URManager URManager Host
Select a contact to view it.
Select an item to view it.

Lead

Activity Log

Log Activity

Add Lead

Convert to Prospect

or

A new contact will be created from this lead's details.

Listing Configuration

System types and fields are shared defaults. Add your own custom types and fields below — they apply only to your account.

Listing Types
Loading…
Custom Fields
Loading…
Loading…

Add Member

Edit Member

Notification routing

Loading…

New List

List

Expense Report
All recorded expenses by period, property, vendor, and category.
Revenue Ledger Summary
All credit ledger entries by period, property, and tenant.

Payments

Configure how guests can pay you and how URManager records inbound rent. Each tab below holds the settings for one payment system.

Email auto-matching now lives on the Integrations page. Enable forwarding once there and every payment rail below will use the same address.

Off-platform hold

Applies to Zelle & Venmo bookings — how long URManager keeps the dates reserved while you confirm payment.

Activity

Every inbound payment email we've processed across all rails. Use the filter to narrow by platform.

Email

Send and receive email from your own domain. Add a domain (or a subdomain like mg.yourdomain.com), add the DNS records we generate, then verify. Replies from contacts, leads and guests land in your Communication → Inbox.

Add an email domain

Integrations

One forwarding address feeds every inbound integration — payment notifications, guest communications, and expense receipts. Enable forwarding once below, then toggle each integration on for the sources you actually use.

Every inbound email matched to an integration on this account — most recent first.

Loading…

Notifications

Control how URManager alerts you about new messages, payments, lock events, and other activity — on this device and across your account.

Browser push notifications

Loading…

Get a system notification on this device when something needs your attention — new messages, payments, lock events, and more. Works on desktop and on iPhone when you've added URManager to your Home Screen.

Notification history

See every notification your account has received — read, unread, or dismissed.

Notification routing

Pick which roles receive each notification type. Routing lives on the Users page so it stays alongside members and roles.

Calendar settings

Create reusable named pricing bundles (e.g. "Standard rates", "Holiday rates") and assign one to each listing from the listing's Calendar tab.

Loading…

Add-ons

Reusable opt-in line items you can offer at booking time (via a calendar) or attach directly to a lease. Each add-on can optionally require its own addendum.

Loading…

Add payment method

Notification

Loading…

Inbound email

Loading…

Add account

Edit Dates

New Lease

Lease

Send Email

AI Recommendations

Let us help you discover great local spots. Choose what best describes your use case and we'll suggest places near your property.

Add Place

Add Guide

AI Guide Generator

Describe what you need a guide for and we'll write clear, simple instructions your guests can follow.

New Listing


        

Create Agreement

Signing fields:

New Vendor

Add Transaction

Scan a receipt to auto-fill
or drag a file here

Loan

Details

Curtailments

Refinances

Loan Transactions

Import Payment History

This is the format expected. You can also try any format you have and we will do our best to convert it using AI . Rows for escrow disbursements, refunds, advances, and origination markers are skipped.

Add Loan

Add Valuation

Record Payment

Record Curtailment

A curtailment is a lump-sum extra-principal payment. The full amount goes to principal and reduces your remaining balance, so future months' interest drops automatically.

Refinance Loan

Closing existing loan

New loan

New Project

Leave blank to make this a top-level project.
Estimate
BUDGET AMOUNT
START DATE
TARGET END DATE
In Progress
RE-FORECAST AMOUNT
START DATE
END DATE
Completed
FINAL AMOUNT
COMPLETION DATE
END DATE

New Contact

Contact

Original message

Calendar setting

Pricing

$
$
%
%

Booking window

How far ahead guests may book on the public widget. Leave at 0 for no limit.

mo

Fees

Per-stay = charged once per booking. Per-night = multiplied by number of nights. Percent = applied to (subtotal − discount + flat fees), e.g. taxes.

Agreement

Optional — when set, guests must sign this lease as part of the booking flow on the public widget.

Add-ons

Opt-in items the booking widget offers (Pet Fee, Additional Guest, etc.). Manage the catalog under Settings → Add-ons.

Add-on

Pricing

$

Agreement

Optional — when set, guests who pick this add-on must sign this agreement alongside the main rental lease. For lease-direct attaches, the tenant signs it through the tenant portal.

New Service Request

— Search and select a contact —

Add Phone Number

Inbound calls to the tracking number will be forwarded here via Twilio.

Service Request

Add event