Question 1

What does the Doorvest acquisition mean for me?

Accepted Answer

Doorvest acquired IIP Management. Here's what this means for you:

**What Happened:**
- Doorvest (a property management and real estate investment platform) acquired IIP Management
- Your property management team remains the same (same managers, same coordinators)

**What's Changing:**
- Portal platform (from Appfolio to Doorvest's platform)
- Access to new capabilities: buy/sell properties, online messaging portal

**What's NOT Changing:**
- Your property management team
- Your tenants and leases
- Your management fee rate (we're honoring your existing rate)
- Quality of service

**Why This Is Good For You:**
- Modern, mobile-friendly portal
- Online messaging portal with your property manager
- Ability to buy or sell properties through the same platform
- More transparency and control over your investments

Your property management continues seamlessly—same team, better tools.

Question 2

Is my property still being managed? What's actually changing?

Accepted Answer

**Yes! Your property management continues without interruption.**

**What's NOT Changing:**
- Your property management team (same managers and coordinators)
- Your tenants and leases
- Rent payment schedules (still due the 5th of each month)
- Monthly owner statements
- Your management fee
- Quality of service

**What IS Changing:**
- The website where you log in to view your property
- You'll use the Messages Tab instead of email for property communications
- You'll approve maintenance requests through the portal
- Better reporting and analytics

Question 3

What happened to my Appfolio data and access?

Accepted Answer

Appfolio portal access closed on December 19, 2025. All your data is backed up and will be migrated to Doorvest.

**Your Data is Safe:**
All your historical information from Appfolio will be migrated to the Doorvest portal:
- Financial statements and transactions
- Maintenance history and work orders
- Documents and lease agreements
- Property information and photos
- Communication history

**Migration Timeline:**
- **December 19, 2025:** Appfolio portal closes
- **Dec 19 - Jan 5:** Data migration in progress (no portal access)
- **First week of Jan:** Doorvest portal invitations sent
- **After you complete setup:** All your data will be available in the new portal

**Where to Find Your Data:**
- **Financial statements:** Statements section
- **Maintenance records:** Work Orders section
- **Documents:** Documents section
- **Communications:** Messages Tab

Nothing will be lost. All your historical information will be available in the new portal when you log in.

Question 4

How do I get started with the new portal?

Accepted Answer

You'll receive an email invitation from Doorvest to set up your portal account during the first week of Jan 2026.

**Invitation Timeline:**
- Invitations sent during the first week of Jan 2026
- Sent in phases (not all at once)
- Check your spam folder if you don't see it by January 6

**Setting Up Your Account:**

**Step 1: Find the Invitation Email**
- You'll receive an email invitation from Doorvest
- Contains your unique login link

**Step 2: Create Your Account**
- Click the invitation link
- Set up a secure password
- Verify your email

**Step 3: Complete Onboarding**
When you first log in, you'll be guided through a welcome walkthrough that shows you the portal features.

**Step 4: Complete Required Action Items**
Before you can fully use the portal, you'll need to:
- Confirm your property details
- Review your management agreement
- Provide W9 tax form (if not on file)
- Confirm your bank account

See the "Your Required Action Items" section for detailed help with each item.

**Time Needed:** 10-15 minutes (add 2-3 min per additional property)

**Information to Have Ready:**
- Bank account details (routing and account numbers)
- Tax ID (SSN or EIN for W9)

**Can't Find Your Invitation?**
1. Check spam/junk folder
2. Wait until January 6 (sent in batches during first week)
3. Contact us to request a resend (see contact info at top of page)

**Login Information:**
- Go to 
- Use the email address where you received your invitation
- If you forgot your password, click 'Forgot password?' on the login page

⚠️ **Important:** A reminder email will be sent on January 3, 2026 if you haven't completed setup yet.

Question 5

What should I expect during the migration period (Dec 19 - early Jan)?

Accepted Answer

**You won't have portal access during Dec 19 - Jan 5 while we complete the migration.**

**What This Means:**
- Appfolio portal closes on December 19, 2025
- Doorvest portal invitations sent during the first week of Jan 2026
- **No portal access** between December 19 and when you receive your invitation
- Your property continues to be actively managed during this entire time

**Your Property Management Continues:**
- ✅ Rent collection from tenants
- ✅ Maintenance requests and repairs
- ✅ Property management team available
- ✅ All normal operations continue

**If You Need Property Information During This Time:**
Contact us by email or phone (see contact info at top of page). We can provide statements, answer questions, and assist with any needs.

