Internal Operations Hub

Stewardship Asset Group

This hub holds everything your team needs — workflows, setup guides, lead funnels, and an AI assistant trained on our internal processes. Use the navigation above to jump to any section, or start below.

🗺 Roadmap ⚙️ GHL Setup 📋 Workflows 💬 AI Assistant

More

🏢 SAG Inquiry 📊 Commercial 📱 SMS Opt-In 🔒 Privacy Policy 📄 Terms of Service

6

Phases

~8 wks

Full Build Timeline

Phase 1–2

Revenue-Ready

Phase 3–4

Operationally Tight

Phase 5–6

Fully Automated

⚡ Do These First — Quick Wins This Week

1

GHL — 30 minTurn on missed call text-back for both brands. Instant lead recovery.

2

GHL — 1 hrBuild 60-second acknowledgment sequences for both pipelines. Every lead gets a response.

3

Doorloop — 2 hrsEnter all active tenants, leases, and rent schedules. Get your current portfolio live.

4

Claude — 1 hrDraft your management agreement template and NNN lease template. Ready to fire on next deal.

5

Webflow — 30 minVerify both lead forms are feeding into GHL correctly. Test with a dummy submission.

6

GHL — 30 minSet up GHL calendar booking on both Webflow sites. Eliminate phone tag.

Implementation Phases

1

Phase 1 — Foundation

GHL Automation Build

Build every automation the workflows reference inside GoHighLevel. This is the highest-ROI work — it runs 24/7 once built and requires zero ongoing effort. No coding required.

Weeks 1–2

You + GHL Specialist (optional)

💡

Do This Yourself or Hire a GHL Specialist

All of this is built inside GHL — no code needed. If you're comfortable in GHL, do it yourself. If not, a GHL-certified specialist can build the full automation suite for $500–$1,500 one-time. Worth every dollar. Search "GoHighLevel certified partner" or post on Upwork.

⚡

Missed Call Text-Back — Both Brands

GHL fires an SMS within 30 seconds of any missed call on either brand number. Simple automation, massive impact on lead response rate.

You / GHL SpecialistGoHighLevel
📧

60-Second Lead Acknowledgment — Both Pipelines

New lead submits form or calls → SMS + email acknowledgment fires within 60 seconds. Brokerage Pipeline and Management Pipeline each need their own sequence.

You / GHL SpecialistGoHighLevel
📋

Internal Task Creation on New Leads

Every new lead in either pipeline auto-creates an internal GHL task assigned to the right team member with a deadline. Brokerage: "Call within 2 hours." Management: "Send proposal within 24 hours."

You / GHL SpecialistGoHighLevel
🔁

Nurture Sequences — 3-Touch (Brokerage) + 5-Touch (Management)

Fires if no response after first contact. Brokerage: 3-touch over 72 hours. Management: 5-touch over 7 days. SMS + email mix. Keep it warm, not spammy.

You / GHL SpecialistGoHighLevel
🤝

Deal Closed → Congratulations + Review Request + Management Handoff

Brokerage deal closes → congratulations email fires, review request fires 3 days later, management proposal sequence fires to the new owner. This is the flywheel trigger.

You / GHL SpecialistGoHighLevel
📤

DocuSign Triggers from GHL

Connect GHL to DocuSign. When a document is ready to send, GHL fires the DocuSign envelope. When all parties sign, DocuSign sends the completed doc back to the GHL contact record automatically.

You / GHL SpecialistGoHighLevelDocuSign
📅

Recurring Tasks — Monthly Owner Reports + Annual CAM

Set a recurring GHL task that fires the 1st of every month: "Pull owner reports." Set a second recurring task that fires January 1st every year: "Begin CAM reconciliation for prior year."

You / GHL SpecialistGoHighLevel
🔐

GHL Client Portal — Owner Logins Set Up

Enable and brand the GHL Client Portal for Stewardship Asset Group. Create login access for each active owner. This is where their monthly reports will live. White-labeled, no Doorloop branding visible.

You / GHL SpecialistGoHighLevel

2

Phase 2 — Data Migration

Doorloop — Get Your Portfolio Live

Every active property, owner, tenant, and lease needs to be in Doorloop. This is manual data entry but it's the foundation everything else runs on. Do it once, do it clean.

Weeks 1–2 (parallel with Phase 1)

Admin Ops

⚠️

Audit Before You Migrate

Before entering anything into Doorloop, audit your current rent roll against signed leases. Inherited properties often have discrepancies — rent amounts that don't match leases, missing addenda, undocumented CAM pass-throughs. Migrate from a verified baseline, not messy inherited records.

🏢

Enter All Active Properties + Owner Records

Each property added with full address, unit breakdown, and owner entity linked. Owner banking/ACH details entered for rent distribution. Management agreement uploaded to each owner record.

Admin OpsDoorloop
👤

Enter All Active Tenants + Lease Records

Full tenant contact info, unit linked, lease term, rent schedule with all escalation dates, security deposit logged, late fee policy entered, executed lease uploaded. One tenant at a time — do it right.

Admin OpsDoorloop
📅

Lease Expiry Dates Entered — 180-Day Monitoring Active

Every lease expiration date must be in Doorloop accurately. This triggers the 180-day renewal monitoring window. If expiry dates are wrong, Workflow 5 fires at the wrong time.

Admin OpsDoorloop
📱

Tenant Portal Invites Sent to All Active Tenants

Once each tenant record is complete and verified, send portal invite from Doorloop. Tenants can now pay rent, submit maintenance requests, and upload COIs online. This reduces inbound calls significantly.

Admin OpsDoorloop
👤

All Active Tenants + Owners Mirrored in GHL

Every tenant and owner in Doorloop needs a matching GHL contact record with phone and email. This ensures all inbound calls and texts route correctly through the unified inbox. No unidentified contacts.

Admin OpsGoHighLevel

3

Phase 3 — Document Library

Build Your Template Stack with Claude

Every document type referenced in the workflows needs a ready-to-use template. Build these with Claude now so the first time a deal needs a lease, you're not starting from scratch under pressure.

Weeks 2–3

You + Claude

🤖

Claude Builds All of These

Every document below is within Claude's active scope. Start a session, provide the deal parameters, and get a complete first draft. Principal reviews before execution. Attorney reviews on complex PSAs and unusual lease structures.

📄

NNN Lease Template

Indiana-governed. Base rent + pro-rata taxes, insurance, CAM. Includes rent escalation schedule, options to renew, personal guaranty, default and cure provisions. This is your most-used document.

ClaudeGoogle Drive
📄

Gross Lease Template + Modified Gross Lease Template

All-inclusive base rent versions. Clearly defines landlord vs. tenant responsibility for utilities, HVAC, and maintenance. Separate templates for full gross and modified gross structures.

ClaudeGoogle Drive
📄

Management Agreement Template

Fee structure (4–8%), leasing fee, 1-year minimum term, 30–60 day termination notice, scope inclusions/exclusions, $5,000 CapEx authorization threshold. Covers both SAG brands.

ClaudeGoogle Drive
📄

Letter of Intent (LOI) Template

Covers parties, property, proposed use, rent schedule, term, TI allowance, option rights, exclusivity, due diligence period. Non-binding except confidentiality and exclusivity provisions.

ClaudeGoogle Drive
📄

3-Stage Tenant Demand Notice Templates

Soft reminder, formal demand, and final notice (attorney handoff). Indiana commercial law compliant. All three ready to fire at the right stage — just fill in tenant name, balance, and dates.

ClaudeGoogle Drive
📄

Move-In Condition Report + Move-Out Inspection Checklist

Property-specific baseline document completed at move-in. Compared at move-out to support or defend security deposit deductions. Critical legal protection — must exist for every tenancy.

ClaudeGoogle Drive
📄

Security Deposit Disposition Letter Template

Indiana 45-day compliant. Two versions: itemized deduction and full return. Legally defensible language. Ready to customize with tenant name, amounts, and itemized list.

ClaudeGoogle Drive
📄

Tenant Contact Sheet + Emergency Protocol Template

Property-specific template with team contacts, after-hours emergency number, maintenance request process, and property-specific protocols. Sent at move-in, uploaded to Doorloop portal.

ClaudeGoogle Drive

4

Phase 4 — Website Integration

Webflow — Verify All Entry Points Into GHL

Both websites are lead entry points. Every form submission, calendar booking, and inquiry must flow into GHL without any manual intervention. Test everything before going live.

Week 3

You + Webflow

🔗

Verify Both Webflow Lead Forms Feed into GHL

Submit a test lead on both stewardshipcre.com and stewardshipassetgroup.com. Confirm the contact appears in the correct GHL pipeline within seconds. If not, reconnect the Webflow-GHL integration.

YouWebflowGoHighLevel
📅

GHL Calendar Booking Embedded on Both Sites

Embed GHL calendar booking widget on both Webflow sites. Eliminates phone tag for discovery calls. Booking goes directly into GHL calendar and fires confirmation + reminder sequences automatically.

YouWebflowGoHighLevel
🔐

Owner Portal Link Added to SAG Website

Add a "Owner Login" link on stewardshipassetgroup.com that points to the GHL Client Portal. Owners can access their reports, documents, and communication history anytime without calling.

YouWebflowGoHighLevel
🏢

Property Listings CMS Active on Both Sites

Webflow CMS manages active property listings. Each listing should have a contact/inquire form that routes directly into the GHL Brokerage Pipeline. Confirm this integration is live and tested.

YouWebflowGoHighLevel

5

Phase 5 — Brokerage Workflows

Build Stewardship Commercial Workflows

The other half of the business. Inbound inquiry through qualified lead, LOI, under contract, closed — and the handoff back to SAG management. This is where the flywheel fully closes.

Weeks 4–5

You + Claude

🤖

Next Claude Build Session

This is the next major build — mirror what we did for SAG but for the brokerage arm. Workflows needed: Inbound Lead, Missed Call, LOI Ready to Send, Lease Drafted and Executed, Deal Closed + Management Handoff, and the Disposition/Brokerage Handoff from SAG. We build these in the next session.

📥

Inbound Lead → Qualified → Active Workflow

Mirrors SAG Workflow 1 but for brokerage. Lead captured, acknowledgment fires, discovery call booked, pipeline advances through qualification stages.

Claude Build SessionGoHighLevel
📋

LOI → Under Contract → Closed Workflow

Claude drafts LOI, GHL triggers DocuSign, unsigned reminder sequence, pipeline advances on execution, deal closed congratulations + review request fires.

Claude Build SessionGoHighLevel
🔄

Disposition / Brokerage Handoff from SAG

The flywheel close. When a SAG-managed asset hits Disposition Ready, this workflow triggers — owner conversation, comp analysis, formal handoff from management pipeline to brokerage pipeline. The most strategically important workflow we haven't built yet.

Claude Build SessionGoHighLevel
🤝

Deal Closed → Management Handoff to SAG

Brokerage closes a deal → management proposal auto-fires to new owner → SAG Workflow 1 (Owner Inquiry) triggered. One-time commission converts to recurring management revenue. This is already built in GHL Phase 1 — just needs the SAG side confirmed.

Claude Build SessionGoHighLevel

6

Phase 6 — Deep Automation

Zapier + Doorloop API Bridge

Phase 2 from the master reference. This is the deep automation layer — eliminates all manual data re-entry between systems. Requires a developer for the API work but Zapier handles most of it without code.

Weeks 6–8

Developer / Zapier Specialist

🔧

This Phase Needs a Developer or Zapier Specialist

The Zapier bridges are buildable without coding. The Doorloop REST API integration requires light Python or a developer familiar with REST APIs. Claude can write all the scripts — you need someone to deploy and test them. Budget $500–$1,500 for this phase depending on complexity.

