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117 step-by-step guides for managers who run offerings in EasyHaus, and for the investors who use their portal.
Popular guides
The questions people ask most often when they start.
- Getting startedQuick start: from sign-up to your first distributionThe shortest path through EasyHaus, in the order that works best, with a link to the article for each step.
- Getting startedCreate your account and organizationSign up, confirm your email and complete onboarding. Your portal address is chosen here and cannot change afterwards.
- PropertiesAdd a propertyThe six-step wizard for a new property, what is required, and the details you can record in each group.
- Clients and groupsInvite clients to the portalSend a branded invitation so a client can sign in to your portal. One client can have several people with access.
- Clients and groupsIdentity checks (KYC): checklist, review and approvalRequest documents, review them against a checklist, approve or reject, and let approvals expire so checks stay current.
- Orders and ownershipThe order lifecycleHow an order travels from submitted to settled, what each status means and what you do at each step.
- Distributions and reportingRun a distributionPay out rental income or sale proceeds: create the run, calculate each holder's share, approve, pay and complete.
- Billing and subscriptionPricing and seats$49 per team member and $29 per active client, per month. What counts as a seat and what is free.
Browse by topic
Everything a manager does in EasyHaus, in the order a deal usually runs.
Getting startedCreate your organization, learn the key terms and follow the path from sign-up to your first distribution.8 guidesYour account and securityPasswords, two-step verification, passkeys, sessions, your profile and notification settings.7 guidesTeam and organization settingsInvite colleagues, set roles, define defaults and custom fields, and read the audit log.10 guidesPropertiesAdd properties with financials, valuations and photos, set fractions and prices, and import from a spreadsheet.10 guidesClients and groupsInvestor records, identity checks, classification, groups, imports and portal invitations.12 guidesDocumentsThe vault, visibility rules, versions, acknowledgements and the documents EasyHaus generates.6 guidesMarkets and offeringsPublish markets and listings, choose an allocation method and manage a raise from upcoming to closed.11 guidesOrders and ownershipApprove orders, record payments, settle, and keep the cap table, ledger and secondary transfers right.10 guidesDistributions and reportingRun distributions, export bank files, read reports and metrics, and send statements.7 guidesPortal, branding and communicationBrand the portal, use your own domain, send announcements and messages, and understand client emails.6 guidesBilling and subscriptionPricing, seats, proration, invoices, failed payments and what happens when the trial or subscription ends.6 guidesData, API and integrationsCSV formats, exports, privacy requests, API keys and webhooks, and how your data is protected.7 guides
For investors
Invest through a portal your manager gave you? These guides explain it from your side.
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