6 Steps to Professional Management6 Steps to Professional Management

Getting started is easy!

1. Complete the client information and unit information sheets
2. Provide the following items (if applicable) in order to ensure a smooth transition:
• Copies of all recent bills that you want management to pay, such as mortgage, property tax, insurance and utilities.
• Name and phone number of any preferred vendors, including gardening, trash and laundry.
• Resident Manager information (if applicable)
• Rent roll, including:
• Name, address and phone number of all tenants
• Copies of leases
• Amount of security deposit, date and amount of last rent raise, balances owed and last rent payment
3. Provide copies of keys, including any storage or laundry rooms.
4. Information regarding any pending 3-day notices and/or evictions
• Copies of three day notices served
• Name of tenants under eviction, name and phone number of attorney handling case.
• Pending court dates and lock-outs
5. Pending inspections, if any, such as Section 8, SCEP, and Health Dept.
6. First page of insurance policy, showing coverage and name and phone number of agent.

Some of these items may not be necessary or applicable to your particular Property. Please check with our office and we will assist you in determining what is needed to get started.