Onboarding

Most teams go from sign-up to their first published owner statements in four to six weeks. Our team builds most of the setup. You connect your systems, send your data and review the result.

Two dates drive the plan

• Go-live date: the day VRTrust becomes your system of record, almost always the first of a month. See Your go-live date.
• First statements: your first VRTrust owner statements cover the first full month after go-live. When you go live on November 1, VRTrust publishes the November statements in early December. Your old system still sends October.

Tell us on the first call when your owner statements are due each month. We plan the milestones backward from that date.

Who does what

Our team	You
Sets up owners, listings, fees and commissions and the owner statement template from your data, typically within two weeks once we have everything	Connects your systems and sends the requested data before the first call
Checks the setup against your prior owner statements and imports them as history	Comes to each call with the action items of the prior week done
Helps you enter and review opening balances	Reviews and confirms the setup and answers questions
Opens a Slack channel with your timeline, runs the calls and teaches the month-end close	Sets aside time each week, most of all around the first month-end

When connections or data arrive late, we may move your go-live to the next month. Your first statements then move by a month too.

Calls

1. Before call 1, within about five business days of sign-up: connect your PMS, payment processor, Airbnb, banks and any external accounting system. Confirm your revenue reporting method. Send your prior owner statements for all listings, your owner list with emails, tax IDs, listings and ownership percentages, and the fees and commissions setup form from your Slack channel.
2. Call 1, setup review and opening balances: confirm the setup so your first VRTrust statement ties out to your prior records.
3. Call 2, go-live: run VRTrust day to day.
4. Call 3, final check-in: close your first month. Our support team takes over through the in-app chat.

The VRPilot guide

VRPilot is a checklist in a side panel of VRTrust. Each step opens the screen where you do it and points at the action to take. Progress is shared by the whole team, so anyone can continue where a teammate stopped. VRTrust marks a step done when it sees the result in your data. You can also mark a step done, skip it or hide it.

The setup steps, in order:

1. Connect PMS
2. Connect AI Agents
3. Add Bank Accounts
4. Connect Ramp
5. Connect Payment Processors
6. Connect Airbnb
7. Add Owners
8. Listings Setup
9. Reporting Preferences
10. Fees & Commissions
11. Owner Statement Template
12. Opening Balances
13. Historical Data / Balances, optional
14. Historical Owner Statements, optional
15. Add Workflows
16. Validate & Go Live

A team admin can turn the guide off under Settings > VRPilot Guide. If you don’t see the guide, ask our support team to turn it on.

Switching PMS at the same time

VRTrust is set up from your PMS data. Set up the new PMS with listings, owners and historical reservations first. When the new PMS goes live in the middle of a month, VRTrust is ready shortly after, not on the same day.