Solutions
Resident and vendor document intake
Portezza is the document portal for property managers and HOA teams that need organized resident and vendor paperwork.
- Collect lease applications, proof of income, IDs, W-9s, and COI documents with a single link.
- Track missing files across move-ins, renewals, and vendor onboarding.
- Keep a record of each property's documents without inbox chaos.
Property files stall when documents are missing.
Portezza gives residents and vendors one link to finish paperwork so teams can track what is missing without back-and-forth.
- One portal link per resident or vendor
- Clear checklists for move-ins and renewals
- A record for each property file
Documents property teams collect
Keep resident and vendor files in one place.
- Lease applications
- Proof of income
- Photo IDs
- W-9s and COIs
- Vendor onboarding forms
Highlights
Why property teams use Portezza
Faster move-ins and renewals
Clear intake for vendor onboarding
Property files that stay organized
Workflow
A clean intake path for property files
Create a resident or vendor checklist
Send one portal link
Track missing documents
What property teams get
- Faster document completion
- Fewer follow-ups across properties
- Consistent records for each property file
Most CPAs choose Pro. Firms with staff choose Enterprise. View pricing
Common questions
Can we use this for both residents and vendors?
Yes. Create separate checklists for each workflow.
Do residents need to create accounts?
No. They use a secure link and a checklist.
Ready to see Portezza on your workflow?
We will map your intake process and show the portal flow in under 15 minutes.