Seamless Handover: Optimising the BDM–PM Workflow
Description
We sit down with Karlie from Boutique Realty in Perth to unpack how a modern BDM drives growth across sales, onboarding, and property management. We map the tools, scripts, and handover routines that keep owners confident, PMs informed, and marketing consistent.
• BDM background vs property management experience
• In‑person appointments vs online meetings
• High volume vs high value market dynamics
• Social, website, and sales database lead sources
• CRM choices: IRE/BDM (Reapit) vs Phoenix
• Light automation plus phone-first follow-up
• Onboarding flow from appraisal to lease
• Capacity triggers and task splitting
• PM trust via weekly huddles and visibility
• Post‑handover boundaries and owner support
• 12‑month touchpoints and investor audits as strategy
If anyone needs to reach out to myself or Karlie, just send through a message. We’re always very happy to help.
PM COLLECTIVE - GUIDE AND SHAPE AN ENJOYABLE FUTURE
We believe in making industry-leading education and support accessible to everyone. Our community is packed with free resources, expert insights, and innovative training designed to help business owners, property managers, and BDMs thrive.
This podcast is sponsored by Property Assist.
Business owners are building their rental portfolios faster than ever and Property Managers can’t possibly do it all!
Keep your property managers doing what they love and outsource the things they don’t to a company that thrives on positive feedback and guarantees a premium personalised service
www.propertyassistwa.com.au
This podcast is kindly sponsored by The Grout Guy.
The team at The Grout Guy are the leading experts in regrouting, waterproofing, and tiling services nationwide. Property managers find comfort in their 10-year waterproof warranty on all full shower regrouts.
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