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Set up your company

Enter company details and prepare your document and owner-payment settings.

  1. Open System Settings → Company Info and choose Edit Record.
  2. Enter your company name, contact name, and address. Check that these details are correct before saving.
  3. If you use ACH owner payments, select the folder where Property Genie should create the payment files. Use a location accessible only to authorized staff.
  4. Obtain your company's ACH setup details from your bank. Work with Property Genie support and the bank to enter and verify the correct values; do not copy sample banking information.
  5. Save the record. Confirm your management fees and shared document paths before staff begin using the system.

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