How a key
changes hands.
Five turnovers from brief to handoff — the same method whether the holding is a condominium or a portfolio.
The roll
run.
Each turnover produces a record — that's how mandates stay posted, not just active.
Brief & scope
The owner states the property and the service; the office answers with a written mandate — scope, term and fee named before the work.
Unit walked
The property is examined against the mandate — condition, tenants, obligations and access noted, the roll updated before work begins.
Service dispatched
The work runs under the mandate — rents and assessments posted, appraisals issued, escrows opened, findings filed to the same ledger.
Owner reported
The owner receives the file — collections, findings and condition reported on a set cadence, not on request.
Key handed over
The mandate closes with the roll reconciled — ledger file, findings and sign-off handed over and kept for reference.
Rules the office
runs by.
Signed first
No work before the mandate — a written scope in place of a handshake.
Roll over memory
Rents, assessments and findings live on the roll — the ledger, not recall, is the truth.
Walked unit
Condition, tenants and obligations noted before work — the roll stays open only if it's walked.
Held funds
Escrowed money and client interests handled on trust — disclosed, segregated, never commingled.
Ledger handed over
Rent roll, findings and sign-off go to the owner at close — the record is theirs.
Scope is plain
What's managed, appraised or escrowed is stated in the mandate — exclusions named, not assumed.
Asked at
the desk.
Describe the property and the service — the office answers with a written mandate including scope, term and fee. Nothing runs without the mandate on file.
Yes — escrow agencies and fiduciaries' offices run like every other line: mandated, opened under written terms and reconciled on the roll.
A written valuation — unit walked, comparables filed, opinion of value stated with the assumptions named. It goes on the same ledger as the rest.
Frequently — a management mandate that needs an appraisal or a listing touches two units. The mandate names the divisions and the work runs as one file.
Take the key,
on the roll.
Describe the property, the service and the schedule — the office answers with a written mandate.
Take the key