Job Description Breakdowns
Expand each section to reveal a breakdown of the number of staff that are needed, as well as for the job descriptions of duties, delegated for each member. This is based on the number of doors being serviced within a portfolio and the descriptions below show how this can be scalable as the business' portfolio grows.
Initially the duties are delegated based on the estimated workload of the portfolio as well as how certain processes and touchpoints are related within the systems. As the number of doors being serviced grows, additional staff are necessary to maintain efficiency which also allows for more defined roles and duties.
For clarity a staff member could be the owner, a manager or employee.
CLICK HERE to download an Excel Workbook for the complete List below
Owner Operator Plus One Staff
X Factors
- Geographic Location of your inventory will affect the number of property inspectors you need.
- Age of properties
- Experience of each staff member
Client Coordinator/Receptionist Job Description
- Stock copy machines, printers, etc.
- Keep lobby/office clean
- Take rents
- Put sales packages together & keep stocked
- Answer phones/multiple lines
- Direct traffic in lobby to appropriate place
- Keep office supplies stocked at work stations
- Keep forms stocked at work stations
- Filing/Scanning kept up to date
- Assemble marketing material
Leasing Job Description
- Take/field leasing calls
- Sit with walk in leasing prospects
- Pre-qualify leasing prospects
- Log calls, showings, applications into M1
- Schedule appointments with prospective residents to come into office
- Schedule appointments with prospective residents to view properties in the field
- Get applications
- Run credit, call on verifications and qualify applications
- Do Holding Deposit with resident
- Prep lease/move in package with resident
- Lease presentation with resident
- Schedule move in inspections for the property inspector with new resident move in
- Issue work order for lock change to be done prior to resident move in
- Do weekly leasing updates to owners via phone/email
- Meet targets & goals for applications and renting properties
- View inventory (inside/outside)- be at 85% at all times
- Ask for referrals at resident lease sign up
- Reports - daily, weekly, monthly
- Assist with answering phones
- Assist with taking rents
- Assist with greeting customers & directing traffic
Customer Service/Bookkeeping Job Description
- Post rents
- Print and prep 3 days for Property Inspector
- Pull files and videos (if not in m1 software) for Property Inspector on back on markets
- Prep Security Deposit Disputes and then converse with Property Inspector
- Send monthly account statements to owners
- Follow monthly calendar
- Make address changes into system for owners, vendors, etc.
- Back on Markets
- Cut checks to owners, residents, vendors, etc.
- Collection of resident owes/late fees - weekly tracking, sending notices
- Closeout of account - statements/releases to owners, residents
- Daily deposit
- Eviction Updates to owners weekly
- Key board - update board as status' change
- Property kills - once rented, kill from rental list, etc.
- Lawn service - adding/canceling temporary and permanent service
- Market comps - CRA for back on markets
- 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.
- Pay Invoices weekly to vendors
- Retains on accounts - update retains
- Security deposits - breakdowns to residents, disputes, collections
- Sweep - paying Company weekly on commissions owed
- Utilities - turning on/off during vacancy
- Rent increase letters to owners - assist in making sure all are out on time
- Rent increase letters to residents - confirm all updated into computer once in
- Run rent receipts monthly
- Prep 3-day notices for late rents
- Take bookkeeping/customer calls from residents, owners, etc.
- Reports - daily & weekly reports
- Issue Emergency repairs if Property Inspector is not in the office
- Proof invoices with Property Inspector weekly
Property Inspector Job Description (Similar to a Property Manager)
- Schedule signs due up
- Schedule Already rented signs to go up
- Schedule FWT (First Walk Thru) for owner/resident move outs
- Schedule Final walk thru
- Move in inspections with residents
- Move out inspections with residents
- Monthly exterior drive by inspections - view properties & audit log each month
- Annual inspections - inspect property, type up report to owner, issue work orders
- Violations to residents - send notices to residents & track for compliance
- Call owners for funds needed for repairs
- Work up job estimates after FWT (First Walk Thru)
- Issue work orders for rehab maintenance to vendors
- Work with vendors on coordinating work to get completed by deadline
- Monthly van service
- Van organized, stocked & clean at all times
- Post 3-Day notices
- Lockouts with sheriff on evictions
- Take photos of properties up for rent for website
- Make keys - log on invoice
- Issue general maintenance work orders on annuals
- Log & keep current inventory for signs & lockboxes
- Reports - daily, weekly, monthly
- Take all general maintenance requests from residents
- Take all general maintenance requests from residents
- Purge all work orders to be close out within 45 days of issue
- Follow up on all estimates to owners/residents/subs using default letter system
- Proof general maintenance invoices before payment
- Assist with security deposit disputes
- Schedule Annuals
- Post violations & follow up on them
- Post 24 hr notices
- Proof invoices with Accounting 20 minutes a week
New Accounts/Sales Job Description
- Take/field new prospective owner calls
- Follow call procedure - follow up calls, website info, etc.
- Schedule appointments to meet prospective owners to sign up
- Do sales presentation with prospective owner and sign up account
- Real Estate office presentations - get referrals, build relationships
- New tract visits - get referrals, build relationships
- Deliver referral checks to real estate agents
- Assist in marketing campaign
- Work up CRA's for prospective owners
- Work up CRA's for current owners-assist
- Prep/send new sales info to prospective owners
- Reports - weekly & monthly
Human Resources Job Description
- Place employment ads
- Field resumes
- Phone interviews with employee candidates
- Conduct preliminary interviews with employee candidates
- Check references for employee candidates
- Run credit, administer written & typing tests to employee candidates
- Schedule interviews for management with employee candidates
- Place vendor calls to prospective vendors
- Conduct phone interviews with prospective vendors
- Schedule interviews for management with prospective vendors
- Quality control on vendors
- Exit interviews with owners
- Exit interviews with residents
- New hire orientation for new employees
- Track employee training schedule, testing, re-testing, etc. for each division
- Administrative Assistant
Admin Duties
- Business account receivables and payables
- Manage retirement plan
- Manage Health Care Plan
- Payroll
- Audit expense/cost cutting
- NMF (Network Marketing Fund) manage invoices and deposits
- Reconcile Blue and Gold trust accounts
- Manage workman's comp/liability insurance
- 1099's (annual project)
- Manage marketing campaigns
- Manage surveys - owners, residents, etc.
