Abel’s Daily/Weekly/Monthly Tasks

Daily Tasks

• Daily check MLS for any change in the lease price & property status
• Treaty Oak Inbox (All emails)
• Voicemails and renter inquiries (Voicemails & leasing inquiries)
• HOA & lease violation tracking (Daily check spreadsheet for any update or follow)

Weekly Tasks

• Every Monday, create and send a showing report of active listings and contact (text message) all agents (individually) that have shown our listings on Monday and ask for showing feedback.
• Provide a summary report of showing feedback to Stephanie on Tuesday morning. Use the Google form to add the data.

Monthly Tasks

• Lease Expirations (Create a report in Appfolio of the month's move-out on the 1st of every month and send it to Stephanie)
• Notice Of Breach of Lease (Run a ‘Delinquency As Of’ Report on the 5th of every month & sent it to Alysia)
• Send move-out instructions 2 weeks before the lease end date
• Prepare lease renewals (Prepare docs/DocuSign/Follow-up).
• Monthly Rental Task (Recurring task on the 5th of every month). Send the data to Bilal & CC Adrienne. Early Morning)
• Schedule the installation of combo lockbox when the property gets vacated during renewals

Specific tasks or Tasks on Demand

• Property and Owner Onboarding (Wiki)
• Property listing on MLS & Appfolio and sync supra lockbox (Wiki)
• Scheduling a property photoshoot. (Wiki)
• Send lease agreement to the tenants via DocuSign (Wiki)
• Docusign and circulate Property Management Agreements to Owners and Adrienne (Wiki)
• Signotter tasks (installation & Uninstallation of equipments) (Wiki)
• HOA Violations (Send the violation pdf and the photo to the tenants.) Follow-up & ask for photos (mostly in the case of landscaping violations) (Spreadsheet)
• Lease Violations (Prepare the violation/DocuSign with Alysia/Email it to the tenants)