Owner & Managers

Pre-Opening Manual

PDF Manual
- Pre-opening Manual PDF Download Page
Opening Your New Management Office
- Opening Your NEW PROPERTY MANAGEMENT OFFICE
- Setting up Your Business
- Arrange Financing
- Locate a suitable Market Area
- Letter of Intent (LOI) and the Lease
- Schedule walk-through
- Change locks
- Obtain property and liability insurance
- Obtain Workers’ Compensation insurance
- Hire an Architect & obtain site and fixture plans
- Start up Investment Spreadsheet
Establish a bank account
- Open a commercial bank account
- Open a real estate trust account for your rents collected and a separate account for the security deposits
- Establish ACH
Accounting Software
- Accounting Software
Other Software
- Other Software
Website For your company
- Website For your company
Research Competitors Pricing
- Research Competitors Pricing
Complete Proforma to project future properties you anticipate signing
- Complete Proforma to project future properties you anticipate signing
- Complete Monthly Budget Projection for the Office Operations
Set up utility services
- Set up utility services
Set up M1 Software (M1)
- Set up M1 Software (M1)
Schedule technical training
- Schedule technical training
Establish office hours
- Establish office hours
Order outdoor signs
- Order outdoor signs
Property Inspector Service Vehicle Logos
- Sample Property Inspector Service Vehicle Logos
Yard Sign
- Sample of Yard Sign
In-office signage
- Sample of In-office signage, TV’s and also have Music
- Fair Housing Logo Use, Poster & Advertising Rules
Supply Ordering
- Establish Supply Accounts
- Stationary and Promotional Items
- Telescope Banners
- Office equipment and supplies
Grand Opening plan
- Preparing for your Grand Opening
Employee Set Up
- Office Uniform
- Complete Set Up of Employees
- Obtain employer tax identification number
Insurances
- Insurance Checklist
Setting up Brand Marketing
- How to Edit the Branding of the Owner Presentation
- Owner Presentation Brand Customization
Setting up Your Office, Work Stations, and PI Van
- Office Layout for a facility Managing 700 doors
- Accounting Division Work Station
- Leasing Division Work Station
- New Property Accounts Division Work Station
- Maintenance Division Work Station
- Yard Signs in the Property Inspector's Van
- The Property Inspector Van & Its Components
- Office Manager Work Station
- Insurance Reference
Licenses and permits
- Apply for licenses and permits
Set up with Vendors
- Setting up your Vendor Database
Marketing
- Establish your Marketing Plan
Processes
- One Touch System
- Keyboard System
Recommended Reading
- Books Recommended to Read
Company Culture
- Setting the Stage- New Culture