-tenant rent status and the tenant list.

Unified admin console shell & overviewAdmin

Internal-only /admin console with a shared sidebar and a founder overview showing top-line user counts, a health snapshot, KPI sparkline trends, and a searchable, filterable user directory by role and plan.

AI Gemini-written executive briefing summarizes the platform's state at the top of the overview.

PIN-protected admin loginAdmin

Hardened admin sign-in requiring a second-factor PIN with failed-attempt lockout counters, plus logout. Only the configured admin email can authenticate.

User directory & CSV exportAdmin

Browse, search, and filter every account by role and plan, open a per-user detail page, and export the full user list to CSV.

Per-user activity timeline & device/geo auditAdmin

A chronological timeline of a user's key events, plus a user-activity page showing device and IP-to-city geo lookups per audited action.

Customer health & growth funnelAdmin

Segments customers into health tiers and renders the signup-to-paying growth and conversion funnel for founder review.

Founder financial dashboard + CSVAdmin

Financial pages summarizing cash flow, recent refunds, and money-affecting audits. The deep /admin/financial view adds MRR waterfall, revenue-by-month area, and conversion-funnel SVG charts with CSV export.

AI usage & spend dashboardAdmin

Counts AI-attributed records across the schema and ranks top AI users, with a spend section reserved for when per-call Gemini cost logging is enabled.

AI Tracks AI feature usage; per-call spend logging pending.

Operations pulseAdmin

Portfolio-wide operational snapshot across properties, units, leases, and maintenance so the founder can glance at platform activity.

System health hub & snapshot JSONAdminDeveloper

A hub linking payment health, cron, webhooks, and idempotency pages with a top-line snapshot, plus a health.json endpoint surfacing stuck webhooks, overdue payouts, disputes, and cron failures. The payment-health and idempotency consoles diagnose duplicate-charge protection.

Audit-log explorer with AI summary + CSVAdmin

A filterable explorer that merges the state-change audit_logs table and the append-only compliance audit trail (FCRA, SCRA, VAWA, payments, GDPR) by action, actor, and date, with CSV export.

AI Gemini-written narrative of audit-trail trends, with a deterministic fallback.

Cron monitor & run-nowAdmin

Lists scheduled jobs with run history and lets an admin trigger any cron job manually, including the demo-user cleanup wipe.

Webhooks console: dead-letter view & retryAdminDeveloper

Inspects failed and dead-lettered webhook deliveries and re-fires a specific outbound delivery on demand.

Support & triage queuesAdmin

A support queue of open items surfaced for follow-up, plus a single triage hub aggregating properties, support, product feedback, and developer-access items with a default tab chosen by what needs attention.

Feedback triage boardAdmin

An admin-gated board lists all submitted feedback with status counts (new, triaged, in progress, resolved, wont fix) and inline controls to change status and add internal notes, with resolved timestamps set automatically. A JSON endpoint filters feedback by type and status.

Admin property ownership verificationAdmin

A queue of pending properties with ownership-document viewing, plus approve or reject actions to verify a landlord actually owns a listed property.

Ad-attribution capture & dashboardPublicAdmin

On an ad landing, records one AdVisit row (UTM source, medium, campaign, content, term, landing URL, referrer) only when a UTM param is present, deduped per session, and drops a 30-day HttpOnly rt_attr cookie so a later sign-up traces back to the campaign. Admins review attributed visits at /admin/ads.

Landing-page email lead capturePublicAdmin

Captures an email typed into a landing-page Get Started box as an EmailLead row (with source, landing path, referrer, user agent) even if the visitor abandons signup. Admins read the captured leads at /admin/leads.

Privacy-preserving click/scroll/pageview trackingLandlordTenantVendorPublicAdmin

A first-party collector beacons batched click, scroll, and pageview events into AnalyticsEvent rows across all four surfaces. It never sends keystrokes or input values, strips query strings, truncates fields, and always returns 204 so it cannot error the page.

Admin analytics heatmapsAdmin

Renders per-page click heatmaps, scroll-reach depth (p25/p50/p75/p90 of sessions), and top-clicked elements, filterable by surface, device, page, and date window, aggregated live from the raw analytics_events table with a JSON data feed.

Global UI language switcher (locale cookie)LandlordTenantVendor

A one-click language selector usable from any authenticated portal shell sets the sl_locale cookie for a year and returns to the referring page. It drives the UI across ~30 languages including four right-to-left scripts (Arabic, Urdu, Farsi, Hebrew), falling back to English on unknown locales.

AI runtime translator (translate-batch)LandlordTenantVendor

Translates a batch of UI strings into the active locale for long-tail pages the static catalogs do not cover, caching every result in a shared translation_cache table so any string is translated only once per locale fleet-wide. It degrades to English on any model error and is per-IP rate limited with size caps as a denial-of-wallet guard.

AI Gemini Flash localizes UI strings, preserving interpolation tokens; results cached per locale.

Static translation catalogs with English backfillLandlordTenantVendorDeveloper

Per-locale JSON catalogs drive server-side and client-side translation via a t() helper and a window.SL_I18N bundle, deep-merged over English so a missing key renders English rather than a raw key. Locale is auto-detected from cookie, ?lang query param, or the Accept-Language header.

Language & chart-theme preferencesLandlordTenantVendor

Users set a preferred interface and communication language, and landlords pick a persistent dashboard chart theme (brand, glass, cinematic, aurora, and more) that saves per account.

In-app Help drawer & searchLandlordTenantVendor

A bottom-right Help FAB opens a slide-over drawer in every portal, searching one ranked index that folds curated how-to articles, real dashboard pages, and Academy lessons into step-by-step Action and Tip guides with screenshots. It is persona-scoped so a tenant never sees landlord-only content.

Help article registry (~96 how-to guides)LandlordTenantVendorPublic

A version-controlled registry of about 96 self-contained help articles (25 core plus 71 auto-generated), each with persona, category, summary, keywords, the exact dashboard route it explains, an optional Academy lesson, and numbered steps. Served via single-article and persona-grouped list endpoints.

Article 'Was this helpful?' feedbackLandlordTenantVendorPublic

A helpful or not-helpful vote with an optional comment on any help article, from the public page or the in-app drawer. It works anonymously, captures the user id when signed in, and is best-effort so a write failure never breaks the widget.

Academy lesson library & catalog APILandlordTenantVendorPublicDeveloper

A 51-lesson curated library across 10 categories where each lesson plays a short narrated screen-capture video or a preferred numbered step-by-step screenshot walkthrough. An open JSON endpoint returns the full catalog with computed video and poster URLs plus the category list.

Universal document extraction endpointLandlordDeveloper

A generic extract-document endpoint that returns structured data from an arbitrary uploaded document.

AI Gemini extraction.

Signature coverage diagnosticLandlordDeveloperAdmin

An operator diagnostic that reports every unresolved signature or initial anchor, the persisted SignatureField rows, and how the two reconcile for one document, without re-running text extraction by hand.

Public feature-request board with AI dedupLandlord

Landlords submit and upvote product feature requests, and a match surfaces semantically similar existing requests to avoid duplicates.

AI Gemini semantic dedup matching.

Privacy controls (do-not-sell, cookies, opt-out)Public

A do-not-sell page, a cookie-preferences save endpoint, and a CCPA privacy opt-out endpoint.

Sitemaps & IndexNow SEOPublic

HTML sitemap plus XML sitemap, news-sitemap, and video-sitemap generation, with an AI sitemap route helper for SEO indexing.

Vendor directory JSON search APILandlordPublicDeveloper

A deterministic JSON search endpoint returning paginated vendor cards matching the directory filter set, degrading gracefully to empty results on error.

Affiliate/referral catalog adminAdmin

An admin console for the affiliate product catalog showing stats (totals, breakdown by retailer and category) and click analytics (total, last-30-day, by surface, by retailer, top-clicked products). Admins bulk-import a retailer product-feed CSV (Home Depot, Lowe's, or any spreadsheet, upserted by retailer plus external id), toggle individual products on or off, and preview the catalog while it is flagged off; first view lazily seeds a curated starter catalog and backfills images and descriptions.

Platform controls (read-only config)Admin

A read-only snapshot of tunable configuration: pricing constants and selected environment variables (secrets redacted), marking which levers still require a code change.

Part Three

How To Use It

Step-by-step walkthroughs for every major workflow, grounded in the real screens.

Leasing a unit
Leasing a unit · Walkthrough 07

Market a vacant unit with AI

Landlord Start at /dashboard/market

The Property Marketing Hub lets a landlord turn a vacant unit into a published, syndicated listing, using AI to draft the photos-based description and headline while the landlord reviews and approves before anything goes live. It combines rent optimization, photo upload, AI copy, and manual multi-network syndication on one page.

app.rentari.ai/dashboard/market-unit
The AI marketing hub: photos, a Fair-Housing-safe description, and syndication.
The AI marketing hub: photos, a Fair-Housing-safe description, and syndication.
  1. 1
    Open the Marketing Hub. From the sidebar click Market a Unit, or go to /dashboard/market, which redirects to /dashboard/market-unit and loads the Property Marketing Hub with the header "Market a unit".
  2. 2
    Pick the unit to list. Use the "Select unit to market" dropdown at the top; choosing a unit reloads the page for that unit and fills in its beds, baths, square footage, current rent, and neighborhood. If the unit already has a published listing or a draft, a status card appears in place of the publish form.
  3. 3
    Optimize rent before listing (optional). Expand the "Optimize rent before you list" pricing card, confirm the Beds, Baths, SqFt, Current rent, and Neighborhood fields, and run the pricing engine to get an AI rent suggestion you can accept before you advertise a price.
  4. 4
    Add property photos. In the Property photos panel, drag exterior and interior images into the dropzone (or click to browse), or click the auto-pull button to fetch public images like Street View. Saved photos show in the gallery and persist across refresh; a Public Record badge marks pulled Street View shots.
  5. 5
    Auto-write the description with AI. Click "Auto-write description with AI" to have the AI read your photos and draft an SEO listing Headline and Description. The generated text lands in the editable Headline and Description fields, which you review, tweak, or regenerate with a different tone before you use it. Nothing publishes at this stage.
  6. 6
    Clear the Fair Housing review. After generation, a Fair Housing review panel lists any wording the AI adjusted or flagged that it could not auto-fix. Read and resolve those items so the copy is compliant before you publish.
  7. 7
    Choose where to syndicate. In the Syndication card, Rentari.ai public listings is checked by default; tick the additional networks you want such as Zillow, Apartments.com, Realtor.com, Zumper, Rent.com, Redfin, Craigslist, or Facebook Marketplace. Most are Manual, meaning you open each site, paste your AI copy, then check it off to track it.
  8. 8
    Publish the listing. Click "Mark this listing as published", then in the review-and-publish dialog type PUBLISH to confirm. The listing goes live on your Rentari.ai listings page and records the networks you selected; only one live listing per unit is allowed at a time.
Good to know
  • The AI never publishes on its own. It only fills the editable Headline and Description fields, and you approve and can regenerate the copy before publishing.
  • Only one live listing per unit is allowed, so if a unit already shows a published listing you must take it down or mark it rented before publishing a fresh one.
  • Beyond Rentari.ai, most syndication networks are Manual: you paste the copy on each site yourself. Auto-broadcast unlocks at 100 live listings. In demo mode the page is read-only, so publishing and other non-GET actions are blocked.
Leasing a unit · Walkthrough 08

Publish the listing and take showings

Landlord Start at /dashboard/market

Turn a vacant unit into a live public listing on Rentari.ai, then let prospects book in-person tours through the showing scheduler. The landlord runs this end to end from the marketing hub.