Owner Operator & Two Staff
Client Coordinator/Receptionist Job Description
- Stock copy machines, printers, etc.
- Keep lobby/office clean
- Take rents
- Put sales packages together & keep stocked
- Answer phones/multiple lines
- Direct traffic in lobby to appropriate place
- Keep office supplies stocked at work stations
- Keep forms stocked at work stations
- Filing/Scanning kept up to date
- Assemble marketing material
Leasing Job Description
- Take/field leasing calls
- Sit with walk in leasing prospects
- Pre-qualify leasing prospects
- Log calls, showings, applications into M1
- Schedule appointments with prospective residents to come into office
- Schedule appointments with prospective residents to view properties in the field
- Get applications
- Run credit, call on verifications and qualify applications
- Do Holding Deposit with resident
- Prep lease/move in package with resident
- Lease presentation with resident
- Schedule move in inspections for Property Inspector with new resident move in
- Issue work order for lock change to be done prior to resident move in
- Do weekly leasing updates to owners via phone/email
- Meet targets & goals for applications and renting properties
- View inventory (inside/outside)- be at 85% at all times
- Ask for referrals at resident lease sign up
- Reports - daily, weekly, monthly
- Assist with answering phones
- Assist with taking rents
- Assist with greeting customers & directing traffic
Customer Service/Bookkeeping Job Description
- Send monthly account statements to owners
- Follow monthly calendar
- Make address changes into system for owners, vendors, etc.
- Back on Markets
- Cut checks to owners, residents, vendors, etc.
- Collection of resident owes/late fees - weekly tracking, sending notices
- Closeout of account - statements/releases to owners, residents
- Daily deposit
- Eviction Updates- update the owner weekly
- Key board - update board as status' change
- Property kills - once rented, kill from rental list, etc.
- Lawn service - adding/canceling temporary and permanent service
- Market comps - CRA for back on markets
- 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.
- Pay bills weekly to vendors
- Retains on accounts - update retains
- Security deposits - breakdowns to residents, disputes, collections
- Sweep - paying Company weekly on commissions owed
- Utilities - turning on/off during vacancy
- Rent increase letters to owners - assist in making sure all are out on time
- Rent increase letters to residents - confirm all updated into computer once in
- Run rent receipts monthly
- Prep 3-day notices for late rents
- Take accounting/customer calls from residents, owners, etc.
- Reports - daily & weekly reports
- Reports - daily, weekly, monthly
- Proof invoices with Property Inspector weekly
Property Inspector Job Description (Similar to a Property Manager)
- Schedule signs due up
- Schedule Already rented signs to go up
- Schedule FWT (First Walk Thru) for owner/resident move outs
- Schedule Final walk thru
- Move in inspections with residents
- Move out inspections with residents
- Monthly exterior drive by inspections - view properties & audit log each month
- Annual inspections - inspect property, type up report to owner, issue work orders
- Violations to residents - send notices to residents & track for compliance
- Call owners for funds needed for repairs
- Work up job estimates after FWT (First Walk Thru)
- Issue work orders for rehab maintenance to vendors
- Work with vendors on coordinating work to get completed by deadline
- Monthly van service
- Van organized, stocked & clean at all times
- Post 3-Day notices
- Lockouts with sheriff on evictions
- Take photos of properties up for rent for website
- Make keys - log on invoice
- Issue general maintenance work orders on annuals
- Log & keep current inventory for signs & lockboxes
- Reports - daily, weekly, monthly
- Take all general maintenance requests from residents
- Take all general maintenance requests from residents
- Purge all work orders to be close out within 45 days of issue
- Follow up on all estimates to owners/residents/subs using default letter system
- Proof general maintenance invoices before payment
- Assist with security deposit disputes
- Schedule Annuals
- Post violations & follow up on them
- Post 24 hr. notices
- Proof invoices with Accounting weekly
New Accounts/Sales Job Description
- Take/field new PIS calls
- Follow call procedure - follow up calls, website info, etc.
- Schedule appointments to meet prospective owners to sign up
- Do sales presentation with prospective owner and sign up account
- Real Estate office presentations - get referrals, build relationships
- New tract visits - get referrals, build relationships
- Deliver referral checks to real estate agents
- Assist in marketing campaign
- Work up CRA's for prospective owners
- Work up CRA's for current owners-assist
- Prep/send new sales info to prospective owners
- Reports - weekly & monthly
Human Resources Job Description
- Place employment ads
- Field resumes
- Phone interviews with employee candidates
- Conduct preliminary interviews with employee candidates
- Check references for employee candidates
- Run credit, administer written & typing tests to employee candidates
- Schedule interviews for management with employee candidates
- Place vendor calls to prospective vendors
- Conduct phone interviews with prospective vendors
- Schedule interviews for management with prospective vendors
- Quality control on vendors
- Exit interviews with owners
- Exit interviews with tenants
- New hire orientation for new employees
- Track employee training schedule, testing, re-testing, etc. for each division
- Administrative Assistant
Admin Duties
- Business account receivables and payables
- Manage retirement plan
- Manage Health Care Plan
- Payroll
- Audit expense/cost cutting
- NMF (Network Marketing Fund) manage invoices and deposits
- Reconcile Blue and Gold trust accounts
- Manage workman's comp/liability insurance
- 1099's (annual project)
- Manage marketing campaigns
- Manage surveys - owners, residents, etc.
Owner Operator & Three Staff
Client Coordinator/Receptionist Job Description
- Stock copy machines, printers, etc.
