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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.
This podcast is kindly sponsored by The Associates Co.
The Associates Co provides fully trained professionals to assist you with scaling your property management department. They are ready to hit the ground running! Once a luxury, VA's are now a staple in every business, whether you are managing 5 properties or 500+
Head over to www.theassociatesco.com
This podcast is sponsored by Property Insurance Plus.
The PIP Advantage for Landlord Insurance
Up to $70,000 contents cover included in our landlords policies
14 months cover for just 12 months premium in your first year
Further discounts when you have three or more properties insured through PIP
24/7 Australia-wide claims service
Online Real Estate Agent Portal for easy access and management