MANDATORY ONBOARDING

Before we manage it,
we learn everything.

A proper handover turns a complicated residence into an organized operating system. This is the foundation of every Farsight engagement.

From CAD $3,495One-time fee · complex properties quoted individually

WHY IT MATTERS

No assumptions.
No missing information.

The first failure in estate management is usually not a broken system. It is missing knowledge: nobody knows the shut-off location, the warranty, the service history, the right technician or who can authorize the work. Onboarding removes that risk.

01

PROPERTY ASSESSMENT

We walk and document the complete residence.

  • Interior, exterior and grounds
  • Baseline photo condition report
  • Immediate risks and deficiencies
  • Access points, shut-offs and critical locations
02

SYSTEM INVENTORY

We map what the home depends on.

  • HVAC, plumbing and electrical
  • Automation, security and networking
  • Pool, spa, generator and irrigation
  • Elevators, appliances and specialty systems
03

DOCUMENTS & VENDORS

We gather the operational history.

  • Manuals, warranties and service records
  • Utilities, accounts and renewal dates
  • Existing vendors and key contacts
  • Insurance inspection requirements
04

OPERATING PROTOCOL

We define exactly how decisions are made.

  • Visit frequency and reporting rhythm
  • Spending and approval thresholds
  • Bill-payment administration
  • Emergency escalation and owner contacts

THE DELIVERABLE

Your Private
Home Manual.

A secure, living operating record created specifically for the residence and updated throughout our engagement.

FARSIGHTPRIVATE HOME MANUAL
  1. 01Property profile & access
  2. 02System inventory
  3. 03Vendor directory
  4. 04Maintenance calendar
  5. 05Emergency protocols
  6. 06Payment & approval matrix
  7. 0712-month capital plan
  8. 08Service history

AT THE END OF ONBOARDING

You receive a clear
operating baseline.

01

Condition report

Where the property stands today, supported by photographs.

02

Risk register

Immediate, medium-term and preventive priorities.

03

Annual plan

A 12-month maintenance, renewal and capital calendar.

04

Service proposal

The right monthly plan, visit cadence and exact scope.

BEGIN

Start with the property assessment.

Onboarding begins from CAD $3,495. Larger or highly complex estates are quoted after an introductory call.

Request onboarding