We share how a polished onboarding system turns growth pains into smooth operations. Monique walks through the exact steps, tools, and timing that cut disputes, protect PM bandwidth, and keep owner and tenant expectations aligned.
• building from reception to head of department and 300 organic managements
• why onboarding broke at scale and how Typeform fixed it
• owner preferences on payments, inclusions, strata and utilities
• using PME documents and alerts as a single source of truth
• timing education to reduce “I wasn’t told” issues
• introducing the PM early to build trust and reduce misdirected calls
• balancing premium communication with sustainable workloads
• plans for tenant onboarding and vacate offboarding
Typeform is the one that they use. If you don’t have an onboarding or an offboarding experience for your clients, highly recommend you get it on your list for 2026.
PM COLLECTIVE - GUIDE AND SHAPE AN ENJOYABLE FUTURE
We believe in making industry-leading education and support accessible to everyone. Our community is packed with free resources, expert insights, and innovative training designed to help business owners, property managers, and BDMs thrive.
This podcast is kindly sponsored by Plumbing Bros
This podcast is kindly sponsored by The Associates Co.
The Associates Co provides fully trained professionals to assist you with scaling your property management department. They are ready to hit the ground running! Once a luxury, VA's are now a staple in every business, whether you are managing 5 properties or 500+
Head over to www.theassociatesco.com
