Playbooks
The recurring work of a management company, written down as dated checklists with a role on every step. Your progress is saved in this browser.
Owner onboarding: the first 30 days
From signed management agreement to a property that runs without surprises. Plan the first month in detail, because it is the first look the owner gets at how you work.
18 stepsTenant move-in checklist
Signed lease to keys in hand, with nothing missed. Built on dates relative to the move-in day so it works for every lease.
13 stepsMove-out and turnover checklist
Notice received to the next lease signed, built to cut vacant days and keep you inside the deposit deadline.
11 stepsLease renewal timeline
A 120-day renewal process. Start early so the offer reaches the tenant before they decide whether to move.
10 stepsRent delinquency workflow
A consistent, documented path from missed rent to resolution. Same steps for every tenant, every month.
11 stepsOwner lead follow-up: the 21-day sequence
What to do in the first 5 minutes, first day and first three weeks after a property owner asks about management.
8 stepsTenant lead to signed lease
The inquiry-to-lease process that keeps vacant days low and screening consistent.
11 stepsMaintenance triage and response times
Sort every request into one of four priorities with a promised response time, so nothing urgent waits and nothing routine interrupts.
9 stepsTaking over a portfolio from another manager
The handoff list for when an owner moves to you from another management company, or you acquire a book of doors.
11 stepsOwner retention and save process
Spot the owners who are about to leave, and what to do when one gives notice.
13 stepsAnnual compliance calendar
The recurring deadlines a residential PM firm should have on the calendar every year.
7 stepsVendor onboarding and compliance
What to collect before a vendor ever touches a property you manage.
7 stepsNew team member onboarding
Getting a new coordinator or property manager productive in their first two weeks.