8 articles
Step 1: Accept Operator Invitation and Create A SpaceWelcome! Let's create a space for your team.
Step 2: Configure Your Mail Offering PlansManage which requests you will offer to your renters.
Step 3: Manage Compliance SettingsSet the compliance time frame and add your agent/notary signature for renter's CMRA forms.
Step 4: Set Up Your Brand SettingsCustomize your renter's mailboxes to showcase your company.
Step 5: Automations (Automatic requests)Choose what automations you want to offer as part of your mail services.
Step 6: IntegrationsOptimize your mail management processes by integrating with one of our partners.
Step 7: Download PilotoMail Ops for MobileDownload the PilotoMail Ops mobile app for easy upload and assigning of incoming mail.
Customize PMB SequenceLearn how to customize your PMB assignment sequence to your preference.