Weekly exceptions
- Unmatched or overdue rent.
- New or urgent maintenance requests.
- Applications awaiting a landlord decision.
- Messages and email requiring a response.
- Lease, notice, safety, or access dates approaching.
Monthly close
- Reconcile rent charges and payments.
- Capture expenses and receipts.
- Review open maintenance, costs, and missing evidence.
- Check lease dates, tenant records, and document completeness.
- Review portfolio and tax-readiness questions.
Quarterly resilience review
Test backups and exports, review access permissions, close stale applications and messages according to policy, inspect unresolved maintenance patterns, and update legal/tax source links before using old guidance.