SETTING THE STAGE FOR A SUCCESSFUL PARTNERSHIP

Schedule an appointment within 24 hours of them being qualified to come into the office and pay their Holding Deposit (Legal Docs-Leasing-Holding Deposit). Make sure you have set aside adequate time to explain the next steps for the resident.  Remind the resident that their holding deposit must be paid in the form of cashier’s check or money order only.  

Note:  Only one adult needs to sign the holding deposit, whereas the Rental Agreement must be signed by all adult parties.

Utilize the “holding deposit” power point presentation. (Can be found in M1 under Forms/Leasing.) Explain to the resident that the property will now be taken off the market and is reserved for them.  They are responsible to contact the utility companies at least 48 hours before they move into the property to provide adequate time for the accounts to be set up in their names.

Provide the resident a copy of the names and phone numbers of the utility companies in their area.  

Thank them for choosing Management One as their property management company of choice.  Give them copies of: (all of these forms are located in M1-forms-Leasing except the copy of the cashier’s check or money order).

• Signed Holding Deposit
• Signed Utility Agreement
• List of Utility Companies
• Copy of Cashier’s Check or Money Orders (required).
• Turbulence List
• PayLease (online payment( information)
• “How did you hear about us” form

**It’s recommended to have several packets made up ahead of time to avoid having to print them each time a Holding is done**