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Updated over 1 year ago on . Most recent reply

User Stats

9
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3
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Kiana Rose
  • Real Estate Agent
  • Massachusetts
3
Votes |
9
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Property Manager Spread Sheets

Kiana Rose
  • Real Estate Agent
  • Massachusetts
Posted

Hi all! - I am a real estate agent stepping into the property managment space and like to stay as organized as possible. Any property managers or landlords out there have some good spreadsheets they are willing to share? Or any tips for keeping records? TIA!

Most Popular Reply

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1,188
Posts
771
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Sean O'Keefe
  • CPA | Accepting new clients | 50 States
771
Votes |
1,188
Posts
Sean O'Keefe
  • CPA | Accepting new clients | 50 States
Replied
Quote from @David Walton:

I agree with KC, a good property management system can be key to success. Beyond that, look into a platform like Lead Simple. They help build out processes for you that require you to complete a task prior to moving to the next task. LS can help you manage everything from lead management, to the entire resident experience like move-in tasks, renewals, etc. It's a little pricey upfront as they help you build out your tasks but it has been a game changer our business and accountability.

Agreed, would avoid the spreadsheets :)
  • Sean O'Keefe
  • [email protected]
  • txt 6282410888
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