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How to Add Lender Information in STRATAFOLIO

Adding lender information is easy with STRATAFOLIO. Owners and admins have a designated area to record any necessary information about

How to Add a Property Manager as a User in STRATAFOLIO

STRATAFOLIO offers several access levels for the members of an organization. The access levels limit what each user can see

How to Add Contacts in STRATAFOLIO

STRATAFOLIO uses a single, centralized location for all contacts, so you never have to search in multiple places to find

How to Delete Contact Records-kb

In STRATAFOLIO, records must be managed carefully to keep your portfolio data accurate. Certain records, like contacts, are tied to

Set up ACH Payments as a Tenant in STRATAFOLIO-kb

Using ACH (Automated Clearing House) for rent payments offers a safer, faster, and more convenient option than paying by check

Add a Lease and Assign a Unit

Struggling with where to begin when adding a new lease or assigning a unit? Do you need a refresher? In

Managing Tenants and Contacts in STRATAFOLIO-kb

In STRATAFOLIO, every lease must have a Tenant, and every Tenant must have at least one Contact. There are several

Set Up Payment Integration (ACH) as an Owner-kb

Before setting up ACH payments for your tenants, we recommend reviewing How ACH Payments Work in STRATAFOLIO, which explains payment