Experience the difference of "Elite".

Owner Self-Onboarding // Owner generated property listings!

Status: Requested 11 Votes
Arrive and Thriv
Sep 1, 2023 12:14 PM
Joined Aug, 2020 38 posts

Something that would be hugely helpful for scaling management would be the ability for owners to input as much information about their listing as possible directly into OwnerRez, saving countless hours of back and forth questions and calls between the Property Manager and the Owner.

This could be achieved two separate ways:

1.)  A landing page which asks every question imaginable that an owner could answer and a PM could port into a new listing

OR

2.)  Owner access (restricted or temporary) directly to the backend listing portal.  This would allow owners to take their time and make sure all of the details are filled in, and then the PM could restrict their access after it’s been initially set up.  


Who else wants to work smarter?  Lets get this in motion!  Thanks OR team!

Patricia Knight
Sep 13, 2023 5:56 PM
Joined Jan, 2020 20 posts

I do something similar through another program I use for having my Clients/Homeowners sign my Contract for service, etc. There is a Questionnaire I created for the Homeowners to complete and it has all the questions about the property I need from them. I then copy and paste that information into Owner Rez.

However, I can see the time saved even with copying and pasting if the Homeowners could complete this questionnaire in OR. Perhaps something similar to the Legal Docs we can generate automatically for guests to complete for every reservation. We could add them in as Owners like we normally do and then send them a legal doc attached to their property to complete, etc. 

Donaven B
Mar 7, 2024 10:20 AM
Joined Aug, 2022 30 posts

Hey Patricia... I am just in the early stages of this as well and was looking to build out the questionnaire as well... would you be willing to share the list you came up with that gets all the info you needed from the owners?

Patricia Knight
Mar 7, 2024 1:44 PM
Joined Jan, 2020 20 posts

@Donaven - Here are the questions

Questionnaire Options
Enter a title and due date for the questionnaire

Title:
VHR Onboarding Questionnaire
Display Title:
Welcome to Desert Vacation dot Rentals, LLC - Let's Get Started!
Due Date:
ADD QUESTION
SORT QUESTIONS
CONTACT INFORMATION
Header

ADD QUESTION
We need your full mailing address of your property for operational purposes.
Text

ADD QUESTION
What is your mailing street address REQUIRED
Short Answer
Maps to: Address line 1ADD QUESTION
What is your mailing city REQUIRED
Short Answer
Maps to: Address cityADD QUESTION
What is your mailing Zip Code REQUIRED
Short Answer
Maps to: Address zip codeADD QUESTION
PROPERTY SPECIFIC INFORMATION
Header

ADD QUESTION
What is your STR Permit number? REQUIRED
Short Answer
Maps to: Project NotesADD QUESTION
Do you have "branding" (name, logo, etc) for the vacation rental? REQUIRED
Yes/No Answer
Maps to: Project NotesADD BRANCH QUESTION
yes
What is the house name?
Short Answer
Maps to: Project NotesADD QUESTION
What day of the week is trashed picked up? REQUIRED
Choose One Answer: Monday. Tuesday. Wednesday. Thursday. Friday.
Maps to: Project NotesADD BRANCH QUESTION
ADD QUESTION
Are you subscribed to Burrtec's set-out service? REQUIRED
Yes/No Answer
Maps to: Project NotesADD BRANCH QUESTION
ADD QUESTION
Who is your Internet provider? REQUIRED
Short Answer
Maps to: Project NotesADD QUESTION
What is the wifi username? REQUIRED
Short Answer
Maps to: Project NotesADD QUESTION
What is the wifi password? REQUIRED
Short Answer
Maps to: Project NotesADD QUESTION
Does your property use a keypad or a lockbox for entry? REQUIRED
Choose One Answer: Keypad. Keys with a lockbox.
Maps to: Project NotesADD BRANCH QUESTION
Keypad
Who is the keypad manufacturer (Schlage, Yale/August, etc)? REQUIRED
Short AnswerADD QUESTION
What is the code for the keypad or lockbox? We need the codes to coordinate seamless check-ins and check-outs. REQUIRED
Short Answer
Maps to: Project NotesADD QUESTION
I will need a set of keys to the home as a backup. Never know when a guest will lock themselves out of the house. ;-)
Text

ADD QUESTION
Cleaning Service Details: If you have a preferred cleaning provider (individual or company), we need their contact information. A well-cleaned home by someone familiar with the property is paramount for fantastic guest reviews!
Long Answer
Maps to: Project NotesADD QUESTION
Preferred Vendors: Do you have a trusted plumber, electrician, landscaper, or other service provider? We'd like to work with them to ensure your property remains in the best possible condition.
Long Answer
Maps to: Project NotesADD QUESTION
POLICIES
Header

