Quick Start Guide

Get up and running with Real Estate Ledger in seven steps -- from adding your first property to generating a report.

Written By Javin Towers

Last updated 5 days ago

1. Add Your First Property

If you didn't add a property during signup, do it now:

  1. From the Dashboard, click Add property
  2. Choose Single-family home or Multi-unit building
  3. Enter the property address -- Google autocomplete helps fill in details
  4. Add optional information like year built and square footage
  5. Click Continue to create the property

Your property now appears in the Properties list and on your Dashboard.

2. Set Up Areas

Areas are the physical rooms and spaces within your property. Setting them up now means you can link documents to specific locations later.

  1. Open your property and go to the Settings tab
  2. Find the Areas section
  3. Add areas like Kitchen, Living Room, Garage, and Bedrooms

Why this matters: When you upload documents, you assign them to specific areas. A renovation photo goes to "Kitchen," and your Property Guidebook report gets organized by location automatically.

Note: Areas are physical spaces -- rooms, floors, and outdoor zones. Equipment and systems like HVAC or Roof are handled separately as Assets during document review.

3. Add Your Key Vendors

Vendors are the contractors and service providers you work with. Adding them now saves time during document review.

  1. Go to Platform Admin in the sidebar, then Vendors
  2. Click Add Vendor
  3. Enter the vendor's name and contact details

Tip: You can also create new vendors on the fly when reviewing documents. Adding your key contacts upfront means they're ready to select with one click.

4. Upload Your First Document

  1. Click Upload document from the Dashboard or from inside a property
  2. Drag and drop files or click to browse (PDFs and images up to 50MB)
  3. You can upload multiple files at once
  4. Your documents go to Document Staging for review

5. Review and Categorize

Open Document Staging to review uploaded documents:

  1. Go to Documents in the sidebar, then click the staging notification
  2. Click Review on a document
  3. The AI suggests a category and document type -- accept or change it
  4. Select which property and Area to associate it with
  5. Select the Vendor who performed the work, if relevant
  6. Click Approve & Next to finalize

The document moves from staging to your permanent library.

6. Invite Your Team

If others need access to your properties and documents:

  1. Go to Platform Admin in the sidebar, then Users and Permissions
  2. Click Invite a user
  3. Enter their email and choose a role:
    • Admin -- Full access to everything
    • Manager -- Can manage documents and properties they're assigned to
    • Viewer -- Read-only access to assigned properties
  4. Send the invitation

7. Generate a Report

  1. Go to Reports in the sidebar
  2. Click New Report
  3. Enter a report name and select the property
  4. Click Generate Report

The system compiles your documents into a professional PDF organized by area.

Good to know:

  • Your Dashboard shows a getting started checklist that tracks your progress through these steps
  • Documents can also be uploaded by forwarding emails to your organization's unique upload email address (find it in Platform Admin > Business details)
  • Reports can be downloaded or shared via link

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