Our Implementation Team Does Most of the Heavy Lifting For You!

ONBOARDING

Rentvine will send you an onboarding email that asks for initial company information, including contact information, billing information, number of units managed and an export of your chart of accounts.

We will also explain in-depth what to expect through the onboarding process and answer any initial questions you may have.

Note: The full onboarding process typically takes 30 - 45 days.

MERCHANT ACCOUNT

Rentvine initiates the Forte Merchant Account Setup process.

Your contact information will be sent to Forte, who will be in touch to get some basic information.

Forte will send an email with a link to the merchant application and merchant service agreement (MSA) for you to complete and submit.

Forte will complete the underwriting, enrollment, and integration process with Rentvine and activate your merchant account.

DATA EXPORT

Rentvine will request an export of your existing data, including owner, tenant, lease, vendor and property information.

Please provide the exports in an Excel or CSV format with as much information that you have for each account.

We will import as much data as possible to match the fields that we have available in Rentvine. Once the exported data is reviewed, we can begin to import your data into your Rentvine account.

ORIENTATION

Rentvine will schedule your first orientation call to review and customize your Rentvine account so it is specific to your business operations.

It is important to choose a date where you will stop entering financial transactions in your previous software. This is your Cut-Off Date.

Your second orientation will then be scheduled to provide application training and to review the transfer of existing balances with your current leases and owners.

RECONCILIATION

The final step in the onboarding process is to reconcile your opening balances in Rentvine. It starts by transferring over any balances from your previous software.

We will send out an email containing a Balance Forward Workbook for you to complete.

Once you have returned the workbook, we will begin to input the data into your Rentvine account. The process to reconcile your opening balance can take multiple days to complete, depending on the number of units.