Owner statements prepped, checked, and ready to sign off
An owner reads their statement hunting for one thing: the number that surprises them. Agent FM makes sure you find it first: it pulls each statement from AppFolio and checks it before it goes anywhere, maintenance charges against the work orders, management fees at the contract rate, every negative balance explained, then writes each anomaly into the review sheet with a one-line explanation. The send-out emails get drafted, and nothing reaches an owner until you sign off. Month-end becomes a walk through the flags instead of a proofread of everything, and the surprised phone call goes away because the surprise did.
Prep this month's owner statements for [portfolio, e.g. the 12 single-family owners]. Pull each statement from AppFolio and check it before it goes anywhere: maintenance charges against work orders, management fees at the contract rate, and any negative balance explained.
Flag anomalies in the review sheet with a one-line explanation each.
Draft the send-out emails but send nothing until I sign off. Tell me how many statements are clean and walk me through each flag.
