Templates
Property Management
Property Management Coordinator Onboarding
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Property Management Coordinator Onboarding

1
Introduction to Property Management Coordinator role and responsibilities
2
Complete HR paperwork including payroll, confidentiality agreement, benefits enrollment
3
Receive office orientation & tour
4
Learn office automation tools including CRM, EPM software
5
Receive training on basic property management principles and legislation
6
Learn the communication protocol with tenants, owners, services providers
7
Introduction to vendors and stakeholders
8
Approval: Manager on grasping of initial tasks and understanding
9
Complete training on property data understanding and analytics
10
Attend meetings with different property management teams
11
Shadow seasoned property management coordinator
12
Learn about property inspection procedures
13
Conduct supervised responses to service requests
14
Approval: HR on first week's progress report
15
Get familiar with rent collection procedures
16
Review property management workflows
17
Participate in emergency response scenarios
18
Approval: Manager on comfortability with emergency response
19
Attend client meeting under supervision
20
Get feedback and address areas of improvement