**When You'll Get Portal Access:**
- **First week of Jan:** You'll receive an email invitation
- **After setup:** Portal becomes accessible (takes about 5-10 minutes to complete)
- **All your data:** Will be fully migrated and ready to view

⚠️ **This is temporary:** The gap in portal access is only during the migration. Once you complete setup in January, you'll have full access to all your property information.

Question 6

What action items do I need to complete during onboarding?

Accepted Answer

When you first log in, you'll be asked to complete 4 action items to confirm information about your portfolio.

**The 4 Required Action Items:**

**1. Property Details Confirmation**
Review and verify your property address, tenant status, and lease information.
Time: 2-3 minutes per property

**2. Property Management Agreement (PMA) and Fee Structure Review**
Review your management agreement terms and fee structure for transparency.
Time: 3-5 minutes

**3. W9 Tax Form Completion** (if not already on file from IIP)
Required for owner distributions and tax reporting compliance.
Time: 3-5 minutes

**4. Bank Account for Distributions Confirmation**
Confirm the bank account information we uploaded from your previous account.
Time: 2-3 minutes

**Total Time Required:**
- Single property: 10-15 minutes
- Multiple properties: Add 2-3 minutes per additional property

**Can I complete these later?**
Yes, you can skip action items and return to complete them later. However, some portal features will be limited until completion:
- ❌ **No distributions** without confirmed bank account
- ❌ **No distributions** without W9 on file
- ⚠️ **Outdated property information** without details confirmation
- ⚠️ **Limited access** to certain features without PMA review

⚠️ **Recommendation:** Complete all action items during your first login to ensure full portal functionality and avoid delays in receiving distributions.

Question 7

How do I confirm my property details?

Accepted Answer

Action Item #1 requires you to review and confirm your property information migrated from your previous account.

**What You'll Review:**
- **Property Address:** Street address, city, state, ZIP code
- **Tenant Status:** Occupied or vacant
- **Current Lease Information (if occupied):**
  - Tenant name
  - Lease start and end dates
  - Monthly rent amount
  - Lease renewal date
- **Property Specifications:**
  - Bedrooms, bathrooms, square footage
  - Property type (single-family, condo, townhome, etc.)
  - Year built, lot size, parking

**How to Complete This Action Item:**
1. **Review** the pre-populated information displayed in the portal
2. **Verify** all details are correct and current
3. **If correct:** Click "Confirm" or "Looks Good" to complete
4. **If incorrect:** Click "Edit" or "Update" to make changes, then save

**Why This Matters:**
- Ensures accurate financial reporting and statements
- Provides correct information for leasing decisions and tenant placement
- Enables proper maintenance coordination
- Powers property analytics and performance metrics
- Ensures legal compliance (leases, occupancy)

**What if Information is Wrong?**
- Update it immediately in the portal during this action item
- If you're unsure what's correct, contact your property manager through the Messages Tab
- Critical errors (wrong address, wrong tenant) should be reported immediately

**For Multiple Properties:**
You'll review and confirm details for each property separately. The portal will guide you through each one.

Question 8

How do I review my Property Management Agreement (PMA) and fees?

Accepted Answer

Action Item #2 prompts you to review your PMA and fee structure for transparency.

**What to Review:**

**Your Management Fee:**
Your existing rate continues unchanged.

**Included in Management Fee:**
- Tenant placement and screening
- Rent collection and accounting
- Maintenance coordination
- Monthly financial reporting
- Legal compliance
- 24/7 emergency maintenance line
- Property inspections

**Additional Service Fees (as needed):**
- **Leasing:** 50-100% of one month's rent (one-time per tenant placement)
- **Lease renewal:** $250
- **Maintenance labor:** $99 dispatch + $72/hour (standard) or $125 + $99/hour (emergency)
- **Administrative fees:** Varies by service (see full fee schedule)

**How to Complete This Action Item:**
1. Review the PMA terms summary displayed in the portal
2. Click the link to view full fee structure: 
3. Click "I've Reviewed" or "Acknowledge" to complete

Question 9

Do I need to submit a W9 tax form?

