How To Manage A Mansion™

Build a Custom Online System with our Tools and Training

Simplify your life and enhance the quality of work of everyone on your team with our modern and customizable system, How to Manage a Mansion™. HTMM™ allows you to lower your risk, save everyone's time, reduce maintenance costs, and efficiently communicate with personnel and contractors in a single online platform.

 
 
Row of tall manicured hedge columns leading to a large mansion

Whether you have one property or many…
Whether you have staff or hope to hire staff…

How to Manage a Mansion™ allows you to build one customized system with our tools and training to capture all the details of your most valuable assets and information.

HTMM™ is designed to help you manage luxury houses and busy lifestyles at your own pace 

We’ve created How To Manage a Mansion™ with the flexibility you need. Choose the modules you want to purchase and build your customized plan. Purchase as you go, whenever you’re ready.

Each module includes instructional videos and templates. We’ll show you how to collect and format your household information, then input it into the project management system, Trello.com.

If you have your own templates, we’ll show you how to format your information to create a truly unique system.

Whether you’ve been working from a notepad and are ready for a more comprehensive, organized system (where nothing falls through the cracks); desire a more refined version of your Excel spreadsheets and Google calendar; or realize that you need to keep pace with this ever-evolving industry, you’ll have the flexibility to develop a luxury house management system that suits your exact needs.

We chose Trello because over 50 million users trust Trello. Their software translates into 21 languages, and their phone app makes it easy to use while away from your desk.

You’re in the right place if…

An estate manager leads a team meeting on her computer

  • You manage the lives and personal assets of high-net-worth families.

  • You’re a homeowner needing a system to grow your real estate portfolio.

  • You must collect household inventory and maintenance scheduling and share it with your staff.

 With HTMM™, you’ll be able to:

A businessman luxury homeowner checks his estate on his ipad

  • Build a database of principal and staff profiles and preferences

  • Efficiently manage the tasks of all of your household staff

  • Track the progress of your team members and contractors

  • Control your home’s maintenance schedule

  • Calendar events and travel arrangements

  • Secure your data with two-step login verification

  • Control access to your users with various levels of functionality (view only to admin flexibility)

  • Sync to your existing systems like your online calendar, Slack, contacts, Google Drive/DropBox, among hundreds of others) 

What makes HTMM™ different from other systems?

An estate manager checks on the progress of his property with estate management systems

  1.  It’s simple and easy to learn for even low-tech users

  2. Your system information will be accessible from your computer, tablet, iPad and smartphone

  3. You’ll own and control access to the system and its information.

When you’re ready to create a system to simplify your home’s maintenance and lifestyle management, we’ll show you how to manage your mansion.

 
 

Still not sure?
Here’s our NO-COST OPTION
for getting started

Start a free Trello.com account. Upgrade to their Premium account as needed (we recommend this for our system’s full functionality).

  1. Create a property board and add your punch list items.

  2. Ask your staff to create Trello accounts and download the phone app.

  3. Invite them to your property board, assign them tasks, set deadlines, and have them provide updates through the activity field at the bottom of each card.

If your team needs a more complete house management system,

Then, purchase one of our HTMM™ modules or systems for the fastest path to completing your management system. This purchase provides templates and instructions for collecting, formatting, and implementing your information in Trello. You will receive a discount code with each purchase to reimburse the cost of your previous purchase for use when you upgrade.

If you’d like to learn more, schedule a live demo.  

What do our clients think about Estate Management Systems?

"I highly recommend Estate Management Systems as a great resource for all estate managers and personal assistants who are looking to provide world class services and as a guide for my principal-clients who are looking for a master score card to guide them through the interview process with their candidates."

— Stephen Candland 
Domestic Staffing Recruiter, privatestaffgroup.com

"Estate Management Systems offers the most complete set of turn-key solutions in our industry that I have ever seen. Whether you're just starting in the industry or are an experienced vet, their systems cover all the bases."

— Brian Daniel 
Celebrity Headhunter; Top-10 Career Coach; Former PA to Celebrities, Billionaires & Royalty; Ranked top 1% of Recruiters on LinkedIn

"This is a must-have for any estate or house manager or personal assistant entrusted with managing luxury properties. This digital platform makes your job so much easier. Anyone that has had to write a house manual knows it takes a lot of time and effort to write. This system makes everything so easy."

— Gregory Badenhorst 
Estate Manager, New York, NY

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