🔗

Doorloop Maintenance Request → GHL Task (Zapier)

Zapier listens for Doorloop maintenance webhook. Fires a GHL task to Field Ops with full property and request details. Eliminates Admin Ops manually checking Doorloop and creating tasks.

ZapierDoorloopGoHighLevel
🔗

Crexi / LoopNet Inquiry → GHL Brokerage Pipeline (Zapier)

Every inquiry from Crexi or LoopNet on an active listing routes directly into the GHL Brokerage Pipeline as a new lead. Acknowledgment sequence fires automatically. No leads fall through the cracks.

ZapierGoHighLevel
🔗

DocuSign → Zapier → Doorloop API (Lease Auto-Population)

The crown jewel. Lease fully executed in DocuSign → Zapier webhook fires → Claude-generated data payload maps to Doorloop field schema → Doorloop API creates tenant record, unit link, lease, rent schedule, and security deposit automatically. Zero manual re-entry.

ZapierDoorloopClaude ScriptsDeveloper
📊

Doorloop Monthly Data Pull → Owner Report Automation

Zapier automates the Doorloop report pull on the 1st of each month and pushes the data to GHL. Removes the manual step from Workflow 6. Admin Ops reviews and sends rather than pulling reports manually.

ZapierDoorloopGoHighLevel

⏱ 14-Day Pro Trial — Every day counts. Follow this guide in order.

🎯

The Goal for 14 Days

By the end of this trial you need: two brands live, both pipelines built, missed call text-back and acknowledgment automations running, DocuSign connected, Webflow forms feeding in, and your active contacts imported. If you hit all of that, you'll be fully operational and will have no question about subscribing. Follow the days in order — each one builds on the last.

Day 1

Account Structure — Two Brands, One Command Center

Goal: Both brands set up, phone numbers added, emails connected

1

Create Two Sub-Accounts — One Per Brand

GHL Path → Agency Dashboard → Add Location

In GHL, your main account is the Agency. Each brand runs as a separate "Location" (sub-account). You need two:

Click Add Location from your agency dashboard
Name it exactly: Stewardship Asset Group
Add the business address, website (stewardshipassetgroup.com), and timezone (Central)
Repeat and create a second location: Stewardship Commercial — website: stewardshipcre.com

Why two sub-accounts? Keeps both brands completely separate — separate inboxes, separate pipelines, separate automations, separate reporting. Looks professional to clients. You toggle between them from the top of the GHL sidebar.

2

Add Two Phone Numbers — One Per Brand Both Brands

GHL Path → Settings → Phone Numbers → Add Number

Each sub-account gets its own dedicated GHL phone number. Do this inside each sub-account separately.

Go into the Stewardship Asset Group sub-account
Settings → Phone Numbers → Add Number
Search for a local Northwest Indiana area code (219) — pick a clean number
Switch to Stewardship Commercial sub-account and repeat

All calls and texts to these numbers go into the GHL unified inbox. Forward your existing business numbers to these GHL numbers if needed, or update your website and listings to use the GHL numbers directly.

3

Connect Google Workspace Email — Both Brands Both Brands

GHL Path → Settings → Email Services → Connect

Connect your Google Workspace emails so all GHL outbound emails come from your branded addresses — not a generic GHL domain.

Inside SAG sub-account: Settings → Email Services
Connect info@stewardshipassetgroup.com (or whichever SAG email you use)
Switch to Stewardship Commercial sub-account and connect the Commercial email address
Send a test email from each to confirm delivery

Do not skip this step. If you leave the default GHL email domain, your emails will land in spam and your automations won't work properly.

Day 2

Missed Call Text-Back + Both Pipelines Built

Goal: First automation live, both pipelines with all stages created

4

Turn On Missed Call Text-Back — Both Brands Both Brands

GHL Path → Settings → Missed Call Text Back

This is the single easiest, highest-ROI automation in GHL. Takes 5 minutes. Anyone who calls and you miss it gets a text within 30 seconds automatically.

Inside each sub-account: Settings → Missed Call Text Back
Toggle it ON
Set the message. For SAG: "Hi, this is Stewardship Asset Group — sorry we missed your call! We'll be in touch shortly. You can also book a call here: [calendar link]"
For Stewardship Commercial use a similar message with the brokerage context
Set delay to 30 seconds (or as fast as GHL allows)

This is live immediately. From the moment you save this, every missed call on your GHL number gets a text. No further work needed.

5

Build the Brokerage Pipeline — Stewardship Commercial

GHL Path → CRM → Pipelines → Add Pipeline

Create the Brokerage Pipeline inside the Stewardship Commercial sub-account with these exact stages in order:

Go to CRM → Pipelines → Add Pipeline
Name it: Brokerage Pipeline
Add stages in this order:
- New Inquiry
- Qualified
- Active
- LOI Sent
- Under Contract
- Closed
Save the pipeline

6

Build the Management Pipeline — Stewardship Asset Group

GHL Path → CRM → Pipelines → Add Pipeline

Create the Management Pipeline inside the SAG sub-account with these exact stages:

Go to CRM → Pipelines → Add Pipeline
Name it: Management Pipeline
Add stages in this order:
- Owner Inquiry
- Proposal Sent
- Agreement Signed
- Active Client
- Disposition Ready
Save the pipeline

These stage names matter. Every workflow we built references these exact stage names. Don't rename them.

Day 3

Core Automations — Acknowledgments + Internal Tasks

Goal: Every new lead gets an instant response. Every new lead creates an internal task.

7

Build 60-Second Lead Acknowledgment — Both Pipelines Both Brands

GHL Path → Automation → Add Workflow

Build this automation inside each sub-account. When a new contact enters the pipeline, GHL fires an SMS and email within 60 seconds automatically.

Automation → Add Workflow → Start from Scratch
Trigger: Contact Created or Pipeline Stage Changed → Stage: New Inquiry (or Owner Inquiry for SAG)
Add Action: Send SMS — delay: 0 minutes
SAG Message: "Hi [First Name], thanks for reaching out to Stewardship Asset Group! We received your inquiry and will be in touch within the hour. — The Stewardship Team"
Add Action: Send Email — delay: 0 minutes
Subject: "We received your inquiry — Stewardship Asset Group"
Body: Professional acknowledgment, confirms receipt, sets expectations
Toggle workflow ON and save
Repeat inside the Stewardship Commercial sub-account with brokerage-appropriate messaging

Test it. Add yourself as a test contact and confirm both the SMS and email arrive within 60 seconds before moving on.

8

Build Internal Task Creation — Both Pipelines Both Brands

GHL Path → Automation → Add Workflow

Add to the same workflow you just built OR create a separate one. When a new lead comes in, GHL creates an internal task for your team with a deadline.

Inside the acknowledgment workflow (or a new one), add Action: Create Task
For Brokerage: Task title: "Call [Contact Name] within 2 hours" — assign to Principal — due: 2 hours from trigger
For Management: Task title: "Send management proposal to [Contact Name] within 24 hours" — assign to Admin Ops — due: 24 hours from trigger
Save and toggle ON

You'll see these tasks appear in GHL's task view every time a new lead comes in. This is how nothing falls through the cracks.

Day 4

Calendar + DocuSign Integration

Goal: Booking live on both sites. DocuSign connected and tested.

9

Create GHL Calendars + Booking Pages Both Brands

GHL Path → Calendars → Add Calendar

Inside each sub-account: Calendars → Add Calendar
Name: "Discovery Call — Stewardship Asset Group" (and same for Commercial)
Set duration: 30 minutes
Connect to your Google Calendar so bookings sync automatically
Set your available hours (business hours only)
Copy the booking link — you'll embed this in Webflow on Day 5
Turn on automatic confirmation SMS + email and 24-hour reminder

GHL calendar confirmation and reminders fire automatically once set up. No more no-shows and no more back-and-forth scheduling.

10

Connect DocuSign to GHL

GHL Path → Settings → Integrations → DocuSign

Settings → Integrations → find DocuSign
Click Connect and log in with your DocuSign credentials
Authorize GHL to send envelopes on your behalf
Test it: Go to any contact record → Actions → Send DocuSign Envelope → select a template or upload a test document → send to yourself
Confirm the signed document returns to the GHL contact record automatically on completion

If DocuSign is not on your current plan, check GHL integrations — they may have a native document signing option. DocuSign is the preferred tool per your workflow stack.

Day 5

Webflow Integration — All Entry Points Into GHL

Goal: Every form submission on both sites lands in GHL automatically. Calendar embedded.

11

Connect Webflow Forms to GHL Both Sites

GHL Path → Sites → Forms OR use Zapier / Webflow native integration

There are two ways to connect Webflow forms to GHL. Use whichever matches your current Webflow setup:

Option A — GHL Native (if your Webflow forms use GHL embed):

In GHL: Sites → Forms → create a GHL form for each lead type
Copy the GHL form embed code
In Webflow: replace your existing form with the GHL form embed

Option B — Zapier Bridge (keeps existing Webflow forms):

Create a Zap: Trigger = Webflow Form Submission → Action = GHL Create Contact
Map form fields (name, email, phone) to GHL contact fields
Test with a live form submission on each site

Test after connecting. Submit a test form on stewardshipassetgroup.com and stewardshipcre.com. Confirm the contact appears in the correct GHL sub-account pipeline within 60 seconds and the acknowledgment automation fires.

12

Embed GHL Calendar on Both Webflow Sites Both Sites

GHL Path → Calendars → your calendar → Embed Code

In GHL: Calendars → your calendar → click Get Embed Code or copy the booking link
In Webflow: add an Embed block on your contact or booking page
Paste the GHL calendar iframe embed code
Publish both Webflow sites
Test: book a test appointment through the site. Confirm it appears in GHL calendar and the confirmation email fires

Days 6–7

Nurture Sequences + Deal Closed Automations

Goal: No lead goes cold. Deal closed triggers full flywheel sequence.

13

Build 3-Touch Nurture Sequence — Brokerage

GHL Path → Automation → Add Workflow

Fires if no response from a brokerage lead within 24 hours. 3 touches over 72 hours.

Trigger: No Response After 24 Hours (or use a time delay after lead creation)
Touch 1 (Day 1, 24hrs): SMS — "Hi [First Name], just following up on your commercial real estate inquiry. Happy to connect at your convenience — [calendar link]"
Touch 2 (Day 2, 48hrs): Email — slightly different angle, add value (market insight, property info)
Touch 3 (Day 3, 72hrs): SMS — final soft touch. Keep it short.
After Touch 3: remove from sequence, leave in pipeline for manual follow-up

14

Build 5-Touch Nurture Sequence — Management

GHL Path → Automation → Add Workflow

Fires if management proposal is not signed within 7 days. 5 touches over 7 days.

Trigger: Proposal Sent stage + no stage change after 7 days
Touches 1–5: Mix of SMS and email. Each one slightly more urgent. Last touch from Principal personally.
Final touch template: "[First Name], I wanted to personally reach out — I'd love to walk you through what we do differently for our property owners. Even a 15-minute call would be worth it. — John, Stewardship Asset Group"

15

Build Deal Closed → Full Flywheel Sequence

GHL Path → Automation → Add Workflow

This is the most important automation in the brokerage pipeline. When a deal closes, three things fire automatically.

Trigger: Pipeline stage moved to Closed in Brokerage Pipeline
Action 1 (immediate): Send congratulations email to client
Action 2 (3 days later): Send Google review request SMS + email
Action 3 (5 days later): Fire management proposal sequence — "Now that your transaction is complete, we'd love to talk about managing the asset for you..." — this triggers SAG Workflow 1

This is the flywheel. One closed brokerage deal automatically starts the management revenue conversation. Zero manual effort required after setup.

Days 8–10

GHL Client Portal + Contact Import

Goal: Owner portal live and branded. All active owners and tenants in GHL.

