[woodmart_title style=”simple” size=”large” woodmart_css_id=”64185fd3cdd1d” title=”Our Onboarding Process” responsive_spacing=”eyJwYXJhbV90eXBlIjoid29vZG1hcnRfcmVzcG9uc2l2ZV9zcGFjaW5nIiwic2VsZWN0b3JfaWQiOiI2NDE4NWZkM2NkZDFkIiwic2hvcnRjb2RlIjoid29vZG1hcnRfdGl0bGUiLCJkYXRhIjp7InRhYmxldCI6e30sIm1vYmlsZSI6e319fQ==” title_font_size=”eyJwYXJhbV90eXBlIjoid29vZG1hcnRfcmVzcG9uc2l2ZV9zaXplIiwiY3NzX2FyZ3MiOnsiZm9udC1zaXplIjpbIiAud29vZG1hcnQtdGl0bGUtY29udGFpbmVyIl19LCJzZWxlY3Rvcl9pZCI6IjY0MTg1ZmQzY2RkMWQiLCJkYXRhIjp7Im1vYmlsZSI6IjIycHgifX0=” title_line_height=”eyJwYXJhbV90eXBlIjoid29vZG1hcnRfcmVzcG9uc2l2ZV9zaXplIiwiY3NzX2FyZ3MiOnsibGluZS1oZWlnaHQiOlsiIC53b29kbWFydC10aXRsZS1jb250YWluZXIiXX0sInNlbGVjdG9yX2lkIjoiNjQxODVmZDNjZGQxZCIsImRhdGEiOnsibW9iaWxlIjoiMzJweCJ9fQ==”]
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a. Signed PMA & W9
b. Back-end data entry done by TCP
c. Additionally insured request to insurance agent
d. Rent price analysis (if not already done)
e. Keys & property access given

[/woodmart_timeline_item][woodmart_timeline_item position=”full-width” woodmart_css_id=”641983ec90b00″ color_bg=”eyJwYXJhbV90eXBlIjoid29vZG1hcnRfY29sb3JwaWNrZXIiLCJjc3NfYXJncyI6eyJiYWNrZ3JvdW5kLWNvbG9yIjpbIi53ZC10aW1lbGluZS1pdGVtIiwiIC50aW1lbGluZS1jb2wtcHJpbWFyeSIsIiAudGltZWxpbmUtY29sLXNlY29uZGFyeSJdLCJjb2xvciI6WyIgLnRpbWVsaW5lLWFycm93Il19LCJzZWxlY3Rvcl9pZCI6IjY0MTk4M2VjOTBiMDAiLCJkYXRhIjp7ImRlc2t0b3AiOiIjZjNmOGZkIn19″ img_size_primary=”full” title_primary=”DAYS 6-10″]

a. Bank info via Buildium & Client Portal Login
b. Client contribution of security deposit, onboarding fee and property reserve
c. Leases & Resident contact info received from client
d. Water billing updates and WE Owner agreements
e. Milwaukee DNS Registration

[/woodmart_timeline_item][woodmart_timeline_item position=”full-width” woodmart_css_id=”64198434879d0″ color_bg=”eyJwYXJhbV90eXBlIjoid29vZG1hcnRfY29sb3JwaWNrZXIiLCJjc3NfYXJncyI6eyJiYWNrZ3JvdW5kLWNvbG9yIjpbIi53ZC10aW1lbGluZS1pdGVtIiwiIC50aW1lbGluZS1jb2wtcHJpbWFyeSIsIiAudGltZWxpbmUtY29sLXNlY29uZGFyeSJdLCJjb2xvciI6WyIgLnRpbWVsaW5lLWFycm93Il19LCJzZWxlY3Rvcl9pZCI6IjY0MTk4NDM0ODc5ZDAiLCJkYXRhIjp7ImRlc2t0b3AiOiIjZjNmOGZkIn19″ img_size_primary=”full” title_primary=”DAYS 11-15″]

a. Meet & Greet letters out to Residents (occupied)
b. Schedule Stage 2 Conference Call when Stage 1 Complete with Welcome Email, CC Squad

