Templates
Property Management
Property Management Asset Manager Onboarding
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Property Management Asset Manager Onboarding

1
Provide an overview of the company and its property portfolio
2
Introduction to the property management team
3
Training on property management software
4
Familiarize with the company's mission, policies, and core values
5
Walkthrough of property asset management responsibilities
6
Review the company's procedures and guidelines for asset management
7
Training on risk management and compliance procedures
8
Studying the administrative operations related to property management
9
Approval: Review of Administrative Operations
10
Understand the financial reporting and budgeting processes
11
Work with a mentor/manager on a practice project
12
Understanding contractual aspects of property management
13
Approval: Contracts Review
14
Meetings with other relevant departments (Legal, Finance, Facilities)
15
Review current property portfolio and associated strategies
16
Approval: Review of Property Portfolio
17
Introduction to external stakeholders and tenants
18
Understanding and training on sustainability and environmental practices
19
Shadow experienced Asset Manager for real-time learning
20
Approval: Manager on Onboarding Completion