Launch & Support: Your 90‑Day Plan
Add a property management division without pulling agents off sales. PMI gives you training, SOPs, and a coach so you can launch clean, onboard investors in waves, and build recurring revenue steadily.
Your first 90 days—simple, staged, proven
You don’t need a big build‑out. You need a clear checklist and a cadence that respects your brokerage.
weeks 1-2
Set the foundation
- Roles & responsibilities: Appoint the PM Lead; define hand‑offs with sales leadership.
- Compliance ready: Confirm state/local licensing and trust‑account setup.
- Offer in one minute: Finalize Residential service menu and pricing.
- Coach kickoff: Align weekly meeting cadence and a 12‑week target (doors, attach rate, SLA).
weeks 3-6
Start onboarding in waves
- Agent script → referral: Agents introduce PM to investor clients; PM Lead handles the rest.
- First doors live: Use ready‑to‑run SOPs for onboarding, leasing, maintenance coordination, and monthly reporting.
- Early add‑ons: Turn on leasing, renewals, resident benefits to lift net per door.
- Quality guardrails: Weekly coach review of tickets, renewals, and owner comms to protect service.
weeks 7-12
Normalize & scale
- Wave 2 onboarding: Add more investor clients; gather reviews and referrals.
- Tune language & pricing: Use prepared templates to reduce pushback.
- Capacity check: Add a part‑time Coordinator if needed; adjust goals.
- Quarter plan: Set next‑quarter targets and consider Association/Short-term Rental/Multifamily if your market supports it.
Outcome: a working PM division that grows predictably, while agents stay focused on transactions.
Training, SOPs & tools:
what your pM lead gets
Your PM Lead shouldn’t reinvent the wheel.
PMI supplies a day‑one stack so operations look professional from the start.
Training that’s practical
- Short modules for onboarding owners, leasing workflows, maintenance triage, accounting basics, and monthly reporting.
- “Use‑it‑today” approach: learn a process, then run it that afternoon.
SOPs & Templates
- Owner onboarding kit: checklists, forms, and welcome comms.
- Leasing & renewals: scripts, timelines, and decision trees.
- Maintenance coordination: vendor standards, ticket routing, SLAs, escalation.
- Monthly reporting: consistent, easy‑to‑read owner statements and cadence.
- Value language: email/letter templates for add‑ons and pricing updates.
Lightweight dashboards
- Doors under management, attach rate for early add‑ons, ticket aging, renewal rate, and owner feedback.
- Weekly review with your coach to spot bottlenecks before they spread.
Prefer proof first? See Brokerage Wins for teams that
launched using the same toolkit.
Keep agents selling: Handoffs, incentives, comms
Your PM division succeeds when agents stay focused on sales and simply hand off investor clients.
One‑tap referral: Agents send the intro; PM Lead answers questions, quotes, and onboards.
Status notes back to agent: Keep agents in the loop so relationships strengthen.
Use a simple referral/bonus for PM leads that doesn’t create admin overhead. [[PLACEHOLDER: your preferred structure]]
Celebrate doors onboarded alongside listings—both drive brokerage health.
Provide a one‑page “Why PM here?” for agents to share with investors.
Set a monthly brokerage update (doors added, service SLAs, reviews) to keep confidence high.
See Leverage Your Agents for ready‑to‑use scripts and a simple cadence your team can run.
Launch clean. Grow steady. Keep agents selling.
Let’s review your 90‑day plan, staffing, and compliance checklist.
Frequently Asked Questions
Do we need new software before launch?
No. Start with your current stack. We’ll add tools only if they reduce friction. The critical pieces are SOPs, training, and coach cadence.
How much hiring is required?
Begin with a PM Lead. Add a part‑time Coordinator as doors grow. Your coach will signal the right timing.
Will this distract our agents?
No. Agents introduce PM and hand off. The PM Lead runs operations using PMI SOPs and templates.
What about compliance and trust accounts?
We’ll review your state/local requirements and help you set up clean processes before go‑live.
How fast until recurring revenue shows up?
Most brokerages see steady build in the first 90 days as investors onboard in waves. Use the Add-On Assessment for a conservative ramp.
Can we expand beyond Residential later?
Yes—once your base is steady. Markets with strong Association, Short-term rental, Multifamily, or Commercial opportunities can be layered in.