🧾 Overview
This webinar is designed to help you optimize your rental property portfolio management using Stessa. Whether you're new to the platform or looking to deepen your understanding, this session offers a practical, step-by-step walkthrough of Stessa’s most powerful tools and features.
🧱 What You’ll Learn
During the session, we’ll cover how to:
🏘️ Set Up and Organize Your Properties
Add and categorize properties within your Stessa account
Group properties by location, strategy, or ownership entity
👥 Manage Leases and Tenants
Input lease details and track lease timelines
Add tenant information and rent collection status
💵 Track Income and Expenses Accurately
Link bank accounts for automated transaction tracking
Manually log or categorize income and operating expenses
Assign transactions to specific properties for clean financials
📈 Run Financial Reports
Generate key reports including:
Income Statements
Net Cash Flow Summaries
Schedule E Tax Reports
Export reports for tax preparation or investor presentations
📂 Store Real Estate Documents
Upload and organize files such as:
Lease agreements
Insurance policies
Property management contracts
🛠️ Tips, Tricks & Advanced Features
We’ll also highlight lesser-known features, including:
Custom dashboards for portfolio overviews
Automated expense rules to speed up bookkeeping
Alerts and reminders for key lease and payment dates
🎯 Who Should Attend?
This session is ideal for:
First-time Stessa users who want a guided setup
Experienced users looking for time-saving strategies
Landlords, real estate investors, or property managers who want better financial visibility
📩 Questions or Need Help?
If you have questions after the webinar or need support:
Want to register for the next webinar?
Contact our support team directly at support@stessa.com