Property Management
Case Study

My client

The client is a family owned business with a portfolio of rental properties in Devon and Somerset.

The brief

Due to a family member wishing to retire, they needed to transfer the day to day running of the properties and tenants to another family member. To ensure this smooth handover they required assistance with creating a more streamlined filing system in both paper and electronic formats and capturing information that is currently not recorded. The client initially approached a recruitment agency to hire a temp, but due to the low hours required of half a day a week it was a difficult role to fill.

The solution

I visited the client for an initial meeting to gather information on what was required and then worked with them on site at fortnightly or monthly intervals to sort through the paper information, clearing out historic papers and creating a slimmed down paper file of current information for each property for ease of reference by the new manager. Statutory paperwork was checked to ensure it was current and signed where necessary, such as tenancy agreements, rent deposit certificates and inventories, EPCs, gas and electrical certificates. These were held in both the paper and electronic files.

To keep track of renewal dates for these certificates, a summary spreadsheet was created and dates added to the electronic calendar with reminders set. This also included other business related items such as mileage and charitable donations to give an overall management view.

Key services

Paper and electronic document filing system
Statutory Information Gathering

What the client says

“We enjoy working with Sarah at Smart Cookie she has been very efficient helpful and good at problem solving.”

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