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Updated over 10 years ago on . Most recent reply

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John Henry
  • Property Manager
  • Irvine, CA
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Onboarding a new property management client

John Henry
  • Property Manager
  • Irvine, CA
Posted

I own and self manage a small commercial property (retail) and am now starting to take on some 3rd party fee based management accounts.  What do I need to know?

Specifically,  what should the onboarding process look like? What do I need to ask and get from my new clients? 

Thanks in advance for any guidance.

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