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About this documentation pack

Thirty procedures for a property management company, from the first rental inquiry to the annual owner review, each written in the same eight fields: purpose, owner, trigger, frequency, steps, approval limits, records kept and linked form. With a roles and RACI map, an operating calendar, a state rules table you fill in with your reviewer, fair housing and accommodation records, onboarding sign-offs and a procedure index workbook.

Built for owner-operators of property management companies, roughly 30 to 300 doors, and for landlords getting ready for a first hire or a virtual assistant. The procedures cover leasing, rent and money, maintenance, turnover, owners and the company itself. They name roles, not people, so the manual survives staff changes, and every approval limit is a blank field you set once and have each person sign for.

The manual states no deadline, notice period or fee limit of its own. Twenty-three procedures point to rows of a State Rules Table that you and your reviewer fill in and confirm, with a review block on each. The leasing and company procedures follow federal guidance on adverse action notices and reasonable accommodation requests. The workbook tracks when each procedure was last reviewed, which state rules are still unconfirmed and what the calendar says is due this week.

Highlights

  • 30 procedures in one eight-field format, editable in Word
  • Roles and RACI map that scales from 30 to 300 doors
  • State Rules Table with confirm-and-recheck tracking
  • Fair housing checklist, accommodation record and onboarding sign-offs

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