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new property owner onboarding

Pre-Onboarding

Collect necessary documents from the property owner

Ownership documents (deed, title)

Identification (ID, passport)

Contact information (phone, email, address)

Conduct a background check on the property owner

Verify property ownership through official channels

Prepare a welcome package for the property owner

Schedule an initial meeting with the property owner to discuss expectations and responsibilities

Administrative Tasks

Create a property owner profile in the management system

Set up online access for the property owner to view relevant information and reports

Assign a unique property owner identification number

Obtain property owner's preferred method of communication (email, phone, etc.)

Provide property owner with contact information for their designated property manager

Create and sign a property management agreement or contract

Ensure property owner is aware of all applicable laws and regulations

Financial Onboarding

Collect property owner's banking details for rental income deposits

Set up an online portal for property owner to track financial statements

Explain the financial reporting process and provide examples of monthly reports

Discuss rental income collection procedures and expectations

Provide property owner with an overview of potential expenses and deductions

Discuss property owner's preferences regarding maintenance and repairs budget

Property Details

Gather detailed information about the property

Property address, size, and type (residential, commercial)

Number of units or rooms

Property features and amenities

Current condition and any recent renovations or repairs

Discuss property owner's preferences regarding tenant selection criteria

Explain property advertising and marketing strategies for vacancies

Provide property owner with a rental market analysis and suggested rental rates

Discuss property maintenance and repair procedures

Obtain keys or access codes to the property

Tenant Management

Explain tenant screening and selection process

Provide property owner with a sample lease agreement

Discuss property owner's preferred lease terms and conditions

Explain tenant move-in and move-out procedures

Discuss property owner's role in handling tenant complaints or disputes

Inform property owner about eviction procedures and legal requirements, if necessary

Ongoing Communication and Support

Establish regular communication channels with the property owner

Schedule periodic property inspections and reporting

Discuss property owner's preferred level of involvement in decision-making

Provide property owner with emergency contact information

Offer additional resources or services available to property owners

Address any remaining questions or concerns the property owner may have

Please note that this checklist is a general guide and may vary depending on the specific requirements and processes of each property management organization.

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