Cheat sheet for the most common questions and actions.

🔗 Important URLs

Resource URL
Portal (Production) portal.grenty.us
Website grenty.us
Role Selection grenty.us/role-selection
Zoho CRM crm.zoho.com
Respond.io app.respond.io
n8n Workflows [tu-instancia].n8n.cloud

👥 User Roles at a Glance

Role Can Invite Requirements Portal Access
Broker Realtors, Renters, Owners License number Full (all agency properties)
Realtor Renters only Must link to Broker Limited (own properties)
Owner Renters, Broker/Realtor None Full (own properties)
Renter Co-Renters None Dashboard only

📊 Deal Pipeline Stages

Pre-Approval → [Info Required] → Risk Analysis → RPSA → Send to Sign → Payment → Active Contract
Stage What happens Who acts
Pre-Approval Initial validation, deal created System
Info Required Missing employment docs Renter
Risk Analysis TransUnion check Risk team
RPSA Contract generation System
Send to Sign Zoho Sign to all parties All parties
Payment Stripe payment Payer (Owner/Renter/Broker)
Active Contract Won - service active -

📦 Module Mapping Portal ↔ CRM

Portal CRM
Invitations Leads
Contacts Contacts
Companies Accounts
Properties Properties
Units Properties (subform) → Units module
Deals Deals
Claim Forms Claims Notification

💵 Who Pays?

The payer determines:

  1. Which contract template to use
  2. Who sees the "Pay My Grenty" button
Payer Button visible to
Renter Renter
Owner (registered) Owner
Owner (not registered) Broker/Realtor