Onboard Wizard

What It Does

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.

Who It's For

Property Management Companies using LotWize to manage HOA portfolios.

How to Use It

Step 1: Launch the Wizard

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.

Step 2: Follow the Seven Steps

The wizard guides you one step at a time:

1. Roster — Add or import all members and board members.
2. Financials — Set up budgets, dues amounts, and bank connections.
3. Documents — Upload governing documents, bylaws, and rules.
4. Vendors — Add your current vendors and their contracts.
5. Manifest — Confirm everything is correct before go-live.
6. Go-Live — Flip the switch and activate the community.

Step 3: Review and Launch

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.

Common Issues

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.

Pro Tips

• Do the roster step first — many other steps use that member list.
• Invite board members during step 1 so they can watch the setup and give feedback.

Related Features

• Import
• Communities
• Staff Management

Need Help?

Contact support at support@sanafai.com