Insurance Reference
Curt Bulloch Insurance Group
Curt Bulloch
Insurance Agent/Broker
CA Ins Lic. #0I36002 Bail Agent Lic. 1E80348 Notary Commission No. 2086211
Direct: 925.640.0485
Fax: 925.405.0642
www.curtbulloch.com
Owner & Managers
Topics
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PDF Manual 1
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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
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Accounting Software 1
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Other Software 1
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Website For your company 1
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Research Competitors Pricing 1
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Complete Proforma to project future properties you anticipate signing 2
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Set up utility services 1
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Set up M1 Software (M1) 1
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Schedule technical training 1
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Establish office hours 1
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Order outdoor signs 1
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Property Inspector Service Vehicle Logos 1
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Yard Sign 1
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Grand Opening plan 1
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Insurances 1
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Setting up Brand Marketing 2
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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
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Licenses and permits 1
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Set up with Vendors 1
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Marketing 1
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Processes 2
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Recommended Reading 1
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Company Culture 1
Other Resources
Software Help & Training
- Software Training Manual
- Software Training Videos
- Reports Manual