Daily / Weekly / Monthly Tasks

Daily Tasks

1. Application Management

• Review incoming lease applications in AppFolio and process them as soon as possible. Respond to the applicants and leasing agents separately by sending the standard templates.
• Ensure all processed applications and related documents are uploaded to AppFolio for record-keeping.
• Prepare all leases in Zipforms promptly, send for review to Treaty Oak staff members, and circulate in DocuSign. Follow up daily until complete

• Ensure tenants are onboarded accurately in AppFolio by reviewing and communicating with the APM Help Team
• Ensure all security deposits and pro-rated rents are paid by tenants in AppFolio; continue to follow up with them until paid updating/maintaining the lease commission spreadsheet and triple checking for 100% accuracy.
• Responsible for supporting Complete Controller in the collection of lease invoices and W9s. You will be Complete Controller's main point of contact for lease invoices and W9s.
• Monitor the MLS updates and status changes.
• Ensure tenant and property records are up to date.

• Respond promptly to applicant inquiries via email or phone.
• Send status updates to applicants and Treaty Oak Staff (e.g., application received, awaiting documentation).
• Review and respond to all necessary communications pertaining to the processing of lease applications and executing lease agreements promptly

• Inform property managers or leasing agents of application progress.
• Flag any red flags or exceptions for management review.

Weekly Tasks

1. Application Pipeline Management

• Review the pipeline of pending applications and prioritize based on urgency (move-in dates).
• Follow up with applicants who have incomplete applications.

2. Reporting and Updates

• Highlight any trends or issues to property managers (e.g., recurring missing documents, disqualifications).

3. Communication with Leasing Team

• Meet virtually or communicate via email/chat to ensure alignment on upcoming lease starts and move-ins.

4. Document Organization

• Ensure all necessary spreadsheets are updated daily

5. UPDATE SOI Spreadsheet

Monthly Tasks

1. Performance Review

• Analyze monthly lease application metrics (e.g., approval rates, average processing time).
• Identify areas for improvement in the application process and propose solutions.

2. Template and Process Updates

• Review and update standard email templates or scripts for applicant communication.
• Suggest improvements to the application workflow based on recurring applicant challenges.

3. Compliance Review

• Verify all applications processed comply with fair housing laws and company policies.
• Ensure documentation is up-to-date and securely stored.

4. Training and Development

• Participate in any training sessions or policy updates provided by the company.