Switching platforms? We’ve got you. HELM’s migration service sets up your units, tenants, and leases—so you’re up and running fast, no stress required.

Don't Just Switch. Set Sail.

HELM’s property management migration service makes switching platforms painless. We’ll move your data, properties, and tenants for you—so you can stay focused on managing rentals, not spreadsheets.

Get Migration Help

Don’t start from scratch. HELM’s migration service sets up your entire portfolio—units, tenants, leases, and more—so you can hit the ground running.

What We Handle

Switching property management tools shouldn’t mean wasted weekends, missed rent, or messy spreadsheets. HELM’s paid migration services make your move smooth, fast, and hands-free.

Switching property management systems can be overwhelming. HELM handles the setup from start to finish so your account is ready to use on Day 1.

Adding your properties, tenants, and lease data
Uploading and organizing documents and receipts
Setting rent schedules and late fee rules
Sending tenant invites and login instructions
Ensuring your account is fully operational from Day 1

You invested in real estate—not in admin work. Let us handle your migration so you can get back to managing what matters.

Switch & Sail: Choose Your Migration Package

Whether you’re managing one door or twenty, HELM offers flexible migration packages for every portfolio size. Choose your plan, and our team will handle setup quickly and securely.

Tier 1: Smooth Sailing Setup Perfect for new landlords. HELM sets up 1–3 units, adds lease and tenant info, and gets you rent-ready in a single day.

Smooth Sailing Setup: $99

1–3 units • Includes property + lease setup, rent config, and invites

Time saved: 4–5 hours

Tier 2: Harbor-to-Helm Transfer Designed for mid-size portfolios. We’ll migrate up to 10 units, configure autopay, upload leases, and invite tenants—hands-free.

Harbor-to-Helm Transfer: $149

4–10 units • Includes lease uploads, auto-pay, and custom invites

Time saved: 8–10 hours

Tier 3: Full Fleet Migration Ideal for property managers or landlords with 10+ units. Includes bulk uploads, custom rent schedules, onboarding support, and a live setup call.

Full Fleet Migration: $199

10+ units • Includes full setup, onboarding messaging, and live call

Time saved: 12–16+ hours

Frequently asked questions

Migration Services FAQs

How long does migration take?

Typically 1–3 business days, depending on your portfolio size and the amount of data to transfer.

What file types can I send?

We accept spreadsheets, PDFs, lease scans, and even screenshots—whatever helps us get your account set up accurately.

Is this service free?

HELM’s migration service has a one-time setup fee based on your package tier, starting at $99. It’s a fast, affordable way to save hours of manual setup.

How do I get started?

Contact our team, and we’ll walk you through the next steps. We’ll handle your setup from there—quickly and securely.

Switch to HELM without the stress. Our paid migration service sets up your properties, leases, and tenants—so you're ready to go from Day 1.

The HELM Way: You Steer, We Launch.

We get it—switching platforms sounds like a pain. That’s why we created “Switch & Sail.” We do the setup, you stay hands-off, and your rental business gets powered by HELM from day one. It’s our way of helping you Steer Your Ship without hitting the rocks.

Already using another platform? Contact us to learn how HELM can migrate your data and simplify your management workflow.