Getting Started with iCloudReady

Welcome! This guide helps you go from first login to confident daily use. The platform brings marketing, sales and leasing, property operations, and service requests into one place so your team shares one source of truth.

1. Sign in and secure your account

Use your work email, enable multi-factor authentication if your administrator requires it, and bookmark your tenant URL so everyone lands in the correct workspace.

2. Complete organization profile

Add your legal name, branding, and contact channels. Accurate profile data flows into proposals, portals, and customer-facing touchpoints.

3. Model your portfolio

Create properties, buildings or communities, and units or lots. Consistent naming and codes make reporting, syndication, and handoffs between teams much easier.

4. Invite users and roles

Invite colleagues with roles that match how they work—sales, leasing, property management, finance, or support. Least-privilege access keeps data safe while staying practical.

5. Connect your first workflows

Turn on the modules you need: pipeline and activities for deals, leases and renewals for occupancy, work orders for maintenance, and inbox or messaging where you talk to prospects and residents.

Next steps

Explore the dashboard, run a test lead through the pipeline, and open a sample service request. When you are ready, book a live session with our team from the site header.