- Keep lobby/office clean
- Take rents
- Put sales packages together & keep stocked
- Answer phones/multiple lines
- Direct traffic in lobby to appropriate place
- Keep office supplies stocked at work stations
- Keep forms stocked at work stations
- Filing/Scanning kept up to date
- Assemble marketing material
Leasing Job Description
- Take/field leasing calls
- Sit with walk in leasing prospects
- Pre-qualify leasing prospects
- Log calls, showings, applications into M1
- Schedule appointments with prospective residents to come into office
- Schedule appointments with prospective residents to view properties in the field
- Get applications
- Run credit, call on verifications and qualify applications
- Do Holding Deposit with resident
- Prep lease/move in package with resident
- Lease presentation with resident
- Schedule move in inspections for Property Inspector with new resident move in
- Issue work order for lock change to be done prior to resident move in
- Do weekly leasing updates to owners via phone/email
- Meet targets & goals for applications and renting properties
- View inventory (inside/outside)- be at 85% at all times
- Ask for referrals at resident lease sign up
- Reports - daily, weekly, monthly
- Assist with answering phones
- Assist with taking rents
- Assist with greeting customers & directing traffic
Property Inspector Job Description (Similar to a Property Manager)
- Schedule signs due up
- Schedule Already rented signs to go up
- Schedule FWT (First Walk Thru) for owner/resident move outs
- Schedule Final walk thru
- Move in inspections with residents
- Move out inspections with residents
- Monthly exterior driveby inspections - view properties & audit log each month
- Annual inspections - inspect property, type up report to owner, issue work orders
- Violations to residents - send notices to residents & track for compliance
- Call owners for funds needed for repairs
- Work up job estimates after FWT (First Walk Thru)
- Issue work orders for rehab maintenance to vendors
- Work with vendors on coordinating work to get completed by deadline
- Monthly van service
- Van organized, stocked & clean at all times
- Post 3-Day notices
- Lockouts with sheriff on evictions
- Take photos of properties up for rent for website
- Make keys - log on invoice
- Issue general maintenance work orders on annuals
- Log & keep current inventory for signs & lockboxes
- Reports - daily, weekly, monthly
- Take all general maintenance requests from residents
- Take all general maintenance requests from residents
- Purge all work orders to be close out within 45 days of issue
- Follow up on all estimates to owners/residents/subs using default letter system
- Proof general maintenance invoices before payment
- Assist with security deposit disputes
- Schedule Annuals
- Post violations & follow up on them
- Post 24 hr. notices
- Proof invoices with Accounting weekly
Customer Service/Bookkeeping Job Description
- Send monthly account statements to owners
- Follow monthly calendar
- Make address changes into system for owners, vendors, etc.
- Back on Markets
- Cut checks to owners, residents, vendors, etc.
- Collection of resident owes/late fees - weekly tracking, sending notices
- Closeout of account - statements/releases to owners, residents
- Daily deposit
- Eviction Updates- update the owner weekly
- Key board - update board as status' change
- Property kills - once rented, kill from rental list, etc.
- Lawn service - adding/canceling temporary and permanent service
- Market comps - CRA for back on markets
- 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.
- Pay bills weekly to vendors
- Retains on accounts - update retains
- Security deposits - breakdowns to residents, disputes, collections
- Sweep - paying Company weekly on commission owed
- Utilities - turning on/off during vacancy
- Rent increase letters to owners - assist in making sure all are out on time
- Rent increase letters to residents - confirm all updated into computer once in
- Run rent receipts monthly
- Prep 3-day notices for late rents
- Take accounting/customer calls from residents, owners, etc.
- Reports - daily & weekly reports
- Reports - daily, weekly, monthly
- Proof invoices with Property Inspector weekly
New Accounts/Sales Job Description
- Take/field new PIS calls
- Follow call procedure - follow up calls, website info, etc.
- Schedule appointments to meet prospective owners to sign up
- Do sales presentation with prospective owner and sign up account
- Real Estate office presentations - get referrals, build relationships
- New tract visits - get referrals, build relationships
- Deliver referral checks to real estate agents
- Assist in marketing campaign
- Work up CRA's for prospective owners
- Work up CRA's for current owners-assist
- Prep/send new sales info to prospective owners
- Reports - weekly & monthly
Human Resources Job Description
- Place employment ads
- Field resumes
- Phone interviews with employee candidates
- Conduct preliminary interviews with employee candidates
- Check references for employee candidates
- Run credit, administer written & typing tests to employee candidates
- Schedule interviews for management with employee candidates
- Place vendor calls to prospective vendors
- Conduct phone interviews with prospective vendors
- Schedule interviews for management with prospective vendors
- Quality control on vendors
- Exit interviews with owners
- Exit interviews with tenants
- New hire orientation for new employees
- Track employee training schedule, testing, re-testing, etc. for each division
- Administrative Assistant
Admin Duties
- Business account receivables and payables
- Manage retirement plan
- Manage Health Care Plan
- Payroll
- Audit expense/cost cutting
- NMF(Network Marketing Fund) manage invoices and deposits
- Reconcile Blue and Gold trust accounts
- Manage workman's comp/liabilty insurance
- 1099's (annual project)
- Manage marketing campaigns
- Manage surveys - owners, residents, etc.
New Accounts/Sales Job Description
- Take/field new PIS calls
- Follow call procedure - follow up calls, website info, etc.
- Schedule appointments to meet prospective owners to sign up
- Do sales presentation with prospective owner and sign up account
- Real Estate office presentations - get referrals, build relationships
- New tract visits - get referrals, build relationships
- Deliver referral checks to real estate agents
- Assist in marketing campaign
- Work up CRA's for prospective owners
- Work up CRA's for current owners-assist
- Prep/send new sales info to prospective owners
- Reports - weekly & monthly
Owner Operator & Four Staff
Client Coordinator/Receptionist Job Description
- Stock copy machines, printers, etc.
