Activate Caretaker Entrepreneur

Your Entrepreneur plan won't be activated until you've completed these steps.

Since Caretaker Entrepreneur manages maintenance, operating expenses, and day-to-day support, we need information about your units and how you'd like them to be managed before we can activate the plan.

Activation steps

  1. Add properties

    Provide us with the addresses of all units that should be activated. To add a new property, select the Units tab on the left-hand navigation menu in the Dashboard and click Add Unit.

    Get in touch to important many properties and tenants at once.

  2. Access handover

    Give us access to each unit by equipping each door with a smart deadbolt or keybox. This lets Caretaker’s systems control access to each unit to coordinate showings and maintenance.

    Plan your installation by deciding out which type of smart lock best fits your properties and where your locks will be placed. Once you've done that, order a smart lock for each unit and install them or have them installed by someone on your team.

  3. Agree on terms

    Choose preferences for the flow of money, limits on spending approved spending categories and vendors, and more controls for how your properties are managed.

  4. Invite current renters or find new ones

    For homes with active leases, upload a copy of the lease and share the contact details of the tenants. We'll handle the rest.

    For vacant homes, create a property listing and setup viewings. Complete our tenant placement checklist to make sure you don't miss any important steps.

  5. Tell us about the property's condition

    Provide details about each unit's physical condition by reporting issues. They will be tracked going forward and may trigger immediate repair coordination.

    If a unit's maintenance status does not meet our criteria you'll be responsible for resolving the issues.

  6. Set up your operating accounts

    Fund your operating account so that invoices can be paid in a timely manner and expenses can be tracked programmatically.

    Choose a bank account where payments should be sent to you and choose your funding source for maintenance and repair expenses.

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Have questions for us?

We’re happy to help you figure out if Caretaker is right for your situation.

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