Click here to download the checklist.

Items to sign up an account (face to face) some items would be on Doc u sign

1. Your Power Point Presentation… Over the phone will be put on the web (Go To Meeting)
2. NPO… that you have begun to fill out in m1 Solutions Software
3. Your company’s 12 x 13 Glossy Folder
4. Client Registration and Property Checklist
5. CRA (Certified Rental Appraisal)
6. Good Faith Estimate
7. Management Agreement
8. W-9 form for IRS
9. Insurance Example
10. Cleaning List
11. 56 Type of Turbulences
12. Referral Fee Program form
13. Key Tags
14. Paylease- Direct Deposit Form
15. Directory of staff  for your office

Additional or deleted items if it’s a sign up over the phone/internet and procedure

1. Cover letter
2. Less Management One Glossy Folder #3

Note prior to telephone appointment you need to email all the items to the owner in advance is recommended