  1. 1
    Open the marketing hub and pick the unit. Go to /dashboard/market. The bare page redirects you to choose a unit, which opens /dashboard/market-unit for that unit with its listing workspace titled around "AI writes the listing copy. You publish everywhere."
  2. 2
    Add photos. In the photo box, either click the upload area to select interior and exterior photos, or click the Auto-pull button (btn-fetch-images) to grab a street-view image. Photos unlock the Generate step.
  3. 3
    Generate the AI listing copy. Click Generate. Gemini vision returns a Fair Housing-safe headline and description with a Fair Housing review panel listing any phrases it rewrote or flagged. This is a draft proposal, so read the flags and edit the fields, or use the tone dropdown and click Regenerate, until you are happy.
  4. 4
    Choose where to publish. Tick the platform checkboxes. Rentari.ai (pub-rentari) is on by default and posts the unit to the public /listings directory; the other platforms (Zillow, Apartments.com, and more) are manual paste-and-tick networks.
  5. 5
    Publish the listing. Click "Mark this listing as published" (btn-publish). A gate requires a monthly rent above $0 and a description of at least 50 characters. On success the unit goes live at /listings and gets its own public listing page.
  6. 6
    Open the showing scheduler. Once the listing shows as published, the "Schedule Showing" button appears and opens the public booking page at /showing/{property_id}. Prospects pick a highlighted date, pick an open time, fill in name, email, and phone, then click "Book Showing" to reserve the slot.
  7. 7
    Let prospects apply or request a tour. On the public listing page, visitors click "Check eligibility for a tour" to run a quick pre-qual, then request a tour or start the application at /apply. Inquiries carry a Fair Housing acknowledgement before they send.
  8. 8
    Confirm or cancel booked showings. Each booked showing lands on your /dashboard/calendar as a showing event and in the leasing inbox. Open the booking to confirm it or cancel it; the linked calendar event updates to match.
Good to know
  • The AI copy is proposal-based. Nothing posts until you review the Fair Housing flags, edit or regenerate, and click publish yourself.
  • A unit can hold only one live listing at a time. If it is already listed, take it down or mark it rented before publishing a new one.
  • Demo accounts are read-only, so publishing a listing and confirming bookings are blocked (HTTP 403) until you are on a real landlord account.
Leasing a unit · Walkthrough 09

Work the leads and leasing pipeline

Landlord Start at /dashboard/leads

The Leads Pipeline is where you move each prospective tenant from first inquiry to a sent lease, with the AI scoring and suggesting a next step for every card. As the landlord, you drag cards forward, send screening, and approve applicants before anything commits.

app.rentari.ai/dashboard/invite-applicant
The Invite Applicant wizard: set up the rental, add the whole household, and send in one flow.
The Invite Applicant wizard: set up the rental, add the whole household, and send in one flow.
  1. 1
    Open the pipeline board. Go to /dashboard/leads to see the Kanban board with four columns: New inquiries, Touring, Applied & screening, and Lease sent. Each column header shows a live count, and on mobile a tab strip at the top switches between the four columns.
  2. 2
    Read each card's AI signals. Every lead card shows the applicant's name and email plus AI chips: a shield trust score (or 'No AI score yet' until the Checkr report settles), a bullseye 'Fit' score for how well they match the unit, and a wand 'suggested next step' chip. Co-signer and Co-applicant badges mark household members so a secondary is never mistaken for the primary.
  3. 3
    Advance a lead's stage. Drag any card into another column, or click a card in New inquiries or Touring to push it to the next stage. The move calls /api/v1/leads/update-stage, shows a toast on success, and reverts the card if the server rejects it.
  4. 4
    Send or check screening. On an Applied & screening card, click 'Start background check' or 'Send screening invite' to open the package modal, or 'Resend verification link' / 'Resend payment link' when the applicant still owes a step. Once the report lands, the button becomes 'View screening report' and a 'Screening detail' toggle expands the breakdown inline.
  5. 5
    Verify rental history (optional). Click 'Verify rental history' on a screening card to open /dashboard/leads/{id}/verification, where you send no-login reference links to the applicant's prior landlords.
  6. 6
    Approve and draft the lease. Click the green 'Approve & draft lease' button to open the confirmation modal. If screening is not yet complete it warns you first, and you type to confirm before it POSTs /api/v1/leads/{id}/approve. Only after you confirm does it mark the applicant Approved, email both parties, and open E-Sign and Leases (Document Studio) to draft the lease.
  7. 7
    Invite a new applicant. Use the 'Invite applicant' button in the page header to jump to /dashboard/tenants?tab=screening, where you send a screening invite that adds the applicant back onto this pipeline once they apply.
Good to know
  • The AI only proposes: the trust score, fit score, and next-step chips are suggestions. Nothing is decided until you drag the card, click a screening action, or confirm the approve modal.
  • The approve modal requires you to type a confirmation and warns when the background check has not returned, so you never accidentally approve an unscreened applicant.
  • Demo sessions are read-only, so moves, screening, and approvals are blocked with a 403 in demo mode; use a real logged-in account to actually advance leads.
Leasing a unit · Walkthrough 10

Screen an applicant

Landlord Start at /dashboard/screening

The Tenant Screening page collects every background and credit check you have run through Checkr, with live status, an AI trust score, and a plain-English explainer so you can approve or decline each applicant. Rentari suggests, you make the final call.

app.rentari.ai/dashboard/screening
Tenant screening with the trust score and FCRA-aware breakdown.
Tenant screening with the trust score and FCRA-aware breakdown.
  1. 1
    Open Tenant Screening. Go to /dashboard/screening. The page opens on four stat tiles (In progress, Completed, Needs review, Total applicants) above a list of every applicant who has a Checkr background or credit check on file. Reports land here automatically after you invite an applicant and they consent and pay for a check, so if the list is empty use Invite your first applicant or the Open pipeline button.
  2. 2
    Scan the applicant cards. Each card shows the applicant name, email, unit, a status pill (In progress, Awaiting ID, Clear, Needs review, Action needed, and so on), and two big scores: Trust (green at 75+, amber 55 to 74, red below) and Credit. An AI summary line appears under the card when one has been generated.
  3. 3
    Nudge a stalled ID check. If a card reads Awaiting ID (pending_ssn), Rentari has emailed the applicant a secure link to confirm SSN and date of birth and the check starts the moment they finish. Links expire after a week, so click Resend verification link on that card to send a fresh one.
  4. 4
    Expand the Checkr detail. Click Screening detail on any card to lazy-load the per-component Checkr breakdown panel inline, and click Open report to view the full PDF background report in the in-app document viewer (the link only appears once a completed report exists).
  5. 5
    Open Why this score. Click Why this score on a card to open the explainer page at /dashboard/screening/{lead}/explain. It shows the AI summary, weighted plain-English reason codes, the Checkr status, and an AI recommendation badge (Approve or Decline). Use Regenerate to get a fresh Gemini-written narrative (the AI narrative is a Pro feature; free tier still sees the deterministic recommendation and reason codes).
  6. 6
    Record your decision reason. On the explainer page, type a one-line reason in the decision box. The audit log stores this verbatim, so state your rationale before you act. The AI recommendation is advisory only and never commits a decision for you.
  7. 7
    Approve and draft a lease. Click Approve & draft lease to record your approval and move the applicant forward into lease generation. Nothing is committed until you click, so review the reason codes first.
  8. 8
    Decline with an FCRA notice. Click Decline to open the Tier-3 confirmation modal. You must type DECLINE to confirm, then Record decline. This is final: Rentari emails the applicant the legally required Adverse Action Notice (15 U.S.C. 1681m) citing the specific reason codes shown, moves them to Declined, and writes the FCRA audit trail. It cannot be undone, and it is blocked if the applicant has no email on file.
Good to know
  • The AI only suggests. The recommendation badge and summary inform your call, but you approve or decline manually, and your typed reason is stored in the audit log.
  • Declining is irreversible and legally binding: it sends a real FCRA adverse-action notice and requires typing DECLINE to confirm. Read the reason codes before you commit.
  • In demo mode the page is read-only, so approve, decline, and resend actions return a 403 and show a toast rather than changing data.
Leasing a unit · Walkthrough 11

Build and send a lease

Landlord Start at /dashboard/lease-wizard

The lease wizard walks a landlord through 10 questions, fills in every statutory default for the property's state, generates a compliant lease, and hands off to send it out for e-signature. It is the fast path for creating and dispatching a lease without the full Document Studio.

