Property Onboarding Checklist Page 3
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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
Operations & Property Management
Done
Checklist Items
Responsibility Date
Comments
Prepare resident notification of change of management (see Error! Reference source
not found.)
Walk all vacant units (if possible)
Obtain copy of executed management agreement
Complete Management Abstract
Prepare Pinnacle binders:
Emergency Contact list
Quick guides
Copies of applications
lease packets
Property data sheet
Copies of contracts
User ID and Passwords for all services, listed by employee
Staff training schedule
Copy of W-9s
Property inventory list
Incident report procedure
Bank account information
Prepare resident notification of change of management (see Error! Reference source
not found.)
Walk all vacant units (if possible)
Obtain copy of executed management agreement
Complete Management Abstract
Prepare Pinnacle binders:
Emergency Contact list
Quick guides
Copies of applications
lease packets
Property data sheet
Copies of contracts
User ID and Passwords for all services, listed by employee
Staff training schedule
Copy of W-9s
Property inventory list
Incident report procedure
Bank account information
Determine plan of action for tracking resident activity and processing applications (see
New Community Activity Workbook)
Systems & Technology
Done
Checklist Items
Responsibility Date
Comments
PINNACLE | EXCEEDING YOUR EXPECTATIONS
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Parent category: Business