Owner onboarding

This folder contains the documents used to onboard property owners into a property management relationship and to establish, modify, or terminate the Property Management Agreement (PMA). It is designed for property managers and management firms that need a clear, documented process for engaging owners, defining authority, and setting expectations from the outset.

The materials in this folder cover the full owner lifecycle, including owner applications, responses to owner inquiries, property information sheets, and annual renewal packets. Core PMA documents are included, along with comprehensive addenda addressing scope of services, fees, commissions, insurance requirements, properties managed, concurrent sale and lease situations, and legal services provisions. Limited and durable powers of attorney, lock change disclosures, and inventory-related addenda are also included to clearly define management authority.

You will also find documents addressing changes in management relationships, such as notices to tenants regarding new property managers, owner termination of services, manager termination of services, PMA renewals, and amendments reflecting changes to management company identity or policies. Checklists and property condition standards are included to document owner and manager obligations.

This folder should be used whenever onboarding a new owner, renewing or amending a PMA, transitioning management, or formally ending a management relationship, ensuring clarity, authority, and risk management throughout the process.

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