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The New Owner Intake Pack: The 30-Day Onboarding Checklist
A 20-point, both-chairs checklist for the first thirty days of a Canadian property management relationship — the day-zero verifications, the custody intake received item by item, the week-two audits that assume nothing, the accounts and the one calm tenant letter, and the day-30 review that ends the setup on purpose. The agreement decided it on paper; these thirty days decide it in practice.
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What's Inside
All 5 steps
- Verify registries both directions before anyone signs — then calendar the renewal window the same day
- Receive custody item by item, never as a box: leases, keys and contacts, deposits with amount AND location
- Reconcile deposits ledger-to-dollar before the first rent run — a deposit that's just a number is a dispute on a timer
- Document every occupied unit's condition with dated photos in week two — the shield against inherited liabilities
- Send one calm tenant letter before the first rent date, and hold the day-30 review that ends setup on purpose
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