Treaty Oak Property Management, LLC Knowledge Base

Leasing Coordinators: Fahad Shabbir

  • Leasing Coordinator Division of Labor
  • Preparing & Circulating Property Management Agreement (PMA)
  • TEMPLATE - Happy Moving Day!
  • Creating a Residential Lease Agreement in Zipforms + Sending it via DocuSign
  • Handling Inquiries
  • Collecting commission invoice + W9, Updating Commission Sheet
  • New Owner/New Property Email Template - Excited To Work With you + PROPERTY ADDRESS
  • Creating lease expiration report in Appfolio
  • Creating a Multiple Property Addendum and Adding a New Property to an Existing Owner's Account
  • Non-Renewal - Considerations and Next Steps
  • Tenant Holdover
  • Adding or Removing a Tenant/Roomate Workflow
  • Properties with Pools (In PROCESS 8/21/24)
  • Steps for a Property Management Company to Obtain Mailbox Keys from USPS
  • Screening Process
  • Processing Applications Workflow
  • Glossary of Terms/Acronyms
  • Early Termination (ET) Workflow
  • Lease Generation + Tenant Move-in Workflow
  • SignOtter
  • 1
  • 2
  • 3
  • 4

Categories

  • General Info/Policies
  • Main Workflows
  • CEO: Adrienne Laosa
  • Property Manager: Alicia Rios
  • Owner Success Manager: Joseph Hardin
  • Leasing Coordinators: Fahad Shabbir
  • Field Tech: Jake Howdeshell
  • Maintenance Coordinator: Karoline
  • DELETE Steve Crossland - TOP Monthly Consulting Call Logs
  • DELETE Owner Walkthrough Logs
  • DELETE Tenant Walkthrough Logs
No results found

© Treaty Oak Property Management 2025. Powered by Help Scout