Property Management Tool - Jason Eggett

Executive Summary

I am a landlord and a property manager of a multi-unit property. Onboarding new tenants and keeping track of rents and expenses are among the biggest responsibilities that I face. The onboarding process can be especially time consuming.

So I created a property management tool that automates the onboarding process of new tenants and tracks rents, expenses, and vendors. These things used to take me hours to do, but can now be accomplished in just a couple of minutes using this property management tool in Excel.

The tool allows me to quickly add new tenants, edit those tenants, receive rent payments, and add monthly expenses using custom forms. The biggest time saver comes from the "Create Contract" and "Send Contract" buttons on the ribbon. Once the tenant is selected the "Create Contract" button allows me to create a lease agreement in Microsoft Word and save it as a PDF all with one click. Then I can send the PDF version of the lease agreement as an attachment in a preformed email to my tenant simply by clicking "Send Contract."

http://files.gove.net/shares/files/15w/jme55/Property_Management.zip
http://files.gove.net/shares/files/15w/jme55/Final_Project_Executive_Summary_-_Jason_Eggett.pdf

*Note: You will need to unzip all of the folders with the spreadsheet and have them available in the same location when testing this project.