Guide

How to onboard a new owner client in your first week

Owner churn usually traces back to a fuzzy first 30 days. Make the first month legible.

Overview

Owner churn usually traces back to a fuzzy first 30 days. Make the first month legible.

Sign the management agreement with scope, fees, and reporting cadence.
Collect deeds, insurance, tax records, and warranties.
Import the rent roll, active leases, and deposit balances.
Set the trust account and distribution schedule.
Deliver the first owner statement on the promised date, even if it's a partial month.

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