Treaty Oak Property Management, LLC Knowledge Base

Leasing Coordinator: Marjorie & Adelfa

  • Sending Bulk Email and Messages in Appfolio
  • Creating a delinquency report in Appfolio & sending notices
  • Creating a Residential Lease Agreement in Zipforms + Sending it via DocuSign
  • Handling Inquiries
  • Creating lease expiration report in Appfolio
  • Application Screening Process
  • Collecting commission invoice + W9, Updating Commission Sheet
  • MLS Entry + Taking Listings Live
  • Late Fee Waiver - AppFolio
  • New Owner/New Property Email Template - Excited To Work With you + PROPERTY ADDRESS
  • Entering New Landlord & Entering a New Property into Appfolio
  • SignOtter
  • TEMPLATE - Happy Moving Day!
  • Updating MLS Listing Status
  • Preparing & Circulating Property Management Agreement (PMA)
  • What to Expect from Your First Owner Payout - TEMPLATE
  • HOA Violation (Daily check on violations)
  • Notices of Breach of Lease (Lease Violations)
  • Steps for a Property Management Company to Obtain Mailbox Keys from USPS
  • Policy and Procedure for Issuing 3-Day Notice to Vacate
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Categories

  • General Info/Policies
  • Leasing Coordinator: Marjorie & Adelfa
  • CEO: Adrienne Laosa
  • Property Manager/Assistant PM: Jake Howdeshell
  • Field Tech: Sofia Perez
  • Operations Coordinator: Paulo Dela Pena
  • Maintenance Coordinator: Fred Fornilos
  • Tenant Walkthroughs
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