The Onboard Wizard walks you through bringing a new community into LotWize. It is a seven-step process that makes sure nothing gets missed: roster, financials, documents, vendors, manifest, and go-liv
The Onboard Wizard walks you through bringing a new community into LotWize. It is a seven-step process that makes sure nothing gets missed: roster, financials, documents, vendors, manifest, and go-live.
Property Management Companies using LotWize to manage HOA portfolios.
From the PMC portal, click "Onboard Wizard" and pick the community you want to set up. If it is brand new, create the community first in the Communities section.
The wizard guides you one step at a time:
At the manifest step, you will see a summary of everything. Fix any red flags, then click "Go Live." The community is now active in LotWize.
Q: Can I skip a step and come back later? A: Yes. Click "Save & Exit" at any time. The wizard remembers where you left off.
Q: What if I do not have all the documents yet? A: Upload what you have. You can add missing documents later from the community settings.
Contact support at support@sanafai.com
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