Join us for our complimentary webinars designed to help you get the most out of PropertyBoss. Whether you want to sharpen your skills or discover new features, these sessions are valuable for users at every experience level. Don’t miss this chance to grow your expertise - everyone is invited!



Webinars, 2:00pm EST


  • February 10 - E‑Payments & Nacha
    • Learn how to configure, process, and reconcile electronic payments in PropertyBoss. This session covers setup, payment flows, common issues, and best practices to ensure smooth resident and owner payment experiences.

  • February 12 - Communications – Emailing, E‑Signatures, and Texting*
    • A combined session covering all communication tools: sending messages, managing templates, setting up e‑sign workflows, and ensuring smooth delivery across channels.
    • * This session offers practical guidance for active users and will focus on how to perform key tasks rather than explaining each module’s purpose.
       
  • February 17 - Advanced Reporting: Custom Merlin Reporting – Making the Most of Your PropertyBoss Reports
    • A masterclass on advanced Merlin reporting. Learn how to build powerful reports, apply filters, and generate meaningful reports.
  • February 19 - Managing for 3rd Party Owners 
    • A class for New Users or a refresher for Experienced Users. From How to setup a New Property and a New Owner, to how to change the owner on a property you manage, Owner Payments, Held Bills, Tracking how funds flow from lease to owner, lease to property management company, Property to Accounting, Property to Owner.
  • February 24 - PropertyBoss Fundamentals for New Users
    • An introductory session for new staff members. Covers basic navigation, dashboards, common workflows, permissions, and how to get comfortable using the system.
  • February 26 - Leasing Agents ONLY – How to Make the Most Out of PropertyBoss as a Leasing Agent
    • A leasing‑focused session covering prospect management, communication tools, screening, lease generation, renewals, and optimizing daily workflows for leasing success.



Zoom Link: https://propertyboss.zoom.us/j/2672670760 


Meeting ID: 267 267 0760