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New Owner Onboarding
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
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
Adam Willis
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
Adam Willis
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
Adam Willis
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.
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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.
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Written by
Mark Cropper
Updated over a week ago
Phase 5
New Owner Portal Onboarding
Owner Portal Setup
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Written by
Mark Cropper
Updated over a week ago
Articles for Frequently Asked Questions
Phase 2: Utility Set Up - Full Instructions
Written by
Adam Willis
Updated over a week ago