TEMPLATE - Excited To Work With you + PROPERTY ADDRESS
Hello (Owner Name),
We're super excited to work with you! My name is Abel Ward, and I'll be assisting (TOP STAFF MEMBER NAME HERE) during the onboarding process. As always, if you have any questions at all, please don't hesitate to reach out to either of us.
Our immediate next steps are:
- Here is a link to activate your account on Appfolio.com using your email address: https://treatyoak.appfolio.com/oportal/. This is your owner portal and is where you can go to check statements and access other shared documents from Treaty Oak. Additionally, here is a link to helpful tutorials for setting up your portal: https://www.appfolio.com/help/owner
- We need to set up your eCheck auto-payments so that we can pay you! We will use the bank account and routing number information you input on your Docusigned PMA addendum to complete this setup for you, so make sure this is accurate information provided. Owner distributions are processed on the 10th of each month, or the following business day.
- We need to collect your reserves. Please submit your $1,000 reserves as soon as possible. You can complete this in your owner portal by clicking on the contribution tab. Please click the 'Make Contribution' link here: https://bit.ly/3ZZ5aBJ. Please note that we can't begin working on your property until these funds have been received. This is also where you will go to make contributions in the future for large repairs. Save your login information!
- Please email us your proof of insurance, with Treaty Oak Property Management, LLC at 7000 N. Mopac Expy #200 Austin TX 78731 added to your policy as ‘Additional Insured’. *****Please NOTE that Allstate and Farmers will NOT offer this option. They will only offer ‘Additional Interest’, which is not what is required in the property management agreement. If you currently have Allstate or Farmers Insurance (or you have identified that your current insurance will not offer the ‘Additional Insured’ option), please notify us so that our team can coordinate an introduction to our preferred insurance broker to get you signed up on the appropriate Landlord Policy that includes Treaty Oak Property Management as Additional Insured.
- Client Information & Referral Details: Lastly, we would love for you to fill out our Treaty Oak Client Information & Referral Details form. We love celebrating our clients and their special moments! Please take a moment to share a few details with us so we can send you a treat. Treaty Oak Client Information Form
If you have a chance to read through our application and approval process, it's available here! Bear in mind that we adhere strictly to this due to fair housing laws. Please let me know if you have any questions about these criteria or this process. https://treatyoakproperties.com/application-approval-process/
Our standard lease terms are available here. These are very fair lease terms, but they do protect you heavily. https://www.treatyoakproperties.com/application-approval-process
Regarding deposits, we will hold all tenant deposits in escrow until they move out. If any damages are accrued in the property, we will process repair costs from the deposits upon move-out.
You can read more Frequently Asked Questions at the following link, but please always reach out to me directly with any questions! https://www.treatyoakproperties.com/landlord-resources/faq
Thanks so much! Really looking forward to working with you!