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New Client (New Property to Manage)
SEND MANAGEMENT DOCUMENTS VIA DOCUSIGN
Management Agreement
Property Profile
IF US resident send - W9
If foreign investor, send W8-ECI
ACH Authorization Form
Authorization to add as additional insured
Owner HOA Disclosure
Owner Mortgage Disclosure
VERIFY MANAGEMENT DOCUMENTS SIGNED
Management Agreement
Property Profile
IF US resident send - W9
If foreign investor, send W8-ECI
ACH Authorization Form
Authorization to add as additional insured
Owner HOA Disclosure
Owner Mortgage Disclosure
Update Management System
Contact Insurance company and add an additional insured
Copy signed documents from Docusign to owner folder
Create New Portfolio in Propertyware
Add owner information to Propertyware
Add building information to Propertyware
PRE-INSPECTION
Pre-inspect home
Review with owner any repair items
PHOTOGRAPHY
Take photos of home
Take video of home
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Related Property Management Checklists
Tenant Eviction Checklist
Apartment Turnover Maintenance Checklist
Tenant Move Out
New Tenant (Tenant Move In)
Start Using This Workflow
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