Getting Started - Tenant Portal, Balances and Fees

This session covers everything you need to get your DoorLoop account ready for day-to-day operations — from verifying your data and configuring your settings, to managing tenant ledgers and sending your first portal invitations.

By the end, you'll know how to post charges, record payments, set up automated notifications, and give your tenants a clean portal experience from their very first login.

WHAT WE'LL COVER

• Verifying your data and bank account setup
• Configuring company settings and user roles
• Setting up the communication center
• Configuring tenant portal permissions and payment options
• Automating rent reminders and payment notifications
• Reviewing fees settings
• Managing tenant ledgers: posting charges and recording payments
• Sending portal invitations and the tenant portal experience