[/woodmart_timeline_item][woodmart_timeline_breakpoint woodmart_css_id=”64198a01ee678″ title=”STAGE 2: Management Team Transition: Move Forward if Stage 1 is Complete” color_bg=”eyJwYXJhbV90eXBlIjoid29vZG1hcnRfY29sb3JwaWNrZXIiLCJjc3NfYXJncyI6eyJiYWNrZ3JvdW5kLWNvbG9yIjpbIiAud29vZG1hcnQtdGltZWxpbmUtYnJlYWtwb2ludC10aXRsZSJdfSwic2VsZWN0b3JfaWQiOiI2NDE5OGEwMWVlNjc4IiwiZGF0YSI6eyJkZXNrdG9wIjoiIzcxNzg2NiJ9fQ==”][woodmart_timeline_item position=”full-width” woodmart_css_id=”641984a2b14e7″ color_bg=”eyJwYXJhbV90eXBlIjoid29vZG1hcnRfY29sb3JwaWNrZXIiLCJjc3NfYXJncyI6eyJiYWNrZ3JvdW5kLWNvbG9yIjpbIi53ZC10aW1lbGluZS1pdGVtIiwiIC50aW1lbGluZS1jb2wtcHJpbWFyeSIsIiAudGltZWxpbmUtY29sLXNlY29uZGFyeSJdLCJjb2xvciI6WyIgLnRpbWVsaW5lLWFycm93Il19LCJzZWxlY3Rvcl9pZCI6IjY0MTk4NGEyYjE0ZTciLCJkYXRhIjp7ImRlc2t0b3AiOiIjZjNmOGZkIn19″ img_size_primary=”full” title_primary=”DAYS 16-21″]

a. Google Hangout Video Conference
b. Occupied Onboarding Status
i. Resident Onboarding Status / issues
c. Property Inspection by Squad
i. Leasing Photos (vacant)
ii. Meet & Greet with Residents (occupied)
d. Schedule Maintenance Work or List for Rent

[/woodmart_timeline_item][woodmart_timeline_item position=”full-width” woodmart_css_id=”641984ba05836″ color_bg=”eyJwYXJhbV90eXBlIjoid29vZG1hcnRfY29sb3JwaWNrZXIiLCJjc3NfYXJncyI6eyJiYWNrZ3JvdW5kLWNvbG9yIjpbIi53ZC10aW1lbGluZS1pdGVtIiwiIC50aW1lbGluZS1jb2wtcHJpbWFyeSIsIiAudGltZWxpbmUtY29sLXNlY29uZGFyeSJdLCJjb2xvciI6WyIgLnRpbWVsaW5lLWFycm93Il19LCJzZWxlY3Rvcl9pZCI6IjY0MTk4NGJhMDU4MzYiLCJkYXRhIjp7ImRlc2t0b3AiOiIjZjNmOGZkIn19″ img_size_primary=”full” title_primary=”DAYS 22-28″]

a. Onboarding Follow Up
b. Leasing Report Discussion (client to receive every Wednesday)
c. Disbursement Explanation & Statement Schedules

