Master Task List Requested by Clients

Tasks requested by Clients Category Task

Accounts payables for property management. Prepares accounts payable checks and maintains payable files. Process bank
deposits, collection credit card payments and Home Depot rebates online. Accounting
Manages Database of Property Taxes for Each Property and when due Accounting
Manages Database of Mortgages for Each Property Accounting
Set-up Lowe’s bill Accounting
Audit reports - check billed vs. property lists- lease renewals,lease-ups, management fees, etc. Accounting
Directs collection of monthly rental fees, deposits and payment of any past due balances and incurred operating expenses Accounting
Performs necessary bookkeeping administrative tasks (AP, AR) necessary to maintain monthly reconciliations in conjunction with
3rd party vendor. Process invoices from vendors and enter them into the property management software. Helps Reconcile Bank
Statements Accounting. Enter credit card transactions and invoices in property management software.Set-up credit card bills Accounting

receive invoice from vendor, enter invoice and close work order Accounting
Posting Rent Payments to Tenant Ledger. Update tenant charges on tenant ledgers, Prorating the last month rent Accounting
Prepare Monthly Financial Statements for Owner Clients Accounting
Proccess and submit payroll and mileage reimburement for on-staff technicians Accounting
Processes Owner draws on the 9th and 19th of every month after the completion of entering and paying all Vendor bills. Track
monthly owner draws in property management software. Accounting
Researches and processes charge backs, bad checks Accounting
Track down missing receipts from technicians Accounting
Vendor Management. Make sure we have W-9 for all owners/vendors, and insurance for vendors,if not, email to collect them. Accounting
Verify inspection and insurance compliance for all COMMERCIAL tenants. Send submitted insurance documents to PM Company
Owner for verification. Accounting

How to Verify if the Tenant is Responsible for a Utility Accounting

Uploading a Utility Bill to Tenant Page, Adobe PDF Writing on Docs Accounting
Spark Billing(work order, turnover, cleaning and snow removal), record check in buildium Accounting
Billing/ invoicing in Builder trend involves some use of Quickbooks, Reconcile one specific expense account in Quickbooks monthly Accounting
Pay utility bills for the properties through the local utility company online portal, Input vendor bills into Buildium, Download all bills,
place in cloud storage, input in Buildium, and email a PDF of the bills paid and or inputed in Buildium. Enter Bills/Bill into Software
program from invoice in AppFolio. Create Utility Bill, Set up all Owner-related Vendor bills Accounting
Assist in completing closing forms and managing files for Real Estate Sales. Brokerage
Assists Broker-In-Charge with preparation of real estate contracts such as leases, renewals and other necessary documents related
to real estate transactions Brokerage
Calling FSBO and expired listings. Perform comp searches for pricing for new listings Brokerage
Complete condo resale certifications and questionnaires. Condo Certs order Brokerage
Assist in completing buyer forms, moving deposits, disclosures, or paid assessment letters Brokerage
Maintain special assessment and capital expense information as provided by the property manager. Brokerage
Create “Listing” Packages for Properties we are selling. Enter prospective renters into GSMLS contact management system. Put
together our listing packages for our owners in Docusign. Enter information into our MLS system from the received listing packages. Brokerage
Generate contracts from Zip froms fr clients of Rela Estate Brokerage
Skyslope is the system we use to upload documents Brokerage
Follow up with title companies and other agents to complete transactions real estate related via KVCORE Brokerage
Reaches out to all 50 unit or higher properties in State to see if they want to sell, or help buying more Brokerage
Reviews Investment Opportunities for Cash Flow and Capitalization Rate Estimate Brokerage
Update the CRM Software with updates on potential clients/customers Brokerage
Inputting completed documents within our broker filing system, adhering to our required deadlines. Brokerage
Check In and send updates to Linked In Connections 1 time per month Lead Generation
Connect with Real Estate Professionals In area via Linked In Lead Generation
