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Process

How It Works

From first conversation to ongoing operations — the same four-stage process for every portfolio, plus the maintenance and leasing workflows that run underneath it.

01

Consultation

We start with a conversation about your portfolio — size, location, current process, and what's not working. No obligation, no pressure.

02

Assessment

We review your current tools, workflows, and pain points, and put together a plan for what we'd take on and how.

03

Onboarding

We set up access to your property management platform, establish communication channels, and confirm workflows before anything goes live.

04

Ongoing Operations

Day-to-day management runs on the workflows below, with regular reporting so you always know where things stand.

The Maintenance Workflow

Every maintenance request follows this path — owner approval happens before a vendor is paid, not after.

1
Tenant reports issue
2
Review photos/details
3
Determine appropriate vendor
4
Request estimate
5
Compare estimate with market rates
6
Negotiate when appropriate
7
Get owner approval
8
Schedule vendor + tenant
9
Verify completion / after photos
10
Confirm tenant satisfaction
11
Process vendor payment

The Leasing Workflow

The same sequence for every placement, from listing to move-in.

1
Listing preparation
2
Lead management
3
Prospect communication
4
Showing coordination
5
Application
6
Screening
7
Approval
8
Lease preparation
9
Move-in coordination
10
Utilities / move-in documentation

Want to see how this would work for your portfolio?

Tell us about your properties and we'll walk you through it.