Every new-owner file complete before the first guest.
Once a homeowner signs, they are asked for the W-9, insurance certificate, rental permit, and tax registration, each document is checked, reminders go out until the file is complete, and anything missing or expired comes to your onboarding lead.
- One-time build
- $2,500
- Live in
- 3 weeks*
- Your time
- About 2 hours
- After launch
- We keep it running
- Runs on FlowRunner
- $45/month**
* The timeline may need to be adjusted depending on the requirements we receive.
** FlowRunner pricing varies with the volume of calls and messages.
What you get
-
One request, every document
W-9, insurance certificate, permit, and tax registration, asked for right after signing.
-
Uploads from any phone
A short form owners can finish in minutes.
-
Every document checked
Names, insurance dates and coverage, and permit numbers.
-
Reminders until complete
Nobody on your team chases owners by email.
-
Gaps flagged
Anything missing, expired, or short goes to your onboarding lead.
-
A complete owner file
In your shared drive before the first guest arrives.
How it runs
One real example, start to finish.
- Runs on its own
- A person on your team decides
-
Agreement signed
A homeowner signs your management agreement.
-
Documents requested
They get one list of what you need, with an upload form for their phone.
-
Each document checked
Names, dates, minimums, and permit numbers are checked as they arrive.
-
Gaps to your lead
A person decidesAnything expired, short, or missing goes to your onboarding lead.
-
Owner file complete
Your team gets one complete owner file before the first guest arrives.
What changes for your team
Your onboarding lead stops chasing new owners by email for weeks.
Every file arrives in one place, checked, with only the exceptions left to handle.
You stay in charge.
The routine runs on its own. At these moments it stops, asks a person, and waits for the answer.
-
An insurance certificate is expired or below your minimum.
Email to the onboarding lead with the certificate and what is short
-
A permit is missing for a town that requires one.
Text to the onboarding lead before the home is listed
Your part is small.
2 hours
of your team's time
3 weeks*
to live
* The timeline may need to be adjusted depending on the requirements we receive.
Project start
Monday, November 2
Going live
Monday, November 23*
An estimate, if we start next Monday.
Want to start Monday, November 2?
Book a callWhat can move the date
- Document checklists that differ by town and need separate versions.
- Review of the test run and go-live approval.
Works with what you already use
-
Email and text
Requests and reminders go to new owners.
-
A short online form
Owners upload documents from any device.
-
Your shared drive
The complete owner file lands where your team keeps it.
The details
Included
- A request to each new owner, right after signing, for every document on your checklist, with a short upload form that works on any phone.
- A check of each document, including names that match, insurance dates and coverage against your minimum, and permit and tax registration numbers present.
- Reminders until everything is in, and a complete owner file in your shared drive.
- Anything missing, expired, or below your minimum flagged to your onboarding lead.
- A test run on a past onboarding before go-live, and a walkthrough for your team.
Not included
- Management agreements and signatures, which stay in your current tools.
- Owner payout setup and bank details, which stay in your property management software.
- Applying for permits or tax registrations on the owner's behalf.
- Your FlowRunner subscription and AI model usage, which are billed separately.
- Ongoing changes after launch, which are covered by the care plan or priced per change.
After launch, we keep it running.
On our care plan
We monitor it, fix it, and make your changes, with a named contact. Your team does nothing.
$300 a month, unlimited changes, cancel any month
Or run it yourselves
We hand it over and train your team on what it does and what to do if something looks off.
Changes later: $75 an hour
It keeps running. Your automation lives in a FlowRunner account in your business's name, so it never depends on us, and we hand everything over to you or whoever you choose.
$2,500
One-time build. Live in 3 weeks*. We keep it running.
* The timeline may need to be adjusted depending on the requirements we receive.
Our price covers the build: setup in your accounts, tuning on your own past data, and training your team. FlowRunner runs it from there. How we work
Extras that apply: your FlowRunner subscription, $45/month**, billed by FlowRunner, and your AI model usage, billed by your AI provider. Neither is included in our price. We set both accounts up for you. See FlowRunner pricing. ** FlowRunner pricing varies with the volume of calls and messages.
Frequently asked questions
Can owners send documents by email instead of the form?
Yes. Documents sent to the onboarding inbox are picked up, matched to the owner, and checked the same way.