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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.
M
By Adam and 1 other
2 authors
11 articles
Welcome to the Nest
Phase 1
Owner Intake Form
Meet Your Nestwell Team
Phase 2
Utility Setup
HOA Management & Communication
Change Your Insurance to a Landlord Policy
Phase 3
Homes Service & Repair (Maintenance) Onboarding
Preparing Your Property to Be Rent Ready
Phase 4
Banking, Payment Info, and W-9 for Taxes
Phase 5
New Owner Portal Onboarding
Articles for Frequently Asked Questions
Phase 2: Utility Set Up - Full Instructions