3PM Real Estate Services Inc.
Buildium Onboarding Workflow – Property, Rental owner & Resident Setup
Phase 1 – Add Property to Buildium▼
- Navigate to Properties → Add Property
- Enter address, owner info, and assign primary bank account
- Link to correct owner per signed PMA
- Assign property manager (per PMA clause 8)
- Upload PMA and initial property photos to Buildium Files
Phase 2 – Create Onboarding Task▼
Task Name Format: [Property Address] – Onboarding – [Date]
- Category: Owner / Property Setup
- Priority: Normal
- Due Date: Agreement signature target
- Attach: PMA draft, owner contact info, and any notes
Phase 3 – Collect Owner Documentation▼
- Collect insurance policy, void cheque, strata bylaws, tax assessment
- Record data in Buildium owner profile
- Attach PMA, disclosure, and key receipt
Phase 4 – Advertising & Marketing▼
- Upload property photos and description to Buildium listing
- Publish to Buildium + external platforms
- Prepare digital flyer and owner link
Phase 5 – Applicant Management▼
- Record showing schedule in Buildium tasks
- Collect applications via Buildium portal
- Send weekly report to owner
Phase 6 – Tenant Screening & Acceptance▼
- Run credit & employment verification per RTA
- Confirm income/rent ratio ≥ 3:1
- Upload credit report & owner approval in Buildium
Phase 7 – Lease & Deposit Collection▼
- Prepare lease in Buildium
- Collect deposit and first month rent
- Upload RTB agreement & receipt
Phase 8 – Move-In & Tenant Onboarding▼
- Complete RTB-27 move-in inspection
- Verify tenant insurance coverage ≥ $2M
- Upload all forms and photos in Buildium Files
Phase 9 – Accounting & Task Closure▼
- Apply placement fee to owner ledger
- Confirm recurring rent charge set
- Close task and archive with Buildium notes