Lost & Take Over Managements Webinar
Lost & Take Over Managements - Recorded Webinar
Keeping on top of your lost and take over managements not only helps keep your database clean but it also helps you make informed decisions and understand why properties were gained and lost. In this webinar learn the how and why's around archiving lost managements and entering new information for managements you’ve taken over from another agency.
In this session we will cover the following:
- Finalising profiles when you are no longer managing the property, including the tenancy, property, and ownership so you can archive the profiles from your database
- How to enter a tenancy when you are taking over management of a property that already has a lease in place
- What information is needed from the previous agent and how to enter this information into Property Tree