{"id":28038,"date":"2021-10-14T13:10:22","date_gmt":"2021-10-14T13:10:22","guid":{"rendered":"https:\/\/www.process.st\/templates\/owner-onboarding-agreement\/"},"modified":"2024-02-29T04:49:52","modified_gmt":"2024-02-29T04:49:52","slug":"owner-onboarding-agreement","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/owner-onboarding-agreement\/","title":{"rendered":"Owner Onboarding Agreement"},"content":{"rendered":"<section id=\"owners-contact-details\">\n<h2>Owner's contact details<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/goKY3JGrG3WcXIncCvpCtA.png\" alt=\"Owner's contact details\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/goKY3JGrG3WcXIncCvpCtA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a> <strong>This is a task, one of the actionable steps in your workflow.&nbsp;<\/p>\n<p><\/strong><a href=\"https:\/\/emojipedia.org\/up-arrow\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2b06\ufe0f<\/a> <strong>When you edit a workflow, you can<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>assign tasks<\/strong><\/a><strong> to other users, give them a<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>deadline<\/strong><\/a><strong> to be completed by,<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>pause<\/strong><\/a><strong> the workflow run at this point, or change who can see this task by adjusting the<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-permissions\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>permission<\/strong><\/a><strong> settings<\/strong><a href=\"https:\/\/emojipedia.org\/up-arrow\/\" rel=\"nofollow noopener\" target=\"_blank\"> \u2b06\ufe0f<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> First name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Address line 1 (street address) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> City <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> State <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> ZIP code <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\" style=\"text-align: center;\"><strong>Approver details<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Approver name (full) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"gather-all-relevant-documents\">\n<h2>Gather all relevant documents<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong><\/strong><\/a><strong> This task contains <\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/how-subtask-work\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>subtasks<\/strong><\/a><strong> that you can use to <\/strong><strong>break complex tasks into smaller steps. Edit the workflow to add more rows (enter key) or delete rows (delete or backspace key).&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>\u26a1\ufe0f You could automate this step by setting up an <a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\" rel=\"nofollow noopener\" target=\"_blank\">integration<\/a> to store your documents in your favorite storage app, for example <a href=\"https:\/\/zapier.com\/apps\/google-drive\/integrations\/process-street\" rel=\"nofollow noopener\" target=\"_blank\">Google Drive<\/a> or <a href=\"https:\/\/zapier.com\/apps\/dropbox\/integrations\/process-street\" rel=\"nofollow noopener\" target=\"_blank\">DropBox<\/a>.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Property management agreement\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Owner's insurance policy\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Inspection and maintenance records\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Invoices and receipts for maintenance work\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Gas and electrical safety certificates\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Property tax records (if applicable)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Marketing information and property photos\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Property Management agreement <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Owner's insurance policy <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>Organize all documentation relating to the listing\/property management agreement agreement in both a physical and digital folder.<br \/><\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"welcome-your-new-partner\">\n<h2>Welcome your new partner:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong><\/strong><\/a><strong> This is a heading, used to separate tasks into sections in your workflow.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-a-welcome-pack\">\n<h2>Send a welcome pack<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong><\/strong><\/a><strong> This task uses<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>variables<\/strong><\/a><strong> to surface information collected in<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>form fields<\/strong><\/a><strong> in your workflow, so that they can be viewed or used elsewhere in your workflow, for example in the <a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">send email widget<\/a> below.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>If the pack is in e-book or PDF format, email it to the owner by creating a shareable link.<\/strong><\/p>\n<p>The pack should at least include:<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Hand-written message expressing excitement to be representing them\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Overview of the real estate\/brokerage firm\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Summary of the property management agreement\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Payment terms and schedule\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Full contact details (including after hours for emergencies)\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Welcome pack <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-a-copy-of-the-management-agreement\">\n<h2>Send a copy of the management agreement<\/h2>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>\u26a1\ufe0f You could automate this step by setting up an <a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\" rel=\"nofollow noopener\" target=\"_blank\">integration<\/a> with <a href=\"https:\/\/www.process.st\/help\/docs\/docusign\/\" rel=\"nofollow noopener\" target=\"_blank\">DocuSign<\/a> or <a href=\"https:\/\/zapier.com\/apps\/hellosign\/integrations\/process-street\" rel=\"nofollow noopener\" target=\"_blank\">Hellosign<\/a>&nbsp;to create and send the agreement, which the owner can sign electronically.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Property management agreement:&nbsp;<\/strong>{{form.Property_Management_agreement}}<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"answer-any-outstanding-questions\">\n<h2>Answer any outstanding questions<\/h2>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Owner's questions or concerns <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"property-details\">\n<h2>Property details:<\/h2>\n<\/section>\n<section id=\"review-and-provide-guidance-on-pricing\">\n<h2>Review and provide guidance on pricing<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>It's now time to review the pricing of the property and discuss with the owner if there is any room for optimization.&nbsp;<\/p>\n<p><\/strong><strong>Even simple, low-cost measures such as repainting, changing fixtures or installing new doors can make a notable difference to the final price.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Potential ways to add value <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"owner-approval\">\n<h2>Owner Approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Review and provide guidance on pricing<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"input-property-details-into-management-software\">\n<h2>Input property details into management software<\/h2>\n<div class=\"text-content\">\n<h4>Property details<\/h4>\n<p><strong>Address:<\/strong><\/p>\n<p>{{form.Address_line_1_(street_address)}}<br \/>{{form.City}}<br \/>{{form.State}}<br \/>{{form.ZIP_code}}<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Address\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Property type\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Property description\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Living area (sq\/ft)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Bedrooms\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Bathrooms\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Pet policy\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Price\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       9\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Other\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Other details to be added <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"begin-advertising-property\">\n<h2>Begin advertising property<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>Now that all of the information is safely stored in your system and the owner feels completely comfortable with all aspects of the agreement, you can begin advertising the properties and do what you do best!&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> List advertising sources <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date advertising started <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date advertising to finish (if applicable) <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"establish-payment-records\">\n<h2>Establish payment records<\/h2>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>\u26a1\ufe0f You could automate this step by setting up an<\/strong><a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\" target=\"_self\" rel=\"nofollow noopener\"> <strong>integration<\/strong><\/a><strong> with <a href=\"https:\/\/zapier.com\/apps\/freshbooks\/integrations\/process-street\" rel=\"nofollow noopener\" target=\"_blank\">Freshbooks<\/a> or <a href=\"https:\/\/zapier.com\/apps\/xero\/integrations\/process-street\" rel=\"nofollow noopener\" target=\"_blank\">Xero<\/a>&nbsp;to schedule payments.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Rental income <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Management fees <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Property maintenance fees <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of first record <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"set-date-to-send-monthly-summary-reports\">\n<h2>Set date to send monthly summary reports<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>Establish a feedback loop with the owner by sending monthly summary reports.&nbsp;<\/strong><\/p>\n<p class=\"style-success\">These could include:&nbsp;<\/p>\n<p>- A summary of interest from prospective tenants<br \/>- Prospective tenant profiles<br \/>- Tenant screening process (status update)<br \/>- Calculated recommendations for property maintenance\/enhancement<\/p>\n<p class=\"style-danger\">If there are any serious or pressing issues to discuss with the owner, set up a phone call, online meeting or in-person meeting, in addition to providing a written description.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> First summary report for owner <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> First summary report - Sent on <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong><a href=\"https:\/\/emojipedia.org\/information\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2139\ufe0f<\/a> Need support getting your processes set up? 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