Overview
You’re never on your own with DoorLoop. Our implementation and onboarding team, along with our support experts, are here to help whenever you need it. And if you prefer a more self-serve approach, we’ve got quick-start tips to help you get up and running fast—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. It will also show how many days until your scheduled launch date so you can make any changes before this happens.
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 (5 min)
Welcome to DoorLoop! These will be your first steps towards onboarding your new DoorLoop account. First, let's nail down a Go-Live date and decide how you want to bring in your current data.
Set a Go-Live Date - In the section labeled "When do you want to go live with DoorLoop?", you'll have two options:
Enter a date: using the date field (formatted MM/DD/YYYY). DoorLoop recommends choosing the first of a month as a target.
Check the box: that says "I don't know yet" — use this if you don't have a definitive go-live date yet. You can always set it later from the Review & Launch step.
Choose How to Bring Data In - This section asks: "How do you want to bring your data in?" There are four options available:
Type it in (available now) — You'll manually enter everything step by step. DoorLoop guides you through it. If you choose this method, move to Step 2.
Upload a spreadsheet — You'll be downloading the DoorLoop approved spreadsheet here, filling it out with your current data, and uploading it here for our data migration specialists to import your data for you.
Import from another software — Coming soon
Let us migrate for you — Coming soon
What is the Go-Live date?
The go-live date (aka Launch Date) is the date you plan to start actively using DoorLoop to run your property management business. It's the day you "flip the switch" — when DoorLoop becomes your main tool for managing properties, collecting rent, and communicating with tenants.
Step 2 - Verify Your Business (30 min)
Next, you will need to Verify Your Business. This verification is required to comply with regulatory requirements and activate your DoorLoop account. Verifying your business will enable you to get paid by your tenants online. I
If you prefer to skip this step for now, you can click the "Skip For Now" button at the bottom right corner. If you choose to do this, move on to Step 3.
Tip: Please have the following information ready to verify your business: Photo ID, SSN, Tax ID / EIN, Business and Banking information.
To verify your business and be able to accept payments, click Apply under the bank you want to verify your business with. This should be a bank account owned by the property management company. (The selection here defaults to the Operating Account, but this can be renamed by clicking the 3-dots and selecting Edit.)
A "Start business account setup" window will appear. Read over the description and then click Start Setup to continue. (By continuing, you agree to the Rapid Rent Agreement and Financial Services Addendum. Applications are subject to underwriting review.)
Next, you'll need to confirm your Business Region and Business Currency. These settings apply to all business account applications. You can't change them after you submit. If they don't look correct, use the "Update Region and Currency" link and update your Region and Currency type.
If it is correct, go ahead and use he checkbox to agree to the terms of service and then click Confirm & Start to begin the
Next, you'll be asked to Verify Your Identity. a 6-digit code will be sent to you via SMS. Enter the number and click Confirm to continue.
You will be taken to the Business Verification 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: Submit a Business Verification Application to Accept Online Payments - Powered by Stripe.
After, you will need to connect a bank account for payouts. Click Connect Now to continue.
Connect your bank account via Stripe.
Next, you must complete the Bank Account Verification process. To complete the setup, please enter the highest single monthly rent amount currently collected from any one of your active leases. Next, upload bank statements from the last three months. We will process your request once we receive these documents. (Note: For new accounts, upload the latest statement.)
Enter the Highest Rent Amount you expect to receive under the Rent Details.
Then, upload your bank statements. (Files can be no larger than 50mb and must be in DOCx, XLSx, CSV, or PDF format.)
Click Submit For Review when you are done.
After submitting your verification, full verification is typically completed within 2-3 business days of submission, assuming all documents are clear. Once fully verified, you will be able to use payouts, property listings and tenant communication. You will be notified once the account is fully approved or in case any additional information is needed.
Click View Accounts to continue.
Click Continue to move on.