16

Enable + Brand GHL Client Portal — SAG

GHL Path → Sites → Client Portal

Inside SAG sub-account: Sites → Client Portal
Enable the portal
Set the portal domain — use a subdomain of your SAG site (e.g., owners.stewardshipassetgroup.com)
Upload the Stewardship Asset Group logo and brand colors (navy + gold)
Configure what owners can see: documents, reports, communication history
Create a test owner login and confirm the portal looks clean and branded

Once this is live, add the owner login link to stewardshipassetgroup.com in Webflow. Owners log in here to see their monthly reports — no Doorloop branding visible.

17

Import All Active Owners + Tenants into GHL

GHL Path → Contacts → Import

Every active owner and tenant needs to be in GHL so their phone calls, texts, and emails are identified and matched automatically.

Create a CSV with columns: First Name, Last Name, Phone, Email, Type (Owner or Tenant), Property Address
Contacts → Import → upload CSV
Map the columns to GHL contact fields
Tag owners as "Owner" and tenants as "Tenant" during import
Assign each to the correct pipeline stage (owners to Active Client, tenants as standalone contacts)

After import, call your own GHL number from a cell phone on your contact list. Confirm GHL identifies you by name in the unified inbox. That confirms the matching is working.

Days 11–14

Recurring Tasks + Final Testing + Go Live

Goal: All recurring automations set. Full end-to-end test. You're operational.

18

Set Recurring Tasks — Monthly Reports + Annual CAM

GHL Path → Automation → Add Workflow → Recurring

Build a workflow with trigger: Date/Time (Recurring) → 1st of every month
Action: Create task → "Pull owner reports for [month] — due by the 5th" → assign to Admin Ops
Build a second workflow: trigger on January 1st every year
Action: Create task → "Begin CAM reconciliation for prior year — target completion Q1" → assign to Admin Ops

19

Full End-to-End Test — Both Pipelines

GHL Path → Everything — run through it all

Before you call this done, run a complete end-to-end test on both pipelines using yourself as the test contact.

Brokerage test: Submit a form on stewardshipcre.com → confirm acknowledgment SMS + email arrive → confirm internal task created → manually move through pipeline stages → move to Closed → confirm congratulations + review request + management proposal fires
Management test: Submit a form on stewardshipassetgroup.com → confirm acknowledgment fires → add test contact to Owner Inquiry stage → move to Proposal Sent → confirm 5-touch nurture would fire → move to Active Client → confirm onboarding sequence fires
Missed call test: Call your GHL numbers from a cell phone and don't answer → confirm text-back arrives within 30 seconds
Calendar test: Book through the Webflow embed → confirm it appears in GHL calendar and confirmation fires

If something doesn't fire, check the automation workflow for errors before going live. GHL shows a log of automation execution — use it to debug.

20

Subscribe + Update Master Reference Document

GHL Path → Agency Settings → Billing

If you've completed everything above, you have a fully operational two-brand CRE platform running through GHL. Subscribe before the trial ends.

Review what's been built against the master checklist at the top of this document
Subscribe to the plan that covers both sub-accounts
Update the stewardship_master_reference document in Google Drive — note that Phase 1 GHL automation is complete and record any changes to the tool stack or configuration
Update the stewardshipworkflow.netlify.app site if any workflows were modified during setup

Next session with Claude: Start on the Doorloop migration (Phase 2), document template library (Phase 3), and Stewardship Commercial brokerage workflows (Phase 5). The GHL foundation is done — now we build everything else on top of it.

Step Type:

Automated (GHL / System)

Manual / Human Action

Claude AI Draft

Decision / Condition

Platform:

GoHighLevel

Doorloop

DocuSign

Zapier

Claude AI

CertifiedMail

Crexi / LoopNet

Workflow 01 — Management Pipeline

New Owner Inquiry

Captures inbound owner leads from Webflow or manual entry and moves them through qualification, discovery, and proposal — converting inquiries into signed management agreements.

GHL Pipeline EntryOwner Inquiry Stage

GHL Pipeline — Management Pipeline

Owner Inquiry

→

Proposal Sent

→

Agreement Signed

→

Active Client

→

Disposition Ready

⚡

60 sec

Auto-acknowledgment fires

📋

24 hrs

Proposal sent target

🔁

5-touch

Nurture sequence if no sign

📅

7 days

Nurture trigger window

🌐

Trigger — Entry Point

Owner Submits Inquiry Form

Owner completes lead form on stewardshipassetgroup.com (Webflow). Contact record auto-created or matched in GHL. Pipeline entry: Owner Inquiry stage.

WebflowGoHighLevel

⚡

Automated AUTO

Acknowledgment SMS + Email Fires ⏱ 60 sec

GHL automation fires acknowledgment to owner via both SMS and email within 60 seconds of form submission. Sets professional first impression and confirms receipt.

GoHighLevel

📋

Automated AUTO

Internal Task Created: "Send Management Proposal — 24 hrs"

GHL creates a time-stamped internal task assigned to Admin Ops with a 24-hour deadline to prepare and send the management proposal.

GoHighLevel

📞

Manual — Principal

Discovery Call Booked

Owner books directly via GHL calendar embed on Webflow site, or Admin Ops schedules via GHL. Principal leads call to assess property type, location, current condition, and owner expectations.

GoHighLevel

🤖

Claude AI Draft

Management Agreement Drafted

Claude drafts the management agreement. Inputs required: owner name and entity, property address, asset class, management fee (4–8% of collected gross rents), leasing fee structure, term (minimum 1 year), scope inclusions/exclusions, and CapEx authorization threshold (typically $5,000).

Claude AI

✅

Manual — Principal Review

Principal Reviews & Approves Proposal

Principal reviews Claude's draft. Confirms fee structure, scope, and terms align with deal context. Approves document for sending. Saved to GHL contact record.

GoHighLevel

📤

Automated AUTO

GHL Triggers DocuSign — Proposal Sent to Owner

GHL sends the management agreement via DocuSign to all parties. Pipeline advances to "Proposal Sent" stage. Owner receives signing link.

GoHighLevelDocuSign

❓

Decision Point

Agreement Signed Within 7 Days?

✓ YES — Signed

🎉

Automated AUTO

Pipeline Advances → Agreement Signed Stage

DocuSign completion event moves deal to "Agreement Signed." Onboarding sequence fires (see Workflow 2).

GoHighLevelDocuSign

✗ NO — Not Signed

🔁

Automated AUTO

5-Touch Nurture Sequence Fires

GHL fires a 5-touch SMS + email nurture sequence over the following days to re-engage the owner. Sequence escalates in urgency. Principal notified if still unsigned after all 5 touches.

GoHighLevel

Workflow 02 — Management Pipeline

Management Agreement Signed → Active Client

From executed management agreement through full onboarding — owner in Doorloop, property listed if vacant, and all communications active.

GHL Pipeline EntryAgreement Signed Stage

GHL Pipeline — Management Pipeline

Owner Inquiry ✓

→

Proposal Sent ✓

→

Agreement Signed

→

Active Client

→

Disposition Ready

📄

DocuSign

Execution via GHL trigger

🏠

Doorloop

Manual owner onboarding

📢

Crexi/LoopNet

Listed if vacancy exists

✍️

Trigger AUTO

All Parties Sign Management Agreement via DocuSign

DocuSign completion event fires. Signed agreement auto-attached to GHL contact record. Both parties receive executed copy.

DocuSignGoHighLevel

⚙️

Automated AUTO

Pipeline Advances: Agreement Signed → Active Client

GHL automatically moves the contact to "Active Client" stage. Onboarding sequence fires immediately.

GoHighLevel

📧

Automated AUTO

Welcome Email + Next Steps Onboarding Sequence Fires

GHL sends structured welcome email to owner with next steps: portal access setup, bank account info for ACH rent deposits, maintenance contact protocol, and first reporting schedule.

GoHighLevel

🏢

Manual — Admin Ops

Owner Onboarded into Doorloop

Admin Ops manually creates owner record in Doorloop. Inputs: owner entity name, contact info, banking/ACH details, property address, unit breakdown, and executed management agreement attached to record. Note: Phase 2 Zapier integration will automate this step.

Doorloop

📊

Manual — Admin Ops

Existing Tenants & Leases Migrated into Doorloop

Audit inherited rent roll against signed leases. Reconcile any discrepancies (missing addenda, undocumented CAM pass-throughs). Migrate clean, verified data into Doorloop. Tenant portal invitations sent from Doorloop.

Doorloop

❓

Decision Point

Does the Property Have Vacancy?

✓ YES — Vacancy Exists

📢

Manual — Admin Ops / Principal

Property Listed on Crexi & LoopNet

Vacancy listed on Crexi and LoopNet. Inquiries routed back into GHL Brokerage Pipeline via Zapier (Phase 2). Leasing coordination handled through Stewardship Commercial arm.

Crexi / LoopNetZapierGoHighLevel

✗ NO — Fully Occupied

✅

Status

Property Fully Onboarded — Active Management Begins

All tenants active in Doorloop. Rent collection, maintenance, and owner reporting fully operational. Lease expiry monitoring begins (180-day window — triggers Workflow 5).

DoorloopGoHighLevel

Workflow 03 — Management Pipeline

Tenant Delinquency

3-stage escalating notice sequence — soft reminder through formal demand to attorney handoff. Indiana law governs all cure periods. No exceptions to the escalation sequence.

TriggerDoorloop AR Report

📅

3–5 days

Stage 1 — Soft reminder

⚖️

10–15 days

Stage 2 — Formal demand

🔴

Cure expiry

Stage 3 — Attorney handoff

📬

Certified

Stages 2 & 3 mailed

Notice Sequence Standards

Stage	Timing	Content & Tone	Delivery
Stage 1 — Soft Reminder	3–5 days past due	Friendly. Assumes oversight. States balance. Requests immediate payment. No legal language.	Email / SMS via GHL
Stage 2 — Formal Demand	10–15 days past due	Firm. References lease section. States cure period. Reserves all rights.	Certified Mail (CertifiedMailOnline)
Stage 3 — Final Notice	At/after cure period expiry	Attorney handoff language. States intent to pursue legal remedies. Copy to attorney.	Certified Mail + Attorney Copy

📊

Trigger — Admin Ops

Doorloop AR Report Shows Balance Past Due

Admin Ops reviews Doorloop accounts receivable report. Identifies tenant name, unit, current balance, number of days past due, and applicable lease section for default clause.

Doorloop

🤖

Claude AI Draft

Stage 1 — Soft Reminder Notice Drafted

Claude drafts soft reminder. Inputs required: tenant name, unit address, current balance, due date. Tone: friendly, assumes oversight, no legal language. Sends via GHL unified inbox (email + SMS).

Claude AIGoHighLevel

📋

Automated AUTO

GHL Task Created — Track Cure Period & Escalation Date

GHL creates a task with cure period deadline and next escalation date. Admin Ops assigned to monitor. All notice activity logged to the tenant's contact record.

GoHighLevel

❓

Decision Point

Balance Paid After Stage 1? (Within 10–15 days)

✓ YES — Paid

✅

Resolved

GHL Task Closed — Doorloop Updated

Payment confirmed in Doorloop. GHL delinquency task closed. Record updated. No further escalation.

DoorloopGoHighLevel

↑ NOT PAID — Escalate

🤖

Claude AI Draft

Stage 2 — Formal Demand Notice Drafted

Claude drafts formal demand. References specific lease section, states cure period, reserves all rights. Sent via CertifiedMailOnline for legal enforceability of delivery.

Claude AICertifiedMail

❓

Decision Point

Balance Paid Before Cure Period Expires?

