Quick start: Your first steps on the platform

## Create your account

Sign up with your email or use single sign-on (Google, etc.) if your organization has it enabled. After verifying your email, you'll land on the dashboard.

Set your preferences

In **Settings**, choose your default country and currency. This affects how we show prices, taxes, and compliance (e.g. India, USA, Canada). You can change this later per property or report.

Navigate the platform

• **Dashboard** – Overview of your properties, deals, and key metrics.
• **Proforma Engine** – Run 5–10 year projections and compare scenarios.
• **Rental Management** – Properties, tenants, leases, and rent collection.
• **Portfolio** – See all assets in one place with performance and allocation.
• **Document Automation** – Generate leases, notices, and reports from templates.

Next steps

Run your first proforma, add a property, or explore the Knowledge Base by topic using the search bar.