Step 3 - Properties & Units (30 min)
You next step is to add your properties and units that you are managing. Note that this step is not required if you chose to upload your data in Step 1.
To add your first property, click the Add Property button. You can also use the drop down arrow and add properties in bulk or upload a properties Excel template.
Single Property - For single property entry, you will need the following information:
Property Name
Property Type
Street Address
City
State
Zip
Unit: These are leasable spaces within your property. Rename (Unit 1) and add the number of Beds, Baths, and the SQFT.
Bulk Properties - Bulk properties works a bit differently. You will need to first enter the following:
Naming Format: What all your property names will start with
Properties Type: What type of properties these are
From: Number range start
To: Number range end
What this does is if for instance, if you have 5 properties are named The Brooks, and each one is 101, 102, 103, 104, and 105. This allows you to do this quickly in bulk.
However, you will still need to enter the Street Address, City, State, and Zip for all the properties as well as modifying the units.
If you need to add more properties, you can use the + Add Property button and then go through the steps above again.
Once you have completed adding all your properties and units, you can click Continue to move on to the next step.
Step 4 - Tenants & Leases (30 min)
The Tenants & Leases step is where you would add all your existing leases to your properties and units. This step can be skipped if you currently don't have any live leases yet. If this is the case, move to step 5.
For each unit that there exists a lease, you'll want to fill in the following information:
Tenant Info
First Name
Last Name
Email
Phone
Company (Optional)
Notes (Optional)
Lease Details
Rent Amount
Frequency
Lease Start
Lease End
Deposit
Move-in Date
Add Late Fee: Use the toggle to enable Late Fee settings on this lease. You will need to enter a Late Fee Amount and Grace Days.
Repeat the above steps for the rest of the units that have leases on them.
Click Continue to move to the next step.
Step 5 - Owners (30 min)
This step is to set up the property owners for each of the properties you are managing. If they are owned by you, you can assign yourself as the owner.
For each property you are managing, you will need to enter an owner for it. You can either enter yourself as the owner, if you are managing your own properties, or use the + New Owner button to add a new owner for the property.
If you click + New Owner, you will need to enter the following information for the owner - First Name, Last Name, Company, Email, and Phone.
Then click Create & Assign Owner. This will add the owner to the property. If a property has more than 1 owner, use the + New Owner again to add any additional owners.
If a property has more than one owner, you will need to edit the ownership percentage for each owner. Ownership percentage needs to equal 100% for the property.
Once you have completed entering the owners for each of your properties you are managing, click Continue to move to the next step.
Step 6 - Set Up Your Fees (10 min)
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 7 - 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.
Click Continue to move to the next part.
Step 8 - Review & Launch
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If you did not set a Launch Date in step 1, this is where you can set that up again. You can set the Launch Date for a future date, with the ability to set Tenant Invite Timing up to 30 days before the actual launch.
As a reminder, the Launch Date (aka Go-Live Date), is the date you plan to start actively using DoorLoop to run your property management business. It's the day you "flip the switch" — when DoorLoop becomes your main tool for managing properties, collecting rent, and communicating with tenants.
If you would prefer to launch DoorLoop now, flip the toggle to Now.
Depending on which option you chose, click either Schedule Launch or Go Live Now to finish set up of your DoorLoop account.
Once the Get Started wizard is completed, you will be able to freely explore the rest of your DoorLoop account!
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.
Training Academy
DoorLoop’s new Training Academy is a self-guided learning hub designed to help customers build confidence and proficiency with the platform from day one. Featuring easy-to-follow training videos and step-by-step educational content, the Academy covers the core fundamentals of DoorLoop to help users get up and running quickly and efficiently. Customers can learn at their own pace, revisit lessons whenever needed, and use the training as a valuable supplement to their live Onboarding sessions. Whether you’re brand new to DoorLoop or looking to reinforce key workflows, the Training Academy provides a flexible and accessible way to accelerate product adoption and long-term success.
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.
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.