Workflow Templates for Property Management: New Client (New Property to Manage)

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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

Spring Cleaning
Tenant Move Out
New Tenant (Tenant Move In)
Apartment Turnover Maintenance Checklist
Tenant Eviction Checklist
Applicant Review (Tenant Screening)
Annual Rental Property Inspection
Tenant Move-in Checklist
Tenant Move-out Checklist
Property Inspection Checklist
Maintenance Checklist
Cleaning Checklist
Tenant Screening Checklist
Lease Agreement Checklist
Rental Payment Checklist
Security Deposit Checklist
Tenant Eviction Checklist
Pet Checklist

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