Accepted Answer

During onboarding, you'll be asked to complete a W9 if we don't have one on file from your previous account.

**Who Needs to Submit:**
- Homeowners who haven't provided tax information before the acquisition
- Owners with entity ownership (LLC, corporation, partnership, trust)

**Who Might NOT Need to Submit:**
If we migrated your W9 successfully, you'll see: **"W9 on file - no action needed"**

**Why We Need It:**
We need your W9 to make distributions to you.

**How to Submit:**
Complete the W9 form in the portal during onboarding, or upload a signed PDF.

Question 10

How do I confirm or update my bank account for distributions?

Accepted Answer

Action Item #4 requires you to review and confirm the bank account information for receiving your owner distributions.

**What You'll See:**
We migrated your bank account information from your previous account. You'll see:
- **Bank name**
- **Last 4 digits** of account number (for security, full number is never displayed)
- **Account type** (checking or savings)

**Why You Need to Confirm:**
For security and compliance, you must confirm your bank account even though we migrated the information. This ensures distributions go to the correct account and prevents fraud.

**Your Options:**

**Option 1: Confirm Existing Account** (Most Common - Takes 30 seconds)
If the information is correct:
1. Review the bank name and last 4 digits
2. Click "Confirm" to verify this is your account
3. Action item is complete

**Option 2: Update Account Information**
If the information is incorrect or you want to use a different account:
1. Click "Edit" or "Update Bank Account"
2. Enter your new bank information:
   - Bank name
   - **Routing number** (9 digits - found on bottom of check)
   - **Account number** (found on bottom of check)
   - **Account type** (checking or savings)
3. **Double-check** routing and account numbers carefully
4. Click "Save" to update

**Option 3: Add Additional Account** (Multiple Properties)
If you own multiple properties and want different distribution accounts per property:
1. Click "Add Bank Account"
2. Enter new account information
3. Assign to specific property(ies)
4. Save

**Security Measures:**
- **Bank-level encryption** for all financial data
- **Full account number never displayed** (only last 4 digits shown)
- **Secure verification process**
- **ACH transfer compliance standards**

**When Do Changes Take Effect?**
- Bank account updates process within **1-2 business days**
- Distributions already in process will go to the previous account
- New distributions use the updated account
- You'll receive confirmation email when update is complete

**What if I Don't Confirm My Bank Account?**
- ✅ You can access all portal features (view properties, statements, documents)
- ❌ **You will NOT receive owner distributions** until a valid account is confirmed
- **Funds will be held** in your account balance until valid bank account is provided

⚠️ **Critical:** Verify your routing and account numbers carefully. Incorrect information will cause distribution failures, delay payments, and may incur return fees ($25-35 per returned ACH).

Question 11

What are my ongoing responsibilities as a homeowner?

Accepted Answer

To keep operations smooth, we need your timely responses on a few key items:

**Leasing Confirmations:**
- We'll message you in the Messages Tab when it's time to approve new tenant placements
- Review tenant applications using the Leasing Tool
- Provide timely approval or feedback
- Confirm lease terms before tenant move-in

**Maintenance Approval & Funding:**
- Review maintenance requests when they require your approval
- Approve or request more information promptly
- **If repairs exceed your reserve, you'll need to fund them or they may be delayed**
- Emergency repairs may be completed before approval to protect property

**Communication:**
- **You'll receive email notifications automatically** when we need your input
- **Respond when contacted** for approvals or information
- **Use the Messages Tab** for all property communications
- Keep your email address current in your profile

**Financial Management:**
- Review monthly statements when they're available
- Keep bank account information current for distributions
- Save tax documents and financial records
- Report any discrepancies as soon as you notice them

**Property Information:**
- Keep property details accurate in the portal
- Update insurance information as needed
- Notify your property manager of any changes affecting the property
- Complete onboarding action items (see Section 2)

⚠️ **Important:** Failure to reply to leasing or repair requests may result in service delays or property risk.

Question 12

What happens if I don't respond to requests promptly?

