Lease processing: Manage new leases, renewals, & move-outs. List vacant units.

Tenant communication: Handle correspondence, process requests, & maintain organized records in AppFolio.

Monitoring: track delinquency, renewals, and vacancies to support occupancy goals.

Notice preparation: Draft and issue compliant notices directly through AppFolio.

Work Order Management: Create, assign, and track work orders from start to completion.

Vendor Coordination: Schedule contractors, confirm availability, and follow up on status & work order notes.

Repair Documentation: Record notes, invoices, and photos in AppFolio for accurate history.

Tenant Communication: support scheduling repairs, entry times, and service updates.

Invoice Processing – Enter vendor invoices, code expenses, and ensure timely posting in AppFolio.

Payment Application – Post tenant payments, apply credits, and reconcile charges accurately.

Rent Roll & Ledgers – Maintain up-to-date rent rolls, tenant ledgers, and account balances.

Financial Reporting Support – Assist with monthly statements, owner distributions, and custom AppFolio reports.

Budget Tracking – Monitor project costs, compare against budgets, and update expense records in real time.

Timeline Management – Track milestones, deadlines, and progress to keep projects on schedule.

Vendor Oversight – Coordinate contractors, confirm completion of tasks, and document updates.
Progress Documentation – Record photos, notes, and reports in AppFolio for transparent project tracking.

Lease & File Management – Maintain digital lease files, renewals, and compliance records in AppFolio.

Notice Preparation – Draft and tenants (renewals, delinquency, entry, etc.).

Owner Reporting – Generate accurate monthly statements and custom reports for property owners.

Communication Records – Document tenant and owner interactions for clear, organized history.

Digital File Management – Organize leases, invoices, and correspondence within AppFolio or other cloud based file systems for easy access.

Compliance Records – Maintain up-to-date documentation for inspections, certifications, and legal requirements.

Centralized Storage – Ensure all owner, tenant, and vendor files are properly uploaded and categorized.
Audit Readiness – Keep records accurate and complete for smooth audits and reporting.