app.rentari.ai/dashboard/document-studio
Document Studio, the state-aware lease and notice builder.
Document Studio, the state-aware lease and notice builder.
  1. 1
    Open the lease wizard. Go to /dashboard/lease-wizard. You land on the "Create a lease in 90 seconds" card with a progress bar. If you arrived from a property, unit, or applicant, the wizard pre-fills the state, address, rent, deposit, and tenant from that record, and a green note tells you to review each step. Power users can switch to the full editor via the "Full studio" link (which starts a separate draft).
  2. 2
    Choose the state. On the first question, pick the property's state from the dropdown. This drives every statutory default the wizard fills for you: late-fee caps, deposit limits, notice periods, and required disclosures. Click Next.
  3. 3
    Enter the property address. Type the street address (the field offers Google Places autocomplete), then unit/apt number, city, and ZIP. Click Next.
  4. 4
    Add the tenants. Enter each tenant's full legal name and email. Use "Add another tenant" for co-applicants. Each email becomes a separate signing link later, so name and email must be paired for every signer.
  5. 5
    Fill in the rent terms. Answer the remaining questions one card at a time: monthly rent, security deposit, lease start date, term (12 months, 6 months, or month-to-month), pets (with count and pet deposit if allowed), indoor smoking, and late fee. Your answers autosave in the browser, so a refresh will not lose them.
  6. 6
    Watch the compliance preflight. As you advance, the wizard posts your answers to the live compliance engine and surfaces inline warnings under the card, for example a deposit above the state cap or a non-compliant late fee. These are advisory: they flag conflicts so you can adjust the value before you commit, but they do not block you.
  7. 7
    Generate the lease. On the final question the button reads "Generate lease." Click it. The wizard inflates your answers into a full lease payload, applies the state's statutory defaults, and produces the finished document. Nothing is sent yet, so you review before anything goes out.
  8. 8
    Review and send for signature. You are taken to the "Prepare for signature" screen (/dashboard/sign). Confirm the signers, place a signature, initials, or date field for each tenant on the document, then click "Send for signature." Each tenant receives their own signing link. Only after you send does the lease leave your hands.
Good to know
  • The compliance warnings on each step are advisory and do not stop generation, so read them and fix values like an over-cap deposit before you generate.
  • Send for signature will refuse to dispatch until every signer has at least one signature or initials field placed. A date field alone is not enough.
  • Demo accounts are read-only, so generating and sending a real lease requires a live landlord account. Reaching the wizard from a property or applicant page saves retyping, since it pre-fills what Rentari already has on record.
Leasing a unit · Walkthrough 12

E-sign, countersign, amend and renew a lease

Landlord Start at /dashboard/sign

This walkthrough covers the full signing lifecycle a landlord runs on a lease: adopting your own signature, sending it to the tenant, countersigning to execute it, and later amending or renewing it. You do the sending and countersigning from the signing page, and the tenant signs on their own linked page.

  1. 1
    Open the signing page. After generating the lease in Document Studio, open /dashboard/sign?document_id=<id> (also reached from the Lease Tracker). The lease renders in a paged viewport with a signing rail on the right, and the header reads Review and Sign.
  2. 2
    Adopt your signature. In the rail, use the Type tab to type your full legal name or the Draw tab to draw it on the pad, then set your initials in the adopt-initials box. This one signature and initials pair is reused for every anchor tab on the lease.
  3. 3
    Confirm signing order and send to the tenant. Leave Send to tenant first selected (the default, so the tenant signs first and you countersign last), then click Send to tenant for signature. A confirmation modal opens before dispatch; confirming sets the lease to pending_tenant_signature and emails the tenant a signing link.
  4. 4
    Let the tenant sign on their page. Each tenant or co-signer opens /tenant/sign/<id>, adopts their signature, checks I agree to electronically sign this lease, clicks through each anchor tab to place it, and confirms. A tenant can instead request a change, which flips the lease to needs_revision for you to resolve.
  5. 5
    Countersign to execute. Once every signer has signed, the lease moves to pending_landlord_signature and you get a notification. Return to /dashboard/sign, where the banner now reads Countersign and Execute, and click Countersign & Execute. The lease becomes fully_executed and is filed in your Online Documents.
  6. 6
    Amend a signed lease. To change terms on an executed lease, open Document Studio and pick Lease Amendment. Add change rows manually or click Draft with AI, which drafts a clause and drops it in as a change for you to review and edit before sending. Both parties sign the amendment; the original lease stays intact, and on execution the change applies to the live lease and ledger.
  7. 7
    Renew the lease. From the Lease Tracker detail page, click Renew lease to open the renewal page for that unit. Set the new monthly rent (an AI rent suggestion is offered) and new end date, then send the offer; the tenant receives accept and decline links by email and in their inbox.
Good to know
  • AI only proposes, you approve. The amendment Draft with AI and the renewal rent suggestion just pre-fill fields; nothing is sent or signed until you review, edit, and click send.
  • You countersign last, and only after every tenant and co-signer has signed. A lease that is still half-stamped will not flip to fully executed, so wait for the signers-signed count to complete before countersigning.
  • Demo mode is read-only. On a demo_ account, dispatch and signing are blocked with HTTP 403, so use a real landlord account to actually send or execute a lease.
Running the tenancy
Running the tenancy · Walkthrough 13

Collect rent, autopay, late fees and charges

Landlord Start at /dashboard/rent-collection

The Rent collection page is where a landlord watches the current month's rent come in, records offline payments, adds one-off or recurring charges, and lets tenants set up autopay. Late fees and reminders on overdue balances are handled automatically once payouts are connected.

app.rentari.ai/dashboard/rent-collection
Rent collection: autopay adoption, failures, and per-tenant status.
Rent collection: autopay adoption, failures, and per-tenant status.
  1. 1
    Open Rent collection. Go to /dashboard/rent-collection. The hero shows this month's collected vs expected progress bar plus KPI tiles for Collected, Overdue, and Autopay enrollment, with the live rent roll listed below.
  2. 2
    Connect payouts through Stripe. If the blue "Connect payouts to start collecting rent online" banner shows, click Set up payouts or the Payout settings button to link your bank via Stripe. Until this is done tenants cannot pay online and automated late fees cannot deposit.
  3. 3
    Tell tenants how to pay online. Click Announce online payments in the hero to open the announce modal, which walks tenants through paying by ACH or card and turning on autopay, then broadcasts that message to your active tenants.
  4. 4
    Add a charge or late fee. Click Add charge to open the Add Manual Charge modal, pick the tenant and unit, enter an amount, choose a type such as Late fee, Returned payment (NSF) fee, Utility reimbursement, or Pet rent, add a description and due date, and click Send Bill to post it to the tenant's ledger. Flip "Make this a recurring monthly charge" to have it post automatically each month.
  5. 5
    Record an offline payment. For a tenant who paid by cash or check, click Record payment on their rent-roll row, confirm the amount, pick the payment method, add a note like the check number, and click Save Payment. It posts through /api/v1/payments/manual-rent and marks the row collected (undo is available within 24 hours).
  6. 6
    Invite a tenant to autopay. On a row that is not yet enrolled, click Send autopay invite to send the tenant a link to set up ACH auto-pay. Once they enroll the row shows "ACH autopay" and you can later click Cancel autopay to stop it. You enroll the invite, the tenant completes enrollment themselves.
  7. 7
    Chase overdue balances. When anyone is past due the AI collections agent banner appears and late fees are applied per each lease's terms with reminders dispatched automatically. Click Remind on a single row, or Send reminders to nudge the whole overdue queue at once.
  8. 8
    Draft a reminder with Mozart, then approve it. Click "Ask Mozart: draft a reminder" on an overdue row to have the AI compose the message in chat. Mozart shows you the draft first and nothing sends until you approve it.
Good to know
  • Late fees and reminders only fire on connected payouts and on the current month. Past months open read-only from the month picker, so reminders and payments there are disabled.
  • The AI collections agent auto-applies late fees using each lease's own terms, not a global rule, so confirm your lease late-fee settings are correct before relying on it.
  • In demo or simulation mode the rent roll is populated but the page is read-only, so recording payments, sending invites, and reminders are blocked.
Running the tenancy · Walkthrough 14

Handle maintenance end to end

Landlord Start at /dashboard/tickets

The Maintenance board is where a landlord takes a repair from intake through vendor dispatch, quote comparison, work tracking, and final vendor payment. Everything runs on one Kanban board with AI triage and Mozart suggestions that you always approve before they commit.

app.rentari.ai/dashboard/tickets
The maintenance board with AI-triaged severity.
The maintenance board with AI-triaged severity.
  1. 1
    Open the Maintenance board. Go to /dashboard/tickets to land on the "Maintenance board" Kanban, which has three columns: Open (new and needs-action tickets), In progress (scheduled work), and Resolved. Use the property filter dropdown at the top to narrow the board to one address.
  2. 2
    Log a new ticket (or let a tenant submit one). Click "New ticket" in the header to open /dashboard/maintenance/new, then pick the property/unit and category, describe the issue, attach photos, and set urgency. Tenant-submitted requests arrive on the board automatically in the Open column.
  3. 3
    Read the AI triage, then refine if needed. Each card shows a heuristic AI category and a priority bucket (urgent, normal, low) computed on load, plus a recurring-issue flag when a property has repeat problems. Click the small AI hint on a card to run "Refine with AI" (Gemini), which re-classifies severity and category in place for you to accept.
  4. 4
    Assign or dispatch a vendor. On an Open card click "Assign" to pick a contractor from your directory, or use the Ask Mozart link, which opens the co-pilot pre-filled to suggest a vendor for that ticket. Mozart only proposes the assignment and drafts the vendor nudge; you approve before anything is sent.
  5. 5
    Compare competing quotes. Click "Compare bids" in the header to open the quote-compare modal, drag in multiple PDF or image quotes, and hit "Analyze quotes" so the co-pilot extracts materials, labor, and totals into one matrix. Review the matrix and decide which vendor wins before committing.
  6. 6
    Move the ticket into progress. Once work is scheduled, click "Start" on the card (or drag it) to set the status to in_progress, moving it into the In progress column. Use the three-way thread button on any card to message the tenant and vendor together and track updates.
  7. 7
    Mark the work resolved. When the repair is done, click "Resolve" on the In progress card to move it to the Resolved column. The vendor's invoice and final cost flow in from the vendor portal, and the Resolved card exposes a Reopen button if the fix does not hold.
  8. 8
    Pay the vendor. On a Resolved card that has an assigned vendor, a final cost, and an unpaid invoice, click "Pay vendor" to open the typed-confirmation modal showing the amount and payee, then confirm to release the ACH payout to the vendor's connected Stripe account.
Good to know
  • Every AI or Mozart step is a proposal, not an action: triage refinement, vendor suggestions, and quote analysis all wait for your approval before anything is dispatched or paid.
  • The "Pay vendor" button only appears once the vendor has an assigned final cost and the invoice is still unpaid, so if you do not see it the invoice has not been logged yet or is already paid.
  • In demo mode the board is read-only; assigning, resolving, and paying all require a real landlord account since non-GET actions are blocked.
Running the tenancy · Walkthrough 15

