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We share how a polished onboarding system turns growth pains into smooth operations. Monique walks through the exact steps, tools, and timing that cut disputes, protect PM bandwidth, and keep owner and tenant expectations aligned.

• building from reception to head of department and 300 organic managements
• why onboarding broke at scale and how Typeform fixed it
• owner preferences on payments, inclusions, strata and utilities
• using PME documents and alerts as a single source of truth
• timing education to reduce “I wasn’t told” issues
• introducing the PM early to build trust and reduce misdirected calls
• balancing premium communication with sustainable workloads
• plans for tenant onboarding and vacate offboarding

Typeform is the one that they use. If you don’t have an onboarding or an offboarding experience for your clients, highly recommend you get it on your list for 2026.

PM COLLECTIVE - GUIDE AND SHAPE AN ENJOYABLE FUTURE

We believe in making industry-leading education and support accessible to everyone. Our community is packed with free resources, expert insights, and innovative training designed to help business owners, property managers, and BDMs thrive.

This podcast is sponsored by West Oz Trades.

West Oz Trades are the team to service and install your air conditioning systems in Perth Western Australia. WestOz Trades Air Conditioning Services | Perth, Western Australia

This podcast is sponsored by Inspection Express. 

Inspection Express and Paperless Office is the leader in innovative, time saving property Inspection Software.

Property Management Software | Inspection Express & Paperless Office (ipropertyexpress.com)

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