How We Onboard Your Property

Onboarding is the process of transferring your property into our management system. It covers everything from gathering documents to notifying tenants.

A smooth onboarding sets the tone for our partnership, reduces tenant confusion, and ensures we’re managing with full context.

1. Discovery & Setup 

   1. Review your goals (cash flow vs. long-term hold).

   2. Collect leases, tenant info, and the Property Knowledge Worksheet.

   3. Confirm insurance and reserve funds.

2. Transition

   1. Transfer existing leases and deposits into our trust account.

   2. Review property condition and schedule initial inspections.

   3. Set up systems (DoorLoop, vendor coordination, accounting).

3. Tenant Communication

   1. Send transition letters introducing Furlo PM.

   2. Provide rent payment instructions and maintenance request process.

   3. Share our contact info for ongoing support.

4. Stability & Reporting

   1. First monthly statement delivered by the 20th.

   2. Conduct a 90-day inspection to ensure tenants and property are on track.

• What We Need From You to Start Management – Required documents.

• Tenant Transition Letters – Templates for tenant communication.

• Owner Payments & Statements – When and how you get paid.