Owner Onboarding Process

Why a structured onboarding process ?

At Airnest REIM, every new partnership begins with a clear and comprehensive onboarding process. Our goal is to secure your property, optimize profitability, and ensure smooth, compliant, and worry-free management from day one.

(1) Onboarding Form & Initial Information Collection

As soon as contact is established, you’ll receive a digital onboarding form designed to gather all key information :

• Personal and fiscal details of the owner(s)

• Legal structure of ownership (individual or corporate)

• Full property description (location, surface area, typology, number of rooms, etc.)

• Existing documents: Caderneta Predial, energy certificate, usage license, AL license, existing contracts

• Intended rental type: short-term, mid-term, or long-term

• Bank details and management preferences

Goal: create a complete, clear, and actionable owner file for our team.

(2) Documentation Audit & Management Agreement

Once the onboarding form and documents are received, we conduct a comprehensive review :

• Check the validity of all documents

• Update or generate any missing files (e.g., lease templates, property sheets, etc.)

• Legal analysis of ownership and operation model

• Issuance of the Airnest REIM property management mandate, signed electronically

Goal: ensure full legal and administrative compliance before any rental activity begins.

(3) Accounting & Tax Review

Before listing the property, we conduct a personalized financial and tax analysis :

• Review of the Portal das Finanças account via our partnered chartered accountant (upon request)

• Identification of the most suitable tax framework: recibos verdes, Rendimentos Prediais, or corporate structure

• Integration into our accounting system for invoicing, receipt issuance, and tax declarations

Goal: provide clear insight into your net profitability and ensure full compliance with Portuguese tax obligations.

(4) Property Preparation & Value Enhancement

Our field team organizes an on-site readiness visit :

• Equipment check and verification of safety and legal compliance (smoke detectors, fire extinguishers, welcome booklet, etc.)

• Recommendations for improvements (furniture updates, small repairs, upgrades)

• Coordination of required services: cleaning, linen, maintenance

• Professional photo shoot to highlight your property for marketing and internal documentation

Goal: ensure the property is fully prepared, attractive, and secure before listing.

(5) Platform & System Integration

Once the property is ready :

• Integration into our tech ecosystem: CRM, channel manager, and Airnest automations

• Ad writing and distribution (if needed)

• Listing the property within our mid-term rental network

• Setup of billing flows, receipt generation, and SEF / SIBA declarations

Goal: launch rental activity efficiently, with all systems ready.

(6) Monthly Monitoring & Owner Reporting

As soon as the first booking or lease begins:

• Automated tracking of income and expenses

• Real-time access to a shared owner dashboard (invoices, receipts, contracts, check-in/out reports)

• Setup of your dedicated owner portal with live reporting and financial summaries

Goal: provide transparent, remote-access management, with clear visibility on your property’s performance.

📌 In Summary

Airnest REIM supports you at every stage — from legal and tax onboarding to technical setup and ongoing management. Thanks to our structured onboarding process, you gain peace of mind, time savings, and long-term profitability.