This course prepares VRTrust for real-world ownership structures and owner-facing reporting.
What You’ll Learn
How ownership is structured
How owners see their financials
How communication is automated
Course Playlist
Lesson 1: Adding Owners
👉 Owner records and contact setup
Lesson 2: Adding Listings & Ownership
👉 Ownership splits and edge cases
Lesson 3: Email Templates
👉 Statement notifications and messaging
Lesson 4: Owner Portal Configuration
👉 What owners can see and access
Lesson 5: Owner Statement Templates
👉 Branding, layout, and clarity
Lesson 6: Inviting Owners
👉 When and how to give access
➡️ Next Course: Go-Live & Opening Balances