ForVue for Rent Manager:
setup, privileges, and first 7 days.

Everything a Rent Manager operator needs from signup through first generated report. Hand this to whoever inside your organization will be setting up ForVue.

SECTION 1Before you sign up — prerequisites & privileges

Three things determine whether you can be up and running in 3 minutes or it takes a week. Confirm all three before signup.

1.1 You have a Rent Manager Partner Token

Rent Manager's Partner Token is the read-only API credential ForVue uses to authenticate with your RM database. London Computer Systems (LCS) issues it. If you don't have one yet:

• Contact your LCS account representative or open a Rent Manager support ticket and request a Partner Integration Token for ForVue.
• Required scopes: read-only on Locations, Properties, Units, and ServiceIssues. ForVue does not need write access to anything.
• LCS typically turns these around in 1–3 business days.

1.2 You know your Rent Manager company code

It's the subdomain in your RM URL. https://mycompany.rentmanager.com → your company code is mycompany. One Partner Token can authorize access to multiple Locations under the same company code.

1.3 You've identified who in your org will own the setup

Three roles, often one or two people:

• RM administrator (does the LCS token request, installs the custom tab in RM). 30 minutes of work, day 1 only.
• ForVue account owner (signs up, pays via Stripe, manages the subscription). Usually the asset manager or owner-operator.
• Daily users (whoever actually opens ForVue to review risk scores and generate reports). Each daily user gets their own ForVue login.

SECTION 2Signing up — trial, billing, who needs an account

2.1 The 7-day free trial

Every new ForVue account starts with a 7-day free trial. You enter a card at signup (Stripe) so the trial converts seamlessly — but you are not charged until day 8. Cancel any time during the trial in Settings → Billing and you owe nothing.

2.2 Pricing after the trial

• $2.50 per unit per month, billed monthly via Stripe.
• Unit count = the higher of your declared count at signup or your actual synced unit count. So billing tracks acquisitions and dispositions automatically — no manual adjustments.
• Volume terms at 1,000+ units. Email wise@investwisecap.com before signup if you're in that tier; we'll send custom terms.
• Annual prepay discount available on request.
• No setup fees. No per-report charges. No annual lock-in.

2.3 Account structure

One ForVue account per ownership group or fee-managed portfolio. Inside that account, every daily user gets their own login (no shared passwords). The account owner can invite users in Settings → Team.

To sign up: go to platform.investwisecap.com/signup?source=rentmanager-onboarding.

SECTION 3Day 1 — connecting Rent Manager

Once you've signed up and logged in, this is a 3-minute operation.

From here on, ForVue runs a nightly incremental sync at 2:30 AM. Force a refresh at any time with the Sync Now button. The sync is always read-only — nothing is ever written to your Rent Manager database.

SECTION 4Day 1 — installing ForVue inside Rent Manager (layouts)

Two layouts ForVue offers inside Rent Manager. Most customers install both.

4.1 Full ForVue platform as an account-wide custom tab

Embeds the entire ForVue app inside Rent Manager so your team never has to switch browser tabs. Used for portfolio-level work (risk dashboards, capex forecasts, report generation).

4.2 Single-property read-only embed on a property page

Puts a read-only ForVue risk dashboard for one specific property on that property's page in RM. No login required. Used for at-a-glance property visibility for staff who don't need full ForVue access.

The token is scoped to that single property and is read-only. Revoke it any time by regenerating in Bulk Import — the old token immediately returns 404.

SECTION 5Day 2–3 — generating your first report

ForVue produces three lender / insurance / agency artifacts from your live RM data. All three are PDFs generated on demand, branded ForVue, and include the patent notice (USPTO 64/032,704) and methodology citation.

Bank Origination Report (BOR)

Component-level condition narrative your lender uses at loan origination or refinance. Generated in Reports → Bank Origination. Pick the property, click Generate. ~15 seconds.

HUD Capital Needs Assessment (CNA)

Capital Needs Assessment formatted to agency-lender expectations (24 CFR Part 968, HUD Notice PIH 2011-7). Generated in Reports → HUD CNA. Does not substitute for a HUD REAC physical inspection but supports Capital Fund Program planning and documentation.

Insurance Policy Inception Report (IPI)

Carrier-grade condition snapshot for new policy bind or annual renewal survey response. Generated in Reports → Insurance Inception.

SECTION 6Privileges & data flow — what we touch, what we never touch

6.1 What ForVue reads from Rent Manager

ForVue calls four Rent Manager endpoints. All read-only. All scoped to the Partner Token's authorized Locations.

