Property Management Process

Account Setup > > >
Please Note: Adobe Sign typically puts a 1-hour limit on submitting the following web forms once activated.Its best to gather all the info needed to complete a particular form, then activate the form and submit it. PLEASE DO NOT ASK US WHICH STEPS YOU HAVE COMPLETED AND WHICH ARE REMAINING. YOU SHOULD KNOW WHICH STEPS YOU HAVE COMPLETED AND WHICH STEPS ARE REMAINING. After you have completed ALL submissions, please let us know and we will perform a thorough review of all completed steps.
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 a 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 to Receive All ACE Approval Letters from Broker of Record
An ACE Approval Letter is granted to staff requesting access to trust funds who pass a background check.
Step #12
Open a Trust Account or Provide an Affavit of No Trust Funds
Step #13
After submitting, download the stand-alone materials.
Step #14
After submitting, download the stand-alone guide.
Step #15
After submitting, download the stand-alone rental laws guide.
Step #16
Review & Sign a Customer Acknowledgement of Agency Disclosure Form
Before submitting, request the stand-alone form from us.
Step #17
Send the following sheet to all on-site staff. On-Site Staff Sheet
We must receive a text from all on-site staff.

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