Master Property on-boarding (Copy)

This process will lead you through the complete property/owner onboarding process the PMiWAY. Click through to start onboarding!

Property is Being Purchased and waiting on closing:

Send This email, and complete the task. 

Property Information Collection 

Leasing

Appliance Information

HVAC Information 

Utilities Information 

Amenities

Parking 

Insurance 

Click on the link to watch a video of how to create an Owner and Portfolio in PW:

Access the here

Transfer necessary utilities into your company's accounts

Need to determine first, if there is a tenant. 

If the property is vacant, all utilities are turned on in our name immediately.

If a tenant exists, we will not turn on any utilities unless specifically directed to do so. 

If electric provider is IPL, then add to our master account, by using the email below, with account number 1983707.

HOME OWNER INSURANCE VERIFICATION FORM

It is a requirement of our company that our property owners name {{form.PMI_SantaCruz}}, as an additional insured or other interested party on your liability insurance policy. 

Please complete this form, send to your insurance company and {{form.PMI_SantaCruz)}}. 

The required amounts are as follows: 

• $300,000.00 for a Condo or PUD.
• $1,000,000.00 for a Single Family Residence.
• $2,000,000.00 for a Single Family Residence with a pool or spa.

HOME OWNER INSURANCE VERIFICATION FORM 

Please send the below email to PMI & the Insurance Agent. If you select 'send' the email will open up in your mail client filled with the below information. 

Ensure owner has logged in to portal/set up banking and enter all form/data into PW, create appropriate billing tasks and melds.

If Vacant, lock hardware will need changed to PMI lock system.
Primary entrance should be updated to Schlage keypad lock hardware. Set code to 1968. All other doors should be updated to Schlage SmartKey deadbolt and/or Doorknob.

Do Not Exceed $400 on this work order.

Per the PMA, the owner has 15 days to add us as an additional insured and for us to get their insurance certificate. 

Current Leases received from owner(if applicable), and follow Leasing process for books team.

Send Welcome Letter to current tenants (if applicable)

The Owner has the security deposit:

The Previous PM has the security deposit:

The deposit is to be transferred to us at closing by the title company:

Schedule and compete inspection only after:

• PMI Locking systems has been installed
• Utilities are all turned on. (should be sent in comments to update you)

Overview on Inspections the PMiWAY

1) Complete Onboarding Inspection in Z-Inspector.
2) Generate a recommended scope of work to bring the property to rent ready status. Upload that scope in this work order.
3) Meet with Owner (phone, zoom, or in person at property) to discuss the scope, quote, etc. Make any final updates to the scope, and submit for approval.
4) Once approved, complete all work within scope. Submit invoice that will be approved only after the Rent Ready Inspection has been completed.

Repairs and Turn Maintenance competed, see PMiWAY for more detailed instructions:

Click here to access PMiWAY

Follow PMiBOOKS task of 'entering invoices':

You can access that here

Complete Marketing. This task should only be done after the Rent Ready Final Inspection is complete.

Owner Reserve/Contribution will be handled upon collection of rent - through portal ideally