Free Download
The Owner Onboarding Checklist: The First Thirty Days Decide the Next Three Years
Eighteen checks that make a new owner's money provably theirs from day one — paper first, per-owner books initialized before the first dollar, the monthly three-way behind every statement, and the ending planned at the beginning.
PDF5 itemsFor property managers
Want the full guide? Read our complete article
What's Inside
All 5 steps
- Get the paper signed first — management agreement with fees, disbursement timing, and offboarding terms in writing before any money moves
- Initialize the owner's books empty and separate — never "we'll split it out later"
- Load the world with sign-off: properties, units, leases, sitting tenants, and documented opening balances
- Run the three-way monthly — bank = books = sum of owner ledgers, even in quiet months
- Time owner disbursements to cleared rent, and never let one owner's balance cover another's expense
Get Your Free Copy
Enter your email to download instantly