Onboarding

Live in 30 days.
We do the heavy lifting.

KeyTrellis does the heavy lifting. We move your data across while your current system keeps running until go-live, then support a focused pilot and the agreed readiness checks.

The 30-day route is an indicative target. We agree the scope and start date with you.

Target timeline30 days
01ConnectDays 1–3
02ImportDays 4–10
03PilotDays 11–20
04Go liveDays 21–30

One shared plan, with the next step clear at every handoff.

A clear route through setup

Four stages. One agreed target.

Each stage has a clear owner and checkpoint. We agree the scope and start date together before the timeline begins.

  1. 01

    Days 1–3

    Connect

    KeyTrellis maps your current operation, agrees the people and workflows in scope, and sets a shared target date.

  2. 02

    Days 4–10

    Import

    KeyTrellis prepares and moves your agreed data across. Your current system keeps running while we check the import, right up to go-live.

  3. 03

    Days 11–20

    Pilot

    KeyTrellis sets up the agreed pilot. Your team checks the workflows and imported records while the current system remains in use.

  4. 04

    Days 21–30

    Go live

    KeyTrellis completes role-based training and confirms the agreed readiness items before the target launch.

Target timeline: 30 days from the agreed start, subject to scope and data readiness.

A shared handoff

Who does what

The KeyTrellis team

  • Agree the onboarding scope, target date and named contacts.
  • Map your current process and prepare the proposed import review.
  • Coordinate a focused pilot and role-based training.
  • Track UK-specific commitments and readiness items before go-live.

Your team

  • Choose a project lead and the people who will join each stage.
  • Talk us through your current workflows and the tools you use.
  • Review the proposed data mapping and call out anything missing.
  • Join the pilot, share feedback and confirm readiness when it is right.

Bring your current setup

Start with the tools you already use.

We use this list to scope the conversation. These are examples to help identify the systems your team uses today.

  • Alto
  • Reapit
  • Jupix
  • Street
  • Arthur Online
  • PayProp
  • Spreadsheets

Prepare together

A practical document checklist.

We agree what applies to your portfolio and review it together. This is a planning summary, not a fixed legal or compliance checklist.

Portfolio and properties

Property and unit schedules, management agreements and the operating structure.

Safety and compliance

Examples include gas safety, electrical safety, EPC, fire safety and applicable licences.

Tenancy and finance

Tenancy templates, rent schedules and the deposit or reconciliation process.

Student accommodation, where applicable

Room or bed schedules and relevant property-specific safety or licensing records.

Learn by role

Training that follows the work.

We plan focused sessions around your team's responsibilities and use the pilot to practise the agreed workflows.

Portfolio managers

Reviewing the onboarding workspace and readiness checklist.

Planned for your onboarding

Lettings teams

Following the agreed workflow and reviewing import exceptions.

Planned for your onboarding

Compliance leads

Checking document status and the agreed compliance handoff.

Planned for your onboarding

Romi live today · UK work in preparation

Clear commitments before go-live.

Romi is a live rental operations platform, currently operating in South Africa. KeyTrellis is our UK-facing adaptation. UK hosting, data processing agreements and channel connections are commitments to be confirmed before go-live; they are not arrangements presented as already live.

Before we begin

Frequently asked questions

Is the 30-day timeline guaranteed?

No. Thirty days is a target timeline. We agree the scope and target with you, and timing depends on data readiness, decisions and the UK-specific items that apply to your setup.

Is KeyTrellis already live for UK property teams?

Romi is a live rental operations platform, currently operating in South Africa. KeyTrellis is its UK-facing adaptation. UK-specific capabilities and integrations are still being prepared and are confirmed with each customer.

Can you connect the systems we use today?

We will review your current setup and identify the connections your operation needs. The system names on this page are plain-text examples for that conversation, not a claim that every connection is live.

How do you check that onboarding is ready for launch?

KeyTrellis and your team review the agreed readiness items together before the target launch.

Which documents should we prepare?

We agree the document set for your portfolio during Connect. The categories above are examples; requirements vary by property and may include conditional student-accommodation items.

How does team training work?

Training is planned around the roles in your operation. We use the pilot to walk through the agreed workflows, then focus sessions on the tasks each group needs to handle.

A clear first step

Let's plan the right route for your team.

We will learn how your operation works, explain what is live in Romi today and agree the scope and target date for your rollout.

Book a demo