New Owner and Property Onboarding
Onboard a new property owner from the signed management agreement to the first follow-up call: documents, keys, utilities, inspection, tenant or vacancy setup, management system setup, welcome packet and coordinator review. Built for operations teams, structured execution with approval gates and an audit trail.
For: Leasing Coordinator, Property Manager, and Accounting Specialist teams running new owner and property onboarding
What this template includes
Process steps
- 1Owner and property basics
- 2Management agreement signed
- 3Request files from the previous manager
- 4Owner ID, tax form and bank details
- 5Property documents and insurance
- 6Keys, remotes and codes
- 7Utilities, taxes and who pays
- 8Initial property inspection and photos
- 9Current tenant
- 10Vacant property preparation
- 11Set up in the management system
- 12Welcome packet to the owner
- 13Checkpoint 1, Manager review
- 14Adjustments requested
- 15Follow-up call after the first owner statement
Why teams use this template
Onboard a new property owner from the signed management agreement to the first follow-up call: documents, keys, utilities, inspection, tenant or vacancy setup, management system setup, welcome packet and coordinator review. When this work runs through inboxes and ad-hoc spreadsheets, ownership gets fuzzy and evidence gets lost. New Owner and Property Onboarding gives you a 15-step process with 1 checkpoint and a built-in SLA so nothing slips between handoffs.
Built for teams led by Leasing Coordinator, Property Manager, and Accounting Specialist: every task has a named owner, every approval routes to a real role, and the run history is the audit trail your auditors actually want.
The checkpoint tasks ("Checkpoint 1, Manager review") cannot be skipped, they're where the run produces evidence the next stage depends on. Overdue runs escalate automatically, and you start with structure instead of building it from scratch every time.
Ready to run this process?
Open this template in Cadenio, customize the fields and approvals for your context, and run it for the first time in under 60 seconds.
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