📋 Completing Due Diligence for New Properties 🏠

Purpose:
To ensure all newly onboarded properties are accurately documented within 7 days of assignment, and that all operational information is up-to-date for team use across platforms including Operto, Dropbox, and guidebooks.

Step-by-Step Process:

1. Timing & Assignment
Due diligence must be completed within 7 days of being assigned a new property.
You’ll receive an Asana task that includes the VR Scheduler Property Information Sheet to complete.

2. Go to the Property
Bring the VR Scheduler Property Information Sheet with you (digital or printed).
Conduct a full inspection of the house.

3. Take Photos of Every Item
Photograph every room, appliance, and notable item in the home.
Be thorough—this photo inventory helps with insurance, maintenance, and guest claims.

4. Upload Photos to Dropbox
Log in to Dropbox using the hello@easyairrentals.com email via Google login.
Passwords and login help can be found in LastPass. Refer to the LastPass SOP if needed.

Dropbox Path:
Easy Air Company Shared Docs > All Photos > Client Home Photos (with Inventories) > [Select the Property Address Folder]
If a folder does not exist for the property, create one using the full address.

5. Fill Out the VR Scheduler Property Info Sheet
Use the following template to capture all required information:

OPERTO DUE DILIGENCE CHECKLIST

• Keyless Entry Keypad:
• Location of Spare Key:
• WiFi Name:
• WiFi Password:
• Cleaner: Yosy
• Cleaning Closet Code/Key Location:
• Pool Maintenance (Vendor, Phone, Days):
• Lawn Maintenance (Vendor, Phone, Days):
• Trash & Recycling Days & Bin Placement:
• Pool/Spa Operating Instructions:
• Firepit/Grille Instructions:
• Vent Filter Size & Locations:
• Breaker Box Location(s):
• Bed Sizes/Sofa Beds:
• Appliance Makes/Models:
  • Fridge
  • Stove
  • Washer
  • Dryer
  • Dishwasher
  • Microwave
• HVAC Make/Model Location:
• Water Heater Make/Model Location:
• Outside Light Instructions:
• Sound System Instructions:
• Internet Router Location:
• Type of Coffee Machine:
• Pet Friendly?: Yes/No
• Additional Items at the House:
  • 1 Pack and Play
  • 4 Bikes with Helmets
  • 4 Beach Chairs
  • Cornhole
  • (Add more if applicable)
• Miscellaneous Notes:
  • Example: Leave pool float in pool when house is not occupied—it deters raccoons and iguanas
• Keypad Serial Number (Inside Unit):

6. Submit the Completed Form
Save the completed sheet.
Email it directly to the Operations Manager for upload into Operto.

7. Ongoing Monthly Audit (Best Practice)
Once a month, conduct a light audit for any major changes:

• Lawn & trash days
• Cleaner info or access codes
• Keypad/entry changes
  Notify the Operations Manager and Inquiries Team of updates so the guidebook and Operto can stay current.

Reminder:
All due diligence tasks are expected to be fully completed within 7 days of property assignment.