For real estate agencies
Agencies lose rent rolls when a property manager leaves and the method leaves with them. Wikidoc documents how your agency lists, leases and manages property, trains every new hire on it, and records the checks.
Arrears, maintenance, routine inspections and vacates documented once, so a rent roll can change hands without the landlords noticing.
An inspection checklist with required items for every property, ticked on site, timestamped and approved by the property manager.
A program covering the software, the arrears process, the tenancy rules and trust accounting basics, finished before they take over a portfolio.
Month-end trust reconciliation as a checklist with a named approver, and agent license renewals flagged to their owner before they lapse.
Example
A property manager with a 200-property rent roll resigns with four weeks’ notice. Before they go, they record how they run arrears, inspections and vacates in Wikidoc, and the principal turns it into SOPs and a training program. The incoming property manager completes it in their first week, and every routine inspection runs the same checklist. The landlords get the same service, and the method no longer leaves when a person does.
The method is written down, so a rent roll can change hands without the service changing for landlords or tenants.
Agents and property managers learn the agency way from SOPs and a program, not from whoever sits nearby.
Inspections and trust reconciliations run as checklists with named sign-off, so the agency can show each one was done.
Licenses and insurance have an owner and a renewal date, and the owner is reminded before it passes.
No. Keep the systems that hold listings, tenancies, trust accounting and contacts. Wikidoc covers how your agency uses them, who is trained, and the checks around them.
Trust account rules vary by state and country, so we won’t claim that. Wikidoc keeps your reconciliation procedure, the training on it and each month’s signed-off checklist in one place, which is the evidence an auditor usually asks for.
Yes. Members can run checklists in the browser on their phone, and each tick is timestamped with their name.
No. Sales teams use it for listing, campaign and settlement procedures, and for inducting new agents and sales assistants.
