Assessing Properties

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.