What happens after the WILMOTH Group onboarding process?

What happens after the WILMOTH Group onboarding process?
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Personalized Service Beyond Onboarding

As a property owner with WILMOTH Group, you receive personalized service from the very beginning. Our experienced team is here to guide you through every step of the onboarding process—and beyond. Once onboarding is complete, there are several important steps to ensure you have access to the necessary forms and fully understand how to use our owners’ portal.

Transition from Onboarding to Active Management

Your onboarding process begins after your Property Management Agreement (PMA) is signed. After signing, your PMA is passed to our Onboarding Specialist, who ensures that your property details are properly integrated into our management systems.

Setting Up in Rentvine and Other Platforms

One of the first tasks after onboarding is entering your information into Rentvine, our primary property management accounting software. Through your individual owner’s portal in Rentvine, you will have access to essential property and financial details, including:

  • Lease agreements
  • Payment history
  • Financial transactions (additions and subtractions to cash)
  • Tax-related documents
  • Bills and invoices
  • Monthly and annual accounting reports
  • Maintenance records

Important Documentation and Owner Information

To streamline communication and payments, we ensure all necessary documentation is in place. This includes:

  • 1099s and W9s – Essential tax documents for property owners.
  • Rental Owner Sheet – This document contains your personal and financial details required for disbursements and communication, including:
    • Address
    • Phone number
    • Email

Once your information is added to the system, our team will have all the necessary details to ensure smooth management and ongoing communication regarding your properties.

Managing Your Properties

Vacant Properties

If your property is vacant, our next step is to ensure it is rent-ready. We assess the property to determine whether any repairs are necessary before listing it for rent. The faster we can get the property ready, the sooner we can find tenants and start generating income for you.

Occupied Properties

For occupied properties, our focus shifts to managing tenant relations and ensuring a seamless transition. This includes:

  • Contacting your tenants to introduce them to our management process.
  • Ensuring tenants understand how to pay rent and where to submit payments.
  • Verifying lease agreements, security deposits, and rent ledgers.
  • Confirming we have keys to the property at all times for security and maintenance purposes.

Why We Keep Keys to All Properties

For safety, security, and operational efficiency, WILMOTH Group maintains keys to all managed properties. This allows us to:

  • Address maintenance issues promptly.
  • Provide emergency access if needed.
  • Ensure compliance with lease agreements and property conditions.

At WILMOTH Group, our job doesn’t stop after onboarding. We are committed to ongoing property management, tenant relations, and financial transparency to provide you with the best possible experience as a property owner. If you have any questions or need additional assistance, our team is always here to help.

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