- Keep lobby/office clean
- Take rents
- Put sales packages together & keep stocked
- Answer phones/multiple lines
- Direct traffic in lobby to appropriate place
- Keep office supplies stocked at work stations
- Keep forms stocked at work stations
- Filing/Scanning kept up to date
- Assemble marketing material
- Assist leasing in processing applications
Leasing Job Description
- Take/field leasing calls
- Sit with walk in leasing prospects
- Pre-qualify leasing prospects
- Log calls, showings, applications into M1
- Schedule appointments with prospective residents to come into office
- Schedule appointments with prospective residents to view properties in the field
- Check out keys to prospective residents
- Get applications
- Run credit, call on verifications and qualify applications
- Do Holding Deposit with resident
- Prep lease/move in package with resident
- Lease presentation with resident
- Schedule move in inspections for Property Inspector with new resident move in
- Issue work order for lock change to be done prior to resident move in
- Log prorated rents on new move ins
- Do weekly leasing updates to owners via phone/email
- Meet targets & goals for applications and renting properties
- View inventory (inside/outside)- be at 85% at all times
- Ask for referrals at resident lease sign up
- Assist with answering phones
- Assist with taking rents
- Assist with greeting customers & directing traffic
Property Inspector Job Description (Similar to a Property Manager)
- Schedule signs due up
- Schedule Already rented signs to go up
- Schedule FWT (First Walk Thru) for owner/resident move outs
- Schedule Final walk thru
- Move in inspections with residents
- Move out inspections with residents
- Monthly exterior drive by inspections - view properties & audit log each month
- Annual inspections - inspect property, type up report to owner, issue work orders
- Violations to residents - send notices to residents & track for compliance
- Call owners for funds needed for repairs
- Work up job estimates after FWT (First Walk Thru)
- Issue work orders for rehab maintenance to vendors
- Work with vendors on coordinating work to get completed by deadline
- Monthly van service
- Van organized, stocked & clean at all times
- Post 3-Day notices
- Lockouts with sheriff on evictions
- Take photos of properties up for rent for website
- Make keys - log on invoice
- Issue general maintenance work orders on annuals
- Log & keep current inventory for signs & lockboxes
- Reports - daily, weekly, monthly
- Take all general maintenance requests from residents
- Take all general maintenance requests from residents
- Purge all work orders to be close out within 45 days of issue
- Follow up on all estimates to owners/residents/subs using default letter system
- Proof general maintenance invoices before payment
- Assist with security deposit disputes
- Schedule Annuals
- Post violations & follow up on them
- Post 24 hr. notices
- Proof invoices with Accounting weekly
Customer Service/Bookkeeping Job Description
- Post rents
- Print and prep 3 days for Property Inspector
- Pull files and videos ( if not in m1 software) for Property Inspector for back on markets
- Prep Security Deposit Disputes and then converse with Property Inspector
- Send monthly account statements to owners
- Follow monthly calendar
- Make address changes into system for owners, vendors, etc.
- Back on Markets
- Cut checks to owners, residents, vendors, etc.
- Collection of resident owes/late fees - weekly tracking, sending notices
- Closeout of account - statements/releases to owners, residents
- Daily deposit
- Eviction Updates- update the owner weekly
- Key board - update board as status' change
- Property kills - once rented, kill from rental list, etc.
- Lawn service - adding/canceling temporary and permanent service
- Market comps - CRA for back on markets
- 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.
- Pay Invoices weekly to vendors
- Retains on accounts - update retains
- Security deposits - breakdowns to residents, disputes, collections
- Sweep - paying Management One weekly on commission owed
- Utilities - turning on/off during vacancy
- Rent increase letters to owners - assist in making sure all are out on time
- Rent increase letters to residents - confirm all updated into computer once in
- Run rent receipts monthly
- Prep 3-day notices for late rents
- Take bookkeeping/customer calls from residents, owners, etc.
- Reports - daily & weekly reports
- Issue Emergency repairs if Property Inspector is not in the office
- Proof invoices with Property Inspector weekly
New Accounts/Sales Job Description
- Take/field new PIS calls
- Follow call procedure - follow up calls, website info, etc.
- Schedule appointments to meet prospective owners to sign up
- Do sales presentation with prospective owner and sign up account
- Real Estate office presentations - get referrals, build relationships
- New tract visits - get referrals, build relationships
- Deliver referral checks to real estate agents
- Assist in marketing campaign
- Work up CRA's for prospective owners
- Work up CRA's for current owners-assist
- Prep/send new sales info to prospective owners
- Reports - weekly & monthly
Human Resources Job Description
- Place employment ads
- Field resumes
- Phone interviews with employee candidates
- Conduct preliminary interviews with employee candidates
- Check references for employee candidates
- Run credit, administer written & typing tests to employee candidates
- Schedule interviews for management with employee candidates
- Place vendor calls to prospective vendors
- Conduct phone interviews with prospective vendors
- Schedule interviews for management with prospective vendors
- Quality control on vendors
- Exit interviews with owners
- Exit interviews with tenants
- New hire orientation for new employees
- Track employee training schedule, testing, re-testing, etc. for each division
- Administrative Assistant
Admin Duties
- Business account receivables and payables
- Manage retirement plan
- Manage Health Care Plan
- Payroll
- Audit expense/cost cutting
- NMF (Network Marketing Fund) invoices and deposits
- Reconcile Blue and Gold trust accounts
- Manage workman's comp/liability insurance
- 1099's (annual project)
- Manage marketing campaigns
- Manage surveys - owners, residents, etc.
New Accounts/Sales Job Description
- Take/field new PIS calls
- Follow call procedure - follow up calls, website info, etc.
- Schedule appointments to meet prospective owners to sign up
- Do sales presentation with prospective owner and sign up account
- Real Estate office presentations - get referrals, build relationships
- New tract visits - get referrals, build relationships
- Deliver referral checks to real estate agents
- Assist in marketing campaign
- Work up CRA's for prospective owners
- Work up CRA's for current owners-assist
- Prep/send new sales info to prospective owners
- Reports - weekly & monthly
Owner Operator & 5 Staff
Client Coordinator/Receptionist Job Description
- Stock copy machines, printers, etc.
