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Office procedures lookup for property management staff
Answers staff who ask how something is done, such as bond lodgement, new tenancy paperwork and key sign-out, from the firm's written procedures, sends the document, and passes compliance questions to the compliance lead.
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
Procedures sit in SharePoint folders staff rarely open. Leasing consultants ask whoever is near, get different answers, and a missing statement or late bond turns up at audit.
How it works
- Answers how-to questions from the firm's written procedures
- Sends the procedure document and checklist so staff can read it in full
- Tells the staff member who to contact when a step needs a manager
- Passes anything about what the law requires to the training and compliance lead
- Never makes the compliance call itself
What it connects to
- Ben (leasing consultant)New tenants move into 18 Tirangi Road on Monday. What paperwork do I need before then?
- AgentHi Ben, it's Ari. From the letting procedure: the signed tenancy agreement, the Healthy Homes statement, the insulation statement, the ingoing inspection with photos, and the bond lodgement. Here's the checklist.
- Ben (leasing consultant)When does the bond have to be lodged?
- AgentOur procedure is to lodge it with Tenancy Services within 23 working days of receiving it. You prepare it and the property manager checks it. If anything about the tenancy itself is unclear, Hemi Parata is the person to ask.
Illustrative conversation. Names, numbers and details are made up.
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