Overview
After your data has been migrated into DoorLoop, it is suggested that you review your data before making any changes or moving forward with your setup. This will ensure that everything is correct before going live.
The Steps
Step 1 - Review Your Data
Reviewing your data will be necessary as part of the Getting Started flow. This will be towards the end before launching your DoorLoop account. A review is necessary to ensure that everything is accurate before it goes live.
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.
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.
Tip: If you have gone through all your data, and much of it just seems incorrect or there needs to be some major changes, please respond back to the original confirmation email you received about your data migration. From there, you can request any changes that need to be made.
If you're on the Getting Started flow, you can also use the "Reach Out to Our Team" link to schedule a Zoom session.