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