Step-by-step breakdown of what each user type completes during registration.
Users can enter Grenty through three paths:
| Entry | URL/Method | Next Step |
|---|---|---|
| Web (self-service) | grenty.us/role-selection | Role-specific onboarding |
| Portal invitation | Email link | Pre-filled onboarding |
| CRM (internal) | Operator creates Lead | Email sent → Normal registration |
10 steps | Longest onboarding | Creates Lead → Contact after pre-approval
| Step | Section | What it collects |
|---|---|---|
| 1 | Property | Do you have one? → Address |
| 2 | Broker/Realtor | Do you have one? → Which one? |
| 3 | Rent Details | Lease info (rent, duration, type) |
| 4 | Co-Renters | Invite others on same lease |
| 5 | Personal Data | Address + Phone (→ Respond.io sync) |
| 6 | Residence | Housing history |
| 7 | Employment | Job info + Documents (required) |
| 8 | Financial | Income, savings, SSN |
| 9 | Compliance | FCRA Credit Check Disclosure (must accept) |
| 10 | Identification | Photo ID upload |
After completion:
→ 30-second analysis landing
→ AI pre-approval check
→ If approved: Lead → Contact + Deal created
→ If rejected: Stays in Leads (Lost)
6 steps | Property already assigned | Invited by main Renter
| Step | Section | What it collects |
|---|---|---|
| Property inherited from invitation | ||
| 5 | Personal Data | Address + Phone |
| 6 | Residence | Housing history |
| 7 | Employment | Job info + Documents |
| 8 | Financial | Income, savings, SSN |
| 9 | Compliance | FCRA Disclosure |
| 10 | Identification | Photo ID |
4 steps | Can invite Renters and Broker/Realtor
| Step | What it collects |
|---|---|
| 1 | Phone number |
| 2 | Personal address |
| 3 | Working with Broker/Realtor? → Email |
| 4 | Enroll Property |