- Keep lobby/office clean
- Take rents
- Put sales packages together & keep stocked
- Answer phones/multiple lines
- Direct traffic in lobby to appropriate place
- Keep office supplies stocked at work stations
- Keep forms stocked at work stations
- Filing/Scanning kept up to date
- Assemble marketing material
- Assist leasing in processing applications
Leasing Job Description
- Take/field leasing calls
- Sit with walk in leasing prospects
- Pre-qualify leasing prospects
- Log calls, showings, applications into M1
- Schedule appointments with prospective residents to come into office
- Schedule appointments with prospective residents to view properties in the field
- Check out keys to prospective residents
- Get applications
- Run credit, call on verifications and qualify applications
- Do Holding Deposit with resident
- Prep lease/move in package with resident
- Lease presentation with resident
- Schedule move in inspections for Property Inspector with new resident move in
- Issue work order for lock change to be done prior to resident move in
- Log prorated rents on new move ins
- Do weekly leasing updates to owners via phone/email
- Meet targets & goals for applications and renting properties
- View inventory (inside/outside)- be at 85% at all times
- Ask for referrals at resident lease sign up
- Assist with answering phones
- Assist with taking rents
- Assist with greeting customers & directing traffic
Property Inspector Job Description (Similar to a Property Manager)
- Schedule signs due up
- Schedule Already rented signs to go up
- Schedule FWT (First Walk Thru) for owner/resident move outs
- Schedule Final walk thru
- Move in inspections with residents
- Move out inspections with residents
- Monthly exterior drive by inspections - view properties & audit log each month
- Annual inspections - inspect property, type up report to owner, issue work orders
- Violations to residents - send notices to residents & track for compliance
- Call owners for funds needed for repairs
- Work up job estimates after FWT (First Walk Thru)
- Issue work orders for rehab maintenance to vendors
- Work with vendors on coordinating work to get completed by deadline
- Monthly van service
- Van organized, stocked & clean at all times
- Post 3-Day notices
- Lockouts with sheriff on evictions
- Take photos of properties up for rent for website
- Make keys - log on invoice
- Issue general maintenance work orders on annuals
- Log & keep current inventory for signs & lockboxes
- Reports - daily, weekly, monthly
- Take all general maintenance requests from residents
- Take all general maintenance requests from residents
- Purge all work orders to be close out within 45 days of issue
- Follow up on all estimates to owners/residents/subs using default letter system
- Proof general maintenance invoices before payment
- Assist with security deposit disputes
- Schedule Annuals
- Post violations & follow up on them
- Post 24 hr. notices
- Proof invoices with Accounting weekly
Customer Service/Bookkeeping Job Description
- Post rents
- Print and prep 3 days for Property Inspector
- Pull files and videos ( if not in m1 software) for Property Inspector on back on markets
- Prep Security Deposit Disputes and then converse with Property Inspector
- Send monthly account statements to owners
- Follow monthly calendar
- Make address changes into system for owners, vendors, etc.
- Back on Markets
- Cut checks to owners, residents, vendors, etc.
- Collection of resident owes/late fees - weekly tracking, sending notices
- Closeout of account - statements/releases to owners, residents
- Daily deposit
- Eviction Updates- update the owner weekly
- Key board - update board as status' change
- Property kills - once rented, kill from rental list, etc.
- Lawn service - adding/canceling temporary and permanent service
- Market comps - CRA for back on markets
- 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.
- Pay Invoices weekly to vendors
- Retains on accounts - update retains
- Security deposits - breakdowns to residents, disputes, collections
- Sweep - paying Company weekly on commission owed
- Utilities - turning on/off during vacancy
- Rent increase letters to owners - assist in making sure all are out on time
- Rent increase letters to residents - confirm all updated into computer once in
- Run rent receipts monthly
- Prep 3-day notices for late rents
- Take bookkeeping/customer calls from residents, owners, etc.
- Reports - daily & weekly reports
- Issue Emergency repairs if Property Inspector is not in the office
- Proof invoices with Property Inspector weekly
Property Inspector Job Description (Similar to a Property Manager)
- Schedule signs due up
- Schedule Already rented signs to go up
- Schedule FWT (First Walk Thru) for owner/resident move outs
- Schedule Final walk thru
- Move in inspections with residents
- Move out inspections with residents
- Monthly exterior drive by inspections - view properties & audit log each month
- Annual inspections - inspect property, type up report to owner, issue work orders
- Violations to residents - send notices to residents & track for compliance
- Call owners for funds needed for repairs
- Work up job estimates after FWT (First Walk Thru)
- Issue work orders for rehab maintenance to vendors
- Work with vendors on coordinating work to get completed by deadline
- Monthly van service
- Van organized, stocked & clean at all times
- Post 3-Day notices
- Lockouts with sheriff on evictions
- Take photos of properties up for rent for website
- Make keys - log on invoice
- Issue general maintenance work orders on annuals
- Log & keep current inventory for signs & lockboxes
- Reports - daily, weekly, monthly
- Take all general maintenance requests from residents
- Take all general maintenance requests from residents
- Purge all work orders to be close out within 45 days of issue
- Follow up on all estimates to owners/residents/subs using default letter system
- Proof general maintenance invoices before payment
- Assist with security deposit disputes
- Schedule Annuals
- Post violations & follow up on them
- Post 24 hr. notices
- Proof invoices with Accounting weekly
New Accounts/Sales Job Description
- Take/field new PIS calls
- Follow call procedure - follow up calls, website info, etc.
- Schedule appointments to meet prospective owners to sign up
- Do sales presentation with prospective owner and sign up account
- Real Estate office presentations - get referrals, build relationships
- New tract visits - get referrals, build relationships
- Deliver referral checks to real estate agents
- Assist in marketing campaign
- Work up CRA's for prospective owners
- Work up CRA's for current owners-assist
- Prep/send new sales info to prospective owners
- Reports - weekly & monthly
New Accounts/Sales Job Description
- Take/field new PIS calls
- Follow call procedure - follow up calls, website info, etc.
