Clustdoc is the new way to request, receive and process files and information as part of an onboarding, online application or registration. It's free to try and can get started today!
With how fast paced the world of property management is, it’s no wonder there are so many resources out there for onboarding new tenants. Unfortunately, the process of landlord onboarding hasn’t received much attention.
There’s barely any information on the process out there and many real estate agencies and brokerage firms make the grave mistake of overlooking the importance of their relationship with landowners, which is just as important as their relationship with tenants.
Create a great first impression on landlords who you are about to represent and lay the foundation for a solid working relationship with this landlord onboarding template. Collect information about the landlord and their property along with the services they provide.
In the first section of this landlord onboarding checklist, you can fill out forms like landlord/ property information sheet, excluded items checklist, and owner ACH payment authorization to collect information about the property and the landlord. The property information sheet collects details like property address, owner’s name, utilities data, services and appliances available, along with other homeowner information.
Landowners will also be able to share supporting documents including proof of ownership, proof of insurance, and more in one place in an easy manner. Documents shared using this template are saved on the cloud for easy access and future reference.
Use this advanced landlord onboarding application from Clustdoc to provide a seamless onboarding experience to your landlords.
