How to Get Assisted System Setup

Assisted System Setup

Setting up a Property can be complex and time-intensive, but we’re here to help! Our team offers a service to set up Properties in ExactEstate for you, ensuring a smooth onboarding experience for a small fee. Simply complete the provided Excel file and return it to us to get started.

How It Works

1. 1. Download the Excel setup file using the button below.
2. 2. Fill out the required worksheets with your Property's information.
3. 3. Send the completed file back to us to start the process.

Download Setup File

Download Excel Setup File

Worksheets to Complete

Below is the list of worksheets included in the template. Some worksheets depend on others, so fill them carefully!

Helpful Tips

Keep in mind:

• You may not need to fill out all the worksheets. For instance, if this is for a new Property, there won’t be any Residents or Children data to include.
• Any data omitted here will not be added during the onboarding process.