Accepted Answer

Timely responses are critical for effective property management. Here's what can happen with delayed responses:

**Leasing Delays:**
- **Quality tenants may choose another property** while waiting for your approval
- Extended vacancy periods result in lost rental income
- Increased marketing costs
- Competitive disadvantage in your market
- Delayed tenant placement means delayed cash flow

**Maintenance Issues:**
- Small problems can become major repairs if not addressed quickly
- Increased repair costs from delayed action
- Potential property damage (water leaks, HVAC failures, etc.)
- Tenant dissatisfaction and potential move-out
- Possible code violations or liability issues
- **Emergency repairs may proceed without approval** to prevent property damage

**Financial Impact:**
- Lost rental income during extended vacancies
- Higher maintenance costs from delayed repairs
- Potential tenant turnover costs
- Reduced property value from deferred maintenance

**Communication Breakdown:**
- Property manager may need to make decisions without your input
- Reduced ability to optimize your investment
- Missed opportunities (quality tenants, repairs at better rates, preventive maintenance)

**Best Practice:**
- **Automatic email notifications** so you know when we need your input
- **Respond to urgent matters** (leasing confirmations, emergency maintenance) within 24-48 hours
- **Respond to maintenance approvals** within 2-3 business days
- **Check Messages Tab** when you receive notifications (you don't need to check daily)

⚠️ **Maintenance Funding:** If repairs exceed your reserve, you'll need to fund them or they may be delayed.

⚠️ **Emergency Repairs:** Your property manager may authorize emergency repairs to prevent property damage or safety hazards, even without prior approval. You'll be notified after the fact.

Question 13

How do I communicate with my property manager on Doorvest?

Accepted Answer

Use the **Messages Tab** in the Doorvest portal for all property management communications.

**Why Use Messages Tab:**
- **Fastest Response Time:** Priority channel for owner communications
- **Nothing Gets Lost:** All conversations saved with full history and context
- **Attach Files:** Send documents, photos, receipts directly in messages
- **Email Notifications:** Get alerted when you receive new messages (email and in-app badge)
- **Better Than Email:** Threading, attachments, history all in one place

**What to Use Messages For:**
- **Leasing Confirmations** - Approve new tenant placements
- **Maintenance Approvals** - Approve or question repair requests
- **General Property Questions** - Ask your property manager anything
- **Document Requests** - Request specific documents or information
- **Non-urgent Matters** - Routine communications and updates

**How to Access:**
- Click "Messages" in the main navigation
- Notifications will alert you to new messages
- Mobile-responsive (works on phone, tablet, desktop)

**Message Features:**
- Attach documents or photos (up to 5 files per message)
- Complete message history and conversation threading
- Search your messages
- Reply to specific messages
- Unread message notifications (email)

⚠️ **Important:** All property management communications must go through the Messages Tab. This ensures complete conversation history and faster responses.

Question 14

Will I get notifications for messages?

Accepted Answer

Yes, you'll receive automatic email notifications when new messages arrive in your portal.

**How It Works:**
- Email sent when your property manager sends you a message
- Notifications sent to your account email address
- Unread message badge appears in the portal
- No setup required - notifications are automatic

**What Triggers Notifications:**
- New messages from your property manager
- Maintenance requests needing your approval
- Important property updates

**Smart Batching:**
- Multiple messages within a short time are combined into one email
- Prevents inbox spam from multiple messages

**Already Read the Message?**
- If you've already viewed the messages in the portal, you won't get an email notification
- System knows you've already seen it

**Important:** Email notifications are automatic and cannot be customized currently. You'll receive emails for all new messages to ensure you don't miss important requests.

Question 15

What fees does Doorvest charge for property management?

Accepted Answer

**Your IIP Management Rate:**
Your current management fee rate continues unchanged.

For complete fee details, visit

Question 16

Where can I review my complete Property Management Agreement?

Accepted Answer

Your complete Property Management Agreement is available in the Doorvest portal.

**During Onboarding:**
You'll be prompted to review your PMA as Action Item #2. This includes:
- Management fee percentage and structure
- Services included and excluded
- Lease requirements and terms
- Maintenance approval thresholds
- Reserve fund policies
- Termination provisions
- Communication expectations

**After Onboarding:**
Access your PMA anytime in the Documents section:

Question 17

How do I approve maintenance requests?