Run inspections and connect smart devices

Landlord Start at /dashboard/inspections

Walk a unit with your phone so Rentari AI flags damage, prices every repair, and builds a signed deposit report, then connect smart locks to hand out time-boxed access codes. This is done by the landlord (or a manager with operational access).

app.rentari.ai/dashboard/inspections
Move-in and move-out inspections with AI photo analysis.
Move-in and move-out inspections with AI photo analysis.
  1. 1
    Open Inspections. Go to /dashboard/inspections to reach the Inspections workspace. This page is on a paid (prime) plan, so if you are on a lower tier you will be prompted to upgrade before it loads.
  2. 2
    Start a new inspection. Click New inspection in the header. In the modal, pick the unit from the dropdown and choose the type (Move-in, Move-out, or Routine), then submit to create the report and open its detail panel.
  3. 3
    Capture the walkthrough. With the inspection open, use Snap a photo to upload a damage photo, or Upload walkthrough to send a full video. Rentari AI analyzes each frame, detects damage, and logs a priced deduction row for every issue it finds.
  4. 4
    Review the AI findings. Read the AI-logged deductions in the Overview tab and use Time machine to compare against the move-in baseline. The AI proposes the damage and pricing, nothing is charged automatically, so you decide what stays.
  5. 5
    Resolve disputes. Open the Disputes tab (the badge shows how many need attention) and, for each contested item, click Waive to drop it to zero or Reject to keep it. The deposit refund total recalculates as you go.
  6. 6
    Generate the signed report. Click Generate PDF to produce the deposit report. It opens in a new tab so you can download it and route it for signature; the figures come straight from the deductions you approved.
  7. 7
    Route repairs or text the tenant (optional). Use Find a contractor on an item to create a real work order in Maintenance (no vendor is auto-dispatched, you pick one there), or use Mobile walkthrough to text the tenant a no-app capture link.
  8. 8
    Connect a smart lock. Go to /dashboard/iot-hub (Smart locks) and click Connect device. This opens the Seam Connect window where you link your lock brand and account; the hub then lists your connected locks.
  9. 9
    Issue and monitor temporary PINs. Click New temporary PIN, select the lock, set the Start and End access window, optionally enter a vendor phone to SMS the code, then Generate and Sync to Lock. Watch usage in Active codes and the AI Doorman log, and hit Revoke to kill any code.
Good to know
  • Inspections is a paid-plan feature; a free or lower tier will hit an upgrade prompt instead of the workspace.
  • AI proposes, you approve: damage detection and pricing are suggestions until you accept or waive them, and generating the PDF only reflects the items you kept.
  • You must connect at least one smart lock before the New temporary PIN form will let you issue a code.
  • In demo mode the pages are read-only, so creating inspections, PINs, or reports is blocked until you use a real account.
Running the tenancy · Walkthrough 16

Keep the books: ledger, receipts, Schedule E

Landlord Start at /dashboard/accounting

Every rent payment and expense lands in one ledger already mapped to IRS Schedule E, so at tax time you export instead of reconstruct. This is the landlord's own bookkeeping surface, requiring a Prime plan.

app.rentari.ai/dashboard/accounting
The accounting ledger with receipt capture and Schedule E.
The accounting ledger with receipt capture and Schedule E.
  1. 1
    Open the Ledger tab. Go to /dashboard/accounting. The Ledger tab is active by default, with Bank Feed and Trust Accounts as sibling tabs. The top KPI cards show YTD revenue, YTD expenses, net cash flow (Schedule E Line 26), and how many expenses still need a receipt.
  2. 2
    Scan a receipt with AI. Click Scan receipt (or the Money out menu, Scan a receipt), then tap the dropzone to upload or photograph a JPG, PNG, or PDF. The receipt posts to /api/v1/accounting/scan-receipt and AI extracts the merchant, date, total, and a suggested Schedule E category.
  3. 3
    Confirm before it lands. Review the extracted merchant, date, total, and Auto-Category the AI proposed. The panel states plainly that AI suggested it and you confirm before it lands in your books. Click Save to ledger to commit the expense; nothing is written until you do.
  4. 4
    Record an expense by hand. For anything without a receipt, click Manual entry (or Money out, Record an expense), pick Expense or Income, choose the property or Portfolio Level, type the vendor, and add one or more line items each with a Tax Category (for example Repairs Line 14) and amount. Click Save Transaction.
  5. 5
    Fix or assign a category. On any editable expense row, click the pencil or the Assign category pill to open the edit modal and set the Schedule E category and an optional sub-category like Plumbing or HVAC. Rows synced from Stripe are locked to category-only edits, and escrow or trust rows cannot be recategorized.
  6. 6
    Clear the needs-review pile. Use the Needs review KPI or the type filter set to review to find expenses missing a receipt. Attach a receipt or record the detail so each expense is backed up, which is what an audit expects.
  7. 7
    Export for taxes or your accountant. Use Export CSV for the full ledger, Export for QuickBooks for a journal-entry CSV, or the Schedule E button (and the Download 2026 Schedule E card) to pull /schedule-e/2026, a per-category CSV of the year's expenses ready to hand to your CPA.
  8. 8
    Check trust and deposits. Open the Trust Accounts tab for segregated escrow accounts holding tenant security deposits and prepaid rent. If your state requires it (CA, FL, TX, NY, IL, MA, NJ), set up a per-state account and Connect with Stripe there before collecting deposits.
Good to know
  • The AI only ever proposes. Both the receipt scanner and the bank feed put every extraction in front of you to confirm, and nothing hits your books until you click Save or Approve.
  • Categories map to real IRS Schedule E lines (Repairs Line 14, Insurance Line 9, Utilities Line 17), so keeping them accurate all year is what makes the year-end export usable.
  • In demo mode the page is read-only, so scanning and saving are blocked. Trust deposit collection is also refused for a state until that state's trust account is set up and connected to Stripe.
Running the tenancy · Walkthrough 17

Reports, analytics and owner statements

Landlord Start at /dashboard/reports

Landlords use the Reports hub and Analytics pages to pull financial and operational reports, watch portfolio performance, export owner-ready PDF or CSV files, and ask the AI CFO plain-language questions about their numbers. Every report reconciles with the same ledger, so what you see on screen matches what you export.

app.rentari.ai/dashboard/reports
Financial reports with AI insights and PDF export.
Financial reports with AI insights and PDF export.
  1. 1
    Open the Reports hub. Go to /dashboard/reports. The hub shows every financial and operational report as tiles grouped by category (Financial, Rental & Leasing, Property, Transactions, Compliance, Operations), with a left rail to filter by category, Favorites, or Recently viewed, and a search box at the top. Tiles marked with a green Live chip open a report; a gray Coming soon tile is not built yet.
  2. 2
    Pick a report and set the filters. Click a Live tile (for example Profit & Loss, A/R aging, or Owner statement by property) to open the report viewer. At the top, choose a property from the building dropdown (or leave it on All properties), then click a date preset (This month, Quarter, YTD, Last year) or type From and To dates, and press Apply to refresh the table.
  3. 3
    Switch between table and chart. When a report has a chartable column, a Table / Chart toggle appears above the results. Click Chart to plot the same rows (bar, donut, pie, or line via the pill buttons), and click Table to go back. On the P&L and Schedule E, clicking a category or section-total row opens a drill panel listing the actual ledger rows behind that figure, each with a View link to the receipt.
  4. 4
    Export or print the report. Use the CSV button to download the report as a spreadsheet, the PDF button (shown on reports that support it) for a formatted file, or Print to print the current view. The export always carries the same property and date filters you have applied, so the downloaded file matches the on-screen table.
  5. 5
    Watch portfolio performance in Analytics. Open /dashboard/analytics for the performance view: a Portfolio pulse card (portfolio value, occupancy, cash flow per unit, renewal rate), a 6-month cash flow chart, and a Mozart noticed panel that flags items like lost revenue, high delinquency, or rising expenses. Expand the collapsible Deep dives for NOI and cap rate, delinquency aging, an expense breakdown, and the leasing funnel. Use Refresh to recompute from the latest ledger, and Export PDF or Export CSV to download a summary.
  6. 6
    Ask the AI CFO a question. Open /dashboard/analytics/financial and use the AI CFO panel on the right. Type a question in the Ask anything about your finances box (or click a starter chip like Summarize this month or Unusual expenses) and press send. It answers in plain language grounded in your ledger data and cites sources; it is read-only analysis and does not change or commit anything to your books.
  7. 7
    Generate an owner statement. For per-owner payouts, open /dashboard/owner-statements (or use the Owner statement report tiles in the hub) to produce a statement per property with the management-fee split and an owner draw. Actually initiating an owner draw moves money and requires a typed confirmation and a verified bank account, so review the figures before you confirm.
Good to know
  • Demo accounts are read-only: you can open every report and export CSV or PDF, but money-moving actions like initiating an owner draw are blocked with a 403.
  • Profit & Loss and Schedule E require financial access. A manager or co-owner without that role sees a Financial access required lock instead of the data, even though they can open the report page.
  • Mozart insights and the AI CFO answers are suggestions and read-only analysis. Nothing is committed to your books until you take the action yourself, so treat them as a starting point to investigate.
Running the tenancy · Walkthrough 18

Stay compliant and handle evictions

Landlord Start at /dashboard/compliance

Compliance Autopilot watches state-specific deadlines across your whole portfolio and prepares each step before it becomes a problem, and the Evictions surface lets you open and track an unlawful-detainer case from first notice to outcome when a filing is genuinely the next step. A landlord (or a scoped manager) works both surfaces.