- Schedule appointments to meet prospective owners to sign up
- Do sales presentation with prospective owner and sign up account
- Real Estate office presentations - get referrals, build relationships
- New tract visits - get referrals, build relationships
- Deliver referral checks to real estate agents
- Assist in marketing campaign
- Work up CRA's for prospective owners
- Work up CRA's for current owners-assist
- Prep/send new sales info to prospective owners
- Reports - weekly & monthly
Human Resources Job Description
- Place employment ads
- Field resumes
- Phone interviews with employee candidates
- Conduct preliminary interviews with employee candidates
- Check references for employee candidates
- Run credit, administer written & typing tests to employee candidates
- Schedule interviews for management with employee candidates
- Place vendor calls to prospective vendors
- Conduct phone interviews with prospective vendors
- Schedule interviews for management with prospective vendors
- Quality control on vendors
- Exit interviews with owners
- Exit interviews with residents
- New hire orientation for new employees
- Track employee training schedule, testing, re-testing, etc. for each division
- Administrative Assistant
Admin Duties
- Business account receivables and payables
- Manage retirement plan
- Manage Health Care Plan
- Payroll
- Audit expense/cost cutting
- NMF (Network Marketing Fund) manage invoices and deposits
- Reconcile Blue and Gold trust accounts
- Manage workman's comp/liability insurance
- 1099's (annual project)
- Manage marketing campaigns
- Manage surveys - owners, residents, etc.
Owner Operator and 6 Staff
Client Coordinator/Receptionist Job Description
- Stock copy machines, printers, etc.
- Keep lobby/office clean
- Take rents
- Put sales packages together & keep stocked
- Answer phones/multiple lines
- Direct traffic in lobby to appropriate place
- Keep office supplies stocked at work stations
- Keep forms stocked at work stations
- Filing/Scanning kept up to date
- Assemble marketing material
- Assist leasing in processing applications
Leasing Job Description
- Take/field leasing calls
- Sit with walk in leasing prospects
- Pre-qualify leasing prospects
- Log calls, showings, applications into M1
- Schedule appointments with prospective residents to come into office
- Schedule appointments with prospective residents to view properties in the field
- Check out keys to prospective residents
- Get applications
- Run credit, call on verifications and qualify applications
- Do Holding Deposit with resident
- Prep lease/move in package with resident
- Lease presentation with resident
- Schedule move in inspections for Property Inspector with new resident move in
- Issue work order for lock change to be done prior to resident move in
- Log prorated rents on new move ins
- Do weekly leasing updates to owners via phone/email
- Meet targets & goals for applications and renting properties
- View inventory (inside/outside)- be at 85% at all times
- Ask for referrals at resident lease sign up
- Assist with answering phones
- Assist with taking rents
- Assist with greeting customers & directing traffic
Property Inspector Job Description (Similar to a Property Manager)
- Schedule signs due up
- Schedule Already rented signs to go up
- Schedule FWT (First Walk Thru) for owner/resident move outs
- Schedule Final walk thru
- Move in inspections with residents
- Move out inspections with residents
- Monthly exterior drive by inspections - view properties & audit log each month
- Annual inspections - inspect property, type up report to owner, issue work orders
- Violations to residents - send notices to residents & track for compliance
- Call owners for funds needed for repairs
- Work up job estimates after FWT (First Walk Thru)
- Issue work orders for rehab maintenance to vendors
- Work with vendors on coordinating work to get completed by deadline
- Monthly van service
- Van organized, stocked & clean at all times
- Post 3-Day notices
- Lockouts with sheriff on evictions
- Take photos of properties up for rent for website
- Make keys - log on invoice
- Issue general maintenance work orders on annuals
- Log & keep current inventory for signs & lockboxes
- Reports - daily, weekly, monthly
- Take all general maintenance requests from residents
- Take all general maintenance requests from residents
- Purge all work orders to be close out within 45 days of issue
- Follow up on all estimates to owners/residents/subs using default letter system
- Proof general maintenance invoices before payment
- Assist with security deposit disputes
- Schedule Annuals
- Post violations & follow up on them
- Post 24 hr. notices
- Proof invoices with Accounting weekly
Customer Service/Bookkeeping Job Description
- Post rents
- Print and prep 3 days for Property Inspector
- Pull files and videos ( if not in m1 software) for Property Inspector on back on markets
- Prep Security Deposit Disputes and then converse with Property Inspector
- Send monthly account statements to owners
- Follow monthly calendar
- Make address changes into system for owners, vendors, etc.
- Back on Markets
- Cut checks to owners, residents, vendors, etc.
- Collection of resident owes/late fees - weekly tracking, sending notices
- Closeout of account - statements/releases to owners, residents
- Daily deposit
- Eviction Updates- update the owner weekly
- Key board - update board as status' change
- Property kills - once rented, kill from rental list, etc.
- Lawn service - adding/canceling temporary and permanent service
- Market comps - CRA for back on markets
- 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.
- Pay Invoices weekly to vendors
- Retains on accounts - update retains
- Security deposits - breakdowns to residents, disputes, collections
- Sweep - paying Company weekly on commission owed
- Utilities - turning on/off during vacancy
- Rent increase letters to owners - assist in making sure all are out on time
- Rent increase letters to residents - confirm all updated into computer once in
- Run rent receipts monthly
- Prep 3-day notices for late rents
- Take bookkeeping/customer calls from residents, owners, etc.
