New Owner Onboarding

All new clients will need complete the following steps to setup their properties to be managed.

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11 articles in this collection
Written by Adam Willis, Lauren Beck, and Mark Cropper

Welcome to the Nest

New customers of Nestwell should start the onboarding process here.

Written by Adam Willis
Updated over a week ago

Phase 1

Owner Intake Form

Completing the Owner Intake Form is critical for us to market your rental.

Written by Adam Willis
Updated over a week ago

Meet Your Nestwell Team

Written by Adam Willis
Updated over a week ago

Phase 2

Utility Setup

Send Nestwell All The Utilities. We want to manage them for you.

Written by Lauren Beck
Updated over a week ago

HOA Management & Communication

If your home belongs to an HOA, please follow these steps to ensure Nestwell and the HOA are connected.

Written by Lauren Beck
Updated over a week ago

Change Your Insurance to a Landlord Policy

Renting out your home requires a different type of insurance on your property. Following these steps insures you have the proper insurance.

Written by Lauren Beck
Updated over a week ago

Phase 3

Homes Service & Repair (Maintenance) Onboarding

Preparing the home for rent is an important phase. We'll do the heavy lifting.

Written by Mark Cropper
Updated over a week ago

Preparing Your Property to Be Rent Ready

Preparing a property so it's move-in ready / rent ready is an important steps. From vendors schedules to gathering bids, timing is critical.

Written by Adam Willis
Updated over a week ago

Phase 4

Banking, Payment Info, and W-9 for Taxes

To receive Owner Draws (rental proceeds), Nestwell needs your banking information. Nestwell will ACH/direct deposit rents.

Written by Mark Cropper
Updated over a week ago

Phase 5

New Owner Portal Onboarding

Owner Portal Setup

Written by Mark Cropper
Updated this week

Articles for Frequently Asked Questions

Phase 2: Utility Set Up - Full Instructions

Written by Lauren Beck
Updated over a week ago