  1. 1
    Open Compliance Autopilot. Go to /dashboard/compliance. The status banner shows your pilot mode pill (Co-pilot, Mixed, or Autopilot), the last scan time, how many items are tracked, and how many await your approval.
  2. 2
    Read the three risk tiers. Below the banner, three tiles roll up the calendar: Tier 3 (action required, missed or due within 7 days), Tier 2 (recommended, due in 30 days), and Tier 1 (informational). The Autopilot activity feed under them lists what Rentari prepared, most recent first.
  3. 3
    Work a compliance item. In All upcoming items, use the category filter or Refresh, then on any row click the primary action (for example Draft renewal notice, Draft refund letter, or Schedule inspection), or use Acknowledge or Snooze 30d. Acknowledged items strike through with an Undo; snoozed items drop off until the date passes.
  4. 4
    Check the deeper Compliance overview. Click the Compliance overview link in the intro or banner to open /dashboard/compliance/overview, which surfaces at-risk recerts, voucher checks, insurance gaps, pending change requests, and stalled signing in one place.
  5. 5
    Start an eviction case when it is truly next. Only when a notice is the real next step, go to /dashboard/evictions and click Start a case. In the modal enter the Lease ID, pick a Reason (non-payment, lease violation, holdover, or nuisance), optionally set State and Amount past due, then type EVICT in the confirmation field to enable Open eviction case. Rentari drafts a state-specific first notice for your review, it does not file anything.
  6. 6
    Mark the notice served. On the case detail page (/dashboard/evictions/{id}), click Mark notice served and choose the service method (personal, posting, certified mail, email, or other) and date. This records the service and moves the case status to Notice served.
  7. 7
    Schedule the hearing. Click Schedule hearing, enter the court date, and confirm. The case status moves to Hearing scheduled and the date shows in the case summary.
  8. 8
    Record the outcome or hand off to an attorney. When the matter resolves, click Record outcome, pick the result (won possession, settled, dismissed, abandoned, or withdrawn), and type CLOSE to confirm, which locks the case. Use the Packet button on the list to download a consolidated evidence JSON (lease, ledger, notices, timeline) for attorney handoff.
Good to know
  • In Co-pilot mode (the default) nothing sends on its own, every drafted item waits for your approval; switch modes from Change mode / the autonomy tab only if you want low-risk reminders to run automatically.
  • Starting a case (EVICT), recording an outcome (CLOSE), and withdrawing (CANCEL) each require typing the exact confirmation word, and the page warns that Rentari is not a law firm, so review notices with an attorney before service.
  • Demo mode is read-only: acknowledging or snoozing an item, or any eviction write, returns a 403 and shows a read-only toast.
Running the tenancy · Walkthrough 19

Communicate and use Mozart

Landlord Start at /dashboard/copilot

Mozart is your portfolio-aware co-pilot that answers questions about rent, leases, and tickets and proposes actions you approve before anything runs. This walkthrough covers asking Mozart, approving its proposals, and messaging tenants from the Inbox.

app.rentari.ai/dashboard/inbox
The communications inbox with AI triage and one-click reply drafts.
The communications inbox with AI triage and one-click reply drafts.
  1. 1
    Open the Mozart workspace. Go to /dashboard/copilot. The hub opens on the Chat tab with the Mozart panel selected (the left rail has Chats, Mozart, and Context tabs), showing the "Ask away" greeting and starter prompt cards.
  2. 2
    Ask a question or pick a starter. Type into the "Message Mozart..." box at the bottom and press the up-arrow Send button, or click a prompt card or chip like "Who's overdue?", "Renewals 90d", or "Open tickets" to fill the question for you.
  3. 3
    Read the answer or the proposed action. Mozart replies inline. For a question it returns the numbers from a read-only portfolio snapshot; when you ask it to do something (a late notice, renewal offer, ticket, or tenant message) it renders an action card instead of acting.
  4. 4
    Review the plan before it runs. Multi-step work appears as a plan with per-step tier chips (read, sends outbound, etc.) and a "Nothing runs until you Approve" note. Nothing is executed yet at this point.
  5. 5
    Edit any fields, then approve. On an action card you can change the editable fields (or click "Write it for me" for a suggested message), then click "Approve plan" to run it or "Decline" to discard it. A low-confidence or high-risk step pauses and waits for a separate "Confirm step" click.
  6. 6
    Check Activity and Autonomy. The Activity tab logs every proposal and decision with a 7d/30d/90d/All filter and CSV export; the Autonomy tab lets you set Co-pilot (propose only) or Autopilot mode per recipe. Mozart never auto-mutates money-moving actions.
  7. 7
    Switch to the Inbox to message a tenant. Go to /dashboard/inbox, click a conversation in the left list (or the plus button to start a new one), and read the thread. Use the search box and the All / Unread filter pills to find the right conversation.
  8. 8
    Draft, insert, and send a reply. Click "Draft a reply" (the wand button) to have the Inbox Co-pilot write a reply, review it in the AI Copilot Draft box, click "Insert Draft" to drop it into the message field, edit as needed, then press the Send button. To reach every tenant at once, use the broadcast (bullhorn) button.
Good to know
  • Mozart proposes and you approve; it will abstain rather than invent a fact, and it never auto-runs outbound or money-moving steps without your click.
  • The "Also send as text (SMS)" toggle appears only on direct tenant threads where the recipient has a mobile on file and active TCPA consent, so it stays disabled otherwise.
  • Demo mode is read-only, so approving a Mozart action or sending an Inbox message is blocked with a 403 until you are on a real account.
Running the tenancy · Walkthrough 20

Configure settings, white-label branding, and billing

Landlord Start at /dashboard/settings

This is where a landlord or property manager sets up their profile and business details, white-labels the platform under their own brand, and manages their subscription and invoices. It runs across the Settings hub, the branding and site editors, and the billing center.

  1. 1
    Open Settings and pick a tab. Go to /dashboard/settings. Under the "Settings" heading, use the sticky tab row to move between Account, Automation, Notifications, Plan & Payouts, and Team & Brand. The Account tab is selected by default.
  2. 2
    Update your profile and business info. On the Account tab, upload a profile photo, then fill the Profile Information form and click "Update info". Below it, complete Business Information (legal name, entity type, business name, EIN) so documents and ownership checks use the right details.
  3. 3
    Review your plan and unit count. Click the "Plan & Payouts" tab to see your current plan and the inline "Change unit count" control, or open /dashboard/billing for the full billing center with your renewal date and next charge.
  4. 4
    Manage your subscription in Stripe. On /dashboard/billing, click "Manage subscription" (or "Update payment method") to open the Stripe customer portal, where you change your card, switch plan, or cancel. Returning shows a "changes reflected below" confirmation.
  5. 5
    Download past invoices. Still on the billing page, scroll to the invoice history and use the per-row download to save any invoice PDF. The list shows your most recent invoices, newest first.
  6. 6
    Open the branding editor. From the "Team & Brand" tab in Settings, click "Open branding" to reach /dashboard/settings/branding, where you white-label the platform for your tenants and vendors.
  7. 7
    Set your subdomain, logo, and colors. In the Brand configuration card, enter a Subdomain (like acme-pm) and Display name, upload a logo (URL or PNG/JPG/SVG up to 2MB), set Primary and Accent colors with the pickers, and add support contact details. The Live preview updates as you type, and nothing is applied until you click "Save".
  8. 8
    Claim your link or a custom domain. After saving, copy your branded link (your-name.rentari.ai) from "Your branded link", or in the Custom domain card enter a hostname like portal.acme-pm.com, click "Save", add the shown CNAME at your DNS host, then click "Verify" and finally "Set up HTTPS" once DNS turns green. Use "Open site" from Team & Brand to edit your public marketing home.
Good to know
  • White-label is a paid feature. On the Free plan the branding and custom-domain saves return an error, so upgrade first if the Save buttons are blocked.
  • Demo mode is read-only. Every save (profile, branding, domain, billing change) is blocked with a 403, so use a real account to make changes.
  • Managers and co-owners see the portfolio owner's plan and invoices, but only the account owner can change the subscription or unit count; the inline control hides for team members.
Running the tenancy · Walkthrough 21

Operate a Section 8 / affordable-housing unit

Landlord Start at /dashboard/affordable-housing

Rentari's HUD suite walks a Housing Choice Voucher unit through the full compliance loop, from rent reasonableness and the tenant-share math to lease audit, HAP tracking, inspection, and recertification. Every figure is a planning estimate, not a substitute for your PHA's official certification.

  1. 1
    Open the HUD rent calculator hub. Go to /dashboard/affordable-housing (also reachable under Compliance & Legal in the sidebar, alongside Voucher rent check, HAP reconciliation, PHA directory, and SOI check). The page header reads 'HUD rent calculator (TTP)' and the 'Related HUD tools' card at the bottom links out to every other tool in the suite.
  2. 2
    Register the unit as a voucher unit on its property. The per-unit tools (recert prep, caseworker export, inspection due dates) only appear once the unit is tracked. Open the unit from /dashboard/properties, use the voucher/subsidized panel on the property detail page, type your housing authority into the PHA search to link it, fill contract rent, HAP amount, tenant share, payment standard, and inspection standard, then click Save. This creates the subsidized-unit record the rest of the suite reads.
  3. 3
    Check the asking rent against Fair Market Rent. Open /dashboard/voucher-rent-check (Voucher rent check). Enter the ZIP and bedroom count and the rent you want to charge. Rentari looks up the published HUD FMR or SAFMR and returns a rent-reasonableness verdict against the payment standard so you know whether the PHA is likely to approve the rent before you list. This lookup needs the HUD API token configured; if it is not, the tool cannot return live FMR.
  4. 4
    Calculate the Total Tenant Payment and HAP split. Back on /dashboard/affordable-housing, fill Monthly gross income, Monthly adjusted income, Contract rent, Utility allowance, PHA minimum rent (defaults to 50), and optional welfare rent, then click Calculate. The result panel shows the Total Tenant Payment (greatest of 30% adjusted income, 10% gross income, welfare rent, or PHA minimum per 24 CFR 5.628), plus gross rent, tenant rent to owner, any utility reimbursement, and the HAP subsidy amount.
  5. 5
    Audit the lease and attach the HUD Tenancy Addendum. Open the voucher lease from its lease detail page. The HCV panel runs a deterministic check against 24 CFR 982.308(d) for prohibited clauses and flags whether the HUD Tenancy Addendum (Form 52641-A) is present. Click 'Attach HUD Tenancy Addendum' to splice the required addendum onto the lease so it passes the PHA's RFTA review.
  6. 6
    Track the HAP deposit in reconciliation. Go to /dashboard/hap-reconciliation. Record or auto-generate the expected Housing Assistance Payment and compare it to what the PHA actually deposited. When a deposit matches, you click Post to ledger to commit it into your books; nothing posts to the ledger automatically, so review the amount first and approve that action yourself.
  7. 7
    Prep the HQS or NSPIRE inspection. Start an inspection run from /dashboard/inspection-prep/start for the unit. Walk the standard HQS or NSPIRE checklist, marking each item pass or fail and attaching photos, then finalize to record the overall result. Use this to self-check the unit before the PHA inspector arrives.
  8. 8
    Prepare recertification and the caseworker handoff. When the annual recert is due, open /dashboard/recert-prep/{unit_id} for the unit (or find due units on the recert-due list). Rentari produces a recertification document checklist and a caseworker export sheet with roughly 12 months of HAP history that you can hand to the PHA.
Good to know
  • This entire HUD suite is an optional, import-gated module. If the Affordable housing and voucher pages are not visible in your build, the routers were not mounted; some tools (FMR lookup, rent reasonableness) also require the HUD_API_TOKEN before they return live data.
  • Before you advertise a voucher unit, run the Source-of-income check at /dashboard/soi-check. It scans your listing or notice copy for prohibited phrasing like 'no Section 8' and rates each finding by jurisdiction, so you avoid a source-of-income discrimination problem.
  • Keep your housing authorities current in the PHA directory at /dashboard/phas. Payment standards, inspection cadence, and caseworker contacts you save there flow into the voucher rent check and the per-unit tools automatically.
For your tenants
For your tenants · Walkthrough 22

