Templates
Property Management
Property Management Agent Onboarding
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Property Management Agent Onboarding

1
Submission of necessary documents
2
Review personal details and background check
3
Approval: Personal Details Review
4
Introductory Training on property policies and procedures
5
Assign mentor for First Week
6
Detailing of job responsibilities
7
Introduction to property management software
8
Briefing on the current tenancy agreements
9
Outline of communication protocols
10
Review safety protocols and emergency procedures
11
Approval: Safety Protocol Review
12
Meet with property staff and department heads
13
Guided tour of property/properties managed
14
First week feedback session with mentor
15
Introduction to property owners
16
Approval: Mentor Feedback
17
Ongoing training schedule setup
18
Introduction to maintenance team
19
Set up access to communication tools