Templates
Property Management
Property Investment Manager Onboarding
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Property Investment Manager Onboarding

1
Introduce to the team and organizational structure
2
Overview of property types under management
3
Setup office space & issue tools (Laptop, ID card, keys)
4
Provide company email & systems access
5
Introduction to Property Management System
6
Review company policies and Code of Ethics
7
Understanding the property investment process
8
Explain budgeting and financial reporting systems
9
Meeting with the finance department
10
Approve IT system access credentials
11
Introduction to Tenancy laws & regulations
12
Introduction to current investment portfolios
13
Tour of key properties under management
14
Introduction to key contacts (Clients, Solicitors, Contractors)
15
Discussing the roles & responsibilities
16
Reading and understanding legal agreements/contracts
17
Compliance training
18
Approval: Property Investment Manager Roles & Responsibilities
19
Understanding the risk management process
20
Performance evaluation parameters briefing