Owner onboarding
A property management takeover, planned week by week.
Changing managers does not have to disrupt your residents or your cash flow. Here is the 30-day plan we work from, what we handle, and what we need from you.
- 1Week 1Agree and plan
- 2Week 2Collect the records
- 3Week 3Residents and vendors
- 4Week 4Go live and review
The 30-day checklist
What happens, and who does it.
This is the general shape of a management change. Your dates depend on the notice period in your current agreement and how quickly the records come across.
Week 1 · Days 1 to 7
Agree and plan
We sign the agreement, read the one you have today and set the transition date.
What we do
- Review your current management agreement for the notice period, any termination fee and what the manager must hand over.
- Draft the notice to your current manager for you to send. We are not your attorney, so have counsel check it if you want a legal read.
- Set up your property in our accounting and property management software.
- Agree the transition date with you and build the 30-day task list.
What you provide
- Signed management agreement with us.
- Your current management agreement.
- Name and contact for your current manager.
- Rent roll and T12 if you have not sent them yet.
- Entity details and a W-9 for the owner of record.
Week 2 · Days 8 to 14
Collect the records
The handover list goes to your current manager and we check what comes back.
What we do
- Send your current manager a written request for leases, applications, resident ledgers, security deposit records, vendor contracts, open work orders and keys.
- Compare resident ledgers and deposits held against your rent roll and bank records.
- Load leases, charges and balances into our system and flag anything that does not match.
- List the vendors, utilities and insurance contacts tied to the property.
What you provide
- Written authorization for your current manager to release records to us.
- Access to owner statements and bank accounts that show the funds held.
- Insurance and loan contacts, so notices and certificates go to the right place.
- Answers on anything that does not match.
Week 3 · Days 15 to 21
Residents and vendors
Residents hear from us before anything changes for them, and we meet the vendors.
What we do
- Send residents a welcome letter with how to pay rent, how to request maintenance and who to call in an emergency.
- Set up the resident portal and online payments. Existing leases stay as they are.
- Walk the property and vacant units, photograph condition and list deferred maintenance.
- Meet current vendors, review their contracts and keep the ones that work.
What you provide
- Approval of the resident letter.
- Your spending limit for repairs we can approve without calling you.
- Preferred vendors and any known problems with the property.
- The operating reserve called for in the agreement.
Week 4 · Days 22 to 30
Go live and review
We take over day-to-day management and sit down with you to review the first month.
What we do
- Take over rent collection, maintenance requests and leasing on the transition date.
- Complete the final reconciliation with your previous manager as of that date.
- Review rents against the market and set a marketing plan for any vacant units.
- Hold a review call, then start your monthly owner report.
What you provide
- Sign-off on the first budget.
- Decisions on renewals and rent changes we bring you.
- Time for the review call.
This checklist is general information, not legal advice. Termination terms, deposit transfers and notice rules come from your agreement and Nevada law, so have your attorney review anything you are unsure about. For the reasoning behind a change, see the owner's guide to switching management companies.
Start a proposal
Tell us about the property.
Add the basics and, if you have them, your rent roll and T12. We reply within one business day with next steps.
- We read your numbers before we quote.
- Fees are laid out in writing in the proposal.
- No obligation to switch.
Prefer to talk first? Book a call.
Questions