Search for Email Addresses of Real Estate Professionald to build Lead Gen Database Lead Generation
Send Daily Lead Generation Email to Real Estate Professionals to build network Lead Generation
Get Started with LinkedIn, Get Connected with PM and PM Companies Lead Generation
New Property lead generation; Following up with any leads calls emails. Lead Generation
Master Task List Requested by Clients
Tasks requested by Clients Category Task
Check in Quarterly with Tenants to ask about any maintenance issues at property Maintenance
Create service requests and review Work Orders with PM Company- dispatch to vendors, notify tenants, notify owners, update
notes in AppFolio in Work Order & in lease/tenant file notes, follow up with work orders on progress and closeout tasks as
completed. Maintenance request and follow ups. Maintenance Coordination.Review and update open work order
report.Clear Completed & Assign New Work Orders to Staff. Work Orders on Rent Manager Maintenance
Handling Maintenance Calls and Emergencies: Plumbing, Electrical, HVAC, Windows/Doors, Home Warranty, etc., Appliances,
Roof Leaks, Lockouts. Assist property managers with communication with tenants regarding follow up on old work orders. Maintenance
Manage your own Service Issues in Rent Manager Maintenance
Prepare maintenance reports. Spell/Grammar check technicians summary of work completed for projects/work orders Maintenance
Preventative Maintenance Owner Email, Preventative Maintenance Fall Inspection Maintenance
Renovation Process Maintenance
Meet Owner and Newly Managed Properties Maintenance
Internal Maintenance Tech billing Maintenance
Tools and Storage Maintenance
Updating Notes on Zillow Premier Agent and Follow Up Boss Marketing
Acts as a liaison between Tenants and Owners. Answer all incoming calls and respond to all emails same day. Answering marketing
questions about rentals, guest cards, scheduling showings. Determining who the call is to be transferred to: leasing, sales,
maintenance or other. Scheduling showings for leasing agent. Answering or Calling back tenants and clients Answering phone calls,
speaking with potential applicants about available homes, schedule showings, process applications. follow up with guest cards.
tenant complaints and follow up Marketing
Adding new properties to AppFolio, adding Unit Types, Units, photos, etc. Able to Edit Campaign / Edit Unit Type. Able to note if
information is missing & source for that information (either by looking in Dropbox or asking someone). Be conscious of the wording
in Titles / Descriptions as this is what appears on the campaign flyers & online. Set up owner in Appfolio. Overview for the Photo &
Video Editing Marketing
Adding residents to units at a new property, uploading signed leases, adding resident info, auditing leases for recurring charges,
etc., Enter new leases from leasing manager as units are leased. Audit all AppFolio system files. File management. leases to
appfolio / contracts by creating spreadsheet to input info Marketing
Prepare leases for digital signature to Rent Manager Marketing
Checks Criminal Background on all Rental Applicants. Verifes Income on all Rental Applicants. Completes Past Landlord
Referencce Check on all Rental Applicants Marketing
All current and potential Owner Client Calls - Should be Forward to the PM Company Owner Marketing
Assigning rentable items like parking & storage units, and working with ParkM to make sure residents are properly registered for
virtual parking permits. Marketing
Help post units for rent through tenant cloud, Input new tenants in the software Marketing
Assists Broker-In-Charge with verifying accuracy of and posting of properties to various sites for marketing purposes Marketing
Coordinating appointments for property showings, routine maintenance, repairs and inspections, assist in sending out inspection
reports, lease renewals, violations, etc., Scheduling the move out inspection, Setting up the inspection in Zinspector. Organization
of lease renewals and move outs.Coordination of property showings . Verifying information with the city on inspections and other
property related issues. Create and send out notices for inspections. Assist with coordinating showing access. Communicate with
vendor and tenant to arrange appointment for work. Marketing
Correct property names for all properties in AppFolio for unit names Marketing
Craigs List - Post available property Ads, Post ads to the internet. AirBnB posting Marketing
