Podcast
Questions and Answers
What should you do before arriving for a property assessment?
What should you do before arriving for a property assessment?
What equipment should you bring for a property assessment?
What equipment should you bring for a property assessment?
What should you record while walking a property?
What should you record while walking a property?
What is the recommended order to assess the Clubhouse in a Common & Ext assessment?
What is the recommended order to assess the Clubhouse in a Common & Ext assessment?
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What equipment should be brought for a property assessment?
What equipment should be brought for a property assessment?
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What should be entered into the second page of GoCanvas during a property assessment?
What should be entered into the second page of GoCanvas during a property assessment?
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Study Notes
Tips for Walking and Assessing a Property
- Developing a replicable pattern for assessments is essential to ensure that key information is not missed and to speed up the assessment process.
- Keep the entire scope of the property in mind while walking and record information as if you were going to install everything sight unseen.
- Assess the Clubhouse last in a Common & Ext assessment.
- Prepare for the assessment by reviewing documents uploaded to the "Assessments & Analysis" folder and reaching out to the site contact.
- Check the weather and bring appropriate gear, including gloves, a rain jacket, sunscreen, sunglasses, a hat, an umbrella hat, a reusable water bottle, and a snack or packed lunch.
- Bring all equipment provided by EcoSystems, including a fully charged extra battery and power cord, calipers, a tape measure, a digital tape, vice grips, a utility belt, a cheap extra stylus, a screwdriver, aerator keys and reference kit, a flow bag/cylinder, and prefilling GoCanvas and Squid.
- Enter all property information and the unit matrix or rent roll into GoCanvas, ensuring that all renovation types are entered and named properly.
- Enter room layouts into the second page of GoCanvas, including the ideal naming convention of "(# of Bed)x(# of Bath) (Unit Name) (Sq ft)".
- Plan to arrive a few minutes before the scheduled assessment time and be patient and polite while on site.
- Meet with the Property Manager and Maintenance to gather contact information, site information, and fixture information.
- Take clear pictures of all fixture boxes ensuring model numbers and specs can be clearly seen and ask about major issues and hard-to-access areas.
- Follow these steps for success in walking and assessing a property.
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Description
How well do you know the tips and tricks for walking and assessing a property? Test your knowledge with our quiz! From developing a replicable pattern for assessments to bringing appropriate gear, this quiz will cover all the essential steps to ensure a successful property assessment. Get ready to put your skills to the test and see how much you know about assessing properties.