Commercial Property Management Setup

Setup your Commercial Property Management department with these online procedures and processes, manuals and templates to download.
Download our full suite of office documents (Word & Excel) so you can hit the ground running, or refine what you have.Topics include –

Business Particulars:

  • General Handling
  • Position Description, Responsibilities & KPIs
  • Email Templates
  • File Drive Folder Tree

Contractor Dealings/Works:

  • Ordering Trades & General Maintenance Handling
  • Contractor Quote Matrix (Reporting System)

Financial Dealings:

  • General Financial Operational Items
  • Rent Review Spreadsheet Calculator
  • Outgoings Budget Full (incl. Monthly)
  • Outgoings Audit (incl. Short, Long Form & Increase Over Base)

New Managements:

  • Annexure to Appointment – Scope of Works (for attachment to Appointment)
  • Items Required for Handover (Supply to Owner/Management Company)
  • Pitching New Managements

Owner Dealings:

  • Owner File Setup
  • Owner Monthly Report

Property Dealings:

  • Property File Setup
  • Routine Inspection Report

Tenant Dealings:

  • Tenant Setup or Update
  • Statement of Assets and Liabilities
  • Entry, Renewing & Exit
  • Proposed New Tenant or Assignment Questionnaire
  • Rent reviews
  • Rent Review Calculator (Single or Multi-Tenant, to CPI or Fixed, Shortfalls)
  • New Tenant Information Questionnaire
  • New Tenant Fire Questionnaire
  • Tenant Exit (Make Good) Advice

The PM Box Set includes all of the above!

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