Property Manager Onboarding Checklist

Property Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new 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 Property Manager, you’re in the right place. We’ve put together a sample Property Manager onboarding checklist below and have created onboarding templates & resources to help.

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 property manager understand the organization’s core principles and align their work accordingly. Typically, the HR department or a designated company representative performs this task.

2. Familiarization with company policies and procedures: This task entails acquainting the property manager with the company’s policies and procedures, including those related to property management, tenant relations, maintenance, and financial management. The HR department or a senior property manager usually handles this task.

3. Introduction to team members and key stakeholders: The 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 property manager’s supervisor or a designated team member typically performs this task.

4. Review of property portfolio: The new property manager should receive a comprehensive review of the company’s property portfolio, including details about each property’s location, size, tenant mix, and any ongoing issues or challenges. This task is usually performed by a senior property manager or the property management department.

5. Training on property management software and tools: As property management often involves using specialized software and tools, the new property manager should receive training on these systems. This includes learning how to navigate the software, input and retrieve data, generate reports, and manage tenant communications. The IT department or a designated software trainer typically handles this task.

6. Understanding lease agreements and legal obligations: The property manager should receive training on lease agreements, including understanding the terms, conditions, and legal obligations associated with each property. This task is typically performed by the legal department or a designated legal representative.

7. Learning about local regulations and compliance: Property managers must be well-versed in local regulations and compliance requirements. The new property manager should receive training on these regulations, including building codes, safety standards, zoning laws, and tenant rights. This task is usually performed by the legal department or a designated compliance officer.

8. Introduction to maintenance and repair processes: Property managers are responsible for overseeing maintenance and repair activities. The new property manager should receive training on the company’s maintenance processes, including how to handle maintenance requests, coordinate repairs, and ensure compliance with safety standards. This task is typically performed by the maintenance department or a designated maintenance supervisor.

9. Financial management and budgeting training: Property managers often handle financial aspects, such as rent collection, budgeting, and financial reporting. The new property manager should receive training on financial management processes, including how to track income and expenses, create budgets, and generate financial reports. This task is usually performed by the finance department or a designated financial manager.

10. Introduction to tenant relations and customer service: Building positive relationships with tenants is crucial for property managers. The new property manager should receive training on effective tenant communication, conflict resolution, and customer service skills. This task is typically performed by the property management department or a designated customer service representative.

11. Review of emergency response procedures: Property managers must be prepared to handle emergencies and crises effectively. The new property manager should receive training on emergency response procedures, including evacuation plans, communication protocols, and coordination with emergency services. This task is typically performed by the property management department or a designated safety officer.

12. Performance expectations and goal setting: The new property manager should have a clear understanding of their performance expectations and goals. This includes discussing key performance indicators, targets, and timelines. The property manager’s supervisor or a designated performance manager typically handles this task.

13. Ongoing mentorship and support: To ensure a smooth transition, the new property manager should be assigned a mentor or a designated point of contact who can provide ongoing support, answer questions, and offer guidance. This task is typically performed by the property management department or a designated mentorship coordinator.

14. Introduction to company resources and support systems: The new property manager should be familiarized with the various resources and support systems available within the company. This includes access to internal databases, online tools, training materials, and other resources that can aid in their day-to-day tasks. The IT department or a designated resource coordinator typically handles this task.

15. Performance evaluation and feedback mechanisms: The new property manager should be informed about the company’s performance evaluation and feedback mechanisms. This includes understanding how performance reviews are conducted, who provides feedback, and how performance improvement plans are implemented. The HR department or a designated performance manager typically handles this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Property Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new 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.