Study of Your Business

1. Review Your Financials​

2. Review your Market(s)​

3. Marketing​

4. Review Contracts in Place

Study of Your Business

1. PMS – Property Management Software (All the below should be linked/integrated with this)

2. Review your CRM

3. Website Listings and Feed Services

4. Task Management System

5. Accounting System

6. Performance Reporting

Study Your
People

1. Review Your Org Chart

• The Roles, Responsibilities and Capabilities of each individual.

• Recommendations for changes.

• Identify the roles that will be needed to grow your business.

Implement and Train

1. Once we have studied the above, we will make recommendations, work together on implementation and training of any of the new role adjustments, processes and/or technology changes.

2. All changes will be discussed with Client before implementing or making suggestion of needed changes to anyone other than the Client.

3. Review Updates. At the end of each week a report of findings, notes, etc will be presented to the Client.

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Study Your Processes

1. Workflows

2. Make Ready Turn Times

3. Move in and Move Out

4. Property Marketing to Application to Leasing to Renewal and touch points along the way.

5. Commission Tracking

6. Inspections, Maintenance schedules, Work Order and Completion Times

7. Rent Collection and Lease Enforcement

8. Bad Debt Collection

9. Resident Communication

10. Employee Communication and Training

11. Identify Redundancies

12. Corporate Marketing, Sales, and Business Development

13. New Property/Client Onboarding.

Additional Services Ongoing

1. Continue to review Financials Monthly to identify savings and revenue growth.

2. Onboarding new properties and clients.

3. Continued review of processes, implementation, and training.