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Your first day with Summit

What to do in your first hour, your first afternoon, and your first week.

5 min read

What Summit does, in plain English

Plain-English description of what the agent handles vs. what it deliberately doesn't.

3 min read

Common problems & how to fix them

Forwarding not firing, agent replied something wrong, escalations not landing in email, billing issues.

5 min read

Cmd+K command palette — every shortcut

Power-user shortcuts via Cmd+K (Ctrl+K on Windows). Jump views, open forms, fire AI features.

1 min read

Forwarding your tenant inbox to Summit

Step-by-step for Gmail, Outlook, iCloud, Yahoo, Fastmail, Zoho, Proton, Google Workspace, and Microsoft 365.

8 min read

Importing tenants + properties from AppFolio / Buildium / DoorLoop

Drop a CSV from any major PM platform and Summit imports the relationships in under 10 minutes.

4 min read

How the safety gate decides what to auto-reply

The 9 categories the AI refuses to handle alone, the soft-language patterns it catches, and how to override.

6 min read

Per-property compliance overrides for multi-state operators

Run properties in 10 states from one account. Each property gets correct citations and notice periods.

4 min read

AI lease abstract — drop a PDF, fill the form

Drop a signed lease PDF into the new-lease form. The form auto-fills rent, deposit, dates, late fee, pet policy.

2 min read

Ask AI any question about a lease

Cmd+K, drop a lease PDF, type a question, get the answer plus the verbatim clause it's based on.

2 min read

Scan a lease for state-law violations

Catches illegal late fees, security-deposit overages, retaliation clauses — with the actual statute citation.

3 min read

Dictate a walkthrough, get the deduction letter

Voice or type the walkthrough notes. AI itemizes deductions, prices them conservatively, drafts the Utah-compliant deposit-return letter.

3 min read

Triage maintenance in one click

Click 🤖 Triage on any open ticket. AI returns priority, vendor type, cost range, drafted SMS/email, and safety flags.

3 min read

AI-drafted owner-statement commentary

Toggle 'Add AI commentary' before sending. Each landlord gets a personalized paragraph about what actually happened.

2 min read

Forward a vendor receipt — AI logs the bill

Email any vendor invoice to your Summit inbox. AI parses vendor / amount / due date / invoice number, drops it into AP.

2 min read

AI renewal-offer drafter — comparable rents, conservative bumps

Click '🤖 Draft' on any expiring lease. AI suggests rent based on in-portfolio comparables, drafts email + SMS.

3 min read

The 9-category safety gate — what AI refuses to auto-reply to

Summit's AI refuses to auto-send replies in 9 specific categories. This is the moat. Full list inside.

4 min read

Exporting rent + expenses to QuickBooks Online (or Xero)

Drop-in CSVs that import without column remapping. Date format MM/DD/YYYY, 3-column QBO bank format.

4 min read

Auto-emailed monthly owner statements (white-labeled)

Set landlord_email on a property + turn on auto_owner_reports. On the 1st of each month, every owner gets a P&L PDF with your logo.

3 min read

How to forward Gmail to multiple email addresses

Gmail's built-in forwarding only lets you set ONE destination. Here are the four workarounds — filters, Workspace routing, Google Groups, and third-party relays — plus the daily limits each one hits.

8 min read

Utah eviction notice template: 3-day pay-or-quit + cure-or-quit

What Utah Code § 78B-6-802 requires in a Pay-or-Quit and Cure-or-Quit notice, how to serve it, when to file the unlawful detainer, and what NOT to do.

10 min read

AppFolio alternatives for operators under 50 units

AppFolio's pricing punishes small operators. Here are the five real alternatives at 5-50 units — Buildium, DoorLoop, TenantCloud, RentRedi, and Summit — with honest pros, cons, and pricing.

9 min read

How to auto-dispatch cleaning crews after Airbnb checkouts

The iCal-driven turnover workflow: how Turno, Operto, Properly, and Hospitable do it — and how to set it up cheaper using Airbnb's calendar export.

8 min read

Push your listings to Zillow, Apartments.com, Trulia, and HotPads

Submit your Summit syndication feed URL once; every published unit auto-syncs to the big rental sites.

4 min read