Run assets from intake through close

Asset Managers coordinate the property lifecycle from assignment through stabilization, marketing, offer handling, and close.

Main Areas Used

My Work Asset Board Asset Center Workflow Exceptions Center BPO Queue BPO Review Offers & Negotiations Contract Packets Vendor Scorecards Asset Reports

Daily Workflow

Start in My Work for due-now work, blocker cards, approvals, and role-aware next actions.
Move into Asset Board for the portfolio view and into Asset Center for one-file decisions, blockers, notes, and stage movement.
Use BPO Queue and BPO Review to manage intake, outside reviews, rework requests, and final BPO approval.
Use Offers & Negotiations and Contract Packets to move accepted deals toward closing without losing checklist control.

What This Role Can Do

Work assets in Only My Stuff or Company View
Drive workflow stages, task assignment, and reporting cadence
Order and compare multiple BPOs on one property
Oversee offers, contract readiness, vendor quality, and client-facing progress

What This Role Should Avoid

Change global platform settings unless granted administrative authority

Success Standard

Assets keep moving, decisions are documented, task ownership is clear, and weekly reporting stays current.

This role guide is public so teams can train and onboard before signing in. Live access to the actual screens still depends on approved rights inside the platform.