Which management mandates remain profitable after the real service workload?
Calculate fee and workload by mandate, property and owner, including ancillary accounting, maintenance coordination, arrears and out-of-scope work. Track mandate wins and losses.
Are client accounts, tenant deposits and signing powers reconciled?
Review management agreements, notice and control-change terms, client accounts, signing powers, property files, tenant deposits, software and open maintenance or legal cases.
What revenue would disappear if the largest owner terminated?
A few large owners, underpriced mandates, weak client-money controls and relationships held by the seller are the central transfer risks.
How will each property, tenant file and open case be transferred?
Introduce owners, transfer property and tenant files, reconcile client balances, assign open cases and migrate software permissions building by building.