3536 Damsel Brooke Street Lewisville, TX 75056 info@corpmsolutions.com 214-449-6102

ONBOARDING SERVICES

We ensure a smooth transition for your team and properties from day one.

Data Migration and Setup
  • Data Transfer: Seamlessly migrate all historical resident, property, and financial data into your preferred system (e.g., Entrata, ResMan).
  • System Configuration: Configure global and property‐specific settings, user permissions, etc.
  • Training for On‑Site Teams: Detailed training so your staff can use the system effectively.
Vendor & Financial Setup
  • Vendor Setup & Integration: All vendor accounts are properly set up and integrated into the system.
  • Financial Data Alignment: Historical data aligned with current chart of accounts for accuracy and consistency.
Onboarding Training & Support
  • Training Sessions: Role‑specific training for all team members to use the system efficiently.
  • Platinum Support: Ongoing support throughout onboarding to resolve issues quickly.
Timeline for Completion
  • Pre‑Launch Setup: Setup and configurations completed prior to launch.
  • Go‑Live Support: Dedicated support during the launch period.
  • Post‑Launch Support: Continued assistance to ensure smooth adaptation.