New property onboarding checklist

When it comes to property management, onboarding is usually the most crucial aspect, because the property owner is entrusting you with their property and you must put your best foot forward and impress them.

Many real estate companies use cumbersome, disorganized, and error-prone old onboarding techniques, even in today's fast-paced and technology-driven world.  The old data collection methods lack a transparent documentation process, creating an inconsistent experience and ultimately pushing property owners away from your service.

With an inefficient onboarding process, you can end up wasting your time and energy while gathering all the information and tracking client data.  

A property owner wants the onboarding process to be professional and uncomplicated to follow. However, the traditional approach to property onboarding is neither professional nor time-saving for today’s clients. It ends up being the most challenging part of your property management service.If new property onboarding is limiting your business's growth and weighing you down at every opportunity, it's time to upgrade to Clustdoc, a modern and efficient onboarding platform.

Clustdoc's new property onboarding checklist will simplify document collection and guide new property owners through the onboarding process.

Clustdoc can help you collect accurate, well-organized, and comprehensive information to gather, organize, and track all property-related information in one place.

With Clustoc, you can step-by-step lead your new property owners through the onboarding process.

When you go the extra mile to make the onboarding process convenient for new onboard property owners, they become loyal to your agency. 

Onboard New Properties at a Faster Rate

With Clustdoc’s built-in digital form builder, you can easily collect all the information required to onboard a new client.

Using our advanced features, you can collect complete owner information and property details like insurance, utility, security, and more to gain comprehensive knowledge about the property.

Onboard property owners can now fill forms online interactively with speed and accuracy.

The form gets displayed in your custom checklist and customer interface. Next, you can move the property owners along in the onboarding process after reviewing their information.

Using our advanced mobile application, landlords can conveniently share property-related information from their phones in their own time without any hassle. 

Your team can review their information very quickly from the business console.

Easily Collect Client Information with Clustdoc

Now you don’t have to switch between apps trying to collect information from the property owners. They can easily share their property details on a more safe and secure platform.

Clustdoc’s smart checklist feature makes it easier for property owners to share property-related documents without missing any necessary details. You can save these documents on the cloud in a unique client folder. It is much easier to access the files for future reference.

You can customize the checklist according to the information that you need to collect from the landowner.

E-Signature Feature Makes Signing Documents Easier

When you onboard a new property, many papers require signing for legal compliance. Legal documents like the property management agreement and contracts will need signatures from the property owners.

Previously, you had to print, sign, and then copy or scan your legal documents. Doing it the orthodox way is a time-consuming process. Clustdoc’s e-signature feature helps you sign all the documents within minutes. 

With Clustdoc, you can collect legally binding e-signatures without needing to print, sign, and then scan documents any longer. 

We created a new property onboarding template for you to save your time and efforts.

Use The Best Property Onboarding Checklist For Your Agency

With Clustdoc, you can provide a seamless onboarding experience to property owners because it’s faster, time-saving, and efficient for both you and your onboard client.

You can use our ready-to-use template and improvise according to your requirements to effortlessly onboard new properties. With this checklist, you can focus on property management and not paperwork.

Now is the time to get a stress-free solution to onboard new properties and scale your business with Clustdoc.