URManager Host
URManager Host
System types and fields are shared defaults. Add your own custom types and fields below — they apply only to your account.
Download your data as a single Excel workbook — one sheet per dataset. Everything is exported in full; there are no date filters, because this is meant as a backup you can keep.
Contacts, prospects and vendors belong to the account rather than a listing, so they are always exported in full.
Only the data you have permission to see is listed.
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.
STRIPE_SECRET_KEY.
Add each Zelle handle you want to receive payments to. You can assign different handles to different units from each unit's Calendar settings.
Add each Venmo username you want to receive payments to. You can assign different usernames to different units from each unit's Calendar settings.
Zillow's tenant-payment emails carry the unit address, so URManager can record rent against the right lease automatically — no payment code needed.
Every inbound payment email we've processed across all rails. Use the filter to narrow by platform.
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.
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.
Forward your Zelle / Venmo / Zillow / Airbnb / Vrbo / Lowe's / Home Depot emails to one URManager address. We match every email to the right lease, booking, or expense automatically.
Use this single address in every Gmail forwarding rule — bank Zelle alerts, Venmo, Zillow, Airbnb, Vrbo, Lowe's and Home Depot all land here and get routed automatically.
Every inbound email matched to an integration on this account — most recent first.
Toggle each source you want URManager to listen for. Off by default — flip on only the ones you actually receive.
Everything URManager has told you, and how each alert reaches you.
System notifications on this computer or phone. On iPhone, add URManager to your Home Screen first.
Pick how each notification reaches you. Every notification always shows in the bell; these add a push or an email on top. Push only reaches devices where it's enabled above.
Create reusable named pricing bundles (e.g. "Standard rates", "Holiday rates") and assign one to each listing from the listing's Calendar tab.
Account-wide settings that shape how your leases are built and billed.
The rooms and items tenants rate and photograph in the tenant app when they move in and out of a long-term lease. Each lease gets its own copy when its checklist starts, so editing a template never changes one a tenant has already begun. How many days tenants get is set on each lease policy, under Inspections.
Named sets of lease terms — late fees, deposits, documents to sign and which add-ons are on offer. A policy is only terms; where you assign it decides who gets it. Point one at the whole account on the Defaults tab, or at a unit, a building or a whole complex from its Leases tab — every lease underneath inherits it unless it says otherwise.
Reusable opt-in line items a guest can pick at booking time or you can attach directly to a lease. Which of them a given lease may take is set on its policy, under Policies. Each add-on can optionally require its own addendum.
The policy a lease falls back on when its unit — or a parent of it — names none.
The policy a vacation rental gets, based on where it was booked.
The kinds of tasks you track under Communication → Tasks, and what each kind can be linked to.
Each type decides which records a task can be linked to — a property, contact, lease, vendor, lead or service request — and which of those must be filled in. Editing a type applies to tasks saved from then on; links already on a task are kept.
The flow is the same: find your bank's alert settings and enable email notifications for incoming Zelle deposits.
onlineservices@e.bofa.com. Check
Forward it to: and pick the URManager address.
Save.
venmo@venmo.com. Check
Forward it to: and pick the URManager address.
Save.
Guests & tenants paste
UR-XXXXXX into the Venmo memo —
URManager matches on that code first, then falls back to sender name +
amount if the memo is blank.
@zillow.com
The flow is the same: create a forwarding rule that matches
@zillow.com in the sender and forwards a copy to the
address shown at the top of the Payments page.