Primary Roles in Estate Management

Primary Roles in Estate Management

There are 4 primary estate management roles: Property Manager, House Manager, Estate Manager and Director of Properties. We identified the skills, education, experience, and expectations of each role, as well as the process for entry and progression.

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Creating a Punch List

A punch list is a document that outlines the remaining tasks or issues that need to be addressed before a project is considered complete. It typically includes minor repairs, touch-ups, and other small items that must be finished or corrected before the project can be officially closed out. We have created a template to organize the process.

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Why Estate Managers Need Technology That’s Built for Them

Estate managers run households like small businesses, but the tools they're using can't keep up. Enough with the tedious spreadsheets and endless text messages. Estate managers need technology that's built specifically for them, so they can avoid burnout, stop working 24/7, and focus on their favorite parts of the job.

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