Administration
This comprehensive tutorial series walks you through setting up your Mi Property Portal account, managing your profile settings, customizing your portal branding, and controlling admin user access.
List of Topics
Getting Started
- Introduction to MiPropertyPortal
- How to Sign-up and Create a Strong Password
- How to Get Help
- Understanding Your Dashboard (Coming Soon)
User Settings & Profiles
- Configuring Notification Settings
- Setting Up Your Personal Profile
- Customizing Business Profile and Login Page
- Adding Your Signature to the Portal
Admin Management
- Managing Admin Access Overview
- Inviting New Admins to Join
- Assigning Permissions & Creating Custom Roles
- Disabling Admin Access When Needed
Bulk Data Upload
To make your onboarding process smooth and faster we offer Free data upload service. In this video series we will guide you on how to fill out our data upload template.
All about Properties
A Property is main building block in the property management software. In this video series will cover all essential functionalites related to property and units
Managing Rental listing
Advertising your vacant units is the first step in a rental business.
Mi Property Portal gives you capability to advertise your rental listing in multiple method. We will discuss all about those in the video series.
Managing Rent Application
After advertising the property, now you would be collecting rent application. Mi Property Portal provides a robust application collection process. Learn how to efficiently manage your prospective tenants from initial inquiry through the application process.
This series will guide you on how to effectively use rent application.
List of Topics
Application Intake & Setup
Lead Management
- Navigating the Lead Management Interface
- Adding Prospects Manually
- Edit or Update Prospective Tenant Details
- Scheduling Property Showings
Guarantor Management
Background Screening
Watch Video playlistLease Management
Mi Property Portal is equipped with all the Canadian Provincial Lease Templates. The leasing process is fully automated with e-signature capabilities.
This series will guide you to make your leasing process more streamlined and efficient.
Tenant Management
This detailed tutorial series guides you through every aspect of managing tenants in Mi Property Portal — from adding and inviting tenants to the portal, handling rent splits and deposits, to managing tenant communication, parking, storage, and move-outs. Whether you’re onboarding new tenants or editing existing profiles, this section ensures you stay in control of all tenant-related tasks.
List of Topics
Creating & Managing Tenant Profiles
- Adding a Tenant
- Creating a New Tenant Profile for Additional Tenants
- Editing Tenant Details
- Activating a Tenant
- Deleting a Tenant
Tenant Onboarding & Invitations
- Inviting Tenants to the Tenant Portal
- Bulk Inviting Tenants to Access the Tenant Portal
- Creating a Tenant Profile Without Creating a Lease
- Creating a Tenant for a Commercial Unit
Rent, Payments & Deposits
- Splitting Rent Among Multiple Tenants
- Making a Bulk Split Payment for Tenant Invoices
- Editing/Updating Security Deposit Amount
- Applying a Discount on Rent
- Adding Key Deposit
- Adding Pet Deposit
Adding Bank Details
Lease & Rent Adjustments
Add-ons: Parking & Storage
- Adding Parking for a Tenant
- Adding Multiple Parking Spots for Tenants With Existing Leases
- Adding Storage for a Tenant
Communication & Legal Notices
Move-Out Process
Watch Video playlistOnline Payment Processing
Mi Property Portal provides a very smooth payment processing flow. You can fully automate the rent collection process using EFT, Interac E-Transfer and Credit Card. You can also pay vendors and owners using EFT or E-Transfer.
Online Payments & Bank Integration
- Payment Process Overview
- EFT submission Cut-Off Time
- Setting Up Online Payment Collection
- How to Update Online Payment Settings
- Adding Owner Bank Account
- Adding Tenant Bank Account
- Adding Vendor Bank Account
Reporting
- How to Generate Payment Processing Fee Report
- How to Generate Bulk Payment History
- How to Generate Vendor Advanced Payment Report
- How to Generate Owner Prepayment Report
- How to Generate Tenant Invoice Payment Report
Vendor Management
In this series you will know how to manage your service providers or vendors.
Adding & Editing Vendors
- How to Add a Vendor?
- How to Edit/Update Vendor?
- How to Delete a Vendor?
- How to Add a New Category in the Vendor List?
Vendor Status & Approval
- How to Check if a Vendor is Approved or not?
- How to Approve a Vendor?
