--- title: Owner Onboarding FAQs description: Here you'll find answers to our most commonly asked questions regarding the Owner Onboarding process and pipeline --- [Skip to content](https://help.vintory.com/owner-onboarding-faqs#main-content) English Show submenu for translations ![vintory Logo_web_res.png\]](https://help.vintory.com/hs-fs/hubfs/vintory%20Logo_web_res.png?height=40&name=vintory%20Logo_web_res.png) - [Submit a Support Ticket](https://www.vintory.com/support/) Open main navigation Close main navigation - [Submit a Support Ticket](https://www.vintory.com/support/) - English Show submenu for translations - [Go to vintory.com](https://vintory.com/) [Go to vintory.com](https://vintory.com/?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.vintory.com/?hsLang=en) 2. [Owner Onboarding & Retention Workflows](https://help.vintory.com/owner-onboarding-retention-workflows?hsLang=en) 3. [Owner Onboarding](https://help.vintory.com/owner-onboarding-retention-workflows?hsLang=en#owner-onboarding) # Owner Onboarding FAQs ## Here you'll find answers to our most commonly asked questions regarding the Owner Onboarding process and pipeline **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](https://help.vintory.com/customizing-pipelines?hsLang=en) - [Common Action Items for Customizing Workflows](https://help.vintory.com/common-action-items-for-customizing-workflows?hsLang=en) ### **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](https://help.vintory.com/adding-an-external-email-in-a-workflow?hsLang=en) ### **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](https://help.vintory.com/how-to-set-up-your-property-management-agreement-in-the-vintory-platform?hsLang=en) - [Sending your Property Management Agreements through Vintory Documents and Proposals](https://help.vintory.com/sending-your-property-management-agreements-through-vintory-documents-and-proposals?hsLang=en) - [Setting Up Automatic Contract Sends through Workflows](https://help.vintory.com/setting-up-automatic-contract-sends-through-workflows?hsLang=en) ### **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](https://help.vintory.com/workflow-notifications?hsLang=en)         - [Sales Training & Education](https://help.vintory.com/sales-training-education?hsLang=en#main-content) - [Success Hub](https://help.vintory.com/sales-training-education?hsLang=en#success-hub) - [Sales Training](https://help.vintory.com/sales-training-education?hsLang=en#sales-training) - [Cold Calling](https://help.vintory.com/sales-training-education?hsLang=en#cold-calling) - [Reminders](https://help.vintory.com/sales-training-education?hsLang=en#reminders) - [Settings](https://help.vintory.com/settings?hsLang=en#main-content) - [Business Profile](https://help.vintory.com/settings?hsLang=en#business-profile) - [Company Billing](https://help.vintory.com/settings?hsLang=en#company-billing) - [Individual User Profile](https://help.vintory.com/settings?hsLang=en#individual-user-profile) - [Email](https://help.vintory.com/settings?hsLang=en#email) - [My Staff](https://help.vintory.com/settings?hsLang=en#my-staff) - [Pipeline](https://help.vintory.com/settings?hsLang=en#pipeline) - [Custom Fields](https://help.vintory.com/settings?hsLang=en#custom-fields) - [Custom Values](https://help.vintory.com/settings?hsLang=en#custom-values) - [Domain](https://help.vintory.com/settings?hsLang=en#domain) - [Media](https://help.vintory.com/settings?hsLang=en#media) - [Integrations](https://help.vintory.com/settings?hsLang=en#integrations) - [Tags](https://help.vintory.com/settings?hsLang=en#tags) - [Phone Numbers](https://help.vintory.com/settings?hsLang=en#phone-numbers) - [Calendars](https://help.vintory.com/settings?hsLang=en#calendars) - [Dashboard](https://help.vintory.com/dashboard?hsLang=en) - [Conversations](https://help.vintory.com/conversations?hsLang=en#main-content) - [Manual Actions](https://help.vintory.com/conversations?hsLang=en#manual-actions) - [Calendars](https://help.vintory.com/calendars?hsLang=en#main-content) - [Troubleshooting](https://help.vintory.com/calendars?hsLang=en#troubleshooting) - [Contacts](https://help.vintory.com/contacts?hsLang=en#main-content) - [SMS & Email](https://help.vintory.com/contacts?hsLang=en#sms-email) - [Smart List](https://help.vintory.com/contacts?hsLang=en#smart-list) - [Tasks](https://help.vintory.com/contacts?hsLang=en#tasks) - [Company](https://help.vintory.com/contacts?hsLang=en#company) - [Troubleshooting](https://help.vintory.com/contacts?hsLang=en#troubleshooting) - [Opportunities](https://help.vintory.com/opportunities?hsLang=en) - [Owner Contracts](https://help.vintory.com/owner-contracts?hsLang=en) - [Phone](https://help.vintory.com/phone?hsLang=en#main-content) - [Phone Number Settings](https://help.vintory.com/phone?hsLang=en#phone-number-settings) - [Troubleshooting](https://help.vintory.com/phone?hsLang=en#troubleshooting) - [Mobile App](https://help.vintory.com/mobile-app?hsLang=en) - [Marketing](https://help.vintory.com/marketing?hsLang=en#main-content) - [Emails](https://help.vintory.com/marketing?hsLang=en#emails) - [Templates (Snippets)](https://help.vintory.com/marketing?hsLang=en#templates-snippets) - [Trigger Links](https://help.vintory.com/marketing?hsLang=en#trigger-links) - [Automation](https://help.vintory.com/automation?hsLang=en#main-content) - [Troubleshooting](https://help.vintory.com/automation?hsLang=en#troubleshooting) - [Owner Onboarding & Retention Workflows](https://help.vintory.com/owner-onboarding-retention-workflows?hsLang=en#main-content) - [Owner Onboarding](https://help.vintory.com/owner-onboarding-retention-workflows?hsLang=en#owner-onboarding) - [Owner Retention](https://help.vintory.com/owner-onboarding-retention-workflows?hsLang=en#owner-retention) - [Sites](https://help.vintory.com/sites?hsLang=en#main-content) - [Funnels](https://help.vintory.com/sites?hsLang=en#funnels) - [Forms](https://help.vintory.com/sites?hsLang=en#forms) - [Blogs](https://help.vintory.com/sites?hsLang=en#blogs) - [Surveys](https://help.vintory.com/sites?hsLang=en#surveys) - [Chat Widget](https://help.vintory.com/sites?hsLang=en#chat-widget) - [Design Studio](https://help.vintory.com/design-studio?hsLang=en) - [Data](https://help.vintory.com/data?hsLang=en#main-content) - [Asset Management](https://help.vintory.com/data?hsLang=en#asset-management) - [Cold Email Reporting](https://help.vintory.com/cold-email-reporting?hsLang=en) - [Sales Tools](https://help.vintory.com/sales-tools?hsLang=en#main-content) - [ROI Calculator](https://help.vintory.com/sales-tools?hsLang=en#roi-calculator) - [Pro Formas](https://help.vintory.com/sales-tools?hsLang=en#pro-formas) - [Agent Outreach](https://help.vintory.com/sales-tools?hsLang=en#agent-outreach) - [Realtor Package](https://help.vintory.com/sales-tools?hsLang=en#realtor-package) - [Troubleshooting](https://help.vintory.com/troubleshooting?hsLang=en) - [Support](https://help.vintory.com/support?hsLang=en) # Vintory [Help Center](https://help.vintory.com?hsLang=en) Copyright © 2025, Vintory