Property Management Process

Account Setup > > >
Step #5
At least one principal in the company must submit this form. First, review and gather all required info. Then, submit this form.
Step #6
All officers and owners must submit this form. First, review and gather all required info. Then, submit this form.
Step #7
Submit a Resolution appointing us as an officer, specifically for Broker of Record Purposes
First, you'll complete this form and sign. Next, it will be sent to us for approval.
Step #8
Submit an ACE Request Form for staff needing access to trust funds
All 'Authorized Customer Employees' must pass an identity check and background check.
Step #9
Submit proof of a Professional Liability Insurance policy naming us as additional insured
Policy requirements are stated in the BSA.
Step #10
Submit proof of a Fidelity Bond covering all 'Authorized Customer Employees' with Access to Trust Funds
Fidelity bond requirements are stated in the BSA.
Step #11
Wait for all requested ACE Approval Letters
An ACE Approval Letter is granted to staff requesting access to trust funds who pass an identity check and background check.
Step #12
Open a Trust Account for Each Transaction State
Provide us with a Trust Account Info Sheet, account opening docs, and a signture card within 30 days of signing the BSA.
Step #13
Review & Sign a Federal Fair Housing Form
The on-site or tenant-facing staff must review and sign this form.
Step #14
Review & Sign a
State Fair Housing Form for all Transaction States that apply to your BSA
The on-site or tenant-facing staff must review and sign this form.
Step #15
Review & Sign a State Rental Laws Sheet for all Transaction States that apply to your BSA
The on-site or tenant-facing staff must review and sign this form.
Step #16
Download a State Agency Disclosure for all Transaction States that apply to your BSA
The on-site or tenant-facing staff must provide this form to prospective tenants.

Have Questions on Our Process?

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