PROPERTY MANAGEMENT FINAL

BY : EDWARD MARSHALL

MARIA LOPEZ

List of Guidelines we need to complete before

your application is processed.

1. Application:

2. Bank statements:

3. Social Security card with #s:

4. Driver license:

5. Current references:

6. Date of birth:

7. Employer name with pay stubs:

8. Emergency contacts:

If you are self employed we need the following:

1. Copy of poof of income:

2. Three months of bank statements:

3. W2’s for the past two years:

4. Current list of assets:

Autos, R.V. etc:

5. Application:

6. Social security card with #s:

7. Driver license:

8. Date of birth:

9. Emergency contacts:

Must present original copy with the application:

A $35 credit report fee payable to Southmarshallproperties:

Also a cashier’s or a money order for deposit of $500.

Qualifying check list

Verification of employment _____________________

Call employer; Things to ask 1. History of employment

2. Position with employer.

3. Any disciplinary actions.

4. Will he/she be likely to be laid off?

Credit score: _______

Contact previous land lord:

1. Term of lease or month to month.

2. Was the tenant a good renter and will you

rent to him/her again?

3. Was their deposit refunded back in full or partial?

4. Did he/she give notice?

Qualifying check list

Income:

Past two years of W2’s and Bank Statements:

Annual income = for the year: ______________

Monthly income = for the month: ____________

Yearly = multiply 12 = ____________________

Assets: Cars= R.V. or Etc.

Make:

Model:

Year:

Residential Lease Agreement

7 STEPS YOU NEED IN MANAGEMENT!

The steps you need to thrive forward.

1) Identify the opportunity

2) Picture the desired outcome

3) Establish the right attitude

4) Provide the resources

5) Practice and skill development

6) Reinforce progress

7) Reward

CAA Code of Ethics

We, the members of the California Apartment Association, recognize our duty

to the public and to those individuals who choose to reside in rental housing.

Being ever mindful of the increasing role of the rental housing industry in

providing homes, we have united ourselves for the purpose of improving the

services and conditions of the rental housing industry. Therefore, we adopt this

Code of Ethics as our guide in dealing with all people.

CAA Code of Ethics We conduct ourselves in an honest and ethical manner at all times to better the

communities of which we are a part

We comply with all laws and regulations applicable to the rental housing industry.

We adhere to all fair housing principles

We respect the rights and responsibilities of our residents and diligently respond

to their requests.

We believe that every resident is entitled to the quiet enjoyment of a safe and

habitable residence.

We strive to conserve natural resources and to preserve the environment.

We believe in the value of contracts and their enforcement.

We believe in the importance of continuing education for rental housing owners,

managers, and residents.

We maintain an equitable and cooperative relationship among the members of this

association and with all others who may become a part of this industry in order to

further interest of all members of this association.

CAA Code for Equal Housing Opportunity

The California Apartment Association supports the spirit and intent of all local,

state and federal fair housing laws for all residents without regard to color,

race, religion, sex, marital status, mental or physical disability, age, familial

status, sexual orientation, or national origin.

The California Apartment Association reaffirms its belief that equal opportunity can

best be accomplished through effective leadership, education, and the mutual

cooperation of owners, managers and the public.

Therefore, as members of the California Apartment Association, we agree to

abide by the following provisions of this Code for Equal Housing Opportunity:

CAA Code for Equal Housing Opportunity

We agree that in the rental, lease, sale, purchase, or exchange of real property,

owners and their employees have the responsibility to offer housing

accomodations to persons on an equal basis.

We agree to set and implement fair and reasonable rental housing rules and

guidelines and will provide equal and consistent services throughout our

residents' tenancy.

We agree that we have no right or responsibility to volunteer information

regardingthe racial, creed or ethnic composition of any neighborhood, and

we do not engage in any behavior or action that would result "steering".

We agree not to print, display or circulate any statement or advertisement that

indicates any preference, limitations or discriminations in the rental or sale of

housing.

On-Site Resident Manager Job Description

ESSENTIAL FUNCTIONS OF THE ON-SITE RESIDENT MANAGER

Administrative

• Ensures that the property and property office is organized and runs

smoothly pursuant to the company policies. Manages the property

and staff within the guidelines and procedures of the company and

ensures that the property staff understands and conduct themselves

and property business according to policy and State and Federal

laws and regulations.

Assistant Manager Job Description

Administrative

1. Responsible for collection, posting, and depositing of

all rental payments.

2. Perform evictions on delinquent residents.

3. Responsible for accurate and timely completion of all

daily, weekly and monthly financial and leasing reports.

4. Responsible for the execution of all bond paperwork

and reporting, if applicable.

5. Inspect grounds, models and leasing office as directed

for eye appeal and marketability.

6. Ensure that the property office is organized and runs

smoothly pursuant to company policies and procedures

in the absence of the manager

ESSENTIAL FUNCTIONS OF THE ASSISTANT MANAGER

The four things that make a great manager are:

• Patience

• Communication

• Documentation

• Time Management

• Patience

Remember the residents are not mad at

you they are only mad at the situation.

Just listen, once they have vented their

frustration, just say I am sorry what

would you like me to do to help you.

This not only diffuses the problem but it

will let the resident know you listen and

ultimately care.

• Communication

Remember to always be aware of your non verbal.

You might say more with your body than with your

mouth. Always document date and time you

speak with residents along with a brief description

of what happened.

• Documentation

Always, Always, Always walk the same pathway and

if for any reason you take a future resident through

another path due to construction or any other reason

make sure you document in the back of your guest card

why it is that you walked the future resident through

that path. This can avoid a Fair Housing issue at the end.

Remember the more documentation you have the less

of a headache you will have if it ends in court.

And last but not least, utilize your time wisely.

If you have spare time always plan ahead. Remember

you can never be to sure of the work load you might

have tomorrow. If you have to do some reports,

surveys or notices use that time and get it out of the

way. Always plan ahead to ensure your office

runs efficiently .

• Time Management

REMEMBER WHO MAKE’S YOU HAPPY…….

NO ONE ONLY YOU CAN MAKE YOU HAPPY SOOOO HAPPY!!!!!!!