Overview
You’re never on your own with DoorLoop. Our implementation/onboarding team and support pros are ready to jump in whenever you need them. But if you’re more of the DIY type, we’ve got quick-start tips to help you hit the ground running—and start managing like a pro from day one.
Things to Consider
Each step in the Getting Started process must be completed in order to move on to the next step.
A pink "Setup in Progress" bar will appear at the top of your dashboard until the entire setup process is completed.
The right-hand column will include helpful videos and resources to guide you along the way.
Several advanced accounting features in DoorLoop are locked until the Getting Started set up is completed. This is done to prevent any accounting discrepancies arising early in your account.
The Steps
Step 1 - Introduction
Welcome to DoorLoop! Please watch the full short video that covers key details to help you complete your DoorLoop setup. Once you have completed the video, click Continue to proceed to the next step.
Step 2 - Add Your Data
The next step to setting up your DoorLoop account is to import your data. This includes your properties, tenants, and leases. If you are unsure of which to choose, watch the short intro video to the right of your dashboard.
There are two ways you can upload your data. Depending on the number of plan units you have set on your plan, you'll see one of the following options:
Automated Import - If you have more than 10 units, you will use the Automated Import option.
All that is needed from you is to drop your files into the files window. Files can include your Rent Roll and other reports that track your properties or tenants. DoorLoop's proprietary AI will take care of the rest. (Notes that this can take up to 3 business days. You will be notified when it's completed.)
Manual Data Entry - (Optional) If you have fewer than 10 units, you will have the option to go through Manual Data Entry to add your properties and leases on your own.
Click the New Property button. The first step is to enter your properties by going through the New Property wizard. For steps on how to properly enter your properties, read the following article: Add a New Property.
Once you've completed adding a property, you'll be taken back to the Add Your Property Data page. Here you can click Add Property to add another property you may have and repeat the above process again. If you don't have any more properties to add, move on to the next step to add your existing lease.
Next you'll need to add your existing leases. Click the Add Lease button. You will now be going through the New Lease wizard. For steps on how to add your existing leases, read the following article: Add an Existing Lease into DoorLoop.
Once you've completed adding a lease, click Add Lease again if you have other leases you need to enter.
Once you have completed adding all your properties and leases and the data has been imported by our data team, you can click Continue to move on to the next step.
Step 3 - Accept Rent Payments
After setting up your properties and leases, if you want to collect rent payments online, you're going to have to set up a Merchant Account with Stripe.
Make sure you have all your bank accounts set up that you will be using for your company and for which each of your properties will be associated with. These may have been added during your data migration, but if not, you'll need to add them.
For complete instructions on how to create bank accounts and to associate them with your properties, read the following articles: Add a Bank Account to DoorLoop & Set Up Property Bank Accounts.
After setting up your bank accounts, you can then click the "Get Merchant Accounts" button to get started. You will be taken to the Merchant Account setup page where you can set up a merchant account for any of the banks you currently have entered in DoorLoop.
For complete instructions on how to set up a Merchant Account, read the following article: Set Up a Merchant Account to Accept Online Payments - Powered by Stripe.
After your Merchant Accounts have been approved and set up, you can move on to the next step by clicking Continue.
Step 4 - Set Up Your Fees
Once you have you merchant accounts set up, your next goal will be to set up all your global fees. This includes your Returned Payment Fees, Late Fees, Manager ACH Fees, Online Payment Fees, and Management Fees.
You will want to follow the instructions below which will walk you through each section:
You only need to set fees for one of the following - Returned Payment Fees, Late Fees, Manager ACH Fees, Online Payment Fees, and Management Fees to move on to the next section. You can always go back later and add your settings.
Step 5 - Customize Your Tenant Portal
After setting up your various fees, you can now go ahead and customize your tenant portal. This is where your tenants will be logging into so they can make online payments, view their account balance, view important announcements, create maintenance requests, and more.
To set up your tenant portals, please follow the instructions below:
Once you have set up your tenant portal, your next step is to review all your data before officially launching DoorLoop.
Step 6 - Review Your Data
One of the last steps before officially launching your DoorLoop account is to review all your data that has been entered. This is to ensure that everything is accurate before everything does live.
Note: If your data is still undergoing migration by the team, you will see a popup message with the option to speak to a migration specialist. Just click the link and you'll be able to schedule a call.
Once your data has been entered, you will be reviewing your Rent Roll Report, Current Tenants Report, Property Bank Account Report, and Property Ownership Report. Click each of the links to review your data. Once you've reviewed your data and confirmed that all the data is correct, click the checkbox for "I've reviewed and verified my imported data" and click Continue to move on to the next step.
If there is data that is incorrect, there are changes that need to be made, or your data has not finished being imported yet, please use the "Reach out to our team" button to schedule a call with an Implementation Specialist.
Step 7 - Launch DoorLoop
If all your data is correct and everything is entered perfectly, you're ready to set your DoorLoop Launch Date and go live. Here, you will have to options:
Launch Now
If you're ready to to go live, select the Launch Now option. This will instantly send out invitations to your tenants to join the tenant portal, send out notifications, and begin recording all transactions. Click Launch DoorLoop to finish.
Schedule for Later
If you would rather wait to launch, choose the Schedule for Later option. Then click the Schedule Launch button to continue. The Schedule Your Launch window will appear. Here you will need to set a launch date as well as when you want notifications and invitations to go out to your tenants. For more information about this, read the following article: Choose the Account Launch Date.
Regardless of which option you choose, you are given the option to go to your dashboard. From here, you will be able to freely explore the rest of your DoorLoop account!
Pick your pace. Start strong. And if you need us, we’re just a click away.
Additional Resources
Need a walkthrough? Looking for tips? Just click the "Help & Training" link in the top right corner of your DoorLoop dashboard. From there, you’ll get instant access to guides, videos, and support—everything you need to move faster and manage smarter.
Onboarding
DoorLoop's onboarding process is faster and more user-friendly compared to legacy property management software. We recommend that all new users of DoorLoop complete the onboarding process so you'll have a better understanding of how the software works. Before starting the onboarding process, please submit your data so that your integrations specialist can upload it for you before the first call. This way we can have your account set up and ready to go. For details on the type of data you can upload and the data migration template, read the article here.
Live Training
For those customers who want to learn more about how to use DoorLoop, you can join our live training, where you'll be able to field questions with one of our expert Loopers. This also gives you a chance to converse with other DoorLoop customers like yourself and learn from their experiences.
We have webinars for beginners and advanced users, with more that will be added in the near future.
DoorLoop University
The next step is DoorLoop University. Between onboarding calls, we recommend taking a look at the new, DoorLoop University. Here we offer continuous access to comprehensive training and resources to help you get up and running on Doorloop quickly.
Featuring a collection of video tutorials that provide clear and concise walk-throughs of every aspect of our platform, Doorloop University serves as your go-to resource for quick and seamless onboarding. Get up to speed in no time and carry out your property management operations effortlessly.
Help Center
For most questions, you'll probably find the answers here on our Help Center. We have hundreds of articles here ranging from topics such as how to perform owner distributions to inviting tenants to their tenant portals. If you're reading this, you're probably on the Help Center now, but for a handy link to save, here's the URL: support.doorloop.com.
Tip: We suggest going through 'Getting Started: Modules 1-3' in the Getting Started section, which will teach you many of the core basics of setting up your DoorLoop.
Customer Support
Lastly, if you have more questions that haven't been covered in Onboarding or through DoorLoop University, or you just need some guidance, please contact our customer support agents via the Chat Bubble at the bottom right corner of DoorLoop. Here we will be able to help with issues you might be having with the software or just general questions about everyday tasks.