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Topics
PDF Manual
1
Pre-opening Manual PDF Download Page
Opening Your New Management Office
11
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
3
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
1
Accounting Software
Other Software
1
Other Software
Website For your company
1
Website For your company
Research Competitors Pricing
1
Research Competitors Pricing
Complete Proforma to project future properties you anticipate signing
2
Complete Proforma to project future properties you anticipate signing
Complete Monthly Budget Projection for the Office Operations
Set up utility services
1
Set up utility services
Set up M1 Software (M1)
1
Set up M1 Software (M1)
Schedule technical training
1
Schedule technical training
Establish office hours
1
Establish office hours
Order outdoor signs
1
Order outdoor signs
Property Inspector Service Vehicle Logos
1
Sample Property Inspector Service Vehicle Logos
Yard Sign
1
Sample of Yard Sign
In-office signage
2
Sample of In-office signage, TV’s and also have Music
Fair Housing Logo Use, Poster & Advertising Rules
Supply Ordering
4
Establish Supply Accounts
Stationary and Promotional Items
Telescope Banners
Office equipment and supplies
Grand Opening plan
1
Preparing for your Grand Opening
Employee Set Up
3
Office Uniform
Complete Set Up of Employees
Obtain employer tax identification number
Insurances
1
Insurance Checklist
Setting up Brand Marketing
2
How to Edit the Branding of the Owner Presentation
Owner Presentation Brand Customization
Setting up Your Office, Work Stations, and PI Van
9
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
1
Apply for licenses and permits
Set up with Vendors
1
Setting up your Vendor Database
Marketing
1
Establish your Marketing Plan
Processes
2
One Touch System
Keyboard System
Recommended Reading
1
Books Recommended to Read
Company Culture
1
Setting the Stage- New Culture
Last Updated
Jan 04, 2023
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Other Resources
Software Help & Training
Software Training Manual
Software Training Videos
Reports Manual
Training Manuals
Accounting Manual
Client Coordinator Manual
Employee Handbook
Employment Manual
Leasing Manual
Legal Manual
Maintenance Manual
New Property Accounts Manual
Pre-Opening Manual
Reputation Management
Resource Manual
Vendor Manual