Your building's fresh start, starts here

When it comes to switching management companies, we know change can feel daunting. But what if the switch could be effortless—and transformative? At Daisy, we don't just take over management; we set your building up for long-term success.

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Experienced in transitioning homes from companies across the industry including:

Daisy makes switching easy

Switching management companies involves a lot of moving pieces—but it doesn’t have to be stressful. We’ve streamlined the process to take the work off your plate, so you can focus on what matters most: your building’s future.

We handle everything, from start to finish

Our team does all the heavy lifting, requiring minimal time and energy from your board.

Building life doesn’t stop during your switch

Your staff, vendors, and ongoing projects stay informed and on track so building life doesn’t stop.

Full support from a dedicated team

We bring knowledge, experience, and a proven playbook to transition your building smoothly.

We handle everything, from start to finish

Our team does all the heavy lifting, requiring minimal time and energy from your board.

Building life doesn’t stop during your switch

Your staff, vendors, and ongoing projects stay informed and on track so building life doesn’t stop.

Full support from a dedicated team

We bring knowledge, experience, and a proven playbook to transition your building smoothly.

    Our partnership in action

    Switching to Daisy is designed to be effortless. Our team handles everything while you stay informed and provide approval on key items along the way.

    Switch task
    Daisy
    You
    Connect with previous management
    Connect with previous management
    The Daisy team will coordinate with your prior management company to collect records, coordinate responsibilities, and facilitate a smooth transition.
    Information gathering
    Information gathering
    Key building details—contracts, resident lists, vendor agreements, insurance policies, and financial reports—are compiled to ensure nothing is overlooked.
    Document digitization
    Document digitization
    Governing documents, financial statements, meeting minutes, vendor contracts, and building policies are securely scanned and uploaded to your dashboard for easy access.
    Onsite systems audit
    Onsite systems audit
    Existing building systems, including access controls, maintenance logs, security protocols, and vendor schedules, are reviewed to identify any gaps or inefficiencies.
    Financial review
    Financial review
    Past financial statements, bank records, unpaid invoices, and recurring expenses are analyzed to establish a clear financial baseline.
    Set up bank accounts
    Set up bank accounts
    Building bank accounts are opened or transitioned as needed, ensuring all payments and transactions remain uninterrupted.
    Coordinate with legal counsel
    Coordinate with legal counsel
    Our team works with your building’s attorney—or connects you with one we recommend—to review contracts, compliance requirements, and legal obligations.
    Develop building health plan
    Develop building health plan
    Maintenance schedules, capital projects, vendor contracts, and ongoing service needs are assessed to create a proactive plan for your board and your building.
    Keep living your life
    Keep living your life
    We keep you updated throughout the process, so you never lose sleep wondering if we’ve paid your super this month (we have).

    Full visibility into the process, in real-time

    Keeping you updated on the transition process is our top priority. Your dashboard gives you full visibility, with organized action items and real-time updates. Plus, you’ll receive regular check-ins from your account manager, so you’re always in the loop.

    No hunting for information, or wondering what’s next. Everything to do with your transition is organized on your building’s dashboard.

    Need to know if we've set up your bank accounts yet? Every task is tracked in real-time, so you always know where things stand.

    Questions? You can always chat directly with your Daisy team right in the dashboard about any task or concern.

    Switch dashboard
    Status tracking
    Live chat

    No hunting for information, or wondering what’s next. Everything to do with your transition is organized on your building’s dashboard.

    Need to know if we've configured your bank accounts yet? Every task is tracked in real-time, so you always know where things stand.

    Questions? You can always chat directly with your Daisy team right in the dashboard about any task or concern.

    Every aspect of your building accounted for

    Your transition is backed by a team that knows buildings inside and out—financials, operations, staffing, and more. Every detail is covered, so nothing gets overlooked.

    Facilities
    Onboarding
    Community
    Vendors
    Projects
    Onsite teams
    Finance
    Compliance
    Residents
    Insurance
    Facilities
    Onboarding
    Community
    Vendors
    Projects
    Onsite teams
    Finance
    Compliance
    Residents
    Insurance
    Facilities
    Onboarding
    Community
    Vendors
    Projects
    Facilities
    Onboarding
    Community
    Vendors
    Projects
    Onsite teams
    Finance
    Compliance
    Residents
    Insurance
    Onsite teams
    Finance
    Compliance
    Residents
    Insurance

    The three phases of the switch process

    We've broken down the transition into three strategic phases, each designed to ensure a smooth handover while setting your building up for success.

    Finances

    Bank information confirmed and accounts transferred or setup
    Electronic payment system configured

    Vendors

    Vendor outreach to introduce Daisy
    Get all contracts, W9s, payment details into the Daisy system

    Onsite team

    Introduce Daisy to building onsite team
    Upload and configure onsite team members into Daisy’s payroll system

    Facilities

    Thorough building walkthrough and audit

    Documentation

    Receive all relevant documentation from prior management company
    Digitize critical building documents

    Residents

    Communicate change of management notice to all residents

    Finances

    Upload existing or create new building budget
    Create tenant/resident charges rent roll

    Vendors

    Audit vendors and identify opportunities to improve service or reduce cost
    Configure utilities, insurance, and mortgage vendors in the Daisy system

    Onsite team

    Onboard and train team on the Daisy operating system

    Facilities

    Understand any current open issues, or gaps with the onsite team

    Documentation

    Organize your building drive and set up documents within your dashboard

    Residents

    Review all lease, purchase and alteration agreements
    Host a welcome event to introduce residents to the Daisy team and system

    Finances

    Transfer "start-up" funds from prior financial account and management company

    Vendors

    Ensure recurring vendor payments are setup and operational for Day 1

    Onsite team

    Meet and coordinate with super on critical items for official takeover date

    Facilities

    Prepare task lists for immediate action once management begins

    Documentation

    Review and finalize ongoing operational documents such as house rules

    Residents

    Configure final systems such as package scanner and amenity reservation
    “This is the most intelligent and in-depth partnership I've experienced. It’s made a difference in how we think about the building and its longevity.”
    Justin
    Justin
    Board President, Williamsburg
    “Daisy reviewed everything, and even uncovered a lot of unpaid bills and violations we were unaware of.”
    Darlene
    Darlene
    Board Member, Harlem
    “The switch to Daisy went really smoothly, nothing was overlooked. Everything was set up and we were ready to go on Day 1.”
    Kiel
    Kiel
    Board Member, Gramercy

      Bring Daisy to your building today!

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