Property Onboarding Checklist Page 6
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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
Lease Expiration dated 01/01/1901 - 12/31/2099
Unit Availability w/ amenities
Concession Matrix
Market Rent Schedule
Amenity listing report by unit
All Resident Ledgers printed (need Past/Current/Notice/Applicants)
All YieldStar Reports
Verify employee access to all systems
IT to run diagnostics on all computers and printers, note serial #s, back up all data
Implement manual data tracking sheet until leasing software is live
Vendor Management
Done
Checklist Items
Responsibility Date
Comments
Confirm completed meter read with utility companies (new purchases only)
Verify accounts have been established and emergency contact information updated for the
following services:
Telephone
Answering Service
Pagers
Fire Monitoring System
Surveillance Camera
Security Alarm Monitoring
Cable modem/DSL Internet
Alarm System
Security Patrol
Elevator
Garage Door Service
Obtain W-9s for all open invoices
Forward copies of all open invoices and W-9's and forward to Client Reporting
Acquisitions Manager
Obtain active vendor list from prior management company and forward to Acquisitions
Manager in Client Reporting (see Appendix I: Pinnacle Resources List.
Obtain contracts for any contracted vendors retained and load into Compliance Depot
If Pitney Bowes used: check account and billing
H.R. & Benefits
Done
Checklist Items
Responsibility Date
Comments
New Hires and IM to complete all remaining New Hire electronic processes
Ensure manual time card is in place until UltiPro access is setup
Marketing
Done
Checklist Items
Responsibility Date
Comments
Assign marketing tasks
PINNACLE | EXCEEDING YOUR EXPECTATIONS
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