Overview
Management transitions fail on the boring items: deposit balances, vendor contacts, and who residents pay on the first.
Management transitions fail on the boring items: deposit balances, vendor contacts, and who residents pay on the first.
Transition by transferring records, funds and relationships in that order: leases and ledgers, deposits with their held location, open work orders and vendor contacts, then a single announcement to residents naming the new point of contact.
Management transitions fail on the boring items: deposit balances, vendor contacts, and who residents pay on the first.
Residents experience a management change as uncertainty about where to pay and who to call. One clear announcement, sent before the change, prevents most of the resulting mess.
Deposits are the legal pressure point. The amount, the holding location and the associated inspection records must all transfer together, documented.
1. Collect the rent roll, active leases, and deposit ledger from the outgoing manager. 2. Reconcile deposit balances against the trust account before takeover day. 3. Import leases and ledger history so balances carry forward. 4. Notify residents in writing where and how to pay next month. 5. Re-key or re-issue access and rebuild the vendor list with current insurance.
Deposit records and open maintenance commitments. Both surface later as disputes with no supporting paperwork.
The management agreement, trust account setup, property data, and the first owner statement.
One resident record that flows into leasing, payments, maintenance, and reporting instead of four disconnected tools.
Add doors without adding chaos: assignment routing, standard workflows, and role-based access.
Keep every message on the resident record — no personal texts, no lost email threads.
Migrate properties, units, leases, and residents into a new platform without losing data or continuity.
The step-by-step to migrate from spreadsheets to a real property management system without losing history.
$49/month includes 5 units, then per-unit pricing that drops as you grow. Optional modules are billed separately and must be added deliberately.
See the migration center