REIF • Property Management

Onboard New Owner

Capture everything needed to bring a new owner and property onto management. Save it straight into the system, or send this as a form for the owner to fill out themselves.

Pre-fill the Owner, Management Fee Settings, and Properties, then send a link to the owner. Fees are locked — the owner can only confirm their details, set target rent, and choose programs.

Owner

Core owner contact details. One owner can have multiple properties — add them below.

Owner First Name

Owner Last Name

Owner Email

Owner Phone

Management Fee Settings

Fees are set per property and apply to every property below by default (you can still override an individual property inside its block). If a fee was negotiated as one amount for the whole portfolio, check “apply to whole portfolio” next to it.

Management Fee %

Leasing Fee % (Non-Section 8)

Leasing Fee % (Section 8)

Onboarding Fee ($ per property) Apply to whole portfolio (one negotiated amount — booked once as REIF income, not per property)

Reserves ($ per property) Apply to whole portfolio (split evenly across all properties)

Properties

How many properties is this owner bringing on? Pick a count and fill in each one. You can add more any time.

Number of properties

External Information (owner-provided)

Sensitive details typically collected from the owner directly — required for tax/legal.

Portfolio Name

Portfolio SSN / EIN (required only when entering everything internally)

Owner Birthdate

Owner Mailing Address