14 Bundle · Management
TrustBrick Pro Digital Library
The combined property-management resource library.
Overview
Most people arrive needing one checklist and discover within a month that they need four. This library is for that point.
It gathers the property-management line into a single set: the document checklist and index, the visit and handover checklists, the expense tracker, the owner and tenant toolkits, the listing toolkit, the rental bundle, the transaction toolkit and the portfolio toolkit — with one consistent structure across all of them so a property referenced in one sheet is the same property in another.
It does not include the broker, agency or enterprise lines, which are separate products.
What you end up with: The complete property-management resource set, structured consistently.
Who it is for
- Owners and property managers who need the full property and rental management set rather than individual pieces.
Features
Everything this resource tracks, grouped the way it is laid out.
Included
- Property Document Checklist The full pre-transaction document checklist.
- Property Document Index The index of what you hold and what is missing.
- Property Visit Checklist Scored inspection and comparison.
- Rental Handover Checklist Move-in and move-out handover records.
- Property Expense Tracker Categorised expense and budget tracking.
- Property Owner Digital Toolkit Owner record, maintenance, vendors and annual review.
- Tenant Management Toolkit Tenants, rent, deposits and maintenance.
- Property Listing Toolkit Listing preparation, photography and channels.
- Rental Management Bundle Onboarding, periodic review and move-out.
- Property Transaction Toolkit Transaction coordination through to post-completion.
- Property Portfolio Toolkit Consolidated income, expenses, occupancy and documents.
Library
- Consistent structure One property reference and one date convention across every sheet.
- Cross-references Sheets that reference each other rather than duplicating data.
- Library index What is included, what each resource is for, and where to start.
- Console access The owner, tenant and portfolio consoles on this site.
Included resources
Files delivered with this product.
- Guide Library Index Everything included, what it is for, and a suggested order.
- Xlsx Property Essentials Set Document checklist, index, visit and handover checklists.
- Xlsx Owner & Tenant Set Owner toolkit, tenant toolkit and expense tracker.
- Xlsx Rental & Listing Set Rental bundle and listing toolkit.
- Xlsx Transaction & Portfolio Set Transaction toolkit and portfolio toolkit.
- Guide Getting started guide Which resource to open first, depending on your situation.
Questions about this product
A library of administrative resources. Nothing in it constitutes legal, tax, valuation or investment advice.
Related products
Often used alongside this
Broker Crm
Broker Business Suite
Team-based broker CRM and business operations.
Enterprise Operations
Property Operations Suite
A complete property-management operations system.
Broker Crm
Broker Professional Toolkit
A professional broker CRM with a written operating SOP.