Checklist for The First 100 Days for the Accounting / Customer Service

Days 1-5

In Process     Completed     Accounting / Customer Service

__________       __________     100 Most Asked Questions at Management One Test

__________       __________     M1 software training 40 min

__________       __________     Read Training Manual

__________       __________     Watch all Accounting videos

__________       __________     Learn operations algorithm 17,15,12,8

__________       __________     Learn (ILR) Internal Leasing Report

__________       __________     Learn (LMS) Leasing Management Status

__________       __________     Learn (RML) Resident Move In Ledger

__________       __________     Key Board training

__________       __________     One Touch system

__________       __________     Follow Monthly Calendar

__________       __________     Spend remaining time shadowing

__________       __________     Spend 20 minutes with manager at the end of the day to review

__________       __________     Organize Notes in 3-ring Binder with 1-30 Dividers

__________       __________     Spend 30 min writing down questions to ask the manager the next day

 

Days 6-30

In Process     Completed     Accounting / Customer Service

__________       __________     Study Guide for Management Agreement Test

__________       __________     Study Guide for Rental Agreement Test

__________       __________     Monthly Calendar of Accounting Tasks

__________       __________     Daily Deposit Process

__________       __________     Daily Deposit Overview

__________       __________     Run Rent Receipts Monthly

__________       __________     Post Rents (Ledger)

__________       __________     Bulk Post Rents (Standard)

__________       __________     Bulk Post Rents (PayLease)

__________       __________     Monthly Auto Deductions

__________       __________     Prep & Print 3-Day Notice for Late Rents

__________       __________     Applying Late Fees

__________       __________     Send Monthly Account Statements to Owners

__________       __________     Proof invoices with Property Inspector (20 min/wk)

__________       __________     Pay Invoices weekly to Vendors

__________       __________     Cut checks to owners, residents, vendors, etc.

__________       __________     Retains on Accounts - update retained amounts

__________       __________     Sweep - paying Management One weekly on commission owed

__________       __________     Utilities - turning on/off during vacancy

__________       __________     Greeting - Office etiquette

__________       __________     Greeting - Phone etiquette

__________       __________     Take bookkeeping/customer service calls from residents, owners, etc.

__________       __________     Reports - Daily, Weekly, Monthly

__________       __________     Take Management Agreement Test

__________       __________     Take Rental Agreement Test

 

Days 31-60

In Process     Completed     Accounting / Customer Service

__________       __________     Make address changes in the M1 system for owners, vendors, etc.

__________       __________     Back on Markets

__________       __________     Market Comps - CRA for back on Markets

__________       __________     Lawn service - adding/canceling temporary and permanent service

__________       __________     Property Kills - once rented, kill from rental list, etc.

__________       __________     New properties - enter into the system

__________       __________     New leases/re-rents - enter new resident information into the system

__________       __________     Notices of violations to residents from HOA's etc.

__________       __________     Rent increase letters to owners - assist in making sure all are out on-time

__________       __________     Rent increase letters to residents - confirm all updated in the M1 system

__________       __________     Collection of resident owes/late fees - weekly tracking, sending notices

__________       __________     Eviction Updates to owners weekly

__________       __________     Issue Emergency repairs if Property Inspector is not in the office

 

Days 61-100

In Process     Completed     Accounting / Customer Service

__________       __________     Pull files and videos (if not in M1 software) for Property Inspector regarding Back-on-Market (BOM)

__________       __________     Security Deposits - Breakdown to residents

__________       __________     Security Deposits - Disbursement

__________       __________     Security Deposits - Disputes

__________       __________     Security Deposits - Small Claims Trial

__________       __________     Reconciling Blue & Gold / General Trust Account

__________       __________     Reconciling Gold / Security Deposit Trust Account

__________       __________     Closeout of an account - statements/releases to owners/residents

__________       __________     Take Accounting / Bookkeeping - Customer Service Test

__________       __________     Retake any test to be at 90% or better