Invensure Quick Start

What to do in the first 30 minutes when onboarding a landlord who currently works from spreadsheets.

Outcome Target (By Minute 30)

Two properties added or visible.
One tenant stored in Tenant Store.
Tenant portal invite sent.
Reference request demonstrated.
Tenant assigned to property and live journey opened.

Minutes 0-5

Set the model in one sentence

Say this clearly: "Tenant Store first, then property assignment, then live tenancy workflow."

Open Agent Dashboard and show risk summary.
Open Tenant Store and explain pre-assignment evidence area.
Open Manage Property and explain this is post-assignment workflow.

Minutes 5-15

Run a tenant-store proof

Add tenant record (name, email, move-in range, budget).
Send tenant portal access.
Request ID and affordability updates.
Request references.
Show reference timeline and logging area.

If landlord asks why this matters: this prevents missing evidence and fragmented inbox trails before an offer is made.

Minutes 15-25

Run property handover proof

Open one property in Manage Property.
Select tenant from waiting list.
Start journey.
Show identity, affordability, references status continuity.
Show agreement path and checklist.

Minutes 25-30

Close with confidence points

One record, one timeline, one audit history.
No dependency on disconnected spreadsheets.
Clear legal/compliance handoff visibility.
Faster team onboarding after first two cases.