Accepted Answer

The Doorvest portal includes a streamlined maintenance approval process:

**Approval Workflow:**
1. You'll receive a notification when approval is needed
2. View the maintenance request details in the portal
3. Review scope of work, estimated cost, and contractor information
4. Approve or request more information
5. Track work progress and completion

**Approval Thresholds:**
Your Property Management Agreement specifies approval thresholds for maintenance requests. Emergency repairs may be completed before approval to prevent property damage.

⚠️ **Note:** Failure to respond to maintenance requests may result in delays or property risk.

Question 18

What happens with emergency repairs? Do I need to approve them?

Accepted Answer

Emergency repairs may be completed immediately to prevent property damage or safety hazards, even without your prior approval.

**What Qualifies as Emergency:**
- Active water leaks or flooding
- HVAC failure in extreme temperatures (no heat in winter, no AC in summer)
- Gas leaks or carbon monoxide issues
- Electrical hazards or power failures
- Security breaches (broken doors/windows, locks not working)
- Sewage backups
- Roof leaks causing interior damage
- Any immediate safety hazard to tenants or property

**Emergency Repair Process:**
1. **Immediate Action:** Your property manager dispatches a contractor right away
2. **Notification:** You're notified through the Messages Tab as soon as possible
3. **Documentation:** Photos, invoices, and work details provided after completion
4. **You'll See:** Work order marked "Emergency - Completed"

**Why This Policy Exists:**
- Prevents small problems from becoming catastrophic
- Example: A small water leak can cause $5,000+ in mold remediation if not stopped immediately
- Protects your property value
- Ensures tenant safety
- Complies with landlord legal obligations

**Cost for Emergency Repairs:**
- Emergency dispatch: $125 + $99/hour (higher than standard due to after-hours response)
- Standard dispatch: $99 + $72/hour
- Emergency repairs use our network contractors who can respond within 1-2 hours

**Your Approval Still Matters:**
- Non-emergency repairs above your approval threshold require your approval before work begins
- Routine maintenance always gets your approval first

**Questions About a Specific Emergency Repair?**
Contact your property manager through the Messages Tab. We'll explain what happened and why immediate action was necessary.

⚠️ **Important:** This policy protects your property and investment. Delayed emergency repairs can lead to exponentially higher costs and potential tenant displacement.

Question 19

How are maintenance costs handled?

Accepted Answer

Maintenance costs are deducted from your rental income as outlined in your management agreement.

**Cost Handling:**
- Costs appear on your monthly statement
- Invoices and receipts available in portal
- Large expenses may require advance approval (see approval thresholds above)
- **If repairs exceed your reserve, you'll need to fund them or they may be delayed**

**Reserve Funding Process:**
- When repairs exceed your reserve balance, you'll be notified
- You can fund additional repairs through the Payment Center in the portal
- Choose bank account or credit card for payment (credit card has a 4% fee)
- Repairs will be delayed if not funded, which could lead to property damage or tenant issues

Question 20

How is Doorvest different from typical property management?

Accepted Answer

Doorvest isn't just property management—we're your full-stack partner in real estate investing.

**Traditional Property Management:**
- Manages properties you already own
- Separate from buying and selling
- No integration with investment opportunities

**Doorvest Full-Stack Platform:**
From your portal dashboard, you can:
- **Buy** your next investment property
- **Manage** all your properties in one place
- **Sell** your current property when ready
- **1031 Exchange** into better-performing homes
- **Grow** your real estate portfolio seamlessly

**Why This Matters:**
- **Integrated Platform:** Don't need separate realtor, PM, and marketplace
- **Streamlined Processes:** Buying, managing, selling all in one system
- **Investment Intelligence:** Property analysis and performance data in one place
- **Faster Transactions:** Coordinated team handles buy/sell while maintaining management
- **Portfolio Optimization:** Easy to upgrade properties or expand holdings

**What You Can Do:**
- Browse available investment properties with detailed analysis
- View projected cash flow and returns before buying
- Reserve properties through the portal
- Coordinate property management from day one
- List your property for sale when you're ready
- Execute 1031 exchanges to defer capital gains taxes

This is what makes Doorvest "More Than Property Management"—we're building a complete real estate investment platform.

Question 21

How do I contact support?

