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RES – New Property On-boarding (PMI Harbor Beach)

RES – New Property On-boarding (PMI Harbor Beach)

Use this template to onboard any new signed PMA
1
New Property Onboarding:
2
General Information
3
Transfer information from other Property Manager
4
Send Email to previous Property Manager
5
Send the Welcome Packet out to your new owner
6
Send the tenant welcome letter
7
Send Owner Property Information Task
8
Property Information
9
Tenant(s) Contact Info
10
Send Owner Initial Package via PDF
11
Send Insurance Requirement Task (not needed if already recieved)
12
Save the property information (task 7) on Google Drive
13
PW Portfolio Creation - Assign to book coordinator
14
Leases - Assign to book coordinator
15
Franchisee Tasks:
16
Marketing Description
17
Insurance Verification
18
Portal
19
Keys
20
Insurance Verification
21
Marketing:
22
Marketing the Property
23
Utility Transfers:
24
Determine what utilities need to be turned on
25
Turn on Electric
26
Turn on Water
27
Turn on Gas
28
Onboard an Existing Tenant:
29
Security Deposit Transfer
30
Open a tenant onboarding checklist. Be sure to select the "Existing Tenant, New Property"
31
Be sure to not charge a leasing fee when creating the lease.
32
Maintenance:
33
the work order to change locking system (only if Vacant)
34
Onboarding inspection scheduled
35
Repairs
36
Entering Invoices
37
Insurance
38
Owner:
39
Reserve & Contribution