Owner Onboarding Agreement

This is a task, one of the actionable steps in your workflow. 

⬆️ When you edit a workflow, you can assign tasks to other users, give them a deadline to be completed by, pause the workflow run at this point, or change who can see this task by adjusting the permission settings ⬆️

Approver details

This task contains subtasks that you can use to break complex tasks into smaller steps. Edit the workflow to add more rows (enter key) or delete rows (delete or backspace key). 

⚡️ You could automate this step by setting up an integration to store your documents in your favorite storage app, for example Google Drive or DropBox. 

Organize all documentation relating to the listing/property management agreement agreement in both a physical and digital folder.

This is a heading, used to separate tasks into sections in your workflow.

This task uses variables to surface information collected in form fields in your workflow, so that they can be viewed or used elsewhere in your workflow, for example in the send email widget below. 

If the pack is in e-book or PDF format, email it to the owner by creating a shareable link.

The pack should at least include:

⚡️ You could automate this step by setting up an integration with DocuSign or Hellosign to create and send the agreement, which the owner can sign electronically.

Property management agreement: {{form.Property_Management_agreement}}

It's now time to review the pricing of the property and discuss with the owner if there is any room for optimization. 

Even simple, low-cost measures such as repainting, changing fixtures or installing new doors can make a notable difference to the final price. 

Property details

Address:

{{form.Address_line_1_(street_address)}}
{{form.City}}
{{form.State}}
{{form.ZIP_code}}

Now that all of the information is safely stored in your system and the owner feels completely comfortable with all aspects of the agreement, you can begin advertising the properties and do what you do best! 

⚡️ You could automate this step by setting up an integration with Freshbooks or Xero to schedule payments. 

Establish a feedback loop with the owner by sending monthly summary reports. 

These could include: 

- A summary of interest from prospective tenants
- Prospective tenant profiles
- Tenant screening process (status update)
- Calculated recommendations for property maintenance/enhancement

If there are any serious or pressing issues to discuss with the owner, set up a phone call, online meeting or in-person meeting, in addition to providing a written description.

ℹ️ Need support getting your processes set up? Click the help button ↘️ or book a time to talk with one of our Process Pros.