Follow ups with owners and tenants for move-in process. File electronic Move in/ move out files in Drive and on AppFolio Marketing
Growth marketing tasks once program initiated after three months Marketing
Help research market trends and new software/tech for possible implementation, research articles to keep up with industry trends
and growth and discuss results Marketing
Maintaining Database of Prospect Documents. Maintaining Status-at-a-Glance Spreadsheet Marketing
start a newsletter to my tenants and one to the owners for April you will create one monthly and email it to them through Buildium on
the first monthly. Marketing
Maintaining tenant directory. Get all tenants email address and phone number correct in Appfolio. enter email addresses into
marketing platforms (ie, mail chimp). create an email to all of our home owner and tenants introducing your self to them. Assist with
other email/phone/document preparation Marketing
Maintaining unit information in AppFolio as it relates to listing currently vacant units. Marketing
Manage existing renters insurance policies. Verify renters insurance & WE Energies before distributing keys, Request Tenant
Insurance Information. keep track of clients liability insurance for PPI additional insured via data entry and emails to clients for
renewals Marketing
Master Task List Requested by Clients
Tasks requested by Clients Category Task
Post open houses and update listings accordingly across all websites. Post vacant properties to google my business , facebook
page, facebook marketplace and Craigslist. Respond to Ads. Updating Properties in Apartment.com. assist with Facebook social
media. Marketing daily post on Facebook, Instagram, Twitter, linked in. responding to inquiries from email, facebook, etc Marketing
Prepare Lease Agreements and renewal process. Ensuring all leasing documents have been sent and completed. Getting involved
in the lease renewal process using information from Appfolio and Docusign. Manage MTM renewal process, Send Lease Renewals
Out, Processing a move out from notice to vacate up through lease signing , Drafting and sending leases. Rental leases, renewals,
and other necessary documents relating to tenant and client files. Issuing Non-Renewals, contact tenants and landlords for renewal.
upload leases to Skylope and AppFolio Marketing
Prepare lease packet (Move-In Checklist). Assisting future residents with making sure our move-in checklist is completed before
picking up keys. Marketing
Monthly renewal process, enter the new updated rent amounts into Propertyware for each lease. notify tenants regarding rent
increases, distribute rent increase reports to property managers. Prepare monthly renewal report from appfolio. Review of Rental
Increase Marketing
Providing Easy to Read Tenant Scoresheet Marketing
Rental Application/ Interacts with prospective Tenants thru phone/e-mail, explain terms of occupancy, processes applications,
background checks/screenings, credit reporting checks, previous payment history, contacting Current/Former Landlords and provide
any additional information. Processing applications, gathering documents, communicating with applicants via email Marketing
Respond to guest cards for vacancies. Marketing
Review Tenant Turner reports & make adjustments, if necessary. Verify Tenant Turner matches Unit Availability Report Marketing
Send list of available units to gov't agencies Marketing
Send owners copies of the MLS information for formal approval, MLS (listing properties) (KVCORE for company website real
estate). Properties online - PM webste. LOOPNET - comercial listing Marketing
Sending Adverse Action or Approval Letters Marketing
Sending Welcome Letters for new tenants/owners. Marketing
Setting up properties in Appfolio/Rentmanager. Updating unit information for units with an upcoming vacancy, especially during peak
leasing season, which is generally between April & September. Weekly update on vacancies/ market properties on websites Marketing
Starting, maintaining, assigning tasks, and following up on tasks to close a lease file in the data room Marketing
Update online key inventory and lockbox code list Marketing
Upload applications to AppFolio from Rently Marketing
120 Day Check Up Marketing
90 Day Renewal, 100 Day Renewal Marketing
Creating Renewals, 30 Day Renewal Checkup, Issuing Renewals Marketing
Adding a pet Marketing
Appfolio Premium/Basic Leads Marketing
Marketing Tasks Breakdown Marketing
Send Out Adding A Tenant to Lease Addendum. Creating "drafts" contracts from standard templates for leases, addendums, etc.