✓ YES — Cured

✅

Resolved

GHL Task Closed — Matter Resolved

Cure confirmed. All GHL tasks closed. Doorloop balance reconciled. Notice history archived to contact record.

DoorloopGoHighLevel

✗ NOT CURED — Escalate

🤖

Claude AI Draft

Stage 3 — Final Notice + Attorney Handoff

Claude drafts final notice with attorney referral language. States intent to pursue legal remedies. Sent certified mail. Copy to designated attorney. GHL task fires attorney handoff automatically.

Claude AICertifiedMailGoHighLevel

Workflow 04 — Management Pipeline

Maintenance Request

Tenant-initiated maintenance requests flow from Doorloop portal through GHL task assignment to Field Ops — closed out in Doorloop with CapEx tracked if applicable.

TriggerDoorloop Tenant Portal

🏠

Doorloop

Tenant portal entry point

⚡

Zapier

Phase 2 bridge to GHL

🔧

Field Ops

Mobile app updates in field

💰

CapEx

Tracked if applicable

📱

Trigger — Tenant

Tenant Submits Maintenance Request via Doorloop Portal

Tenant logs into Doorloop tenant portal and submits a maintenance request with description, location, urgency level, and optional photos.

Doorloop

🔗

Automated — Phase 2 ZAPIER

Doorloop → GHL Notification via Zapier Bridge

Zapier (Phase 2) listens for Doorloop maintenance webhook. Fires notification to GHL with property address, unit, tenant name, and request details. Phase 1: Admin Ops manually creates GHL task from Doorloop dashboard.

ZapierGoHighLevelDoorloop

📋

Automated AUTO

GHL Task Assigned to Field Ops

GHL creates and assigns task to Field Ops with full context: property address, unit number, tenant name, request description, and urgency. Field Ops notified via GHL mobile app.

GoHighLevel

🔍

Manual — Field Ops

Field Ops Inspects & Assesses Request On-Site

Field Ops visits property. Assesses scope: Is this routine maintenance or a capital improvement? Coordinates with vendor if needed. Updates task status in GHL mobile app from the field in real time.

GoHighLevel

❓

Decision Point

Capital Improvement (CapEx) or Routine Maintenance?

✓ Routine Maintenance

🔧

Manual — Field Ops

Vendor Coordinated & Work Completed

Field Ops coordinates vendor, oversees repair. Work order closed in Doorloop. Cost logged to property expense record.

Doorloop

↑ CapEx — Over $5,000

📋

Manual — Principal Authorization

Owner Authorization Required

Capital projects exceeding $5,000 require separate owner authorization per management agreement scope. Principal contacts owner for written approval before work proceeds. Tracked as CapEx in Doorloop.

GoHighLevelDoorloop

✅

Close-Out

Work Order Closed in Doorloop — GHL Task Complete

Work order status updated to closed in Doorloop. GHL task marked complete. CapEx item tracked in property financials for owner reporting. Tenant notified of resolution.

DoorloopGoHighLevel

Workflow 05 — Management Pipeline

Lease Renewal / Expiry Alert

180-day window triggers proactive renewal outreach — from tenant conversation through amendment drafting, DocuSign execution, and Doorloop record update.

Trigger180-Day Doorloop Flag

📅

180 days

Lead time — expiry alert fires

📄

Claude

Renewal amendment drafted

✍️

DocuSign

Execution via GHL trigger

🔄

Doorloop

New term & rent updated

⏰

Trigger DOORLOOP

Doorloop Lease Expiration Flag Triggers at 180 Days

Doorloop monitors all active lease end dates. At 180 days prior to expiration, the system flags the lease for renewal review. Admin Ops notified.

Doorloop

📋

Automated AUTO

GHL Task Fires: "Initiate Renewal Conversation with Tenant"

GHL creates task assigned to Principal with tenant name, property address, current lease term end date, and current rent. 180-day window allows time for unhurried negotiation.

GoHighLevel

📞

Manual — Principal

Principal Contacts Tenant — Renewal Conversation

Principal initiates renewal discussion with tenant. Establishes: desire to renew, proposed new rent (at market, with escalation, or agreed fixed rate), new term length, any modifications to existing lease terms, and TI needs if applicable.

GoHighLevel

❓

Decision Point

Is Tenant Renewing?

✗ NOT Renewing — Vacating

📢

Manual — Admin Ops / Principal

Vacancy Listed — Leasing Pipeline Activated

Unit listed on Crexi / LoopNet ahead of lease expiry. GHL Brokerage Pipeline activated for new tenant search. Owner notified of upcoming vacancy and marketing strategy.

Crexi / LoopNetGoHighLevel

✓ YES — Renewing

🤖

Claude AI Draft

Renewal Amendment or New Lease Drafted

Claude drafts renewal amendment or full new lease. Inputs: tenant name, current lease reference, new term dates, new rent schedule (with escalations), any modifications. Principal reviews before sending.

Claude AI

📤

Automated AUTO

GHL Triggers DocuSign — Sent to All Parties

Principal-approved renewal document sent via DocuSign through GHL. Reminder sequence fires automatically if unsigned after 48 hours. All parties receive executed copy on completion.

GoHighLevelDocuSign

🔄

Manual — Admin Ops

Doorloop Updated — New Term & Rent Schedule

Admin Ops updates Doorloop with new lease term, commencement date, expiration date, new rent schedule with escalation dates, and any CAM changes. SAG earns renewal fee: typically ½ month's base rent. New 180-day expiry monitoring window resets automatically.

Doorloop

✅

Complete

Renewal Complete — Flywheel Continues

Tenant retained. Rent schedule updated. SAG renewal fee earned. Doorloop monitoring resets for next cycle. Stabilized asset NOI maintained — asset ready for future disposition through Stewardship Commercial brokerage arm.

DoorloopGoHighLevel

Workflow 06 — Management Pipeline

Monthly Owner Reporting

Every active owner receives a branded PDF report by the 5th of each month — delivered to their GHL Client Portal and emailed directly. Reports are customized per owner based on their noted priorities in GHL. All historical reports live in the portal as a running archive.

CadenceMonthly — 1st–5th

Report Contains

📊

YTD P&L

Year-to-date income vs. expenses

💵

Rent Collected vs. Billed

Current month + YTD collection rate

🔧

Maintenance & CapEx YTD

Total spend with CapEx flagged

Delivery

GHL Client Portal PDF Email

💡

Owner Customization — GHL Contact Record

Each owner's GHL contact record should include a Reporting Preferences custom field noting what they care about most (e.g. "NOI focus," "wants CapEx detail," "highlight delinquencies"). Claude uses this when formatting each owner's report — same 3 data points, different emphasis and narrative. This is what separates a generic Doorloop export from a Stewardship-branded owner experience.

📅

1st–5th

Report delivered each month

🔐

Portal

Full archive in GHL Client Portal

⏱

48 hrs

Follow-up task if unopened

🎨

Branded

Full Stewardship SAG branding

📅

Trigger — Scheduled MONTHLY

Month-End Hits — GHL Task Fires to Admin Ops

On the 1st of each month, GHL fires a recurring task to Admin Ops: "Pull owner reports for [Month] — due by the 5th." Task includes the list of all active owner clients. One report cycle per property per month.

GoHighLevel

📊

Manual — Admin Ops

Pull 3 Reports from Doorloop Per Owner

Admin Ops pulls from Doorloop for each active owner: (1) YTD P&L report, (2) Rent collected vs. billed — current month and YTD, (3) Maintenance & CapEx spend YTD. Exported as PDF or data summary. Phase 2: Zapier automates this Doorloop data pull and pushes to GHL.

DoorloopZapier (Phase 2)

🤖

Claude AI — Branded Report

Claude Formats Branded Owner Report (Per Owner Profile)

Claude takes the 3 Doorloop data pulls and formats a clean, branded Stewardship Asset Group PDF report. Inputs: owner name, property address, reporting month, the 3 data sets, and reporting preferences from the owner's GHL contact record. Output: a polished branded PDF — same structure, customized narrative and emphasis per owner. Not a raw Doorloop export.

Claude AI

✅

Manual — Principal Review

Principal Reviews Report Before Delivery

Principal does a quick review of each report — checks numbers match, tone is appropriate, and no surprises for the owner before it goes out. Any delinquency or CapEx issue worth flagging gets a brief note added. Approved report saved to owner's GHL record.

GoHighLevel

🔐

Automated AUTO

PDF Pushed to Owner's GHL Client Portal

Approved PDF is uploaded to the owner's GHL Client Portal. Owner receives a portal notification. All prior month reports remain in the portal — owners always have access to their full reporting history under Stewardship branding. No Doorloop login required.

GoHighLevel

📧

Automated AUTO

Branded Email Sent via GHL — PDF Attached

GHL fires a branded Stewardship Asset Group email to the owner with the PDF attached and a summary note. Subject line: "[Property Address] — [Month] Owner Report." Email links to their Client Portal for full archive access. GHL tracks open and click events.

GoHighLevel

❓

Decision Point

Email Opened Within 48 Hours?

✓ YES — Opened

✅

Complete

Delivery Logged — Task Closed

GHL logs the open event to the owner's contact record. Reporting cycle complete. If owner replies with questions, GHL unified inbox captures it and fires a task to the Principal to respond.

GoHighLevel

✗ NOT Opened

🔔

Automated AUTO

Follow-Up Task Fires — 48hr No-Open Alert

GHL fires an internal task to Admin Ops: "Owner [Name] has not opened their [Month] report — follow up by phone or SMS." Simple check-in ensures every owner is reached and reports don't go unreviewed.

GoHighLevel

Workflow 07 — Management Pipeline

New Tenant Onboarding

Starts at signed lease — covers Google Drive archive, GHL contact creation, full Doorloop setup, COI verification, portal activation, and contact sheet delivery. Tenant is not considered fully onboarded until every step is verified complete.

TriggerDocuSign — Lease Signed

Onboarding Checklist — All Must Be Complete Before Portal Invite Fires

📁

Lease uploaded to Google Drive

👤

GHL contact created & matched

🏠

Doorloop record fully built

💰

Security deposit + late fee logged

📅

Full rent schedule built

📄

Lease uploaded to Doorloop

🛡️

COI received & verified

📞

Contact sheet + emergency protocol sent

✍️

DocuSign

Signed lease is the trigger

👤

GHL + Doorloop

Contact matched across both

🛡️

COI

Uploaded to Doorloop portal

🔐

Portal

Invite only after QC complete

✍️

Trigger DOCUSIGN

Lease Fully Executed via DocuSign — All Parties Signed

DocuSign completion event fires. All parties have signed. Executed lease PDF auto-attaches to the deal record in GHL. Admin Ops notified. Onboarding sequence begins immediately.

DocuSignGoHighLevel

📁

Manual — Admin Ops

Executed Lease Uploaded to Google Drive Property Archive

Admin Ops uploads the signed lease PDF to the property's dedicated Google Drive archive folder. Naming convention: [Property Address] — [Tenant Name] — Lease — [Execution Date]. This is the permanent executed document record — separate from Doorloop and GHL.

Google Drive

👤

Manual — Admin Ops

GHL Contact Record Created & Matched to Tenant

Admin Ops creates or updates the tenant's GHL contact record with: full legal name and entity, mobile number, email address, property address, unit number, and lease start date. Contact tagged as "Tenant" and linked to the property owner record. This ensures all inbound calls, texts, and emails from the tenant are matched to their record automatically — nothing falls into the GHL inbox unidentified.

GoHighLevel

📱

Automated AUTO

GHL Fires Welcome SMS + Email to Tenant

GHL sends a branded Stewardship Asset Group welcome message to the tenant via SMS and email confirming the lease is executed, introducing the team, and setting expectations for the onboarding steps ahead. Confirms lease commencement date and first rent due date.

