Introduction
Report changes in property management company or ownership group to ensure continued service access and proper billing coordination during your transition.
Step-by-Step Reporting Process
- Access the support portal through our ticket system
-
Select the appropriate category from the "How can we Help You" dropdown:
- Choose "Improving Outcomes or Making Updates (Customer Success)"
- Submit your management change notification with all required details
Required Information for Your Request
Account Details:
- Your current account name
- Property name and location
New Management Information:
- Name of the new management company or ownership group
- Effective date of the management change
New Contact Information:
- Primary contact name
- Job title/position
- Email address
- Phone number
Additional Details:
- Any relevant transition details or special circumstances
- Timeline for the changeover process
What Happens Next
Our Customer Success team will:
- Coordinate all necessary account updates
- Contact you if additional information is needed
- Ensure seamless service continuity during the transition
- Update billing and communication preferences as needed
Important Notes
Proactive Reporting: If you know of a property that has changed management but SalesHub™ hasn't been notified, please inform us. We'll proactively reach out to ensure service continuity.
Timeline: Submit your notification as early as possible to allow adequate time for account transitions and updates.
Next Steps
After submitting your report, our team will confirm receipt and provide a timeline for completing the management transition updates.
Need additional help? Submit a support ticket through our Support Request Form and our team will assist you promptly.