Create rental agreements and addendums, send out leases, new agreement, contracts via DocuSign Marketing
Check the Lease for Specific Answers, Creating A Break Lease or A Sublease Marketing
Following up with feedback from Showmojo Marketing
Move Out Process, Tenant Move Out, Moving the tenants out of our software. Managing Vacant homes for Move out Work Flow.
Answer phone questions about tenancies, move-in/move-out procedures, send proper move out paperwork. Move Out Process at
30 Days. Issue 30-day notice for termination of tenancy Marketing
Review the Current Rent Roll to Match the Marketing Spreadsheet Marketing
Going Through the Regional Marketing Spreadsheet Marketing
Conduct a Rent Analysis, perform market analysis Marketing
Signing/Sending a New Lease with a New Tenant. Send renewal and new leases to tenants; obtain their signatures. generate
leases and renewals using ZIP forms Marketing
How to Add a Watermark to A Marketing Picture Marketing
Sending Out a Renewal and Countersign Marketing
Market A Unit in Appfolio, Craigslist, and Facebook, Marketing For Vacancy Marketing
Day 60 Marketing and Showing, 75 Day Marketing the Unit. Track all month to month leases and work on renewals and expiring leases (60 days)
Marketing
Making sure the Tenant Directory is up to date Marketing
Check-Up with Tenant about Repairs. Coordinating repair appointments with vendors and tenants. Follow up on repair request Marketing
Master Task List Requested by Clients
Tasks requested by Clients Category Task
Premium Leads Marketing
Created and manage Fb and Google Business Page ( includes sending review links for Google), file electronic files in Gdrive Marketing
Review and respond to Voicemails (Ex. Viatalk.com) Marketing
Adding New List of Contacts in Constant Contact, Creating campaign in Constant contact Marketing
Send Leads to ISA Marketing
Run COMPS using Bright MLS and CoStar for residential and commercial leasing price points Marketing
Send Lease Renewals Out, Sned Leases Out and Send out credit checks Marketing
Weekly Marketing Reconciliation Marketing
Onboarding Leasing Manager Marketing
Request Google Reviews
Customer Service on Accounts receivable, do late fees and statements Operations
Send email to PM requesting that marketing, rent, etc. information be completed Operations
Monitor initial set up of SHA/HUD Operations
Assigning rentable items like parking & storage units, and working with ParkM to make sure residents are properly registered for
virtual parking permits. Prepare Parking Addendum for Leases Operations
New Owner Account Set Up. Enter new property owners and new properties into pm software as company grows and set up tenant
and owner portals. Onboarding new owners and properties. Operations
Cleaning up Files on Cloud Drive Operations
Creating Management Agreements Operations
Have daily and weekly review time with PM Company Owner for questions and employee
growth needs Operations
Help Manage the company inbox, Manage emails, calendars and text for CEO and COO Operations
Help monitor move in/move out dates and schedule on calendar for PM Company Owner Operations
Help research methods of growing the number of doors we manage for Property Management Company Operations
Manage referral program when clients give us a suggestion to manage someones property Operations
New Owner Account Set Up. Enter new property owners and new properties into pm software as company grows and set up tenant
and owner portals, Setting up tenants in our software. Respond to rent related portal comments. Operations
Online PM owner and tenant review generation Operations
Personal assistant/secretary admin tasks for CEOs, taking notes, minutes
for meetings, correspondences, etc. Operations
Explain Resident Rewards Program to all new tenants Operations
Research Insurance providers for Property Insurance and Compare Rates Operations
Section 8 Paperwork for Move In. Prepare section 8 paperwork Operations
Sending out letters/forms to tenants that are moving out of rental property Operations
Setting up and monitoring insurance on properties, Vendor management: i.e. insurance, new vendor set-up, etc. Operations
Update Tenant Directory in Property Management Software Operations
re-requisitions, send out adverse action letter Operation
Add a New User to AppFolio, Set up owner in Appfolio, Attach additional owner information to owner page and property intake form