Accepted Answer

**Before You Have Portal Access (Dec 19 - early Jan):**
Use email or phone (see contact info at top of page).

**Problems Setting Up Your Account:**
Use email or phone (see contact info at top of page).

**After You're Logged Into the Portal:**
Use the **Messages Tab** for ALL property-related questions and requests.

All property management communications happen through the Messages Tab. This ensures faster responses, complete conversation history, and easier tracking.

**Portal Technical Issues Only:**
If you can't access the portal itself (login issues, portal not loading), use email or phone (see contact info at top of page).

⚠️ **Important:** Once you have portal access, always use the Messages Tab for property questions. Do not use email or phone for property management communications—use the Messages Tab.

Question 22

What if I can't log in?

Accepted Answer

The Doorvest login page:

If you're having trouble logging in:

**Troubleshooting Steps:**
1. Go to  and enter your email and password
2. Try the "Forgot Password" link to reset your password
3. Clear your browser cache and cookies
4. Try a different browser or device
5. Disable browser extensions that might interfere

**Still Can't Log In?**
Contact us (see contact info at top of page).

**Include in your message:**
- Email address you're trying to use
- Error message you're seeing (if any)
- Browser and device you're using

Question 23

What if my data isn't showing up correctly in the portal?

Accepted Answer

If you notice missing or incorrect data after logging into the Doorvest portal in January:

**Troubleshooting Steps:**
1. Try refreshing your browser (Cmd+Shift+R on Mac, Ctrl+F5 on PC)
2. Log out and log back in
3. Clear your browser cache and cookies
4. Try a different browser (Chrome, Safari, Firefox, Edge)

**Common Issues:**
- Recent transactions from the migration period may still be loading
- Document uploads may take a few hours to appear
- Property photos may load separately from other data

**Still Missing Data?**
Contact us (see contact info at top of page) with details about what's missing.

⚠️ **Important:** All your historical Appfolio data will be migrated. If something is truly missing after trying the steps above, we'll locate it for you.

Welcome to Doorvest

Important Transition Dates

Top 10 Questions

Understanding the Transition

What does the Doorvest acquisition mean for me?

What Happened:

What's Changing:

What's NOT Changing:

Why This Is Good For You:

Is my property still being managed? What's actually changing?

Yes! Your property management continues without interruption.

What's NOT Changing:

What IS Changing:

What happened to my Appfolio data and access?

Your Data is Safe:

Migration Timeline:

Where to Find Your Data:

How do I get started with the new portal?

Invitation Timeline:

Setting Up Your Account:

Step 1: Find the Invitation Email

Step 2: Create Your Account

Step 3: Complete Onboarding

Step 4: Complete Required Action Items

Information to Have Ready:

Can't Find Your Invitation?

Login Information:

What should I expect during the migration period (Dec 19 - early Jan)?

You won't have portal access during Dec 19 - Jan 5 while we complete the migration.

What This Means:

Your Property Management Continues:

If You Need Property Information During This Time:

When You'll Get Portal Access:

Your Required Action Items

What action items do I need to complete during onboarding?

The 4 Required Action Items:

1. Property Details Confirmation

2. Property Management Agreement (PMA) and Fee Structure Review

4. Bank Account for Distributions Confirmation

Total Time Required:

Can I complete these later?

How do I confirm my property details?

What You'll Review:

How to Complete This Action Item:

Why This Matters:

What if Information is Wrong?

For Multiple Properties:

How do I review my Property Management Agreement (PMA) and fees?

What to Review:

Your Management Fee:

Included in Management Fee:

Additional Service Fees (as needed):

How to Complete This Action Item:

Do I need to submit a W9 tax form?

Who Needs to Submit:

Who Might NOT Need to Submit:

Why We Need It:

How to Submit:

How do I confirm or update my bank account for distributions?

What You'll See:

Why You Need to Confirm:

Your Options:

Option 2: Update Account Information

Security Measures:

When Do Changes Take Effect?

What if I Don't Confirm My Bank Account?

Communication & Your Responsibilities

What are my ongoing responsibilities as a homeowner?

Leasing Confirmations:

Maintenance Approval & Funding:

Communication:

Financial Management:

Property Information:

What happens if I don't respond to requests promptly?

Leasing Delays:

Maintenance Issues:

Financial Impact:

Communication Breakdown:

Best Practice:

How do I communicate with my property manager on Doorvest?