Portico resources

Practical help for your property workday.

Explore practical guides to the records, responsibilities, and handoffs that connect a property from first listing through an active tenancy.

Start here

Follow a complete tenancy

01Publish a renter-ready home

02Capture a question or viewing request

03Review an application and prepare the lease

04Move in, operate, renew, or turn over

Workflow guides

Each guide explains the outcome, who participates, and how Portico keeps the work connected.

Guide 01

From the approved application to a completed lease document.

Guide 02

Keep responsibility, the visit, and completion evidence together.

Guide 03

Connect your storefront to the prospect workflow.

Guide 04

Workspace sign-in and secure invitations serve different audiences.

Open the relevant lease and check the property, unit, tenant, rent, and dates before preparing the document.
Review the signing prerequisites and the document. Confirm the intended parties and signature placements before sending invitations.
Each party opens their own secure signing link. Track signing status from the lease record and follow up with any outstanding signer.
Review the completed document and continue with the lease activation and move-in tasks shown on the record.

Review the reported issue and its property or unit. Set priority and confirm who is responsible for the next action.
Assign the work and arrange the visit. The worker uses their work-order access to see the relevant job details.
Record progress, notes, checklist results, labor, parts, and photos as the work is carried out.
Review the completion evidence and resolve any follow-up work before closing the request.

Open the property's listing workflow. For a multi-unit building, make sure the rentable units have been set up first.
Complete the publication checklist, including the verified address, unit rent, description, and photography.
Publish the listing and share your agent or agency storefront link so prospects stay with your inventory.
Review incoming questions and viewing requests in Leads & tours. Continue to the application workflow when the prospect is ready.

Agency staff and independent agents sign in with their own provisioned workspace account.
Tenants and owners open the secure portal invitation sent by the property professional responsible for their records.
Maintenance workers and lease signers use the specific work-order or signing link they were sent.
If an invitation is missing or no longer works, contact the professional who issued it for assistance. Do not share another person's invitation or account.

Review the connected product areas and decide which workflow should lead your rollout.

Team members sign in; residents, owners, vendors, applicants, and signers use a secure invitation.

Share your portfolio, team structure, and the handoffs you want to improve.

A guided walkthrough

Tell us about your portfolio, team, and current process. We’ll follow up by email and shape the walkthrough around the work that matters to you.