Getting Started Guide

This guide will help you set up your Lendiom account, create your organization, add inventory properties, onboard clients and create your first owner-financed contract or rental agreement. Follow the steps below to get started.

Step 1: Sign Up

Create your personal user account:

1. Visit Lendiom’s registration page.
2. Provide your full name, email address, password and mobile number.
3. Confirm your email address via the link sent to you. Once confirmed, you’ll be taken to the next step.

Step 2: Create an Organization

After signing up, you’ll set up your company details. Enter your business name, phone number, website (optional) and mailing address, then add a billing address and payment method. Choose a monthly or annual plan. Note: all new organizations start with a 31-day free trial and you can cancel any time during the trial to avoid charges.

Step 3: Add Inventory

To add your inventory of properties:

1. Navigate to Inventory in the dashboard and click Add New.
2. Select a category (land, multifamily, residential or other), then choose the type and status.
3. Provide high-level details based on the category and review the information.
4. Save the property. For land you can create individual tracts; for multifamily you can create units.

Step 4: Add a Client

To add a new client:

1. Navigate to Clients and click Add New Client.
2. Enter the client’s full name and contact information (email, phone and address).
3. Optionally enter their Tax Identification Number (TIN) – this is encrypted for security.
4. Save to finish. The client can now be associated with a property or agreement.

Step 5: Create an Owner-Financed Contract or Rental Agreement

Once you have inventory and a client, you’re ready to create an owner-financed contract or rental agreement. Follow the detailed guides for creating a contract or rental to set terms, payment schedules and sign documents.

Next Steps

Explore more of Lendiom to maximize your experience:

• Read the Property Tax Guide to learn how to manage property taxes.
• Visit the Communication Portal guide to automate client communications.
• Set up online payments via PayArc to accept secure card payments.

If you have any questions, contact our support team for assistance.