Core Operations Document Bundle

This collection of documents is the gold standard for building successful property management operations. It addresses all aspects of a firm foundation: owner-facing, resident-facing, and the policies and procedures you need internally to make strategic, consistent, and values-driven decisions. Whether you are building from the ground up, or getting serious about leveling up your operations, these documents get you there without taking your time to start from scratch.

With the subset of owner-facing documents (Property Management Agreement, Owner Manual, Property Evaluation Form, Owner Property Standards, and Owner’s Maintenance Responsibility and Liability Addendum), you’ll be able to create and nurture relationships with your clients that protect their assets and your organization from liability or mismatched expectations. Your residents will benefit from a comprehensive and clear Lease Agreement, Rental Application, Renewal Offer, Schedule of Fees, and various lease addendums for everything from Assistance Animals to Smoke-Free policies. Your internal team will benefit greatly from the streamlined and strategic  Policies and Procedures Manual, Vendor Agreement, and Property Evaluation Form as jumping off points for increased organizational success. 

Both the Property Management Agreement and the Single Family Lease Agreement were reviewed by an attorney and are ready for customization to your state rules, required disclosures, and local practices. They are customizable for your state’s specific requirements as well. You can use these documents confidently, knowing that they are robustly written and legally vetted.

The Core Operations Document Bundle includes these documents:

• Property Management Agreement
• Single Family Lease Agreement
• Rental Application
• Lease Renewal Offer
• Resident Manual
• Schedule of Fees
• Policies and Procedures Manual
• Vendor Agreement
• Owner Property Standards
• Property Evaluation Form
• Owner’s Maintenance Responsibility and Liability Addendum
• Owner Manual
• Reasonable Accommodation and/or Modification Request Form
• Assistance or Companion Animal Addendum
• Bed Bug Addendum
• Drug or Crime-Free Addendum
• Lead Addendum
• Mold Addendum
• Pet Addendum
• Smoke-Free Addendum

If you and your team are searching for professional, compliant, and comprehensive documents to jump-start your success, this is the bundle for you. You’ll create consistency, reduce redundancy, and rest easy knowing that your foundation is solid.