Adopting a new lease administration software can feel daunting.
Between migrating data, gathering documents, and coordinating internal teams, getting started can seem overwhelming. At Property Works, we’ve simplified onboarding to ensure your experience is smooth, accurate, and efficient from day one.
Here's how our onboarding process sets you up for success:
1. Dedicated Onboarding Experts
From the moment you begin, a dedicated onboarding team guides you through every step. Our specialists have extensive experience managing lease portfolios across diverse industries, including retail, restaurants, healthcare, and franchising. Ensuring personalized attention tailored specifically to your needs.
2. Customized, Streamlined Process
We don't believe in a one-size-fits-all approach. Whether you’re transitioning from spreadsheets, legacy software, or manual processes, we adjust our proven onboarding playbook to match your current setup. Our team helps you:
- Compile and verify lease documentation
- Ensure accurate migration of rent schedules, escalation dates, and critical deadlines
- Organize landlord contacts and payment details
- Map vendor, GL, and cost center codes accurately
Throughout the onboarding journey, you'll always know exactly where things stand and what comes next.
3. Rigorous Accuracy Checks
Accuracy isn't optional; it's foundational. Before your data goes live, our quality assurance specialists meticulously review lease details, confirming:
- All documents and amendments are complete and accounted for
- Escalations and critical dates match precisely
- Landlord and billing details are accurate and up-to-date
- Financial information aligns seamlessly with your internal systems
These detailed checks significantly reduce errors, ensuring reliable and trustworthy data.
4. Seamless Financial Integration
We ensure your lease administration system aligns perfectly with your accounting processes, whether you use QuickBooks, Oracle, Sage, Restaurant 365, or a custom solution. Proper coding, clear GL mapping, and consistent vendor details allow financial data to flow smoothly, reducing errors and manual interventions.
5. Training, Support, and Long-term Partnership
Onboarding doesn’t end with your launch date. Our support continues with comprehensive training and ongoing access to a dedicated client success manager. We ensure your team feels confident using the platform, equipped to leverage it fully for strategic decision-making.
Ready for a Better Onboarding Experience?
At Property Works, onboarding is easy, accurate, and built around your specific needs. Let us handle the details, so you can focus on running your business efficiently.
Contact us today to learn more about our streamlined onboarding process and how Property Works can transform your lease management from day one.
