Property Onboarding Checklist Page 4
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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
Obtain new email address for property and forward to prior agent’s IT contact to arrange
for forwarding of emails.
Vendor Management
Done
Checklist Items
Responsibility Date
Comments
Identify and arrange for all new utilities to be activated.
Utility Transfers:
Confirm all transfers complete
and meter reads scheduled
Setup FedEx account (if applicable)
H.R. & Benefits
Done
Checklist Items
Responsibility Date
Comments
New Hire paperwork completed
Confirm with HR: Order employment posters for property office
Risk Management
Done
Checklist Items
Responsibility Date
Comments
Obtain certificates of insurance for General Liability, Property and Auto; and incident
routing information for the owner and/or insurance carrier.
Accounting
Done
Checklist Items
Responsibility Date
Comments
Verify with Accounting all bank accounts are setup and ready and property Accounting
property contacts
Order property stamp and deposit slips
Training
Done
Checklist Items
Responsibility Date
Comments
Train Mgr and Asst Mgr on completing reports
1st Day of Acquisition
Operations & Property Management
Done
Checklist Items
Responsibility Date
Comments
Schedule and complete staff meeting with all employees
Review Operations- Policy and Procedure
Review Accident Reporting process with staff
Verify property inventory list
Review summary of resident issues
Collect all keys to building
Collect all master keys and destroy
Confirm individual property keys have not been substituted with master key
Collect all keys/fobs from associates not remaining with Pinnacle
Obtain logon and passwords for Key Track and Key Fob systems (if applicable)
Confirm keys to all doors, cabinets, safes, amenity and maintenance areas work
Identify location of golf carts and collect keys
Secure all known property keys in a locked cabinet if available
Reset all alarms and users
Reset safe combination/password (if applicable)
Obtain voicemail passwords and reset voicemail settings. Have provider reset if needed.
PINNACLE | EXCEEDING YOUR EXPECTATIONS
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Parent category: Business