Treaty Oak Property Management, LLC Knowledge Base

Leasing Coordinators: Fahad Shabbir

  • Adding Lockboxes to ProAgentSolutions
  • Late Fee Waiver - AppFolio
  • Sending move-out instructions to the tenants
  • Policy and Procedure for Issuing 3-Day Notice to Vacate
  • TEMPLATE- Adding person to lease
  • Intoducing Treaty Oak Properties -Template for Tenants We Are Adopting
  • Vacancy Spreadsheet
  • TEMPLATE - BALANCES DUE PRIOR TO MOVE IN
  • HOA Violation (Daily check on violations)
  • Entering New Landlord & Entering a New Property into Appfolio
  • Updating Lease Price + Security Deposit in MLS and Appfolio
  • Requesting Yelp/Google Review
  • Updating MLS Listing Status
  • Sending Bulk Email and Messages in Appfolio
  • Preparing lease renewals and sending a Docusign
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Categories

  • General Info/Policies
  • CEO: Adrienne Laosa
  • Property Manager: Alicia Rios
  • Owner Success Manager: Joseph Hardin
  • Leasing Coordinators: Fahad Shabbir
  • Field Tech: Jake Howdeshell
  • Maintenance Coordinator: Karoline
  • TO BE DELETED Main Workflows
  • DELETE Steve Crossland - TOP Monthly Consulting Call Logs
  • DELETE Owner Walkthrough Logs
  • DELETE Tenant Walkthrough Logs
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