6.2 What ForVue NEVER touches in Rent Manager

• Tenant PII (name, SSN, lease terms, rent rolls) — never requested, never stored
• Financial records (GL, accounts payable/receivable, owner statements) — never requested
• Documents, leases, attachments — never requested
• Any write operation (create, update, delete) — technically impossible with the read-only token scope

6.3 Data flow diagram

6.4 ForVue admin tooling you should know about

SECTION 7Security, compliance, and SOC 2 status

• Encryption in transit: TLS 1.3. All traffic between you, ForVue, and Rent Manager.
• Encryption at rest: AES-256 on all customer data.
• Hosting: United States only (us-east-1). No customer data leaves the US.
• Authentication: bearer tokens (no third-party cookies), bcrypt-hashed passwords, brute-force protection (5 failures per 15 minutes per account), per-user rate limiting (60 requests/minute).
• SOC 2 Type II: in progress, target completion Q4 2026.
• SSO / SAML: available on institutional plans. Email wise@investwisecap.com to enable.
• Security questionnaire response: CAIQ / SIG-Lite available on request before signature.
• MSA / DPA / BAA: we sign all three for institutional engagements. Median time from intro to signed agreement: 3–5 weeks.
• Patent: USPTO Application No. 64/032,704 (Weibull-Bayesian predictive maintenance scoring algorithm).

SECTION 8Monthly cadence — how mature customers use ForVue

Weekly (5–10 minutes)

• Open the Portfolio Risk Dashboard. Skim properties sorted by risk. Investigate any property that moved from GOOD to WARNING.
• Review the Component Risk feed — anything that jumped to CRITICAL gets added to the work-order queue.

Monthly (30 minutes)

• Check the proactive-vs-reactive spend ratio in Reports → Maintenance Mix. Healthy multifamily portfolios trend 40–60% proactive.
• Update the 12 / 24 / 36-month capex pipeline. Use it to anchor your monthly owner / IC report.
• Review which Service Issues from RM came in this month and confirm they're correctly mapped to the right appliances.

Quarterly (1–2 hours)

• Generate a fresh Bank Origination Report for any property that's mid-refi or in DD with a buyer.
• Run the Insurance Policy Inception Report 60 days before renewal — share with your carrier.
• Recalibrate the brand-tier and usage-intensity overrides on any appliances where your operating reality has diverged from the default knowledge base.

Annually

• Generate a fresh HUD CNA Report for any agency-financed asset.
• Export the year's full risk-snapshot history for LP / IC reporting.
• Review pricing tier — if you crossed 1,000 units, ask us about volume terms.

SECTION 9Troubleshooting

The first sync failed or shows zero properties

1. Confirm the company code is exactly the subdomain (no https://, no .rentmanager.com, no path).
2. Confirm LCS has activated the Partner Token for ForVue and that it has read scope on Locations, Properties, Units, ServiceIssues.
3. Run the diagnostic: GET /admin/rm-preflight (your account owner has access). It tests each endpoint and tells you which one failed.
4. If the diagnostic shows everything passing but properties still don't appear, contact wise@investwisecap.com with your sync history entry ID.

The Rent Manager custom tab shows a blank page or "refused to connect"

1. Wrong URL. The tab MUST use https://platform.investwisecap.com/embed/app — the bare https://platform.investwisecap.com/ is NOT iframe-safe and will be blocked.
2. HTTPS mismatch. If Rent Manager is loaded over HTTP, the iframe HTTPS embed is blocked as mixed content. Always load RM over HTTPS.
3. Browser extensions. Ad blockers and privacy extensions (uBlock, Privacy Badger) sometimes block third-party iframes. Test in incognito with extensions disabled to confirm.
4. If a single-property embed shows "Embed link is invalid or revoked," regenerate the token in Bulk Import → Embed Code Generator.

I have to log into ForVue every time I open the Rent Manager tab

If sessions don't persist day-to-day, your browser is aggressively evicting iframe storage (Safari ITP, Brave default shields). Two options:

• Use Chrome or Edge with default settings inside RM — sessions persist for weeks.
• Add platform.investwisecap.com to your browser's "allow cross-site tracking" list for the RM domain. This is a Safari / Brave-specific setting.

Billing question

Settings → Account → Manage Billing opens the Stripe customer portal. Update card, download invoices, change billing email there. For pricing disputes or unit-count audits, email wise@investwisecap.com with your account ID.

SECTION 10Support & contact

• Email: wise@investwisecap.com (typical response: same day, business hours US Eastern)
• Marketing page: platform.investwisecap.com/rentmanager
• Terms of service: platform.investwisecap.com/terms
• API partner guide (for developers integrating with ForVue): platform.investwisecap.com/partner-guide.html