[/woodmart_timeline_item][woodmart_timeline_breakpoint woodmart_css_id=”64198542e32e8″ title=”STAGE 3″ color_bg=”eyJwYXJhbV90eXBlIjoid29vZG1hcnRfY29sb3JwaWNrZXIiLCJjc3NfYXJncyI6eyJiYWNrZ3JvdW5kLWNvbG9yIjpbIiAud29vZG1hcnQtdGltZWxpbmUtYnJlYWtwb2ludC10aXRsZSJdfSwic2VsZWN0b3JfaWQiOiI2NDE5ODU0MmUzMmU4IiwiZGF0YSI6eyJkZXNrdG9wIjoiIzcxNzg2NiJ9fQ==”][woodmart_timeline_item position=”full-width” woodmart_css_id=”641984ec504ce” color_bg=”eyJwYXJhbV90eXBlIjoid29vZG1hcnRfY29sb3JwaWNrZXIiLCJjc3NfYXJncyI6eyJiYWNrZ3JvdW5kLWNvbG9yIjpbIi53ZC10aW1lbGluZS1pdGVtIiwiIC50aW1lbGluZS1jb2wtcHJpbWFyeSIsIiAudGltZWxpbmUtY29sLXNlY29uZGFyeSJdLCJjb2xvciI6WyIgLnRpbWVsaW5lLWFycm93Il19LCJzZWxlY3Rvcl9pZCI6IjY0MTk4NGVjNTA0Y2UiLCJkYXRhIjp7ImRlc2t0b3AiOiIjZjNmOGZkIn19″ img_size_primary=”full” title_primary=”MONTH 1″]

a. Disbursements Processed on the 7th and 15th Business Day of the Month
b. Financial Statements are Sent on the 1st of the Month for the Previous Month
c. Google Hangout Meeting to Review First Statement

[/woodmart_timeline_item][woodmart_timeline_breakpoint woodmart_css_id=”64198527a125b” title=”STAGE 4″ color_bg=”eyJwYXJhbV90eXBlIjoid29vZG1hcnRfY29sb3JwaWNrZXIiLCJjc3NfYXJncyI6eyJiYWNrZ3JvdW5kLWNvbG9yIjpbIiAud29vZG1hcnQtdGltZWxpbmUtYnJlYWtwb2ludC10aXRsZSJdfSwic2VsZWN0b3JfaWQiOiI2NDE5ODUyN2ExMjViIiwiZGF0YSI6eyJkZXNrdG9wIjoiIzcxNzg2NiJ9fQ==”][woodmart_timeline_item position=”full-width” woodmart_css_id=”6419855c56986″ color_bg=”eyJwYXJhbV90eXBlIjoid29vZG1hcnRfY29sb3JwaWNrZXIiLCJjc3NfYXJncyI6eyJiYWNrZ3JvdW5kLWNvbG9yIjpbIi53ZC10aW1lbGluZS1pdGVtIiwiIC50aW1lbGluZS1jb2wtcHJpbWFyeSIsIiAudGltZWxpbmUtY29sLXNlY29uZGFyeSJdLCJjb2xvciI6WyIgLnRpbWVsaW5lLWFycm93Il19LCJzZWxlY3Rvcl9pZCI6IjY0MTk4NTVjNTY5ODYiLCJkYXRhIjp7ImRlc2t0b3AiOiIjZjNmOGZkIn19″ img_size_primary=”full” title_primary=”MONTH 2″]

a. Google Hangout Meeting to Review Second Statement
b. Discuss any Problems or Opportunities

[/woodmart_timeline_item][woodmart_timeline_item position=”full-width” woodmart_css_id=”6419856bf1f96″ color_bg=”eyJwYXJhbV90eXBlIjoid29vZG1hcnRfY29sb3JwaWNrZXIiLCJjc3NfYXJncyI6eyJiYWNrZ3JvdW5kLWNvbG9yIjpbIi53ZC10aW1lbGluZS1pdGVtIiwiIC50aW1lbGluZS1jb2wtcHJpbWFyeSIsIiAudGltZWxpbmUtY29sLXNlY29uZGFyeSJdLCJjb2xvciI6WyIgLnRpbWVsaW5lLWFycm93Il19LCJzZWxlY3Rvcl9pZCI6IjY0MTk4NTZiZjFmOTYiLCJkYXRhIjp7ImRlc2t0b3AiOiIjZjNmOGZkIn19″ img_size_primary=”full” title_primary=”MONTH 3″]

a. Google Hangout Meeting to Answer Questions and Review Performance

[/woodmart_timeline_item][/woodmart_timeline]

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