GoHighLevel

🏠

Manual — Admin Ops

Doorloop Tenant Record Fully Built Out

Admin Ops builds the complete tenant record in Doorloop. All of the following must be completed before moving forward:

Full tenant contact info logged — name, entity, phone, email
Unit linked to property and tenant record
Lease term entered — commencement date, expiration date
Full rent schedule built — all periods, escalation dates, and amounts
Security deposit charge logged — amount per lease
Late fee policy entered — per lease terms
Executed lease PDF uploaded to Doorloop document record

Doorloop

❓

Decision Point

Does the Lease Require Tenant to Carry Insurance (COI)?

✓ YES — COI Required

🛡️

Manual — Admin Ops

COI Request Sent — Tenant Uploads to Portal

Admin Ops sends COI requirement to tenant via GHL with coverage minimums per lease. Tenant uploads their Certificate of Insurance to their Doorloop portal. Admin Ops verifies: correct coverage amounts, Stewardship Asset Group listed as additional insured, and policy expiration date tracked for renewal. COI logged to Doorloop document record.

GoHighLevelDoorloop

✗ NO — Not Required

➡️

Continue

COI Step Skipped — Proceed to QC

Lease does not require tenant insurance. Note this in Doorloop tenant record and proceed directly to QC check.

Doorloop

✅

Manual — Admin Ops QC Gate

Full Onboarding QC Check — All Items Verified Before Portal Invite

Admin Ops runs through the full checklist before triggering the portal invite. No partial onboarding — tenant does not get portal access until setup is 100% complete. Checklist: lease in Google Drive ✓, GHL contact matched ✓, Doorloop record complete ✓, rent schedule verified ✓, security deposit logged ✓, late fee entered ✓, lease in Doorloop ✓, COI received (if required) ✓.

DoorloopGoHighLevel

🔐

Manual Trigger → Auto Send DOORLOOP

Tenant Portal Invite Sent from Doorloop

Once QC is confirmed, Admin Ops triggers the tenant portal invitation from Doorloop. Tenant receives email with portal login setup link. Portal gives them access to: rent payment, maintenance request submission, lease documents, and COI upload. This is the Doorloop portal — separate from owner-facing GHL portal.

Doorloop

🤖

Claude AI Draft

Contact Sheet + Emergency Protocol Drafted & Delivered

Claude drafts the tenant contact and emergency protocol document. Inputs: property address, unit, Admin Ops contact info, Field Ops contact info, Principal contact, after-hours emergency number, maintenance request process (Doorloop portal), and any property-specific protocols (e.g. HVAC shutoffs, utility contacts, parking rules). Delivered to tenant via GHL email and uploaded to their Doorloop portal documents.

Claude AIGoHighLevelDoorloop

✅

Automated AUTO

GHL Onboarding Complete — Task Fires to Principal

GHL fires a task to the Principal: "New tenant onboarding complete for [Tenant Name] at [Property Address] — confirm keys/access delivered." Principal closes out the task once physical access is confirmed. Tenant record in GHL status updated to "Active Tenant." Doorloop lease expiry monitoring begins — Workflow 5 (Lease Renewal) 180-day clock starts.

GoHighLevelDoorloop

Workflow 08 — Management Pipeline

CAM Reconciliation

Annual Q1 process — prior calendar year. Actual CAM expenses are reconciled against each tenant's estimated CAM payments. Claude calculates pro-rata share per tenant, checks lease-specific CAM caps, and produces per-tenant reconciliation reports. Charges or credits are posted to each Doorloop ledger. Unpaid balances escalate to Workflow 3.

CadenceAnnual — Q1

The CAM Reconciliation Formula — Per Tenant

A

Total Actual CAM

Full property expenses for the year

×

B

Pro-Rata Share %

Tenant SF ÷ Total GLA

−

C

CAM Paid YTD

Estimated payments made

=

Balance

+ Owed by Tenant

− Credit to Tenant

CAM Cap Note: Some leases cap controllable CAM expenses (typically 10–15% of prior year controllable costs). Cap is lease-specific — must be pulled from each tenant's individual lease terms before calculation. Claude checks and applies cap where applicable.

📅

Q1 Annual

Prior calendar year reconciliation

📊

2 Reports

Expense report + payment ledger

🤖

Claude

Calculates + drafts per tenant

⚖️

Lease-Specific

CAM cap checked per tenant

📅

Trigger — Scheduled Q1 ANNUAL

GHL Recurring Task Fires January 1st — "CAM Reconciliation Due Q1"

GHL fires an annual recurring task to Admin Ops on January 1st of each year: "Begin CAM reconciliation for [prior year] — all NNN and modified gross leases." Task lists all active properties requiring reconciliation based on lease types in Doorloop. Target completion: by end of Q1.

GoHighLevel

📊

Manual — Admin Ops

Pull 2 Doorloop Reports Per Property

Admin Ops pulls both reports from Doorloop for each property being reconciled:

Report 1 — CAM Expense Report: All actual operating/CAM expenses for the prior calendar year. Categorized by expense type (insurance, taxes, maintenance, management fee, etc.).
Report 2 — Tenant CAM Payment Ledger: All estimated CAM payments made by each tenant throughout the year. Shows what each tenant actually paid month by month.

Doorloop

📄

Manual — Admin Ops

Pull Lease Terms for Each Tenant

Admin Ops pulls the executed lease for each tenant from the Google Drive property archive. For each tenant, note: square footage, CAM inclusions and exclusions, whether a CAM cap applies and at what % threshold, and any audit rights the tenant holds. These inputs go directly to Claude for the reconciliation calculation.

Google DriveDoorloop

🤖

Claude AI — Calculation + Report Draft

Claude Runs CAM Calculation + Compiles Per-Tenant Reconciliation Report

Claude receives the Doorloop expense report, tenant payment ledgers, and lease terms and produces two outputs:

Property-Level CAM Summary: Total actual CAM for the year, total GLA, breakdown of expense categories, and a table showing every tenant's pro-rata share, amount paid, and balance at a glance.
Per-Tenant Reconciliation Report/Letter: One per tenant. Shows their SF, pro-rata % share, total allocated CAM (with cap applied if applicable per their lease), estimated CAM paid throughout the year, and the final balance — clearly stated as amount owed or credit due.

Claude AI

❓

Decision Point — Per Tenant

Does This Tenant's Lease Have a CAM Cap?

Checked individually for every tenant before finalizing their reconciliation number. Cap is lease-specific — not all tenants in the same property will have the same terms.

✓ YES — Cap Applies

🤖

Claude AI

Cap Applied — Controllable Expenses Limited Per Lease

Claude applies the tenant's specific CAM cap to controllable expenses before calculating their final allocation. Non-controllable expenses (taxes, insurance) are excluded from the cap per standard practice. Revised balance calculated with cap applied and noted clearly in the tenant's report.

Claude AI

✗ NO — No Cap

➡️

Continue

Full Pro-Rata Share Applied — No Cap Adjustment

Tenant's full pro-rata share of actual CAM expenses is used as calculated. Balance confirmed and report finalized.

Claude AI

✅

Manual — Principal Review

Principal Reviews All Calculations + Reports Before Sending

Principal reviews the property-level summary and every per-tenant reconciliation report. Verifies: expense totals match Doorloop, pro-rata percentages are correct, CAM caps applied properly where required, and balances are accurately stated. No reconciliation letters go out without Principal sign-off. Approved reports saved to Google Drive property archive.

GoHighLevelGoogle Drive

📧

Manual Trigger → Auto Send GHL

Reconciliation Letters Sent to Each Tenant via GHL

Admin Ops sends each tenant their reconciliation letter and report through the GHL unified inbox. Each tenant receives only their own report — not the property-level summary. GHL tracks open and delivery. Letter states the balance clearly with a payment due date if owed, or confirms credit will be applied to their ledger.

GoHighLevel

❓

Decision Point — Per Tenant

Balance Due from Tenant or Credit Owed to Tenant?

+ Balance Due — Tenant Owes

💰

Manual — Admin Ops

CAM True-Up Charge Posted to Tenant Doorloop Ledger

Admin Ops posts the CAM true-up charge to the tenant's Doorloop ledger. Charge labeled clearly: "CAM Reconciliation — [Prior Year] True-Up." GHL task created to track payment by the due date stated in the reconciliation letter.

DoorloopGoHighLevel

− Credit Due — Tenant Overpaid

✅

Manual — Admin Ops

CAM Credit Posted to Tenant Doorloop Ledger

Admin Ops posts a credit to the tenant's Doorloop ledger. Credit labeled: "CAM Reconciliation — [Prior Year] Credit." Credit applied against next month's charges. Tenant notified via GHL. No payment collection needed — move to closed.

DoorloopGoHighLevel

❓

Decision Point — Balance Due Tenants Only

CAM True-Up Balance Paid by Due Date?

✓ YES — Paid

✅

Complete

GHL Task Closed — Doorloop Reconciled

Payment confirmed in Doorloop. GHL CAM reconciliation task closed. Property-level CAM summary archived to Google Drive. Reconciliation cycle complete for the year.

DoorloopGoHighLevelGoogle Drive

✗ NOT Paid — Escalate

🔴

Escalate → Workflow 3

Unpaid CAM Balance Escalates to Delinquency Workflow

Unpaid CAM true-up balance treated as a delinquency. Workflow 3 (Tenant Delinquency) triggered — 3-stage notice sequence begins. CAM balance referenced in all notices. Indiana commercial lease law governs cure period and enforcement.

GoHighLevelCertifiedMail

Workflow 09 — Management Pipeline

Tenant Move-Out / Offboarding

Two entry points — voluntary non-renewal or post-eviction/delinquency. Both paths converge at the move-out inspection. Covers condition report comparison, security deposit reconciliation, Indiana 45-day deposit return law, Doorloop closeout, and unit turnover for re-leasing.

Two Entry PointsNotice or Post-Eviction

⚖️

Indiana Law — Security Deposit

Landlord has 45 days from lease termination to return the security deposit with an itemized written statement of deductions. Failure to comply forfeits the right to withhold any portion. This deadline is hard-coded into GHL task at the moment of lease termination. No exceptions.

⚠️

Workflow 7 Gap — Move-In Condition Report

This workflow compares move-out condition against the move-in condition report. That report must be completed and uploaded to the tenant's Doorloop record during Workflow 7 (New Tenant Onboarding). Without a documented baseline, you cannot legally defend security deposit deductions. Add a move-in inspection step to Workflow 7.

🔀

2 Triggers

Non-renewal or post-eviction

🔍

Field Ops

Conducts inspection (tenant not required)

⏱

45 Days

Indiana deposit return deadline

🤖

Claude

Drafts disposition letter

Two Entry Points — Both Converge at Move-Out Inspection

PATH A — Voluntary Non-Renewal

📋

Trigger — From Workflow 5 AUTO

Tenant Provides Written Non-Renewal Notice

Tenant notifies SAG they will not be renewing. Written notice received and logged to GHL record. Lease end date confirmed. GHL task fires: "Begin move-out prep — [Tenant] vacating [date]."

GoHighLevel

📧

Manual — Admin Ops

Move-Out Notification Sent to Tenant

Admin Ops sends tenant a formal move-out notice via GHL confirming: lease end date, key return instructions, inspection process, and that they are not required to be present for the inspection as long as this notice has been received. Sets expectations clearly and protects SAG legally.

GoHighLevel

🏢

Manual — Admin Ops / Principal

Unit Listed for Re-Leasing Immediately

Vacancy listed on Crexi and LoopNet ahead of lease expiry. GHL Brokerage Pipeline activated for new tenant. Owner notified of upcoming vacancy and estimated turnover timeline.

