Property Onboarding Checklist
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9P R O P E R T Y O N B O A R D I N G C H E C K L I S T
PROPERTY ONBOARDING CHECKLIST
Upon Notice of Acquisition (30-45 Days Out)
Operations & Property Management
Done
Checklist Items
Responsibility Date
Comments
Organize take over team
Complete Due Diligence
Review contract summary
Discuss pending open legal matters
IM & VP to submit copy of Management Agreement to legal for review of Special
Provisions
Receive Executed PMA, Approved by Legal
RVP Approval if PMA is not Finalized.
Submit NPRS request
HR notice completed with NPRS.
Complete New Property Questionnaire
Present proposed budget to owner for approval
• Budget approved by client
Present proposed required rental criteria to owner for approval
• Rental Criteria approved by client
Systems & Technology
Done
Checklist Items
Responsibility Date
Comments
3 days from receiving info from setup
Complete systems setup template or obtain required reports for software conversion
team
Complete New Property Systems Matrix
Verify Yardi property number
Setup email addresses
Verify setup of logins for screening, Yardi/OneSite, KRONOS, UltiPro
Place order for required computers/electronic equipment
Vendor Management
Done
Checklist Items
Responsibility Date
Comments
Review vendor contracts w/ owner to assess which to keep and cancel
Contract cancellations/management change letter to be sent to vendors 30-45 days
prior to sale
Contact Treasury Service Manager as soon as possible regarding any special banking
requirements.
Provide remaining vendors with Compliance Depot requirements
Provide cancellation notices to any utility companies to not be retained
Identify and arrange for all new utilities to be activated.
Submit new contract requests for ancillary services
Utility Billing
Synergy (30-60 day setup)
Credit Screening
Leasing Portals (website)
Surety Bond Program (Sure Deposit)
Resident Portal
PINNACLE | EXCEEDING YOUR EXPECTATIONS
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