Case study · Toronto · 18 units
From spreadsheets to one platform.
A worked example of moving an 18-unit Toronto portfolio onto TenantBay: what goes in first, what changes for the tenants, and what the first month looks like.
Week one
Properties, tenants, leases and balances imported
Week two
Listings, inquiry channels and rent reminders live
Included
Migration run by us on Premium yearly and contract plans
The starting point
A typical 18-unit portfolio arrives with rent in a spreadsheet, tenant messages in a personal WhatsApp account, inquiries in a shared inbox and leases in a filing cabinet. Month-end reconciliation takes a weekend.
The renewal dates and the arrears sit in places that cannot send a reminder, so the work depends on somebody remembering it.
What changes on TenantBay
- Every property, unit, tenant and lease lives in one record, imported in the first week.
- Rent reminders, payment confirmations and late-payment nudges send themselves each cycle.
- Inquiries from phone, text, WhatsApp, Messenger and Marketplace arrive in one inbox and are answered within seconds.
- Renewal and notice dates are tracked, and Ontario forms are filled from the rent record.
- Repairs move to a tracked queue with bids from vetted trades, and every cost lands on the property.
- The year totals onto the CRA T776 per property, with receipts and an export for the accountant.
What the first month covers
Import
Properties, units, tenancies and opening balances
Setup
Listings, inquiry channels, reminders and templates
Support
Priority support, and a named contact on contract plans