Property Management Onboarding
Please complete the 'Customer Onboarding Sheet' below. You will need to provide a background on your firm, including whether the property is currently the subject of any regulatory audits, regulatory investigations*, or civil matters. Once the form has been submitted, please wait for us to approve it. After approval, visit the 'Property Management Process' page for the next steps.
Note: Submitting a Customer Onboarding Sheet is just the first step in our process. Until a Broker Service Agreement is fully executed, we are not officially your Broker of Record.
Time to Complete: 10-12 minutes
*Regulatory violations do not necessarily preclude you from working with us. We are most concerned with serious violations such as; fraud, commingling, and conversion of client trust funds. If you have any violations of this nature, we would have to decline working with you. However, if you have relatively minor violations such as advertising violations, lapsed license issues, or non-compliance with agency disclosure requirements we don't have any major concerns as long as you are ensuring future compliance with such issues.
Need Help Onboarding?
Reach out with any questions or comments. We'll get back to you within an hour.