Hi Laura,
We opened last year. We use docusign for paperless execution of all property management agreements, leases, etc. Anything not signed electronically, gets scanned in.
We save everything on Dropbox including client files, leases, marketing materials, receipts, etc.
We prefer venders who will accept ACH payments (as opposed to check writing). Sounds like you are all on the right track.
We have a Word document that we use to describe each task (e.g., what happens when a new lease is executed; or a property management agreement executed, etc.), with checklists. However we are considering an online management system like
sweetprocess.com
For responding to new leads, we use LeadSimple, which now integrates with MailChimp (which we are preparing to use).
I am the owner and setting this up. So I'm doing all this admin stuff to get the systems in place.
We get most of our clients via Adwords. How about you? We tried an email campaign (a bust). We are also preparing to start a postcard campaign.
Thanks,
Mel
BlueDiamondRealtyNV.com