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Who handles what staff desk for property management firms
Tells any staff member who handles what, from owner payments and statement corrections to compliance questions and new contractors, gives the name and how to reach them, and passes the message on with the details.
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
Staff do not know who decides statement corrections, compliance questions or new contractors. Questions go to the managing director, get forwarded twice, and owners wait.
How it works
- Answers who looks after a task, with the name, role and how to reach them
- Gives the rule that applies, such as payment dates and the payment run cut-off
- Passes the message on with the property, the question and the deadline
- Sends a summary to the person when several staff ask about the same owner
- Never makes the decision itself
What it connects to
- Kiri (leasing consultant)An owner just rang to say she's changed banks and wants her rent paid into a new account. Who does that?
- AgentHi Kiri, it's Ari. Bank detail changes go to Natalie Fong, our Finance Manager. She calls the owner on the number already on file to confirm before anything changes. Shall I pass it to her now?
- Kiri (leasing consultant)Yes please. It's Helen Tui, she owns 5 Ngaio Gorge Road.
- AgentDone. I've sent Natalie: Helen Tui, 5 Ngaio Gorge Road, asking to change bank account. The next payment is 2 November, so I've told her it's needed before then. Please don't take the new account number over the phone.
Illustrative conversation. Names, numbers and details are made up.
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