Internal learning · Live demo
Staff training records tracker for property management firms
Tracks each staff member's refresher training and certificates, reminds them before anything is due, books in-house sessions, and sends external course requests to the training lead for approval.
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
Training records sit in a spreadsheet nobody updates. Staff miss refreshers, first aid certificates lapse, and the training lead spends weeks chasing people before an audit.
How it works
- Reminds each staff member 30 and 7 days before a refresher or certificate is due
- Books them into the next in-house session that fits their diary
- Records completed courses and certificates they send in
- Takes external course requests with cost, dates and reason and sends them for approval
- Tells the senior property manager if anything lapses
What it connects to
- AgentHi Marcus, it's Ari. Your yearly tenancy procedures refresher is due on 20 November. Hemi Parata runs the next one on Wednesday 4 November, 9am to 12pm at head office. Shall I book you in?
- Marcus (property manager)Yes please. I'd also like to go to a property management conference in Auckland in March, about $650.
- AgentBooked for the 4th. For the conference I need the name, the dates and a line on why it helps your work. Then I'll send it to Hemi to approve. You have NZD 800 of training budget this year, none used yet.
- Marcus (property manager)It's the regional property management conference, 12 and 13 March. Mostly for the commercial sessions, I'm picking up more shops.
- AgentThanks, that's with Hemi now. He usually replies within a week.
Illustrative conversation. Names, numbers and details are made up.
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