How Atlas Lane masters property onboarding using Clustdoc.

Location

United States

Industry

Real Estate

Company Size

10-50 employees

Atlas Lane is a property management firm located in Washington, DC – and dedicated to enhancing the quality of living for its residents while maximizing returns for property owners. The company prides itself on its adeptness at engaging with the local community, with the objective of fostering a diverse and compassionate group of tenants within the area.

What changed with Clustdoc?

Before Clustdoc

With Clustdoc

Providing an exceptional property management experience to owners

To ensure utmost client satisfaction, Atlas Lane proactively sought out a groundbreaking client onboarding system, designed to elevate operational efficiency and streamline customer data management. Kelly Honeycutt, the Asset Manager of Atlas Lane, reveals how the teams at Atlas Lane have successfully implemented Clustdoc for this purpose.

“So, we mainly use the systems for onboarding owners to gather all of their information for the property that we will be managing. So, that entails anywhere from their information on the property itself, bedroom size, maintenance, warranties, contracts and such, all the way to leasing the property itself.”

Given its reputation as one of the premier Property Management firms in the DC area, Atlas Lane has long been recognized for its unwavering commitment to providing a 5-star level of service to its esteemed clientele. With Clustdoc, however, the objective was to further extend this unparalleled level of customer experience to the digital realm.

Led by Kelly and her team, the implementation of Clustdoc has proved to be an inspired move, with its powerful features and seamless onboarding capabilities allowing for an even more streamlined and efficient experience for property owners.

“For me, it is the client’s access, how they view the application, setting that up in order for it to kind of run smoothly. There’s a few steps behind creating a form, for example. But as far as once we get it up and running from our template application, then rolling it out to the owners was pretty seamless.”

Facilitating seamless and well-structured property owner onboarding

Clustdoc enables professionals to streamline the process of managing new clients by minimizing the need for extensive communication. Its intelligent capabilities, such as an onboarding portal, automated follow-ups, team approvals, and client messaging, foster improved alignment between business users and property owners, resulting in more expedient and efficient interactions.

Using Clustdoc, Kelly can reclaim precious moments of her work day:

“It’s extremely organized, and I like that I can actually write on the application to owners if they haven’t uploaded the correct form or if I need more information from them.”

2x

in productivity since switching to Clustdoc

Zero

overlooked tasks during onboarding

Seamless

experience for property owners

Through the implementation of a centralized and proficient digital onboarding system for landlords, Atlas Lane has fulfilled their commitment to prioritizing service, regardless of the online or offline nature of the interaction.

Clustdoc was designed to simplify the property onboarding workflow for modern teams, and upon adopting the tool, team members could immediately appreciate the benefits of enhanced efficiency and collaboration, ensuring that no tasks or details are overlooked.

“I think organization has been the biggest benefit for me with the tool that we were previously using.

It was kind of all over the place. It was hard to keep everything centralized. So with Clustdoc, everything stands right now, it’s just been extremely structured and very client friendly there. I love it. So far it’s been absolutely great.“

Clustdoc provides organizations with a robust property onboarding technology to operate more intelligently, actively involve stakeholders, and establish enduring and mutually beneficial business partnerships.