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
💡 Do it faster with your AI assistant (VRTrust MCP)
If you’ve connected an AI assistant like Claude or Codex to VRTrust, you can ask it in plain language to help you with setup, monthly reconciliations, reporting, and more.
Browse prompt examples in the VRTrust MCP Prompt Guide, or connect an assistant if you haven’t yet.
➡️ Next Course: Go-Live & Opening Balances