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Role playbook

Assistant roles for Property Management

Maintenance coordination, leasing support, tenant communication and AR roles for residential and commercial managers. Every role is dedicated, on a customized schedule based on your needs and budget.

Overview

How dedicated assistants fit property management

Roles on this page:

  1. Maintenance coordinator
  2. Leasing assistant
  3. Resident accounts and renewals assistant

Property managers handle a constant stream of work orders, tenant questions, leasing inquiries, renewals and rent follow-ups. Portfolios grow faster than office headcount.

Remote assistants can carry much of that stream inside your property-management software. Screening decisions, legal notices and anything requiring a license stay with your team.

Role 1 of 3

Maintenance coordinator

Logs, dispatches and closes work orders with your vendor list and approval limits.

Related specialization: Property Management Assistants

Day-to-day tasks

  • Triage incoming work orders by urgency using your rules
  • Dispatch approved vendors and schedule access with tenants
  • Follow up until completion and collect photos and invoices
  • Escalate emergencies per your after-hours protocol
  • Track recurring issues by unit
  • Prepare a weekly open-work-order report

KPIs to track

  • Work-order age by priority
  • First response to tenant
  • Repeat work orders per unit
  • Invoices matched to completed work

Targets are set with you on the fit call, based on your own baseline.

Tools they work in

Your accounts, named logins, your access policies.

  • Property-management software (e.g. AppFolio, Buildium, Yardi, Rent Manager)
  • Vendor portals
  • Phone and texting

Sample weekly cadence

DailyNew work orders and follow-ups
MonOpen-work-order report
WedVendor invoice matching
FriRecurring-issue review
Role 2 of 3

Leasing assistant

Responds to rental inquiries, schedules showings and keeps applications moving to your decision.

Related specialization: Property Management Assistants

Day-to-day tasks

  • Answer listing inquiries and schedule showings or self-tours
  • Send application links and track missing documents
  • Prepare applications for your screening decision
  • Send approved lease documents for signature
  • Coordinate move-in checklists
  • Update listing syndication

KPIs to track

  • Inquiry response time
  • Showings booked from inquiries
  • Application completion
  • Days vacant (reported, not invented)

Targets are set with you on the fit call, based on your own baseline.

Tools they work in

Your accounts, named logins, your access policies.

  • Property-management software
  • Listing syndication
  • Showing scheduler
  • E-signature

Sample weekly cadence

DailyInquiries and showings
TueApplication follow-ups
ThuMove-in prep
FriLeasing summary
Role 3 of 3

Resident accounts and renewals assistant

Sends renewal offers you approve, follows up on balances and keeps resident records clean.

Related specialization: AP/AR Specialists

Day-to-day tasks

  • Prepare renewal offers from your pricing decisions
  • Track renewal responses and move-out notices
  • Send rent reminders and payment-plan follow-ups per policy
  • Prepare delinquency lists for manager action
  • Process owner statements for review
  • Maintain insurance and document expirations for residents and vendors

KPIs to track

  • Renewals sent on schedule
  • Delinquency follow-ups completed
  • Vendor insurance current
  • Owner statements on time

Targets are set with you on the fit call, based on your own baseline.

Tools they work in

Your accounts, named logins, your access policies.

  • Property-management software
  • Email and SMS
  • Spreadsheet reports

Sample weekly cadence

MonDelinquency list
TueRenewal tracker
ThuVendor COIs
FriOwner statements
Compliance boundaries

What these roles do not do

Clear boundaries protect you, your clients and your assistant. They are written into each scope of work.

Screening and approval decisions, legal notices and evictions stay with your team and counsel.

Fair Housing Act rules apply to every inquiry and communication; scripts are approved by you.

Assistants do not hold trust-account authority or change owner or vendor bank details without your verification process.

Licensed leasing activities stay with licensed staff where your state requires it.

General information only, not legal, tax or compliance advice. Your compliance owner decides what applies to your business.

How it works

From fit call to a working role

1. Fit call

We map your workload against the roles above and recommend where to start.

2. Shortlist

You interview pre-vetted candidates screened for this industry's tools and workflows.

3. Onboarding

Least-privilege access, your SOPs and a written 30-day plan with the KPIs above.

4. Managed quality

Weekly scorecards and coaching from your ExecWing account lead.

FAQ

Property Management roles: common questions

Can they handle after-hours maintenance calls?

With an after-hours protocol and vendor list, yes, or they can work alongside your answering service.

Do they approve repairs?

Only within approval limits you set in writing.

Which software?

AppFolio, Buildium, Yardi, Rent Manager and similar; we train on your setup.

Next step

Which property management role should you start with?

Book a 20-minute fit call. We'll map your workload to these roles and tell you honestly where a dedicated assistant helps most.