Leasing Property Manager Onboarding Checklist

Leasing Property Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Leasing Property Manager starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Real Estate onboarding experience or just need an onboarding checklist for your new Leasing Property Manager, you’re in the right place. We’ve put together a sample Leasing Property Manager onboarding checklist below and have created onboarding templates & resources to help.

Leasing Property Manager Onboarding Checklist

1. Introduction to company culture and values: The task involves providing a comprehensive overview of the company’s culture, values, and mission. This helps the new Leasing Property Manager understand the organization’s core principles and align their work accordingly. Typically, the Human Resources department or a designated company representative performs this task.

2. Familiarization with company policies and procedures: This task entails acquainting the new Leasing Property Manager with the company’s policies and procedures, including those related to leasing, property management, tenant relations, and legal compliance. The Human Resources department or a senior Property Manager usually handles this responsibility.

3. Introduction to team members and key stakeholders: The new Leasing Property Manager should be introduced to their immediate team members, as well as other key stakeholders within the organization. This facilitates relationship-building and collaboration. The direct supervisor or a team lead typically performs this task.

4. Training on property management software and tools: As a Leasing Property Manager, proficiency in property management software and tools is crucial. This task involves providing comprehensive training on the software and tools used by the company for leasing, tenant management, and financial reporting. The company’s IT department or a designated software trainer typically handles this responsibility.

5. Review of property portfolio: The new Leasing Property Manager should receive a detailed review of the company’s property portfolio, including information on each property’s location, features, current tenants, lease agreements, and any ongoing maintenance or renovation projects. This task is usually performed by a senior Property Manager or the Leasing Director.

6. Understanding leasing procedures and documentation: This task involves providing a thorough understanding of the leasing process, including the necessary documentation, tenant screening procedures, lease agreement preparation, and lease renewal processes. The new Leasing Property Manager may receive training from the Leasing Director or a senior Property Manager.

7. Familiarization with local rental laws and regulations: It is essential for the Leasing Property Manager to have a comprehensive understanding of local rental laws and regulations to ensure compliance. This task involves providing training or resources on relevant laws, such as fair housing regulations, eviction procedures, and tenant rights. The company’s legal department or a designated compliance officer typically handles this responsibility.

8. Introduction to marketing and advertising strategies: The new Leasing Property Manager should be familiarized with the company’s marketing and advertising strategies to attract potential tenants. This task involves training on effective marketing channels, online listing platforms, social media campaigns, and property showcasing techniques. The Marketing department or a designated marketing specialist typically performs this task.

9. Shadowing experienced Property Managers: To gain practical knowledge and insights, the new Leasing Property Manager should have the opportunity to shadow experienced Property Managers. This task allows them to observe and learn from experienced professionals, understand best practices, and gain hands-on experience in property management. The direct supervisor or a senior Property Manager usually arranges this shadowing opportunity.

10. Performance expectations and goal setting: The new Leasing Property Manager should have a clear understanding of their performance expectations and goals. This task involves setting performance metrics, discussing key responsibilities, and establishing targets for leasing occupancy rates, tenant satisfaction, and revenue generation. The direct supervisor or the Leasing Director typically performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Leasing Property Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Leasing Property Manager up to speed and working well in your Real Estate team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.