Apply for a rental

Tenant Start at /apply?id=<invite_id> (the link in your invite email; the older /apply/{lead_id} format redirects here)

This walkthrough shows a prospective renter how to complete a rental application from the invite link, from personal details through FCRA consent and any screening fee. Applicants do this themselves on the public apply page, no login required.

  1. 1
    Open your apply link. Click the apply link from your invite email or text. The page loads the property and unit you were invited to and shows a 7-step progress bar (Step 1 of 7). If the landlord turned on a pre-screener, answer the short income, occupants, and pets questions first, then click Continue to application. A missing or expired link shows an invalid-invite notice instead of the form.
  2. 2
    Fill in Step 1: Personal. Choose how you are applying under I am applying as a... (Tenant, Co-tenant, or Co-signer), then enter your name, email, date of birth, and phone. If you arrived from a co-signer or co-applicant invite, the role is locked with a banner naming who you are attached to, and your name and email are pre-filled and read-only.
  3. 3
    Complete Steps 2 to 5: application details. Use Continue and Back to move through App Info, Residence, Employment, and General. Enter your monthly income, current and prior addresses, employer, and household details such as occupants, pets, vehicles, and any co-applicants or co-signers you want to invite. Each Continue validates the current step before advancing.
  4. 4
    Optionally let AI pre-fill from a document. Use Upload a paystub, ID, or bank statement to have the AI read it and fill matching fields for you. This is a draft only: the page tells you to verify before submitting, and nothing is sent until you review the pre-filled values, correct anything wrong, and finish the form yourself.
  5. 5
    Give FCRA consent and sign (Step 6: Authorization). Check the box acknowledging you received and read the FCRA Disclosure and Summary of Your Rights, check the box authorizing Rentari.ai and the owner or manager to obtain a consumer report from Checkr, then type your full legal name as your electronic signature. Both checkboxes and the typed signature are required; your date, time, and IP are recorded under the E-SIGN Act.
  6. 6
    Review the fee and submit (Step 7). The final step shows your account email, an optional password, a Terms and Privacy consent box, and Total Due Today. If a screening or application fee applies, the submit button reads Pay $X & Submit and sends you to secure Stripe checkout; if the landlord deferred or waived screening it reads Submit Application with nothing to pay.
  7. 7
    Confirm it went through. After submitting, the page shows an Application received confirmation. Reopening the same link later shows a status panel (your application is in, or an approved view with next steps) rather than a blank form, and you can still upload supporting documents such as pay stubs or ID from there.
Good to know
  • You cannot submit without checking both FCRA authorization boxes and typing your full legal name as an e-signature; this is a federal compliance gate, not optional.
  • Total Due Today is set by the landlord and varies. It can be a screening fee, a custom application fee, or $0 when the landlord skips or waives screening.
  • Invited co-signers and co-applicants get a link that locks the form to their role and pre-fills their name and email, so they never have to self-classify or re-enter who they are applying with.
For your tenants · Walkthrough 23

Pay rent and set up autopay

Tenant Start at /dashboard/renter/finance

This walkthrough shows a tenant how to pay their rent balance and turn on autopay from the renter portal, so rent is paid on time without manual steps each month. Everything happens on your Rent page after you add a bank account or card.

app.rentari.ai/dashboard/renter
The tenant portal home: lease, balance, and the attention queue.
The tenant portal home: lease, balance, and the attention queue.
  1. 1
    Open your Rent page. Go to /dashboard/renter/finance (the Rent, or Money, item in your renter navigation). The page header reads Rent, payments, autopay, and protection, and it shows your total due, next due date, and a status pill such as Due Soon, Overdue, Processing, or Paid.
  2. 2
    Add a payment method. If you have not linked one yet, click the Add a payment method button (startPaymentSetup). Choose Bank account (ACH), which carries the lowest fees, or Credit or debit card, then complete the secure Stripe form. This takes about a minute and unlocks both one-time payments and autopay.
  3. 3
    Review what you owe. Check the itemized balance breakdown, where each line item (Rent, Utilities, Late fee, Parking, Pet rent, Security deposit, and so on) is listed with a plain-language reason so you can see exactly what makes up your total.
  4. 4
    Pay your balance now. Click the Pay now button (labeled Pay rent when a deposit is billed separately). A Confirm your payment modal opens listing what you are paying for, the subtotal, and your saved payment method. If your landlord accepts partial payments, a Pay a different amount field lets you pay less than the full balance.
  5. 5
    Confirm the one-time payment. Review the amount and the fee for your chosen method, then confirm. The charge posts through Stripe and the matching balance moves to Processing, then Paid once it clears. If autopay is already on and you pay manually, Rentari voids that cycle's pending automatic charge so you are not billed twice.
  6. 6
    Open the Autopay card. Scroll to the Autopay card. It shows whether autopay is currently active or inactive for your portion. Click Set up autopay (or Manage autopay if it is already on) to start the toggle flow.
  7. 7
    Turn on autopay and confirm. A Turn on autopay dialog explains that your saved method draws your rent automatically each month. Click Turn on autopay to confirm. The request posts to toggle-autopay, you see an Autopay updated success message, and the page reloads showing autopay active with your next scheduled draw amount and date.
Good to know
  • Autopay needs a saved bank account or card first. If none is on file when you tap Set up autopay, Rentari prompts you to add one, then returns you straight to the autopay confirm step.
  • Autopay is not offered during move-in. The Autopay card is hidden while you have a deposit or prorated first-month charge, so pay those with the Pay now button; autopay appears once you are on regular monthly rent.
  • ACH bank payments carry the lowest fees, and Rentari charges $0 platform fees on payments. You can cancel autopay anytime from the same Manage autopay button.
  • In a demo or read-only account, payment and autopay actions are blocked, so use a real tenant login to actually pay or enable autopay.
For your tenants · Walkthrough 24

Request and track maintenance

Tenant Start at /dashboard/renter/maintenance

As a tenant, you report a repair by describing it to Luna, the AI assistant, then watch every step and rate the work once it is done. Luna drafts the ticket for you and never sends anything until you approve it.

  1. 1
    Open the Maintenance page. Go to /dashboard/renter/maintenance from your renter dashboard. The header shows a context chip with your name, unit, and address, the ticket list sits on the left, and the Luna chat panel is on the right.
  2. 2
    Describe the issue to Luna. Type what needs fixing in the Luna composer at the bottom right (for example, the kitchen faucet drips), or tap a starter chip like Leaky faucet or No hot water. You can also add a photo with the camera button, attach a file with the paperclip, or dictate with the microphone.
  3. 3
    Answer Luna's questions. Luna asks a few grounded follow-up questions to pin down the problem and may suggest one safe self-fix step with That fixed it and Still broken buttons. It only proposes a ticket once it has enough detail, and it never files anything on its own.
  4. 4
    Approve and file the ticket. When Luna is ready it shows a proposal card reading I'll file this as ... File it now? Click File ticket to submit it to your manager, or Not yet to hold off. On confirm the ticket is created and the page reloads with your new request in the list.
  5. 5
    Track status on the timeline. Each ticket card shows a five-step timeline (Reported, Acknowledged, Scheduled, In progress, Completed) and a status pill. Use the All, Open, In progress, and Done filter pills above the list to narrow what you see.
  6. 6
    Open a ticket to read Luna's read and chat. Click a card to expand it. You see Luna's read (an AI diagnosis and a while-you-wait tip), the conversation thread loads, and you can type in the reply box to message your manager, and the vendor too once the shared thread is open.
  7. 7
    Rate the completed work. When a repair is finished, a Rate now nudge and a Rate button appear. Pick a star rating, add optional feedback, and click Submit rating, which records your sign-off and helps your landlord pick good vendors.
  8. 8
    Use the emergency path when it is dangerous. For gas, flooding, fire, or no heat, use the pinned red After-hours emergency block or the Call 911 button. If you type danger words to Luna, it shows a safety card steering you to call 911 or your manager before logging anything.
Good to know
  • Luna always proposes before it files. Nothing is sent to your manager until you click File ticket, so you stay in control of every request.
  • On a demo or read-only account, filing a ticket, sending a reply, or saving a rating is blocked and Luna tells you it was not actually sent.
  • The After-hours emergency block and 911 steer are for real dangers like gas leaks or flooding. Do not wait for ticket triage in those cases.
For your tenants · Walkthrough 25

Move-in condition, move-out and deposit

Tenant Start at /dashboard/renter/move-in

Document your unit's condition on day one, then give formal notice and track your security deposit refund when you leave. As a tenant, you log pre-existing damage during your first 72 hours so it cannot be charged back to your deposit later, and at move-out you file your notice and watch the itemized settlement.