Crexi / LoopNetGoHighLevel

🔑

Manual — Field Ops

Keys + Access Returned on Lease End Date

Tenant returns all keys, access cards, and parking passes on or before lease end date. Field Ops confirms and logs to GHL. Lease formally terminated. 45-day deposit return clock starts here.

GoHighLevel

PATH B — Post-Eviction / Delinquency

⚖️

Trigger — From Workflow 3 POST-EVICTION

Attorney Confirms Possession Recovered

Following Workflow 3 escalation and legal proceedings, attorney confirms unit possession has been recovered. Keys surrendered or unit abandoned. GHL task fires: "Unit vacant — begin move-out inspection immediately."

GoHighLevel

📋

Manual — Admin Ops

Final Account Statement Pulled from Doorloop

Full outstanding balance confirmed from Doorloop: unpaid rent, CAM, late fees, court costs if applicable. This balance is factored into security deposit disposition — deposit almost certainly withheld in full with balance potentially exceeding deposit amount.

Doorloop

🏢

Manual — Admin Ops / Principal

Unit Listed for Re-Leasing Immediately

Unit listed on Crexi and LoopNet immediately. Owner notified of vacancy and situation. Turnover timeline estimated pending inspection findings.

Crexi / LoopNetGoHighLevel

↓ Both Paths Converge Here ↓

🔍

Manual — Field Ops

Move-Out Inspection Conducted — Condition Report Completed

Field Ops conducts a thorough move-out inspection of the unit. Tenant notification has been sent — tenant presence is not required. Field Ops documents: overall condition room by room, photos of all areas, any damage beyond normal wear and tear, HVAC filter condition, utilities status, and any items left behind. Formal condition report completed and uploaded to Doorloop and Google Drive property archive.

DoorloopGoogle DriveGoHighLevel

📋

Manual — Admin Ops / Principal

Move-Out Condition Compared to Move-In Condition Report

Move-out condition report is compared side by side against the move-in condition report on file in Doorloop. Any discrepancies are categorized: normal wear and tear (not chargeable) vs. damage beyond normal use (chargeable). Cost estimates obtained for any chargeable items. This comparison is the legal foundation for any deposit deductions.

Doorloop

❓

Decision Point

Damage Beyond Normal Wear & Tear — OR — Outstanding Balance?

Deductions Apply

🤖

Claude AI Draft

Security Deposit Disposition Letter — Partial or Full Withhold

Claude drafts an itemized security deposit disposition letter. Inputs: tenant name, property address, deposit amount held, itemized deductions (damage repair costs, unpaid rent/CAM/fees if applicable), net amount returned or balance still owed. Indiana-compliant language. Sent certified mail within 45-day deadline.

Claude AICertifiedMail

Full Return — No Deductions

🤖

Claude AI Draft

Security Deposit Return Letter — Full Amount

Claude drafts a full deposit return letter confirming no deductions, unit left in acceptable condition, and full deposit amount being returned. Clean record for the tenant. Sent with the deposit return check or ACH transfer.

Claude AI

✅

Manual — Principal Review

Principal Reviews Disposition Letter + Deductions Before Sending

Principal reviews Claude's disposition letter and all itemized deductions. Confirms: amounts are accurate, categorization is defensible, and letter is sent within the 45-day Indiana law deadline. Approved letter saved to Google Drive property archive and Doorloop tenant record.

GoHighLevelGoogle Drive

📬

Manual Action — Hard Deadline 45 DAYS

Deposit Return + Disposition Letter Sent — Within 45-Day Deadline

Deposit returned (full or net of deductions) via check or ACH. Disposition letter sent certified mail to tenant's last known address. GHL task auto-created at lease termination date with 45-day countdown — task escalates to Principal if approaching deadline without completion.

CertifiedMailGoHighLevel

📊

Manual — Admin Ops

Final Account Statement Reconciled + Doorloop Record Closed

Admin Ops generates the final account statement from Doorloop. All charges, credits, and deposit disposition are reconciled. Any remaining balance beyond the deposit (Path B eviction scenarios) noted for potential collections referral. Tenant record status updated to "Past Tenant" in Doorloop. Lease marked as terminated.

Doorloop

👤

Manual — Admin Ops

GHL Contact Status Updated to "Former Tenant"

GHL contact record updated — status tagged "Former Tenant," lease end date logged, property record updated to vacant. All move-out documentation archived to the contact record. Unit now fully available in GHL and Doorloop for new tenant onboarding (Workflow 7) when re-leased.

GoHighLevel

✅

Complete

Move-Out Complete — Unit Ready for Turnover & Re-Leasing

All move-out tasks closed in GHL. Owner notified of unit status, turnover condition, and estimated timeline to re-lease. Unit active on Crexi/LoopNet (listed in earlier step). New tenant inquiry flow active through Stewardship Commercial brokerage pipeline — Workflow 7 (New Tenant Onboarding) ready to fire when lease is executed.

GoHighLevelCrexi / LoopNet

Team — Week 1

Your People & Their First Week

Role clarity and Week 1 action steps for each team member. Each card is their personal playbook — what they own, what they're doing this week, and how they know they're done.

Stewardship · Week 1

Amanda

Client Strategy & Communications · Starting Now

Your Role in One Sentence

You are the human layer — you make sure every owner and client feels known, not just processed.

What You Own Right Now

Your two response templates — drafted, reviewed by principal, and ready to go live the day GHL is set up

Both brands, cold — you know what each one does, who the client is, and how to describe it in one sentence

The workflow doc — you've read it, you understand how leads and clients move through the system, and you know where you show up in each flow

Your questions list — anything unclear about tone, clients, or communication style gets surfaced at the first check-in

Your 3 Things This Week

1

Read the workflow doc — understand both brands

Go to stewardshipworkflow.netlify.app and read through all 9 workflows. Focus on where communication happens — who hears from us, when, and why. Also review the Stewardship shared drive to understand how the two brands are different from each other.

you can describe each brand's typical client in one sentence without looking at notes

Mark as done

2

Draft your two inbound response templates in Google Docs

Write two short response templates in a Google Doc saved to the Stewardship shared drive — one for a new brokerage inquiry, one for a new owner management inquiry. These go out after the auto-acknowledgment when you're adding a personal touch. Your voice, warm and clear. They don't need to be perfect — they need to be ready for principal review.

both templates saved to the shared drive and shared with principal for review

Mark as done

3

Come to the first check-in with your templates and your questions

Bring your two draft templates and a short list of anything that's unclear — about tone, about the clients, about how you're expected to show up. The check-in is where we align on voice and expectations before anything goes live. One thing to know: GHL isn't available yet, so your work this week is prep, not execution.

templates reviewed with principal, at least one revision made, and you know what "on-brand" sounds like for each brand

Mark as done

Stewardship · Week 1

Tim

Operations & Systems Execution · Starting Now

Your Role in One Sentence

You make sure the machine runs clean — every task closed, every record accurate, every workflow firing the way it should.

What You Own Right Now

Doorloop audit — you know exactly what's been entered, what's missing, and what needs to be fixed before we go live

The GHL Phase 1 build plan — a clear, sequenced checklist of everything that needs to be configured before launch, built in Google Docs

The workflow doc — you've read every workflow and understand exactly what the system is supposed to do when it's fully running

Your blockers list — anything you can't move forward on without a decision from principal is named and ready to surface at check-in

Your 3 Things This Week

1

Work through the Doorloop Audit in this hub — all three properties

Open the Properties page in this hub and click into each tenant row. For every tenant, check off the 7 fields: Lease Uploaded, Tenant Portal, Contact Info, Rent Schedule, Security Deposit, Payment/ACH, Insurance/COI. Go property by property — Liberty Square first, then Michigan City, then Surgical Center. Don't leave a row without marking at least what you know. The hub saves your progress automatically.

every tenant row has been opened and every field marked — the progress bar for each property is as complete as it can be right now

Mark as done

2

Go into Doorloop and start entering what's missing — one tenant at a time

Once you've flagged what's missing in the hub, open Doorloop and start filling it in. Prioritize: contact info first (name, phone, email), then rent schedule, then lease upload. You don't need to finish everything — the goal is to make real progress. Update the hub checklist as you go so there's a live record of where things stand. Credentials are in the Stewardship shared drive.

at least one property has all tenant contact info entered and rent schedules confirmed in Doorloop — hub reflects it

Mark as done

3

Pull the Missing Items Report and bring it to check-in

At the bottom of the Properties page, hit the "📋 Missing Items Report" button. Review the tabs — Missing, Incomplete, Not Checked. Export the CSV. That's your check-in deliverable. Also flag any critical lease situations you noticed during the audit (expired leases, tenants with no lease on file) — those need a principal decision, not just a Doorloop entry.

CSV exported, critical lease flags named, and you can walk principal through exactly what's missing and what needs a decision vs. what you can just enter

Mark as done

Stewardship Asset Group

Commercial Property Management · Northwest Indiana

Owner Inquiry

Your property.
Managed properly.

Stewardship Asset Group handles the full lifecycle of commercial property management — from tenant relations and maintenance to owner reporting and lease administration — so you can own without the overhead.

📋

Full-service management — leases, maintenance, CAM reconciliation, and monthly reporting handled end to end

📊

Monthly owner reports — YTD P&L, rent collected vs. billed, and maintenance summary delivered to your portal every month

🏢

Northwest Indiana specialists — we know the corridor, the tenants, and the market

⚡

You hear from us first — every maintenance request, lease event, and tenant issue gets a response within 24 hours

Get Started

Tell us about your property

Fill out the form below and we'll follow up within one business day to learn more about your property and how we can help.

First Name

Last Name

Email Address

Mobile Phone

Property Address

Property Type

Number of Units / Suites

Anything else we should know? (Optional)

No obligation · We respond within one business day
Questions? Email info@stewardshipassetgroup.com

✓

We've got your inquiry.

Thank you — someone from Stewardship will be in touch within one business day.

In the meantime, if you have an urgent question, email us at
info@stewardshipassetgroup.com

Stewardship Commercial

Commercial Real Estate · Northwest Indiana

Brokerage Inquiry

The right deal.
Done right.

Stewardship Commercial represents buyers, sellers, landlords, and tenants across the Northwest Indiana commercial corridor. Whether you're acquiring, disposing, or looking for space — we know the market and we move with purpose.

🏢

Buyer & seller representation — investment acquisitions, dispositions, and 1031 exchanges handled with precision

📄

Tenant & landlord leasing — NNN, gross, and modified gross leases across retail, office, and industrial

📍

Northwest Indiana specialists — deep market knowledge from Valparaiso to Hammond and everywhere in between

⚡

Responsive and direct — you work with a principal, not an assistant. Every inquiry gets a personal response.

Start Here

Tell us what you're looking for

Fill out the form below and we'll follow up within one business day to discuss your situation and how we can help.

I am a...

Buyer

Seller

Tenant / Looking for Space

Landlord / Have Space

First Name

Last Name

Email Address

Mobile Phone

Property Type

Timeline

Tell us more about what you need (Optional)

No obligation · We respond within one business day
Questions? Email info@stewardshipcre.com

✓

Inquiry received.

Thank you — someone from Stewardship Commercial will be in touch within one business day.

For urgent matters, email us at
info@stewardshipcre.com

Stay Connected

Receive Updates from Stewardship

Enter your information below to receive property updates, owner reports, and communications from Stewardship Asset Group via text message and email. You can opt out at any time.

Full Name

Mobile Phone Number

Email Address

Property Address (Optional)

Message Types You May Receive Property management updates · Owner report notifications · Maintenance request status · Rent & lease reminders · Document execution alerts · General business communications from Stewardship Asset Group LLC

Message & data rates may apply · Reply STOP to unsubscribe · Reply HELP for help
Privacy Policy · Terms of Service

✓

You're all set.