- Reports - daily & weekly reports
- Issue Emergency repairs if Property Inspector is not in the office
- Proof invoices with Property Inspector weekly
# 2 - Property Inspector Job Description (Similar to a Property Manager)
- Schedule signs due up
- Schedule Already rented signs to go up
- Schedule FWT (First Walk Thru) for owner/resident move outs
- Schedule Final walk thru
- Move in inspections with residents
- Move out inspections with residents
- Monthly exterior drive by inspections - view properties & audit log each month
- Annual inspections - inspect property, type up report to owner, issue work orders
- Violations to residents - send notices to residents & track for compliance
- Call owners for funds needed for repairs
- Work up job estimates after FWT (First Walk Thru)
- Issue work orders for rehab maintenance to vendors
- Work with vendors on coordinating work to get completed by deadline
- Monthly van service
- Van organized, stocked & clean at all times
- Post 3-Day notices
- Lockouts with sheriff on evictions
- Take photos of properties up for rent for website
- Make keys - log on invoice
- Issue general maintenance work orders on annuals
- Log & keep current inventory for signs & lockboxes
- Reports - daily, weekly, monthly
- Take all general maintenance requests from residents
- Take all general maintenance requests from residents
- Purge all work orders to be close out within 45 days of issue
- Follow up on all estimates to owners/residents/subs using default letter system
- Proof general maintenance invoices before payment
- Assist with security deposit disputes
- Schedule Annuals
- Post violations & follow up on them
- Post 24 hr. notices
- Proof invoices with Accounting weekly
Manager - responsible for managing office and generating new accounts
New Accounts/Sales Job Description
- Take/field new PIS calls
- Follow call procedure - follow up calls, website info, etc.
- Schedule appointments to meet prospective owners to sign up
- Do sales presentation with prospective owner and sign up account
- Real Estate office presentations - get referrals, build relationships
- New tract visits - get referrals, build relationships
- Deliver referral checks to real estate agents
- Assist in marketing campaign
- Work up CRA's for prospective owners
- Work up CRA's for current owners-assist
- Prep/send new sales info to prospective owners
- Reports - weekly & monthly
Manager Job Description
- Oversee each division and verify daily, weekly & monthly reports are ran/accurate
- Assist with customer complaints
Human Resources Job Description
- Place employment ads
- Field resumes
- Phone interviews with employee candidates
- Conduct preliminary interviews with employee candidates
- Check references for employee candidates
- Run credit, administer written & typing tests to employee candidates
- Schedule interviews for management with employee candidates
- Place vendor calls to prospective vendors
- Conduct phone interviews with prospective vendors
- Schedule interviews for management with prospective vendors
- Quality control on vendors
- Exit interviews with owners
- Exit interviews with residents
- New hire orientation for new employees
- Track employee training schedule, testing, re-testing, etc. for each division
Marketing
- Assist in 12-month marketing campaign
New Accounts/Sales Job Description
- Take/field new PIS calls
- Follow call procedure - follow up calls, website info, etc.
- Schedule appointments to meet prospective owners to sign up
- Do sales presentation with prospective owner and sign up account
- Real Estate office presentations - get referrals, build relationships
- New tract visits - get referrals, build relationships
- Deliver referral checks to real estate agents
- Assist in marketing campaign
- Work up CRA's for prospective owners
- Work up CRA's for current owners-assist
- Prep/send new sales info to prospective owners
- Reports - weekly & monthly
Admin Duties
- Business account receivables and payables
- Manage retirement plan
- Manage Health Care Plan
- Payroll
- Audit expense/cost cutting
- NMF (Network Marketing Fund) manage invoices and deposits
- Reconcile Blue and Gold trust accounts
- Manage workman's comp/liability insurance
- 1099's (annual project)
- Manage marketing campaigns
- Manage surveys - owners, residents, etc.
- Set out all Marketing Campaigns
Owner Operator & Seven Staff
Client Coordinator/Receptionist Job Description
- Stock copy machines, printers, etc.
- Keep lobby/office clean
- Take rents
- Put sales packages together & keep stocked
- Answer phones/multiple lines
- Direct traffic in lobby to appropriate place
- Keep office supplies stocked at work stations
- Keep forms stocked at work stations
- Filing/Scanning kept up to date
- Assemble marketing material
- Assist leasing in processing applications
Leasing Job Description
- Take/field leasing calls
- Sit with walk in leasing prospects
- Pre-qualify leasing prospects
- Log calls, showings, applications into M1
- Schedule appointments with prospective residents to come into office
- Schedule appointments with prospective residents to view properties in the field
- Check out keys to prospective residents
- Get applications
- Run credit, call on verifications and qualify applications
- Do Holding Deposit with resident
- Prep lease/move in package with resident
- Lease presentation with resident
- Schedule move in inspections for Property Inspector with new resident move in
- Issue work order for lock change to be done prior to resident move in
- Log prorated rents on new move ins
- Do weekly leasing updates to owners via phone/email
- Meet targets & goals for applications and renting properties
- View inventory (inside/outside)- be at 85% at all times
- Ask for referrals at resident lease sign up
- Assist with answering phones
- Assist with taking rents
- Assist with greeting customers & directing traffic
Property Inspector Job Description (Similar to a Property Manager)
- Schedule signs due up
- Schedule Already rented signs to go up
- Schedule FWT (First Walk Thru) for owner/resident move outs
- Schedule Final walk thru
- Move in inspections with residents
- Move out inspections with residents
- Monthly exterior drive by inspections - view properties & audit log each month
- Annual inspections - inspect property, type up report to owner, issue work orders
- Violations to residents - send notices to residents & track for compliance
- Call owners for funds needed for repairs
- Work up job estimates after FWT (First Walk Thru)
- Issue work orders for rehab maintenance to vendors
- Work with vendors on coordinating work to get completed by deadline
- Monthly van service
- Van organized, stocked & clean at all times
- Post 3-Day notices
- Lockouts with sheriff on evictions
- Take photos of properties up for rent for website
- Make keys - log on invoice
- Issue general maintenance work orders on annuals
- Log & keep current inventory for signs & lockboxes
- Reports - daily, weekly, monthly
- Take all general maintenance requests from residents
- Take all general maintenance requests from residents
- Purge all work orders to be close out within 45 days of issue
- Follow up on all estimates to owners/residents/subs using default letter system
- Proof general maintenance invoices before payment
- Assist with security deposit disputes
- Schedule Annuals
- Post violations & follow up on them
- Post 24 hr. notices
- Proof invoices with Accounting weekly
Customer Service/Bookkeeping Job Description
- Post rents
- Print and prep 3 days for Property Inspector
- Pull files and videos ( if not in m1 software) for Property Inspector on back on markets
- Prep Security Deposit Disputes and then converse with Property Inspector
- Send monthly account statements to owners
- Follow monthly calendar
- Make address changes into system for owners, vendors, etc.