- How to Deactivate a Vendor?
- How to Activate an Inactive Vendor?
- How to Filter Vendors by their Status?
- Why vendor doesn’t show up in the bill or expenses?
- How to Download Vendor List in Excel?
Vendor Bank & Payment Management
- How to Save a Vendor Bank Account?
- How to Log a Vendor Credit or Advance Payment?
- How to Adjust a Vendor Bill from Vendor Credit?
- How to apply a discount on a vendor payment or bill?
- Can I pay vendor from the portal?
- Can I print cheques for multiple vendors?
- Can I print the cheque for vendor bills?
- How to Create Bill from Vendor List?
Email & SMS Communication
Work Assignment
- How to Assign a Service Request to a Vendor?
- How to Assign/Reassign a Service Request to a Different Vendor?
Reporting
- How to Generate an Expense by Property Report?
- How to Generate an Expense by Vendor Report?
- How to Check Bill Payments Report?
- How to Create a Summary of Bill Payments Report?
- How to Generate Aged Payables Report?
Owner Management
This tutorial series walks you through managing property owners within Mi Property Portal. From adding owner profiles and connecting them to portfolios, to processing payouts, managing invoices, and enabling portal access—this section helps you maintain accurate, transparent, and efficient owner relationships.
List of Topics
Owner Setup & Portal Access
- Adding an Owner
- Inviting Owners to Join the Owner Portal
- Connecting Owners to a Portfolio
- How to Link or Unlink Owner to a Property
- Adding Owner Bank Account
Owner Payouts & Credits
- Creating Owner Payouts Manually
- Fixing a Tenant Credit That Was Already Paid to the Owner
- Deducting Due Amount from Owner Credit
- Can Property Managers Collect Money on Behalf of Owners?
Owner Invoices
Privacy Controls
Watch Video playlistService Request
Manage maintenance and repair tasks efficiently using the Service Request module in Mi Property Portal. This tutorial series walks you through the full lifecycle—from creating service requests and work orders, to managing recurring tasks, issuing purchase orders, and generating bills or invoices. Keep your vendors informed while protecting tenant privacy with flexible visibility settings.
List of Topics
Getting Started
Creating and Managing Requests
- Creating a Service Request from Admin Portal?
- Initiate Recurring Service Request
- Creating a Work Order?
- Creating a Purchase Order?
- Creating Bill or Invoice from Service Request
Privacy & Vendor Communication
Watch Video playlistAccounting & Reporting
***Coming soon: Bank Sync and Quickbooks Sync
Get comprehensive guidance on handling all financial operations within Mi Property Portal.
Learn to set up your accounting system, create invoices, process payments, generate financial reports, and manage owner distributions with confidence.
List of Topics
Getting Started
Chart of Accounts
Invoices & Income
- Managing Different Invoice Types
- Recording Quick Income
- How to Create a Rental Invoice
- Creating Tenant Invoices
- Creating Owner Invoices
- Handling Management Fee Invoices
- Recording Invoice Payments
- Set Recurring Invoices for Tenant
- Set Recurring Invoices for Owner
Expenses & Bills
- How to Add Quick Expense
- How to Create a Bill
- How to Record a Bill Payment
- How to Delete a Bill Payment
Budgeting & Owner Accounting
Reports & Reconciliation
- Locating Financial Reports
- Creating Monthly Rent & Disbursement Reports
- Account Reconciliation
- Sharing Reports with Property Owners
Asset Tracking
Efficienty maintain a digital inventory of assents in your rental properties. This tutorial shows you how.
Inspections
Document property conditions consistently
Master the tools for creating and managing property inspection reports.
Learn to build custom inspection templates, conduct move-in and move-out assessments, and maintain detailed records of property conditions.
What You'll Learn
Property Inspection System
Creating & Managing Inspections
- How to Create Inspection (Different Types)?
- How to Create “Other” type of Inspection?
- How to Create Move-in or Move-out Inspection?
- How to Create an Inspection Template from Scratch?
- How to Delete an Inspection?
Inspection Reports & Customization
Linking & Accessing Inspections
- How to link an Existing Inspection from a Task (task details view)?
- How do I Access the Inspection Report within the tenant management section?
- Where can I find the link to Move in/Move out inspection report in the tenant profile?