ADD QUESTION
Pet Policy: Are pets allowed? REQUIRED
Yes/No Answer
Maps to: Project NotesADD BRANCH QUESTION
yes
If so, what types? And do you provide amenities such as dog bowls, poop bags, or a dog bed? This helps us accurately portray your property to potential guests. REQUIRED
Long AnswerADD QUESTION
Damage Policy: Accidents happen. When they do, do you usually absorb the cost (like broken dishes or stained linens) or do you prefer to seek reimbursement from guests? Your preference guides our post-stay procedures. REQUIRED
Choose One Answer: Absorb the cost. Seek reimbursement from guests.ADD BRANCH QUESTION
ADD QUESTION
Security Deposit Collection: Since Airbnb no longer includes a default setting for security deposits, would you like to collect security deposits directly? We recommend this for properties that have a pool or hot tub. This ensures we can cover any potential excess cleaning or damage costs. Please note that we will automatically collect security deposits from guests for direct bookings and reservations from other platforms. REQUIRED
Yes/No Answer
Maps to: Project NotesADD BRANCH QUESTION
ADD QUESTION
Do you provide condiments to guests (such as coffee, tea, sugar, honey, creamer, spices, etc) REQUIRED
Yes/No Answer
Maps to: Project NotesADD BRANCH QUESTION
yes
Do you want me to continue maintaining/replenishing these supplies? REQUIRED
Yes/No AnswerADD BRANCH QUESTION
ADD QUESTION
FINANCIAL INFORMATION
Header

ADD QUESTION
Pricing Strategy Preference: Do you prefer prioritizing higher occupancy (more bookings but possibly at lower rates) or higher rental rates (fewer bookings but at premium prices)? Understanding your risk comfortability helps us set the right strategy. REQUIRED
Choose One Answer: higher occupancy. higher rental rates.ADD BRANCH QUESTION
ADD QUESTION
Monthly Expenses: Information about your mortgage, insurance, and monthly utility bills helps us set a price that covers your basic costs while remaining competitive in the market. REQUIRED
Choose One Answer: $500 - $999. $1,000 - $2,999. $3,000 - $4,999. $5,000 or more.
Maps to: Project NotesADD BRANCH QUESTION
ADD QUESTION
AIRBNB ACCESS
Header

ADD QUESTION
In order to fully integrate our services, we will need to connect your Airbnb account to our PMS (Property Management Software). For this, we'll need your Airbnb login credentials. Rest assured, your privacy and security are our utmost priority.
Text

ADD QUESTION
What method do you use to log in to your Airbnb account? REQUIRED
Choose One Answer: Email username and password. Phone log in with security code verification.
Maps to: Project NotesADD BRANCH QUESTION
Email username and password
What is your email user name and password? REQUIRED
Long Answer
Phone log in with security code verification
What phone number do you use for logging in? REQUIRED
Short AnswerADD QUESTION
When we go to log in to your account, we will both (you and I) need to be available by phone/text at the same time so you can provide me with the necessary security code to access your Airbnb account. Which is a good date to do this in the next few days? REQUIRED
Choose a Date
Maps to: Project NotesADD QUESTION
What would be the best times on the date you selected above? REQUIRED
Short Answer
Maps to: Project NotesADD QUESTION
HOME SECURITY
Header

ADD QUESTION
Does your home have security cameras? REQUIRED
Yes/No Answer
Maps to: Project NotesADD BRANCH QUESTION
yes
Who is your provider? REQUIRED
Choose One Answer: Arlo. Ring. Other.ADD BRANCH QUESTION
ADD QUESTION
If your property has security cameras such as Arlo or Ring, please invite me as a shared user at vhr.mgr@gmail.com. This allows us to help manage and monitor the safety of your property.
Text

ADD QUESTION
Does your home have a security alarm? REQUIRED
Yes/No Answer
Maps to: Project NotesADD BRANCH QUESTION
yes
Who is your home alarm service provider? REQUIRED
Short AnswerADD QUESTION
Online Platforms
Header

ADD QUESTION
Do you have your property listed on any other OTA's (online travel agencys) besides Airbnb? REQUIRED
Choose One Answer: bnbfinder. Booking.com. Glamping Hub. Vrbo. Expedia. Trip Advisor.
Maps to: Project Notes

Sloanish
Mar 7, 2024 1:51 PM
Joined Jun, 2018 124 posts

I tried to set this up by using the excel export import however it does not provide enough fields. Likewise the duplicate a listing falls short.

the temporary access for a owner to the data form is the best way to provide this functionality.

separately, I find owners pretty lazy on this subject and my efforts to get them to fill in a spreadsheet were not successful. We just do a phone interview. Faster overall.

Donaven B
Mar 7, 2024 3:34 PM
Joined Aug, 2022 30 posts

Wow that is very detailed.  I love that.  I created a google form to start collecting data.  But I really need to expand on it.  This will help a lot.   How are you collecting it?   This is what Im doing.  Scroll to the bottom of the page.  Thanks for sharing.  
https://www.wataugalakevacations.com/vacation-rental-management-watauga-lake-butler-tn-574003294#waitlist_form

Patricia Knight
Mar 7, 2024 3:41 PM
Joined Jan, 2020 20 posts

I use 17hats, an all-in-one business management software that streamlines and automates the client experience from lead capture to booking, payment, and scheduling, questionnaires, legal contracts, etc. It's a game-changer for solopreneurs, helping to manage everything in one platform, ensuring all legalities are covered with digital signatures. Here's my referral link to check it out: 
17Hats