Property Onboarding Checklist Page 5
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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
Check all current messages
Phone Operation Instructions (call forwarding, conference, checking, voicemail, etc.)
Architectural plans Obtained
Reset all gate codes and notify residents
Distribute resident welcome letter (English and Spanish?)
Schedule resident meet and greet
Establish emergency contact list for local police, fire departments, and courtesy officers, if
applicable.
Locate and review all pending:
Move ins- prepare leases
Applications- process
Move outs- process
SODAs- finalize any not processed
Setup office
Compile office supply list
Display all appropriate signs (no cash accepted, etc.)
Review/sign all employee lease agreements
Secure all lease documents in locked room
Setup temporary Pinnacle leasing drawers as listed below:
Rental Application
Deposit Received
Site Plan
Notice to vacate
Follow up cards
Guest Cards/Guest Card follow up
Community Welcome Letter
M/I-M/O Inspection
Resident Communication Log
File audit Check list
Rental Agreements
Sure deposit
Renters Insurance
Rental Payment
Systems & Technology
Done
Checklist Items
Responsibility Date
Comments
Obtain the following reports from prior management system:
Rent Roll w/ Lease charges
Aged Delinquency
Prepaid Report
Security Deposit
PINNACLE | EXCEEDING YOUR EXPECTATIONS
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Parent category: Business