As a busy Property Manager it can be difficult to remember when to send your Owner correspondence at different times during the managing of their rental property. This week’s tip shows you how to attach documents to an Owner’s statement so you can do this when you’re naturally finalising paperwork more efficiently.
We have also conducted an in-depth cost analysis on the cost of posting documents to the Owner. We factored in the following points; Stamp, Envelope, Ink, Printer, Paper, Labour, etc… Our analysis uncovered that it costs a Property Management Business $1.87 to post out a 1 page document by regular mail?! WOW!
(watch the video below)
PLAY THE VIDEO ABOVE
You might like to use this tip for the following examples;
- Sending a copy of the Tenancy Agreement for New Tenancies or Lease Renewals
- Sending a copy of the Entry Condition Report or Routine Inspection Report
- Sending Quotes for repairs
All of the items above and more can be included in the Statement run and automatically sent with the statement by email using the “Include attached files with next disbursement option”.
To include documents with an owners statement, simply carry out the following steps;
- From the Owner or Property file, create a New Task
- Change the Task Type to Document
- Enter a description in the Subject line
- Click on the File Attachment button
- Browse to the Document you wish to attach
- Place a tick in the box “Include attached files with next Statement”.
A copy of the document that you have attached will automatically be included with the Owners Statement with the next statement run, and of course a copy of the document will always be available via the Actions Tab
Please email us if you’d like to know more about our Advanced Console Training “The Console Catapult Program”.