to property page in Appfolio, Update AppFolio with ssn, banking info, address, phone # and insurance from additional owner info
packet, Send additional owner information packet in Docusign, Send property intake form to owner from Docusign Operations
Working with vendors to keep service agreements and documents current Operations
Create and send PMA from Appfolio using LS information, Follow up and ensure PMA is signed, Follow up to ensure we get owner
info/property intake forms back, Change status in LS to "PM signed" Operations
Paying Management Fees. Paying Commissions Process Operations
Sending Owner to Operations for Onboarding Operations
Process Guidelines in Sending Emails Daily, Handling complaints/ Handling Incoming Phone Calls. Directing phone calls and
answering basic questions. Day to day email , incoming calls correspondence. Monitoring website chat box. Answer email leads
from prospects and chats online. Operations
How to Create a Task Operations
Respond to Emails daily, Sign into Time Doctor and Notify Your Director With A Daily Email Tasks Plan, Respond to Text
Messages. Emails on Vacation Operations
Export file from PA and create report Operations
Master Task List Requested by Clients
Tasks requested by Clients Category Task
How to Handle Bed Bugs Operations
Review Task Tab On Regional Google Sheet Operations
Concierge Service setting up utilities for tenants, Utility Transfer In and Out of Tenants Name, Turning on utilites for upcoming
vacant properties (online and phone), Set up all utility bills Operations
Copy Utility Auth Form from additional owner information for Seattle properties and email to SPU for duplicate billing, Email Orin to
set up non-Seattle utilities Operations
Email New Service Application to Vendors. Follow up with vendors via phone and email Operations
Set up new vendors into system and coordinate vendor documents needed like W9s 1099s etc. Find new vendors and do reference
checks Operations
Assist delinquent tenants with sources of government assistance, charity, and provide supporting documents. monitor
delinquencies. Review delinquent rent and issue 7-day notices Rent Collection
Collections- Process 5-Day or 3/4/5/7 notices to Pay rent or Evict communication (phone/email/text/mail). Send late rent notices /
homeowner delinquencies, delinquent water bill, Wisconsin Five Day Notice to Cure or Vacate. follow up with bounced rent. File for
eviction/court cases. Send 1 st , 2 nd and 3 rd notices to residents. Follow up on 3-day notice accounts and notify management
team if eviction should be filed. Follow-up with delinquent renters to collect past-due rent Rent Collection
Complete Renters Certificates for Tenants at the beginning of the tax year, Fill Out a Rent Certificate. Respond to requests from
tenants for their Certificate of Rent Paid forms . Forward any additional questions to in charge for investigation Rent Collection
Fills Out Summons and Complaints for County to prepare for money judgement or eviction Rent Collection
Send Violation letters when Tenants break their contract agreements (HOA). Obtain updated HOA information. HOA violation notices Rent Collection
Fill Out Housing Forms for Integrated Community Solutions Rent Collection
Enter A Bill Rent Collection
Respond to a RSD Dispute Form Rent Collection
Complete a Security Deposit Return, Security Deposit Returns. Create Security Deposit Labor Log Worksheet Rent Collection
Verify, Activate, and Delete Tenats Online Portal, File for Rental Verification Requests, Landlord verification for applications Rent Collection
Help Tenants Set-Up Auto-Payments Using the Online Portal Rent Collection
Send Eligible Past Tenants to Collections, calling past due tenants. Past due rent report and call, email, or text all residents owing
rent. Every resident past due should be contacted at least one time per week. Set up and activate automated phone calls for past
due accounts and call all residents owing association fees.. Rent Collection
Track and follow up on promised payments for payment plans. Note all conversations and payment plans in the correct fields in
Propertyware Rent Collection
Respond to questions from tenants about their rent balances, Update Propertyware when we receive changes in rent amount for
Section 8 tenants, Rent Collection
Complete and return any requested rent verification forms from tenants, subsidies, or governmental agencies. Rent Collection