ForVue for Rent Manager:
predict, diagnose, dispatch, repeat.

Predictive AND operational maintenance for multifamily on Rent Manager. Forecast component failures portfolio-wide, diagnose any appliance issue in 60 seconds, pre-stock your maintenance trucks with the right parts, benchmark every contractor quote, surface vetted local vendors, and let tenants report issues directly. Your maintenance team will demand it. Your CFO will justify it. This guide takes a Rent Manager operator from signup through first generated report — hand it 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.

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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 (Self-Serve tier), 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.
• Larger operators: Assisted ($4.50/unit/month) adds onboarding, training, and monthly check-ins. Enterprise (custom pricing) is available for portfolios of 500+ units and includes a dedicated account manager, volume-negotiable pricing, priority support during working hours, and on-site training for your maintenance team (additional fees apply). Enterprise is contract + ACH — email wise@investwisecap.com to scope.
• Annual prepay discount available on request.
• No setup fees. No per-report charges. No annual lock-in.

2.3 Account structure and team scoping

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.

Team members can be assigned one of four roles (Owner, Manager, Technician, Read-only) and restricted to a subset of properties instead of the full portfolio. Role and property scope compose independently — for example, a Manager for Region A properties only, or a Technician cleared to log service events across the entire portfolio. Useful for multi-region operators, regional maintenance supervisors, fee-managed portfolios where the owner shouldn't see other clients' assets, and outside vendors you want to give visibility into just the properties they cover.

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

2.4 Referral program

Every ForVue account gets a referral code in Settings → Referrals. Each qualified referral unlocks a coupon tier: 20% off for 60 days (1 referral), 50% off for 60 days (2 referrals), 50% off for 12 months (3 referrals). Rewards apply automatically once a referred account crosses its 30-day mark on a paid subscription. No clawback if a referred user later churns. The Enterprise tier is not eligible to receive referral discounts (contract pricing), but Enterprise operators can generate referrals for others.

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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.

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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.

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SECTION 5Day 2–3 — generating your first report

ForVue produces five reporting artifacts from your live RM data. The first three (lender / agency / carrier) are branded on-demand documents that include the patent notice (USPTO Provisional 64/032,704) and methodology citation. The last two are print-optimized action reports operators use for ongoing operations and board updates.

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.

Predictive Capital Needs Projection

Capital Needs Projection aligned to NSPIRE (24 CFR Part 5) health-and-safety severity tiers. Generated in Reports → Capital Needs Projection. This is a forward-looking planning document — it does not substitute for an official HUD-administered NSPIRE inspection or a HUD-certified Capital Needs Assessment performed by a licensed third party, but supports agency-lender planning, Capital Fund Program documentation, and pre-inspection prep.

Insurance Policy Inception Report (IPI)

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

Portfolio Action Report

One page per property, grouped by property, listing every CRITICAL and WARNING component with recommended next-service dates and projected failure windows. Rendered in-browser and printed / saved-as-PDF using your browser's print dialog. Use this for weekly maintenance stand-ups, monthly ownership reports, and quarterly board packets. Generated from the Reports page.

Single-Appliance Action Report

Full lifecycle sheet for one appliance: component list, service history, projected next failures, recommended actions. Triggered from any appliance detail card. Also rendered in-browser (print / save-as-PDF from the browser dialog). Use this to hand a maintenance tech a self-contained work order for one asset, or to attach an appliance-specific history to an insurance claim.

5.6 Tenant maintenance submissions and SMS notifications

Any appliance in ForVue can generate a 14-day diagnostic share link. Send that link to a tenant, on-site maintenance vendor, or property manager who doesn't have a ForVue login. They open a stripped-down public page, pick the symptom they're seeing, enter any error code from the appliance's display, and optionally upload a photo or short audio recording. Symptom routing against ForVue's manufacturer knowledge base produces the most likely suspect part; a work order auto-creates in ForVue and the assigned team member gets notified. No login required for the submitter; the platform never sees tenant identity or contact info.

SMS notification (opt-in). If the link creator enables SMS in Settings → Notifications and provides a US mobile number, ForVue will send a text the moment a tenant submits — one message per share link per hour to prevent duplicate texts on rapid resubmissions. Off by default; disable at any time by unchecking the box, replying STOP to any message, or removing the phone number. Standard message and data rates may apply per your carrier. Regardless of SMS setting, every submission is visible in the in-app notification bell.

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

6.1 What ForVue reads from Rent Manager

ForVue calls the Rent Manager endpoints listed below. All are read-only unless the account owner explicitly enables the opt-in write-back capability (see 6.2). All calls are scoped to the Partner Token's authorized Locations.

RM endpoint	Fields requested	Frequency
/Locations	All Locations authorized by the Partner Token	Every sync (auto-discovery)
/Properties	PropertyID, Name, AddressLine1, AddressLine2, City, State, Zip	Nightly + on-demand
/Properties/{id}/Addresses	Full address record for a single property when the base Properties response omits it	On-demand during property sync
/Units	UnitID, Name, PropertyID, UnitNumber	Nightly + on-demand
/ServiceIssues	Open service issues with description, dates, and property/unit linkage	Nightly + on-demand
/UserDefinedFields	User-defined field definitions (schema only) so ForVue can respect custom fields you have configured	On integration setup + refresh
/ServiceManagerIssues (write)	Opt-in only. POST to create a Service Manager Issue when a ForVue component crosses CRITICAL. A closing note is appended when the corresponding ForVue service event is logged. Off unless the account owner explicitly enables write-back in Settings.	Real-time (event-driven) when enabled

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 OTHER than the opt-in Service Manager Issue create/close described in 6.1 — never. The write-back scope is intentionally narrow (one endpoint, one issue type) and requires the account owner to enable it in Settings. Off by default; can be disabled at any time.

6.3 Data flow diagram

6.4 ForVue admin tooling you should know about

Tool	Where	Who uses it
Embed token generator	Bulk Import (📦) → Embed Code Generator	Account owner, asset manager
RM integration health check	GET /admin/rm-preflight — read-only diagnostic that verifies your Partner Token can reach Locations, Properties, Units, and ServiceIssues	Support / IT
Stripe billing portal	Settings → Account → Manage Billing	Account owner
Team / user management	Settings → Team	Account owner
Sync history	Settings → Integrations → Rent Manager → Sync History	Anyone with login

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SECTION 7Security, compliance, and SOC 2 status

• Encryption in transit: TLS 1.2+ between you, ForVue, and Rent Manager.
• Encryption at rest: AES-256-GCM on integration credentials; bcrypt on user passwords; DigitalOcean Managed PostgreSQL storage encryption on all customer data.
• Hosting: United States only, on DigitalOcean infrastructure with DigitalOcean Managed PostgreSQL. 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.
• 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 Provisional Application No. 64/032,704 (Weibull-Bayesian predictive maintenance scoring algorithm; pending).

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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 Predictive Capital Needs Projection for any agency-financed asset.
• Export the year's full risk-snapshot history for LP / IC reporting.
• Review pricing tier — if you crossed 500 units, ask us about Enterprise terms.

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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.

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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