Thank you for opting in. You'll hear from us at the number and email you provided.

To stop receiving messages at any time, simply reply STOP to any text.

Legal

Privacy Policy

Effective Date: March 2026 · Stewardship Asset Group LLC · Northwest Indiana

Stewardship Asset Group LLC ("Stewardship," "we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, submit an inquiry, or communicate with us — including via SMS text messaging. By using our services or submitting your contact information, you agree to the practices described below.

1. Information We Collect

We collect the following categories of personal information:

Personal Identifiers: Name, email address, phone number, mailing address
Business Information: Property address, property type, ownership structure, investment goals
Communication Records: Messages sent via web form, SMS, email, or phone
Usage and Technical Data: Browser type, IP address, device type, pages visited, time on site, and referral source
Cookie Data: Data collected through cookies and similar tracking technologies (see Section 6 below)

2. How We Use Your Information

We use the information we collect to:

Respond to inquiries about property management or commercial real estate services
Send updates, owner reports, and communications related to your property or account
Send SMS text messages and email communications you have consented to receive
Fulfill obligations under any management agreement or service contract
Improve our website, services, and internal operations
Comply with applicable laws and regulations
Protect against fraud, unauthorized access, and other illegal activities

3. SMS and Mobile Communications

    SMS Opt-In: By providing your mobile phone number and opting in through our web form, you expressly consent to receive recurring automated and manually sent SMS text messages from Stewardship Asset Group LLC. These messages may include property updates, maintenance notifications, owner reporting reminders, lease communications, and general business updates.

    Message Frequency: Message frequency varies based on your account and service activity.

    Message & Data Rates: Standard message and data rates may apply depending on your mobile carrier and plan.

    Opt-Out: You may opt out of SMS communications at any time by replying STOP to any message. After opting out, you will receive one final confirmation message and no further SMS messages will be sent.

    Help: To receive assistance, reply HELP to any message or contact us at info@stewardshipassetgroup.com.

    Mobile Information Sharing: We do not sell, share, rent, or transfer your mobile phone number or SMS opt-in data to third parties or affiliates for their own marketing purposes. Mobile opt-in information is used solely for communications you have consented to receive from Stewardship Asset Group LLC. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

4. How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following limited circumstances:

Service Providers: Trusted vendors who assist in operating our business (CRM, property management software, document management, email services) — all bound by confidentiality obligations and prohibited from using your data for their own purposes
Legal Requirements: When required by law, court order, subpoena, or governmental authority
Business Transfers: In connection with a merger, acquisition, or sale of company assets — you will be notified via email and/or a prominent notice on our website
With Your Consent: For any other purpose only with your explicit written permission

5. User Rights

You have the following rights regarding your personal information:

Right to Access: Request a copy of the personal information we hold about you
Right to Correction: Request correction of inaccurate or incomplete information
Right to Deletion: Request deletion of your personal information, subject to legal retention requirements
Right to Opt-Out of SMS: Opt out at any time by replying STOP to any text message
Right to Opt-Out of Email Marketing: Unsubscribe at any time via the link in any marketing email
Right to Data Portability: Request your data in a portable, machine-readable format where technically feasible

To exercise any of these rights, contact us at info@stewardshipassetgroup.com with the subject line "Privacy Request."

6. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to improve your browsing experience and analyze site usage. Cookies are small data files stored on your device.

We use the following types of cookies:

Essential Cookies: Required for the website to function properly. These cannot be disabled.
Analytics Cookies: Help us understand how visitors interact with our website (e.g., pages visited, time on site, traffic sources). This data is aggregated and anonymous.
Preference Cookies: Remember your settings and preferences for future visits.

You can control cookie settings through your browser preferences. Disabling certain cookies may affect website functionality. We do not use cookies to serve third-party advertising.

7. Data Security and Handling

We implement industry-standard administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, alteration, or disclosure. These measures include:

Encrypted data transmission (SSL/TLS) on all web forms and communications
Access controls limiting personal data to authorized personnel only
Secure, cloud-based systems with regular security updates
Confidentiality agreements with all service providers who handle personal data

While we take reasonable precautions, no method of electronic transmission or storage is 100% secure. In the event of a data breach affecting your personal information, we will notify you as required by applicable law.

8. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this policy, maintain our business records, and comply with legal obligations. When information is no longer needed, we securely delete or anonymize it. SMS opt-in records are retained for a minimum of four years as required by telecommunications compliance regulations.

9. Children's Privacy

Our services are intended for adults aged 18 and older. We do not knowingly collect personal information from individuals under 18. If we become aware that we have inadvertently collected data from a minor, we will delete it promptly.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies before providing any personal information.

11. Changes to This Policy

We may update this Privacy Policy periodically. When changes are made, we will update the effective date above and, for material changes, notify you via email or a prominent notice on our website. Continued use of our services after changes constitutes your acceptance of the updated policy.

12. Governing Law

This Privacy Policy is governed by the laws of the State of Indiana, without regard to its conflict of law provisions.

Contact Us — Privacy Requests Stewardship Asset Group LLC
Northwest Indiana
Email: info@stewardshipassetgroup.com
Subject Line: "Privacy Request"
For SMS opt-out: Reply STOP to any text message

Legal

Terms of Service

Effective Date: March 2026 · Stewardship Asset Group LLC · Northwest Indiana

These Terms of Service ("Terms") govern your access to and use of the services, website, and communications provided by Stewardship Asset Group LLC ("Stewardship," "we," "our," or "us"). By engaging our services, submitting an inquiry, or opting in to receive communications, you agree to be bound by these Terms.

1. Age Restriction

You must be at least 18 years of age to use our services, submit an inquiry, or opt in to receive SMS or email communications from Stewardship Asset Group LLC. By using our services or submitting your information, you represent and warrant that you are 18 years of age or older. We do not knowingly collect information from or direct communications to individuals under the age of 18. If we discover that a person under 18 has provided us with personal information or opted into communications, we will promptly delete that information and terminate any associated communications.

2. SMS Text Message Communications

    Description of SMS Use Cases: By opting in, you consent to receive SMS text messages from Stewardship Asset Group LLC for the following purposes:
    Property management updates and owner communications
Maintenance request status and completion notifications
Rent collection reminders and payment confirmations
Lease renewal notices and document execution reminders
Monthly owner report delivery notifications
General business updates and service announcements
Responses to inquiries submitted through our website or forms

    Message Frequency: Message frequency varies based on your account activity and service level. You may receive multiple messages per month.

    Message & Data Rate Disclosure: Standard message and data rates may apply. Rates are determined by your mobile carrier and your individual plan. Stewardship Asset Group LLC does not charge for SMS messages, but your carrier may. Contact your carrier for details on applicable rates.

    Opt-Out Instructions: You may opt out of SMS messages at any time by replying STOP to any text message from us. After receiving your STOP request, we will send one final confirmation message and you will receive no further SMS communications. To re-subscribe at any time, reply START.

    Customer Support Contact: For help with SMS communications, reply HELP to any message, or contact us directly at:

    Email: info@stewardshipassetgroup.com

    Subject: "SMS Help"

    Carrier Liability Disclaimer: Stewardship Asset Group LLC and mobile carriers (including but not limited to AT&T, Verizon, T-Mobile, and Sprint) are not liable for delayed or undelivered messages. Delivery of SMS messages is subject to effective transmission by your mobile carrier and is outside the control of Stewardship Asset Group LLC. We are not responsible for any delays, failures, or errors in SMS delivery caused by your carrier or network conditions.

    Consent Not Required: Consent to receive SMS messages is not a condition of receiving property management services or any other service from Stewardship Asset Group LLC.

3. Services

Stewardship Asset Group LLC provides commercial real estate property management services in Northwest Indiana and surrounding areas. Our services may include:

Commercial property management and leasing oversight
Tenant relations, rent collection, and lease administration
Maintenance coordination and vendor management
Owner reporting and financial statement preparation
CAM reconciliation and operating expense management

The specific scope of services for any individual client is governed by a separate written Management Agreement. These Terms apply to your general use of our website and communications.

4. Use of Our Website

You agree to use our website only for lawful purposes and in a manner consistent with these Terms. You may not:

Use the website in any way that violates applicable local, state, or federal law
Transmit unsolicited or unauthorized advertising or promotional material
Attempt to gain unauthorized access to any part of our website or systems
Engage in any conduct that restricts or inhibits use of the website by others
Use automated tools to scrape, crawl, or extract content from our website

5. Intellectual Property

All content on our website — including text, graphics, logos, and design elements — is the property of Stewardship Asset Group LLC and protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works without express written permission.

6. No Real Estate Brokerage Services

Stewardship Asset Group LLC provides property management services. Real estate brokerage and transaction services are provided separately through Stewardship Commercial, a licensed real estate brokerage. Nothing on this website constitutes an offer to buy or sell real property or licensed brokerage services unless separately contracted through the appropriate licensed entity.

7. Disclaimers

Our website and communications are provided on an "as is" and "as available" basis without warranties of any kind, express or implied. Information provided is for general informational purposes only and does not constitute legal, financial, or investment advice.

8. Limitation of Liability

To the fullest extent permitted by law, Stewardship Asset Group LLC shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of our website or services. Our total liability for any claim shall not exceed the amount paid by you to us in the three months preceding the claim.

9. Carrier Liability

Mobile carriers are not liable for delayed or undelivered messages. Neither Stewardship Asset Group LLC nor any wireless carrier guarantees that messages will be delivered. Transmission is subject to availability of the carrier network and other technical factors beyond our control.

10. Indemnification

You agree to indemnify, defend, and hold harmless Stewardship Asset Group LLC, its members, officers, employees, and agents from any claims, liabilities, damages, and expenses (including attorneys' fees) arising from your violation of these Terms or use of our services.

11. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of Indiana. Any disputes shall be resolved in the state or federal courts located in Lake County or Porter County, Indiana, and you consent to personal jurisdiction of such courts.

12. Changes to These Terms

We reserve the right to modify these Terms at any time by updating the effective date above. Continued use of our services after modifications constitutes your acceptance of the updated Terms.

13. Privacy Policy

Our Privacy Policy is incorporated into these Terms by reference and governs our collection, use, and protection of your personal information, including mobile and SMS data. By agreeing to these Terms, you also agree to our Privacy Policy.

Customer Support & Contact Stewardship Asset Group LLC
Northwest Indiana
Email: info@stewardshipassetgroup.com
SMS Help: Reply HELP to any message
SMS Opt-Out: Reply STOP to any message

Launch Tracker

WEEK 1 — ROLE-BASED CHECKLIST · Progress saves automatically

Amanda

Client Strategy & Communications

0%

Read the workflow doc — understand both brands

Not Started

All 9 SAG workflows + both brand identities. The foundation everything else is built on.

Draft two inbound response templates

Not Started

One for SAG property management inquiries, one for Stewardship Commercial brokerage inquiries. Your voice — warm, clear, on-brand. Saved to the Stewardship shared Google Drive and shared with John for review.

First check-in with John — templates + questions

Not Started

Bring both draft templates. Come with a short list of anything unclear — tone, client expectations, how you show up in each workflow. This is where voice gets aligned before anything goes live.

Tim

Operations & Systems Execution

0%

Work through the Doorloop Audit in this hub — all three properties

Not Started

Open the Properties page in this hub and click into each tenant row. For every tenant, check off the 7 fields: Lease Uploaded, Tenant Portal, Contact Info, Rent Schedule, Security Deposit, Payment/ACH, Insurance/COI. Go property by property — Liberty Square first, then Michigan City, then Surgical Center. The hub saves your progress automatically.

