Templates
Property Management
Lettings Manager Onboarding
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Lettings Manager Onboarding

1
Official welcome and introduction to the team
2
Do a walkthrough of the organization's culture and values
3
Familiarization with the company’s software/technology
4
Introduction to systems and processes specific to lettings management
5
Understanding the process of property inspections and tenant screening
6
Familiarization with legal responsibilities and housing regulations
7
Review of leasing and tenancy contract procedures
8
Training on handling repairs and maintenance issues
9
Guidance on dealing with tenant complaints
10
Hands-on exercise: Property advertisement preparation
11
Approval: Senior Manager on advertisement preparation
12
Overview of financial procedures (rent collections, payments and deposits, invoices)
13
Training on marketing techniques for property viewings
14
Shadowing a lettings negotiation with a tenant
15
Discussion on goal setting and performance expectations
16
Approve: Director on goal setting and performance expectations
17
Introduction to network of vendors, contractors and suppliers
18
Assignment of responsibilities and key performance indicators
19
Confirming understanding of emergency procedures
20
Final review and process feedback collection