app.rentari.ai/dashboard/renter/move-out
The tenant move-out center: notice, itemized deposit, and the state deadline.
The tenant move-out center: notice, itemized deposit, and the state deadline.
  1. 1
    Open your Move-In Condition Report. Go to /dashboard/renter/move-in. The purple header shows a countdown of the days remaining in your 72-hour reporting window; if the window has closed it shows a red 'Window closed' note and existing entries stay on record.
  2. 2
    Log a pre-existing condition. In the 'Log a pre-existing condition' card, pick a room from the 'Room or area' dropdown (Kitchen, Bathroom, Flooring, and so on), describe what you found in the 'What did you find' box, then tap the photo drop zone to attach a picture from your camera roll.
  3. 3
    Save the entry. Click 'Log entry'. The entry is timestamped, stored privately in your Online Documents, and appears instantly in the 'Your entries' list with its photo, room label, and count. Add as many entries as you need; most tenants log 2 to 5 small items.
  4. 4
    Remove an entry if needed. While your 72-hour window is open, use the trash icon on any entry row to remove it. A branded confirm dialog appears, and you can re-add the item any time before the window closes.
  5. 5
    Open the Move-Out Center when you plan to leave. Go to /dashboard/renter/move-out. The header shows your lease end date, and once a notice is on file it shows a deposit refund clock counting down the days your state gives the landlord to return your deposit.
  6. 6
    Submit your notice of intent to vacate. In the 'Notice of intent to vacate' card, pick your move-out date, choose a reason, add your forwarding address for the refund and any notes, then click 'Submit notice'. Your landlord is auto-notified by email and the notice shows an 'On file' badge with Edit and Withdraw options.
  7. 7
    Review your security deposit settlement. After you move out and the landlord posts the settlement, the 'Security deposit settlement' card shows your original deposit, total deductions, and refund amount, plus each itemized deduction line. Anything you logged in your day-one report cannot be charged here.
  8. 8
    Dispute a deduction you disagree with. On any deduction line, click 'Dispute' (or the 'Dispute a deduction' button), explain in at least one sentence why you disagree, and click 'File dispute'. The line gets a 'Disputed' badge and your landlord sees it on their dashboard to waive or uphold.
Good to know
  • The 72-hour move-in window is strict: it counts from your lease start date, so walk the unit and log damage on day one. After it closes you can no longer add entries.
  • At move-out an AI walkthrough on the landlord's side compares your before-and-after photos, which is why your day-one photos directly protect your deposit. The landlord still reviews and posts the final deductions before anything is charged.
  • In demo mode the pages are read-only, so submitting a condition entry, filing a notice, or disputing a line will be blocked until you are on a real account with an active lease.
For your tenants · Walkthrough 26

My Home: documents, renewals, and Luna

Tenant Start at /dashboard/renter/lease

The My Lease hub gives tenants one place to read their agreement, view every lease document, ask Luna questions grounded in the signed lease, and open renewal or move-related tools. This is your home base for anything about your tenancy.

app.rentari.ai/dashboard/renter/renewal
The tenant renewal coach, with the landlord's offer.
The tenant renewal coach, with the landlord's offer.
  1. 1
    Open My Lease. Go to /dashboard/renter/lease. The header chip shows your name, unit, and address, and the lifecycle compass across the top marks where you are in the 7-stage journey from Applied to Move-out.
  2. 2
    Check your key terms. The summary strip and the Key terms tiles pull straight from your signed lease to show term dates, monthly rent and due day, security deposit, late fee, pet rent, NSF fee, and whether renters insurance is required.
  3. 3
    View a lease document. In the Lease documents card, each version lists its type, date, and status pill. Click the eye icon on a row to open that PDF in the in-app viewer in a new tab.
  4. 4
    Ask Luna about your lease. In the docked Luna panel on the right, tap an Instant answer row (rent, late fee, deposit) or a chip like Pets or Notice to move out, or type into the composer and press send. Luna answers only from your signed lease and points you to your property manager if the answer is not in it.
  5. 5
    Open the Renewal Center when a decision is due. In the Lease toolkit, click Renewal Center (it shows a Decision tag when an offer is pending). The AI copilot reads your rental record, payment history, and maintenance cooperation and drafts a polite renewal message.
  6. 6
    Review and approve before anything is sent. On the renewal page you can accept, counter, or decline the offer and edit the drafted message. Nothing goes to your landlord until you send it yourself, the AI never sends on your behalf.
  7. 7
    Use the other lease tools. From the toolkit tiles you can also open Mid-lease changes, Move-in condition, Move-out plan, Accommodations, VAWA protection, Rental history letter, and My pets, each deep-linking to its own page.
Good to know
  • Luna and the Key terms tiles read your actual signed lease, so figures like rent and deposit reflect your agreement, not a guess.
  • The renewal copilot and Luna are advisory only. You always review and approve the message before it is sent to your landlord.
  • To upload or store your own files (insurance, IDs, records), use the Documents page at /dashboard/renter/documents, which the old /vault link now redirects to.
For your owners
For your owners · Walkthrough 27

Give property owners their own portal

Landlord Start at /dashboard/owner-statements

If you manage property on behalf of other owners, Rentari gives each owner a private portal where they see their monthly statement, download a PDF, acknowledge it, and get their distribution paid straight to their own bank. You set up the ownership split and generate statements from the ledger; the owner reviews and connects their payout account.

  1. 1
    Open the owner workspace and pick a property. Go to /dashboard/owner-statements. Use the Property dropdown at the top to choose the property whose owners you want to set up. The Owners roster and Statements table below reload for that property.
  2. 2
    Add each owner with their ownership share. In the Owners card, enter the owner's login email in Owner email (existing user) and their share in Ownership %, then click Add owner. Rentari validates that active shares never exceed 100%. The owner must already have a Rentari login; if they do not, they first register through the invite link at the owner portal, then you add them here.
  3. 3
    Generate the month's statements. In the Generate statements row, set Year, Month, and an optional Mgmt fee %, then click Generate statements. Rentari reads that property's income and expenses from the ledger for the month, withholds the management fee, and splits the net into one draft statement per owner by their share. This is a draft record only: nothing is sent to the owner and no money moves. Re-running a month leaves any already-sent statements unchanged.
  4. 4
    Let the statement reach the owner. Statements are published to owners at month close by Rentari's monthly owner-statement job, which flips the draft to Sent and emails the owner a link to their portal (a link, not the PDF). The owner then opens /dashboard/owner and sees the new statement under Statements with a Review badge.
  5. 5
    Owner reviews and downloads the PDF. On /dashboard/owner the owner clicks the statement row to open it, showing gross income, operating expenses, management fee, and their net draw for their share. They click Download PDF to save a clean copy of the statement for their records.
  6. 6
    Owner acknowledges the statement. On the statement detail page the owner clicks Acknowledge. The status changes to Reviewed and the acknowledgement is timestamped. This acknowledgement is what clears the statement for its distribution draw.
  7. 7
    Owner connects a payout bank via Stripe. The owner opens Bank & settings from their portal nav and clicks Connect with Stripe. Stripe's hosted onboarding collects their bank details directly (never shared with you), and the Started, Verified, Connected tracker fills in. Once Stripe verifies the account, payouts are enabled. They can also save legal name, entity type, and tax ID here for their year-end 1099.
  8. 8
    Release the owner's distribution draw. With the statement acknowledged and the owner's Stripe bank verified, the distribution can be released to that account. This is a Tier 3 money move: it requires the owner's verified bank and an exact typed confirmation phrase before the Stripe transfer is created, so nothing is sent until you deliberately confirm it. The statement moves to In transfer, then to Paid once the payout settles.
Good to know
  • The owner statement portal is an optional, flag-gated module. The automatic month-close send and email run only when OWNER_PORTAL_STATEMENTS_ENABLED is turned on for your account; until then your generated statements sit as drafts in the workspace and owners see nothing new. Ask Rentari to enable it if you want owner statements live.
  • Draws are blocked until the owner finishes Stripe bank onboarding. If Verified is not yet lit on their Bank & settings tracker, the distribution cannot be released, so nudge owners to complete Connect with Stripe before you expect a payout.
  • Ownership shares are validated to total at most 100% per property, and removing an owner soft-ends their share so past statements stay intact. Set each owner's percentage carefully before generating a month.
For your vendors
For your vendors · Walkthrough 28

Onboard as a vendor

Vendor Start at /vendor/invite/{token}

This walkthrough shows a contractor how to accept a landlord's invitation, create a Rentari vendor account, and finish onboarding by completing the compliance steps (identity, bank, W-9, and insurance) so they can start receiving work.

app.rentari.ai/dashboard/vendor
The vendor portal: assigned jobs, bids, and payouts.
The vendor portal: assigned jobs, bids, and payouts.
  1. 1
    Open your invite link. Click the invite link the landlord sent you, which opens the "You're invited / Join Rentari.ai" page showing the landlord's name and any personal message they added. If the link says the invite is not found or has expired (links are valid for 14 days), ask the landlord to resend.
  2. 2
    Set your name and password. Enter your First Name (required) and Last Name, then choose a Password of at least 8 characters. The Email field is pre-filled from the invitation and is locked, so your account stays tied to the address the landlord invited.
  3. 3
    Add your business details. Type your Company Name (required), pick a Specialty from the dropdown (Plumbing, Electrical, HVAC, General Handyman, and so on), and add your Phone number.
  4. 4
    Enter your service address. Fill in the Service Address fields (street, city, two-letter state, and ZIP). This is optional but helps Rentari match you with nearby properties, since the address is geocoded when you submit.
  5. 5
    Create your account. Click "Create Account and Accept Invite." Rentari creates your vendor account, logs you in automatically, notifies the landlord that you accepted, and drops you on your vendor dashboard at /dashboard/vendor.
  6. 6
    Review your compliance ribbon. At the top of the dashboard, the compliance ribbon shows five chips: Identity, Bank, W-9, Insurance, and License. Amber chips need action and tell you how many steps remain before you can accept dispatches and get paid.
  7. 7
    Verify identity and connect your bank. Click "Verify identity" to complete Stripe identity verification, then "Connect bank" to finish Stripe payout setup so approved invoices deposit straight to your account. Both open Stripe, and their chips turn green once Stripe reports them complete.
  8. 8
    Submit your W-9 and upload insurance. Click the amber "W-9, submit" and "Insurance, upload" chips to reach your listing page and add your W-9 and proof of liability coverage. When every required chip is green, the ribbon collapses to a single "All compliance current" line.
Good to know
  • The email on the signup form is read-only and bound to the address the landlord invited, so you cannot register the account under a different email.
  • Identity and bank both run through Stripe, so their chips only flip to verified after Stripe confirms them. Use the Refresh control on the identity chip if it stays in review.
  • License is marked optional, but most landlords require active insurance before assigning work, so upload your certificate to avoid being skipped.
For your vendors · Walkthrough 29

