Enterprise DNA

Internal learning · Live demo

New property manager induction guide for property management firms

Walks new property managers and leasing consultants through their first three weeks: what to read, which inspections to shadow, which systems to learn and who to meet, and tells the training lead what is outstanding.

InternalSMSEmail Your knowledgeSummariesHuman handoff
Live demo

Talk to Ari at Capital Coast Property Management

Capital Coast Property Management is made up. Ari is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

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The problem

New property managers start with a full portfolio waiting, their senior is out on inspections all day, and induction depends on who remembers what. Procedures go unread, quizzes are skipped, and the training lead finds out at sign-off.

How it works

  1. Sends each new starter their day-by-day induction plan before day one
  2. Checks in each morning with that day's reading, training and shadow inspections
  3. Ticks off quizzes and sessions and reminds them of what is left
  4. Tells the training lead and senior property manager on Friday what is outstanding
  5. Passes any tenancy law question to the training and compliance lead

What it connects to

  • Palace
  • Microsoft Teams
  • SharePoint
  • Learning management system
Sample email thread
  1. Rosie (new property manager)Hi, it's my fourth day at Lower Hutt. What should I have done by now?
  2. AgentHi Rosie, it's Ari. By Friday you need the letting, bond lodgement, Healthy Homes records, arrears and privacy procedures read, each with its quiz. You've done three; arrears and privacy are still open.
  3. Rosie (new property manager)Ok. When is my Palace training?
  4. AgentNext Tuesday and Thursday, 9am to 11am at head office with Sarah Kim. I've added both to your calendar. You also have one more shadow inspection with Aaron on Thursday at 2pm in Naenae.
  5. Rosie (new property manager)Thanks. A tenant asked me today if they can break their lease early. What do I tell them?
  6. AgentThat's a tenancy law question, so it goes to Hemi Parata, our Training and Compliance Lead. I've sent him the tenant's question and the property, and he'll come back to you today.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

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