What do you need to accomplish your goals with a bit of assistance?

One time projects:

Portfolio size pricing (portfolio size is determined by number of doors)

1 to 50             $175

51 to 75           $225

76 to 125         $325

126 to 200       $400

Anything over 200, contact for pricing.

A. Initial Property Management software implementation & set up your property management software to maximize all features.  $

a. Enter business details and bank accounts

b.  Enter each owner details

c. Enter each property details

d. Enter each tenant details

e. Enter vendor details

f. Create account codes

g. Set up all features

         1. Leases – forms

         2. Application processing

         3. Maintenance service requests

         4. Rental listings

h. One time coaching 1 hour call to teach you the software

B. Existing property management software review, audit & reconciliation.

a. Ensure you’re set up properly & maximizing all features

b. Resolve any discrepancies there may be.

c. Reconcile accounts, ledgers, rent roll & owner financials.

d. Owners and tenants are set up correctly with all details

e. One time coaching call to teach you the software – 1 hour

f.  Ensure all features are set up and being utilized. 

g.  Review tenant and owner ledgers.

h. Reconcile ledgers if needed

i. Walk you through each one so you have an understanding of how to do it on your own going forward.

C.  Integration or transfer databases for software changes.

a. Migrate all information from one software to another

b. Audit / review

c. Review rent roll, all details to maximize all features

d. One time coaching call to teach you the software – 1 hour

Often times, the information does not come in a very organized format and so part of what I do is complete an audit/review of all data and organize it so there is accuracy.

D.  Create your business set up – company office start-ups or existing companies.

a. Write scope of business

b. Write Menu of services

c. Write Business model

d. Write policies, processes & procedures

e. Set up property management forms

         i. Management agreement

         ii. Lease agreement

         iii. Application

         iv. Fair Housing poster

         v. Landlord tenant laws

f. Create business structure for

         i. Receiving rents

         ii. Paying vendors

         iii. Distributing owner disbursements

         iv. Managing properties effectively

         v. Procedures for fielding rental inquiries

         vi. Write your scripts

E. Acquisition ~ Due diligence reporting.

After conducting the file audits, I produce comprehensive reports that highlight discrepancies between the data that has been input into the property management software compared to what is documented in the resident's file.

a. File audit

b. Rent roll audit

c. Audit preparations - comprehensive package that includes reports and checklist. Each individual file will be reviewed and flagged for issue resolution.

If you prefer to conduct your own market analysis, due diligence or audits, my reports are available for purchase.