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

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

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

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

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

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

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

a. Google Hangout Meeting to Answer Questions and Review Performance