Treaty Oak Property Management, LLC Knowledge Base
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Abel Ward - Admin Assistant

  • Collecting commission invoice and W9 from the agents
  • Creating a Residential Lease in Zipforms
  • Scheduling Signotter for tenant move-outs: TOP Key System vs. Non-TOP Key System
  • SignOtter
  • Creating lease expiration report in Appfolio
  • Creating a delinquency report in Appfolio & sending notices
  • Monthly Rental Stats
  • Preparing lease renewals and sending a Docusign
  • Creating a property photoshoot
  • Notices of Breach of Lease (Lease Violations)
  • Abel’s Daily/Weekly/Monthly Tasks
  • Lease Listing Workflow
  • Adding Owners to Owner Referrals & FUB
  • Daily MLS check for any changes in the lease price & property status
  • Sending lease agreement to the tenants via DocuSign
  • Preparing & Circulating Property Management Agreement (PMA)
  • Sending Bulk Email and Messages in Appfolio
  • Entering New Landlord & Property Info in Appfolio
  • Sending move-out instructions to the tenants
  • Inquiries For Treaty Oak Property Management
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Categories

  • Adrienne Laosa - CEO
  • Not working
  • Stephanie Gallegos - Property Manager
  • Renewal Process
  • Alysia Conway - Executive Assistant
  • Abel Ward - Admin Assistant
  • Jack Littleton - Application Processor Admin
  • Maintenance Coordinator
  • Early Termination Overview
  • Early Termination Overview - Owner
  • Early Termination Overview - Tenant
  • HOA Protocol
  • Important Information
  • Owner Off Boarding WorkFlow
  • OWNER WALK-THROUGHS
  • Problem Solving - Always Propose a Solution!
  • PTO POLICY Holiday Calendar 2025
  • Requesting Online Reviews
  • Steve Crossland - TOP Monthly Consulting
  • TENANT WALK-THROUGHS
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