🔍 Doorloop Audit — Field by Field

Properties

Property name and full address entered

Property type selected (commercial / residential)

Owner name and contact info linked to property

Management agreement on file (uploaded as document)

Property status correct (occupied / partially vacant / fully vacant)

Units

Every unit listed under its property

Unit identifier / number correct

Square footage entered

Unit status correct (occupied / vacant / notice given)

Market rent / listed rent entered for vacant units

Tenants

Tenant full legal name matches lease

Phone number and email address on file

Emergency contact entered

Move-in date correct

Portal invite status (sent / not sent)

Leases

Lease start date entered

Lease end date entered

Monthly rent amount correct

Security deposit amount entered and logged where held

Grace period / late fee terms entered

Renewal option noted (yes/no + terms)

Lease document uploaded / attached in Doorloop

Any special provisions or notes captured

Financials

Rent schedule set up (recurring charge active)

Security deposit logged as liability

Any outstanding balance or credit noted

Bank account connected for owner distributions

Go into Doorloop and start entering what's missing

Not Started

Once you've flagged gaps in the hub, open Doorloop and start filling them in. Prioritize: contact info first (name, phone, email), then rent schedule, then lease upload. You don't need to finish everything — the goal is real progress. Update the hub checklist as you go so there's a live record of where things stand. Credentials are in the Stewardship shared drive.

Pull the Missing Items Report and bring it to check-in

Not Started

At the bottom of the Properties page in this hub, hit the "📋 Missing Items Report" button. Review the tabs — Missing, Incomplete, Not Checked. Export the CSV. That's your check-in deliverable. Also flag any critical lease situations you found — expired leases, tenants with no lease on file — those need a principal decision, not just a Doorloop entry.

Checkboxes save automatically · This page is separate from the Week 1 reference cards in the Workflows tab

S

Admin Setup

John only — enter admin code + API key

S

Welcome Back

Sign in to the Stewardship Hub

Stewardship Operations Assistant

Ask anything about our workflows, procedures, and team

What do I do when a tenant is late?

Walk me through new tenant onboarding

What's the move-out process?

How do I handle a maintenance request?

👥 Huddle

Team chat — drop a message, meme, or emoji

Loading…

↩ Replying to

🏢 Property & Doorloop Audit

TIM'S TOOL — Track lease status and Doorloop data completeness across all SAG properties

8Critical Issues

4Expired Leases

4No Lease on File

19Active Leases

Lease Uploaded — Signed lease PDF attached to Doorloop record
Tenant Portal — Tenant invited and active in the portal
Contact Info — Phone number and email address on file
Rent Schedule — Rent amount, due date, and frequency configured
Security Deposit — Deposit amount recorded in Doorloop
Payment / ACH — Tenant payment method connected
Insurance / COI — Certificate of Insurance on file

Unit	Tenant	Sqft	Rent/Mo	Lease Start	Lease End	Lease Status	Doorloop Audit
7880	A&A Dental	2,522	$3,698.81	Sep 18, 2022	Aug 31, 2027	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
7890	Thai Massage	1,523	$2,157.58	Feb 01, 2024	Jan 31, 2029	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
7894	Nail Luv	2,523	$2,724.84	Jan 01, 2020	Dec 31, 2027	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
7896	Noelle Mink Extensions	1,800	$2,142.00	May 02, 2022	Nov 30, 2027	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
10-W-79	ATC Supply New lease started Feb 2026	1,541	$1,541.00	Feb 01, 2026	Jan 31, 2029	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
60-W-79	Ravens Point Tattoo	1,224	$1,148.02	Sep 01, 2020	Aug 31, 2028	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
61-W-78	Room Qui LLC	2,354	$2,354.00	Nov 01, 2023	Jan 31, 2029	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
71-W-78	Grateful 4 U Amusement	1,748	$2,185.00	Jul 01, 2024	Jun 30, 2029	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
90-W-79	Pirtek Merrillville	2,239	$2,798.75	Mar 01, 2024	Apr 30, 2030	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
31-W-78	Be U Gorgeous	1,357	$2,000.00	Dec 01, 2023	Dec 31, 2028	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
80-W-79	Next Level Performance New lease started Jan 2026	2,225	$1,258.98	Jan 01, 2026	Dec 31, 2028	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
100-W-79	Bashes Events New lease started Jan 2026	1,781	$1,484.17	Jan 01, 2026	Dec 31, 2029	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
40-W-79	Rage Room New lease started Mar 2026	1,500	$1,791.25	Mar 01, 2026	Feb 28, 2031	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
50-W-79	Pyro Payaso New lease started Mar 2026	1,216	$1,064.00	Mar 01, 2026	Feb 28, 2029	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
7884	The Party Chasers New lease started Feb 2026	1,250	$1,406.25	Feb 01, 2026	Jan 31, 2029	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
6-W-79	ATC Supply Expires Dec 2026	1,233	$1,233.00	Jan 01, 2024	Dec 31, 2026	🟡 Expiring	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
15-W-78	Thread Diva Expires Jul 2026	1,549	$1,595.47	Aug 01, 2023	Jul 31, 2026	🟡 Expiring	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
7-W-78	Braeburn Austin Marketing ⚠️ EXPIRED THIS MONTH (Feb 2026) — Gross lease, 4,250 sqft	4,250	$4,604.00	Mar 01, 2023	Feb 28, 2026	🔴 CRITICAL	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
81-W-78	Open Arms Homecare ⚠️ Expired Jun 2024 — nearly 2 years overdue	1,397	$1,746.25	Mar 01, 2021	Jun 30, 2024	🔴 CRITICAL	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
70-W-79	Milizette Beauty Supply Expired Sep 2025	1,496	$1,496.00	Sep 15, 2020	Sep 14, 2025	🟠 Expired	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
4-W-79	JADE Paying rent — no lease dates on file	716	$835.33	—	—	🚫 No Lease	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
20-W-79	(Salon Suites — signed LOI) LOI signed — lease not yet executed	1,511	$1,636.92	—	—	🔵 LOI	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
30-W-79	(Salon Suites — signed LOI) LOI signed — lease not yet executed	1,525	$1,652.08	—	—	🔵 LOI	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
7886	(Tobacco Lounge — signed LOI) LOI signed — lease not yet executed	3,000	$3,000.00	—	—	🔵 LOI	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
21-W-78	Fat Predator's Juice & Salad Pending LOI — not yet signed	1,488	$1,612.00	—	—	🔵 LOI	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
41-51-W-78	(VACANT)	3,359	—	—	—	⚪ Vacant	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:

Unit	Tenant	Sqft	Rent/Mo	Lease Start	Lease End	Lease Status	Doorloop Audit
101	Health & Lab / Beacon of Right Care Security dep: $3,000 on file	2,600	$3,000.00	Nov 12, 2022	Nov 11, 2027	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
202b+203	Beacon of Light Care Note: possible confusion with unit 202 naming	1,008	$1,586.00	Jul 01, 2025	Jun 30, 2028	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
208	Heavens Glow Co Expires Jan 2027	228	$350.00	Jan 01, 2026	Jan 01, 2027	🟡 Expiring	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
102	Computer Pros Expires Jun 2026	1,400	$1,748.36	Jun 16, 2023	Jun 15, 2026	🟡 Expiring	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
202	Around the Clock Home Care Expired Jul 2025	648	$950.00	Jul 01, 2024	Jul 01, 2025	🟠 Expired	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
206	Triumph Senior Care Expired Feb 2025	228	$525.00	Feb 14, 2024	Feb 13, 2025	🟠 Expired	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
210	RWC Ride With Care Expired Jul 2024	576	$545.00	Aug 01, 2023	Jul 31, 2024	🟠 Expired	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
201	Blackburn & Romey Attorney ⚠️ Expired Jun 2019 — 7 years overdue!	247	$710.27	Jun 01, 2016	Jun 01, 2019	🔴 CRITICAL	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
207	Visiting Angels ⚠️ Expired Oct 2018 — 8 years overdue!	409	$318.27	Oct 01, 2017	Oct 01, 2018	🔴 CRITICAL	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
103	Fugate Attorney Paying $600/mo — no lease dates on file	800	$600.00	—	—	🚫 No Lease	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
209b	Primerica / Hart 2 Hart No lease dates on file	223	$350.00	—	—	🚫 No Lease	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
202b	(???Beacon of Light overlap???) Confusing entry — possible unit 202 / 202b naming overlap	648	—	—	—	🚫 No Lease	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
205	(Triumph Sr — VACANT-ish) Expense-only entry, no rent	144	—	—	—	⚪ Vacant	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
204+209C	(VACANT-ish)	223	—	—	—	⚪ Vacant	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
209a	(VACANT-ish)	223	—	—	—	⚪ Vacant	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:

Unit	Tenant	Sqft	Rent/Mo	Lease Start	Lease End	Lease Status	Doorloop Audit
Center	Broadwest Specialty Surgery Center ⚠️ ANCHOR TENANT (41% of property) — expires Aug 2026, renewal is URGENT	15,212	$20,003.78	Sep 01, 2014	Aug 31, 2026	🔴 CRITICAL	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
E1	Merrillville Dental ⚠️ Expired Jan 2025 — 14 months overdue	3,613	$4,427.19	Feb 01, 2018	Jan 31, 2025	🔴 CRITICAL	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
E2	Merrillville Dental ⚠️ Expired Jan 2025 — same tenant both suites	1,500	$1,783.75	Feb 01, 2023	Jan 31, 2025	🔴 CRITICAL	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
E3	American Physical Therapy ⚠️ Expired Jan 2024 — 2 years overdue	1,200	$1,414.00	Feb 01, 2021	Jan 31, 2024	🔴 CRITICAL	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
W6	Concerto Indiana, LLC Expires Jul 2026	1,023	$1,108.25	Jul 31, 2021	Jul 31, 2026	🟡 Expiring	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
W1	IU Health Care Associates	1,998	$1,998.00	Jan 31, 2022	Feb 28, 2027	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
E4	Deen-Gross Eye Center Long-term anchor — lease through 2029	4,843	$5,246.58	Jan 01, 2013	Dec 31, 2029	🟢 Active	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
W2	(VACANT)	1,179	—	—	—	⚪ Vacant	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
W3	(Broadwest overflow / vacant) $0 — possible Broadwest associated space	1,006	—	—	—	⚪ Vacant	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
W4	(Broadwest overflow / vacant) $0 — possible Broadwest associated space	1,876	—	—	—	⚪ Vacant	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:
W5	(Broadwest overflow / vacant) $0 — possible Broadwest associated space	3,212	—	—	—	⚪ Vacant	0/7 ▶
Doorloop Audit — Lease Uploaded Tenant Portal Contact Info Rent Schedule Security Deposit Payment / ACH Insurance / COI Notes:

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Implementation Roadmap

GoHighLevel — 14-Day Setup Guide

Management Arm — All Workflows

Your property.Managed properly.

The right deal.Done right.

Receive Updates from Stewardship

Privacy Policy

1. Information We Collect

2. How We Use Your Information

3. SMS and Mobile Communications

4. How We Share Your Information

5. User Rights

6. Cookies and Tracking Technologies

7. Data Security and Handling

8. Data Retention

9. Children's Privacy

10. Third-Party Links

11. Changes to This Policy

12. Governing Law

Terms of Service

1. Age Restriction

2. SMS Text Message Communications

3. Services

4. Use of Our Website

5. Intellectual Property

6. No Real Estate Brokerage Services

7. Disclaimers

8. Limitation of Liability

9. Carrier Liability

10. Indemnification

11. Governing Law and Dispute Resolution

12. Changes to These Terms

13. Privacy Policy

Launch Tracker

Admin Setup

Welcome Back

Stewardship Operations Assistant

👥 Huddle

🏢 Property & Doorloop Audit

📋 Missing Items Report

Your property.
Managed properly.

The right deal.
Done right.