Owner Onboarding FAQs

Updated: February 14, 2025

Q: Do I have to use all of the existing automation and stages set up in the Pipeline?

A: No, you can customize it specifically to fit your needs.  We have built an outline for you to use but you can make modifications as needed to the stages and automations. 

• Customizing Pipelines
• Common Action Items for Customizing Workflows

Q: Can I send notifications and communications to non-Vintory users within my team?

A: Yes, you can set up the automated notifications (email, SMS, etc) to custom email addresses. Please note: you cannot cc/bcc additional contacts per email in the workflows, so we recommend using team inboxes if setting up automated emails to multiple users within a team.  

• Adding an external Email in a Workflow

Q: How do I send the owners the contract and any additional documents I need to have signed?

• How to set up your property management agreement in the Vintory Platform

• Sending your Property Management Agreements through Vintory Documents and Proposals

• Setting Up Automatic Contract Sends through Workflows

Q: Can I schedule a reminder via call or text after the agreement is signed to keep the owners in the loop of the onboarding process?

A:  Yes! You can add various email and SMS notifications throughout the onboarding journey. This can all be customized within the automation.

• Workflow Notifications