Client Registration and Property Checklist
The client registration form needs to be filled out with each new account.
Client and Property Registration - Word
Click here to download your client registration form and customize for your company.
Owner & Managers
Topics
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Downloadable PDF Manual 1
-
Getting Started 16
- New Property Account Lead Acquisition Process Flow
- New Accounts/Sales Job Description
- Training Checklist
- Testing
- First 5 Days Training Checklist
- M1 Solutions Software Overview
- Availability Dates / Rehab Process Algorithm
- (ILR) Internal Leasing Report
- (LMS) Leasing Maintenance Status
- (RML) Resident Move-in Ledger
- Keyboard System
- One Touch System
- Office Etiquette
- Phone Etiquette
- New Property Account Presentation - Version 1.0
- Study Guide - 100 Most Asked Q&As in a Property Management Company Test
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Initial 100 Days of Training 35
- The First 100 Days for the New Property Accounts Representative
- Study Guide for Management Agreement Test
- Study Guide for Rental Agreement Test
- Scripts Are They Really Necessary?
- Listening Skills
- Objections
- New Prospective Owner Presentation - Version 2.0
- Daily Schedule...Typical
- The Key to High Conversion
- Process of a New Prospective Owner
- NPO- New Prospective Owner
- New Prospective Owner Call
- Rent Range Report
- Comparative Rental Analysis
- NPO- Second Call Script
- Good Faith Estimate
- Email For Sales
- Signing Up a New Account - Sign Up Packet
- Client Registration and Property Checklist
- Hot Buttons
- Rating System
- The Types Turbulences on a Rental Property
- Direct Deposit
- Landlord / Resident Insurance
- Sales Tools
- Reports
- Monthly Goals
- Referral Fees
- Client Protection Contract to Real Estate Agent for Owner Referral
- Letter to Owner For Referral on...
- 2 Minute Elevator talk
- Guarantees on Performance
- 5 Minute Stadium Speech
- New Accounts Agent Presentation; Over-the-Internet or in-person
- FAQ- Frequently Asked New Account Questions and Answers
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Training Tutorials 1
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Training Process Videos 9
- New Property Accounts Division Work Station
- (NPO) New Prospective Owner Overview Process
- (NPO) Preparation for the Appointment to Sign a New Owner Account
- (NPO) Account Signing Inspection
- (NPO) New Prospective Owner Presentation - Version 1.0
- (NPO) New Prospective Owner Presentation - Version 2.0
- (NPO) How to Sign Up a New Prospective Owner Account
- (NPO) How to Enter Data for a New Prospective Owner & their Properties in the M1 Solutions Software
- How to Add and Search Marketing Referrals
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Reports 1
Other Resources
Software Help & Training
- Software Training Manual
- Software Training Videos
- Reports Manual