Accept jobs, bid, invoice and get paid

Vendor Start at /dashboard/vendor

This is how a vendor takes a dispatched or open work order all the way to payment, accepting or bidding on a job, advancing it through the work states, submitting an invoice, and tracking the payout. It runs entirely inside the vendor portal on your Rentari dashboard.

app.rentari.ai/dashboard/vendor
The vendor portal: assigned jobs, bids, and payouts.
The vendor portal: assigned jobs, bids, and payouts.
  1. 1
    Accept a dispatched job. On the vendor dashboard at /dashboard/vendor, dispatched tickets appear with Accept and Decline buttons. Click Accept to claim the job (this calls the vendor-accept action and stamps your acceptance time), or Decline to pass it back.
  2. 2
    Bid on open work orders. Open the Bid board at /dashboard/vendor/bids and stay on the Open tab. Under any card in 'Open for bid', fill the Total ($) field and optional Earliest start date, add optional notes, then click Submit bid. Only tickets from landlords you are connected to appear here.
  3. 3
    Track your bid outcome. Switch to the My bids tab to see each bid as Submitted, Shortlisted, Selected, or Not selected, plus your win rate. When the landlord selects your bid the job becomes an assigned ticket you can work.
  4. 4
    Advance the job through its states. Open the ticket from /dashboard/vendor/tickets, then use the 'Advance to...' button on the status bar to move through Accepted, En route, On site, Diagnosing, Awaiting parts, Repairing, and Complete. Each transition is logged and both buttons (top and bottom) stay in sync.
  5. 5
    Log materials and completion notes. In the Materials and cost card, add line items (item, qty, unit cost) and Save. In Completion notes, click 'AI draft from photos and notes' to have the AI propose a summary, then edit the text before it commits, since the landlord and tenant both see it.
  6. 6
    Submit the invoice. Go to Finance at /dashboard/vendor/finance and click 'Submit new invoice'. Pick a completed ticket, upload the PDF or image, then click 'Scan with AI'. Gemini extracts the grand total for you to review, then click 'Confirm & Submit'. You confirm the amount before the landlord is notified.
  7. 7
    Get paid and track payouts. After the landlord approves, watch the invoice move from Awaiting to In transit to Paid on the Finance list. Open /dashboard/vendor/payouts to see paid year-to-date, transfer count, next processing payout, and your payout bank last-4.
Good to know
  • The AI never sends anything on its own. It only drafts your completion notes and reads the invoice total, and you edit or confirm the number before the landlord ever sees it.
  • You must mark a ticket completed before you can invoice it. The 'Submit new invoice' button stays disabled until you have at least one completed ticket awaiting an invoice.
  • The demo account is read-only, so Accept, Submit bid, and Confirm & Submit will not save. Use a real vendor login to exercise the full flow.
Platform
Platform · Walkthrough 30

The Admin Operations Console

Admin Internal only Start at /admin

The admin console at /admin is the founder's single operations cockpit for running Rentari, covering revenue, users, moderation queues, scheduled jobs, and the audit trail. Only a fully authenticated platform admin can reach it, and every page is gated behind email plus password plus PIN.

  1. 1
    Sign in with two-factor. Go to /admin. If you are not authenticated the console redirects you to /admin/login, where you enter your admin email, password, and a 4-digit PIN before the two-factor gate lets you through to any /admin page.
  2. 2
    Read the Overview dashboard. The landing page (/admin) is Overview, showing hero stat cards for MRR now and its 7-day delta, paid landlords, cash to reconcile, the open action count, and AI spend month-to-date against budget, plus total users broken into landlords, tenants, and vendors.
  3. 3
    Jump anywhere with the left nav or Cmd+K. Use the left sidebar to move between the eight-section IA (Overview, Triage, Money, Trading bot, Customers, User activity, Heatmaps, Ads, Leads, Operations, Remi calls, Newsroom) and the Platform group (AI, System, Checkr, Controls, Supply Catalog, Domains, Log analysis), or click the 'Jump to page or command' search trigger (Cmd+K) to open the command palette and type a page name.
  4. 4
    Clear the Triage queues. Open Triage from the nav, where the warn badge sums new feedback, pending properties, open tickets, and pending developers; the Queues pages (/admin/queues/properties, /admin/queues/support, /admin/queues/news) let you work each backlog, and Newsroom shows a badge for unpublished news drafts to save, unpublish, or delete.
  5. 5
    Check the money at a glance. Open Money (/admin/money) for the morning cash-flow view: financial health, recent refunds, and the latest money-affecting audit entries. Click through to /admin/financial for the full charts and CSV export, or to Audit for the filterable log.
  6. 6
    Manage customers and users. Open Customers (/admin/customers) to browse accounts, click into a user detail page (/admin/users/{id}) for their profile and history, and use User activity (/admin/user-activity) for the journey map; user lists can be exported via /admin/users.csv.
  7. 7
    Run and monitor cron jobs. Open System, then the Cron jobs page (/admin/cron), which lists every registered job with its last run, status, duration, and 24-hour success rate. To trigger one by hand instead of waiting for the schedule, use its run control, which posts to /admin/cron/run/{job_name}; the demo-user-cleanup job here offers Preview wipe (dry run) before Wipe all.
  8. 8
    Investigate with the Audit log. Open Audit (/admin/audit) for the filterable record of admin and money-affecting actions, and export the filtered view with /admin/audit.csv when you need the full trail outside the console.
Good to know
  • Every /admin route is gated by _require_admin_or_redirect, so a missing PIN session bounces you to /admin/login (or returns a 403 JSON error on API endpoints), not a partial page.
  • Destructive queue actions use branded confirm dialogs, and the demo-user-cleanup wipe is bounded strictly to demo_* ids and protects the seeded demo landlord, so it never touches real accounts. Always run Preview wipe first.
  • The prod database is read-only via the proxy, so use these console actions (not hand-edits) for anything that changes data, and never create new test users in prod to exercise a page.
Platform · Walkthrough 31

Developer API quickstart

Developer Start at /dashboard/developer

Get programmatic access to a Rentari portfolio by requesting developer access, minting an API key, and making your first authenticated call. This is done by a developer or technical owner integrating a CRM, accounting tool, or custom dashboard.

  1. 1
    Open the Developer API page. Go to /dashboard/developer from the sidebar. The page loads the Access request status card first, since API keys are not self-serve and the Keys and Webhooks cards stay hidden until your request is approved.
  2. 2
    Submit an access request. Click Submit access request, then in the modal fill Contact email, a use-case description of at least 20 characters, optional company, integration type, and expected monthly calls, tick the API terms checkbox, and click Submit request. The status pill flips to pending review while a Rentari admin reviews it manually (typically about 1 business day).
  3. 3
    Wait for approval. An admin approves or denies the request from the developer queue, and you get an email at the contact address you supplied. Once approved, the status pill turns green and the API keys and Webhook endpoints cards appear on the page.
  4. 4
    Create an API key. In the API keys card click Create key, give it a Name, choose Mode (Test sandbox or Live real portfolio), and click Create. The plaintext key is revealed once in a green box, so click Copy and store it in your secret manager immediately. Test keys start with sk_test_ and live keys with sk_live_; you can hold up to 10 active keys.
  5. 5
    Make your first authenticated call. Point your code at this origin plus /api/v1/external and send Authorization: Bearer <your key> on every request. Try GET /api/v1/external/properties first to confirm the key works; a missing or bad header returns a 401 error envelope.
  6. 6
    Add idempotency to mutations. On any write request, send an Idempotency-Key header (up to 200 chars). A replay with the same key and body returns the cached response, and the same key with a different body returns 409, so retries never double-apply. Cached results live 24 hours.
  7. 7
    Register a webhook endpoint. Webhooks are created through the API, not the dashboard button. POST /api/v1/external/webhooks/endpoints with your Bearer key and a JSON body of url plus an events array (for example lease.signed, payment.succeeded). The signing secret is returned once in that response, so capture it to verify future deliveries.
  8. 8
    Manage or revoke keys. The API keys table shows each key's prefix, mode, last used, and created date. Click Revoke on a row and confirm to disable it; calls using that key start returning 401 immediately. Disabling a webhook is done via DELETE /api/v1/external/webhooks/endpoints/{id} with your Bearer key.
Good to know
  • API keys are gated behind manual admin approval. You cannot mint a key until your access request shows approved, and attempting to before then returns a 403 with an access_not_approved code.
  • The plaintext key and the webhook signing secret are each shown exactly once at creation and never stored, so copy them before closing the modal or you will have to mint a new one.
  • Demo accounts are read-only, so all POST, DELETE, and other non-GET calls are blocked with HTTP 403. Use a real approved account to create keys or register webhooks.
Appendices

Reference tables

Pricing

TierUnitsPrice
Base1 to 5 units$10 / month (or $8 / month annual-equivalent)
Add-onEach unit 6 to 200+$2.00 / unit / month (or +$1.60 annual-equivalent)
EnterpriseAbove 200 unitsCustom quote
Free tierAnyCreate properties and units and run tenant screening; lease creation, rent collection, and the AI co-pilot are paid

Feature availability

Most of the platform is built and wired. Here is exactly what is not fully live today. This describes what the code does, not necessarily what is deployed at this moment.

StatusFeature
DormantBounded auto-dispatch, New-law compliance alerts, AI state-setup wizard & empty-state nudge.
GatedAI-triage supply recommendations card, Bank feed (Stripe Financial Connections), AI listing description writer, AI leasing inbox, HUD subsidized-unit tracker & recert prep, Fair Market Rent lookup & rent reasonableness, HCV lease audit & tenancy addendum, HAP reconciliation, PHA directory, HQS/NSPIRE inspection prep, Source-of-income (SOI) guardrails, Renters-insurance marketplace & upload.
Coming soonAccounting sync providers (QuickBooks / Xero).