- Back on Markets
- Cut checks to owners, residents, vendors, etc.
- Collection of resident owes/late fees - weekly tracking, sending notices
- Closeout of account - statements/releases to owners, residents
- Daily deposit
- Eviction Updates- update the owner weekly
- Key board - update board as status' change
- Property kills - once rented, kill from rental list, etc.
- Lawn service - adding/canceling temporary and permanent service
- Market comps - CRA for back on markets
- 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.
- Pay Invoices weekly to vendors
- Retains on accounts - update retains
- Security deposits - breakdowns to residents, disputes, collections
- Sweep - paying Company weekly on commission owed
- Utilities - turning on/off during vacancy
- Rent increase letters to owners - assist in making sure all are out on time
- Rent increase letters to residents - confirm all updated into computer once in
- Run rent receipts monthly
- Prep 3-day notices for late rents
- Take bookkeeping/customer calls from residents, owners, etc.
- Reports - daily & weekly reports
- Issue Emergency repairs if Property Inspector is not in the office
- Proof invoices with Property Inspector weekly
# 2 - Property Inspector Job Description (Similar to a Property Manager)
- Schedule signs due up
- Schedule Already rented signs to go up
- Schedule FWT (First Walk Thru) for owner/resident move outs
- Schedule Final walk thru
- Move in inspections with residents
- Move out inspections with residents
- Monthly exterior drive by inspections - view properties & audit log each month
- Annual inspections - inspect property, type up report to owner, issue work orders
- Violations to residents - send notices to residents & track for compliance
- Call owners for funds needed for repairs
- Work up job estimates after FWT (First Walk Thru)
- Issue work orders for rehab maintenance to vendors
- Work with vendors on coordinating work to get completed by deadline
- Monthly van service
- Van organized, stocked & clean at all times
- Post 3-Day notices
- Lockouts with sheriff on evictions
- Take photos of properties up for rent for website
- Make keys - log on invoice
- Issue general maintenance work orders on annuals
- Log & keep current inventory for signs & lockboxes
- Reports - daily, weekly, monthly
- Take all general maintenance requests from residents
- Take all general maintenance requests from residents
- Purge all work orders to be close out within 45 days of issue
- Follow up on all estimates to owners/residents/subs using default letter system
- Proof general maintenance invoices before payment
- Assist with security deposit disputes
- Schedule Annuals
- Post violations & follow up on them
- Post 24 hr. notices
- Proof invoices with Accounting weekly
Manager - responsible for managing office and generating new accounts
New Accounts/Sales Job Description
- Take/field new PIS calls
- Follow call procedure - follow up calls, website info, etc.
- Schedule appointments to meet prospective owners to sign up
- Do sales presentation with prospective owner and sign up account
- Real Estate office presentations - get referrals, build relationships
- New tract visits - get referrals, build relationships
- Deliver referral checks to real estate agents
- Assist in marketing campaign
- Work up CRA's for prospective owners
- Work up CRA's for current owners-assist
- Prep/send new sales info to prospective owners
- Reports - weekly & monthly
Manager Job Description
- Oversee each division and verify daily, weekly & monthly reports are ran/accurate
- Assist with customer complaints
Human Resources Job Description
- Place employment ads
- Field resumes
- Phone interviews with employee candidates
- Conduct preliminary interviews with employee candidates
- Check references for employee candidates
- Run credit, administer written & typing tests to employee candidates
- Schedule interviews for management with employee candidates
- Place vendor calls to prospective vendors
- Conduct phone interviews with prospective vendors
- Schedule interviews for management with prospective vendors
- Quality control on vendors
- Exit interviews with owners
- Exit interviews with residents
- New hire orientation for new employees
- Track employee training schedule, testing, re-testing, etc. for each division
- Administrative Assistant
Marketing
- Assist in 12-month marketing campaign
# 2 Leasing Job Description
- Take/field leasing calls
- Sit with walk in leasing prospects
- Pre-qualify leasing prospects
- Log calls, showings, applications into M1
- Schedule appointments with prospective residents to come into office
- Schedule appointments with prospective residents to view properties in the field
- Check out keys to prospective residents
- Get applications
- Run credit, call on verifications and qualify applications
- Do Holding Deposit with resident
- Prep lease/move in package with resident
- Lease presentation with resident
- Schedule move in inspections for Property Inspector with new resident move in
- Issue work order for lock change to be done prior to resident move in
- Log prorated rents on new move ins
- Do weekly leasing updates to owners via phone/email
- Meet targets & goals for applications and renting properties
- View inventory (inside/outside)- be at 85% at all times
- Ask for referrals at resident lease sign up
- Assist with answering phones
- Assist with taking rents
- Assist with greeting customers & directing traffic
New Accounts/Sales Job Description
- Take/field new PIS calls
- Follow call procedure - follow up calls, website info, etc.
- Schedule appointments to meet prospective owners to sign up
- Do sales presentation with prospective owner and sign up account
- Real Estate office presentations - get referrals, build relationships
- New tract visits - get referrals, build relationships
- Deliver referral checks to real estate agents
- Assist in marketing campaign
- Work up CRA's for prospective owners
- Work up CRA's for current owners-assist
- Prep/send new sales info to prospective owners
- Reports - weekly & monthly
Admin Duties
- Business account receivables and payables
- Manage retirement plan
- Manage Health Care Plan
- Payroll
- Audit expense/cost cutting
- NMF (Network Marketing Fund) manage invoices and deposits
- Reconcile Blue and Gold trust accounts
- Manage workman's comp/liabilty insurance
- 1099's (annual project)
- Manage marketing campaigns
- Manage surveys - owners, residents, etc.