How It Works · Owner Onboarding
Switching from another manager or handing off self-managing? It’s simple: two short forms, one property walkthrough, and we handle the rest — leases, tenants, vendors, and your owner portal.
Licensed Broker + General Contractor · Attorney-drafted Wisconsin leases · In-house maintenance ready on day one
Property Management Onboarding, Step by Step
We inspect, price, and build a full work-up of your property.
The Owner Information Form, then the Onboarding Questionnaire.
Property audit, lease review, and tenants moved onto our resident portal.
We take over completely — you’re hands-off, with full visibility.
What We Handle at Takeover
A licensed general contractor audits the building: roof, mechanicals, and safety systems
Attorney-drafted Wisconsin leases and security deposits handled to state law
Utilities, vendor warranties, and recurring maintenance set up and documented
Your owner portal ready, with clean reporting from month one
Start Here — Two Quick Forms
Both forms are required before we onboard your property. They only take a few minutes.
Set you up as the owner for payments, reporting, and communication.
Owner & entity details
Payout (ACH) setup
Contact preferences
Tell us about the property, tenants, and how you want it managed.
Property & unit details
Current tenants & lease terms
Keys, access & utilities
New to Platinum? Start with a free rental analysis → then complete the forms.
Hiring or Switching Property Managers — Common Questions
Start with a free rental analysis, complete our two onboarding forms, and we handle the walkthrough, lease review, and tenant transition. Most owners are fully handed off without lifting a finger after the forms.
Your current management agreement controls the notice and timing. We review it with you, plan the handoff, and take over leasing, maintenance, rent collection, and reporting — your leases stay in place.
Yes. Many owners come to us after managing on their own. The process is the same, and we set up your leasing, maintenance, rent collection, and reporting from scratch.
Your leases stay in place. We review them, inspect the units, introduce ourselves, and move residents onto our online portal for rent payment and maintenance requests.
There is a one-time onboarding fee based on property size. It covers your pre-management inspection, full property work-up, and account setup. You’ll get the exact amount with your free rental analysis.