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.
In the first month you have not yet collected a rent check for the owner, so documents, the first statement and any repair bill are all they have to judge you by. Missing documents, a slow first statement or a surprise repair bill are avoidable in this window. Use a dated checklist so nothing in the first month depends on memory.
Want this to run without a spreadsheet?
Workflow software can create the tasks in a checklist like this, assign them and set due dates from the lease. Walk through what that would look like for your company with Julian.
With Julian Calvo, who works with property management companies at LeadSimple.
Related: Tenant move-in, Move-out and turnover, Lease renewals, Delinquency, Owner lead follow-up.