Forms and Tools

Business Development and Management

• + 10 Days Past Due Letter
  Take the first step towards collecting late rent with this template letter. Inform and remind tenants of their lease default, and offer a contact number to call should they have any questions or concerns.
• + Acceptance Letter
  Use this template acceptance letter to notify an applicant of approved rental. Inform a new tenant of information such as address, rent amount, and important local services and providers.
• + Activity Waiver and Release of Liability
  Use this customizable form when an activity waiver and release is required for an activity that would be held on building property grounds.
• + Association Accounting Form
  To help ensure the accuracy of information use this sample accounting form to help document and manage assessments and fine charges policies, special assessments, and late fee policies.
• + Association Maintenance Form
  To help ensure the accuracy of information use this sample maintenance inspection form to help document and manage inspection items, locations, units, violations, and repairs.
• + Calculating Property Square Footage
  Use this customizble spreadsheet template to determine the per square foot numbers for an entire property and for each tenant for their base rents, CAM, insurance, and taxes based upon their square footage and base rent.
• + Clubhouse Reservation Agreement
  Use a reservation agreement when tenants want to use the clubhouse for a party or a reception. This form documents the information, costs, and regulations of reserving a clubhouse. It also records the physical condition of the room and any damages that may have incurred during usage.
• + Code and Local Law Compliance Summary
  Stay on track and keep a summary of local and code law compliances. From elevator inspections to antenna permits, this form helps managers keep a listing of actions that have taken place and those that need to be done.
• + Commercial Property Management Account Take Over Checklist
  This ten page document provides an in-depth checklist for assigning take-over responsibilities for a commercial property management account.
• + Commercial Property Management Account Termination Checklist
  This five page checklist assigns and dates procedures for terminating a property management account. Responsibilities and procedures include, but are not limited to, accounting functions, tenant duties, and personnel.
• + Cost Plus Management Pricing Form
  Use this spreadsheet tool to determine the total cost for third-party management. The form takes into account the cost of service for property managers, property management company executives, accountants, and clerical services.
• + Customer Survey Questionnaire
  To keep up with ever changing population, evolving tastes, and new competition, it is important to survey your shopping center customer. Use this customizable survey to probe customers on advertising and promotions, leasing and tenant mix, management and operations, frequency of shopping and the competition.
• + Eviction Notice
  This form is an 10-day eviction notice that can be used as a template and customized to fit each party's specific needs.
• + Final Notice Noise Infraction
  Use this third and final notice to inform tenants they have been sent warnings concerning excessive noise violation. This customizable letter informs tenants they will need to vacate the apartment by "X" date and a pre-move inspection will take place on "X" date.
• + First Notice Noise Infraction
  Use this first letter of notice to inform tenants about lease violations (i.e. noise infraction) and lease provisions.
• + Five Day Demand Notice
  Template letter for initial contact with tenants who are five days late with a rent payment and the amount that they owe.
• + General Management Agreement
  This general management agreement documents arrangements made with a management company. The form can be used as a template and customized to fit each party's specific needs.
• + Generic Lease Proposal
  Customize this general lease proposal for an office building or retail property. This two-page proposal outlines the terms and conditions for completing a lease, including the base rent, additional charges, option details, security deposit, details of use, commencement date, insurance, utilities, and HVAC.
• + Leasing and Management Proposal for Office Building
  This sample proposal addresses a client's request for leasing and management services for two office buildings. The proposal contains sections such as a proposal letter, property analysis, references, organizational charts, administrative costs, and inspection report.
• + Leasing and Management Proposal for Shopping Center
  This sample proposal addresses a client's request for leasing and management services for four shopping centers. The proposal contains sections such as a proposal letter, property analysis, brief history, and business plan.
• + Letter to New Vendor
  Use this customizable letter to inform new vendors of their contract along with information regarding what the association will handle, what information will need to be provided by the vendor, as well as a location to insert contact information.
• + LIHTC Management Agreement
  Use this sample agreement and addendum to document a management agreement between the owner and agent for low income housing tax credit properties. This 9 page customizable form management agreement includes articles and an addendum to a management contract.
• + Management Assumption Checklist Existing Building
  This seven page checklist outlines duties for managers taking over an existing property. The checklist covers categories such as corporate administration, property transition, and operations.
• + Medical Survey Emergency Information Survey
  Use this customizable questionnaire to survey medical office building tenants' about their needs during an emergency, as well as request their work schedule. This 2 page document includes a memo for emergency procedures and internal plans, a ten question survey, and a chart to document tenant schedules.
• + New Account Checklist
  Use this customizable takeover check list to help the transfer of specific information and records to an appropriate administrative system.
• + Notice of Denial
  Notify a prospect that their rental application has been denied based on their credit report or other information with this denial letter. The form lists principal reasons for credit denial or other action taken concerning credit. It also includes a statement informing the applicant of their rights according to the Fair Credit Reporting Act to dispute the accuracy of any information the consumer reporting agency reported
• + Notice of Rental Rate of Security Deposit Change
  Notify residents that their total monthly rent, including amenities, will be increased with this notice of rental rate change letter. The form includes fields to input the new monthly rent, anticipated six-month lease renewal rate, and the anticipated 12-month lease renewal rate.
• + Notice of Returned Check
  Notify a tenant of a returned check with this template letter. The notice outlines the details of the return, including information such as check number, date and amount. This form also outlines any resulting charges or fees.
• + Notification Letter of Critical Violations LIHTC
  Use this customizable noncompliance letter to notify tenants of critical violation(s) based on physical inspections conducted and repairs that need to be corrected within a selected time frame.
• + Notification Letter of Noncompliance LIHTC
  Use this customizable noncompliance letter to notify tenants of physical inspections conducted and informing them they are able to view a copy of the inspection report.
• + Occupancy Vacancy Expirations Report
  Keep informed of unit occupancy or vacancy with this expiration report. The report helps managers schedule renewal or lease expiration updates.
• + Office Building Field Research Worksheet
  To ensure the consistency of a comparison grid it is a good idea to complete a field research worksheet for each building. This customizable worksheet includes space to identify buildings (building type, size, location, etc.), ownership and management, and contact personnel.
• + Office Building Notification Letter
  To ensure the consistency of a comparison grid it is a good idea to complete a field research worksheet for each building. This customizable worksheet includes space to identify buildings (building type, size, location, etc.), ownership and management, and contact personnel.
• + Preference Questionnaire
  Use this questionnaire to ask tenants and prospects their preferences towards their housing needs. This questionnaire will help gain a better understanding of what tenants and prospects want by asking the number of bedrooms and bathrooms desired, as well as ranking a list of amenities in order from most important to least important.
• + Preventive Maintenance Checklist
  Use this preventive maintenance checklist to describe the building's or grounds area's condition by category (e.g. sidewalks, siding, drainage, etc), location, condition, and actions taken/required.
• + Proof of Service
  This form is a proof of service that is applicable to serving a 3-day notice to a commercial tenant
• + Property Takeover Financial Documentation Checklist
  These comprehensive checklist aides in financial procedures associated with taking over a property. Some of the operations included in the form are rent rolls, general ledgers, leases, and deposits.
• + Rent Roll Collections Report
  Use a rent roll to track rent received and collections. Log information by tenant and suite number, and calculate new balances.
• + Rental Transaction Checklist
  This rental transaction checklist details the procedures to follow to ensure that each prospective resident receives consistent and identical treatment, and it includes the types of documentation you should have.
• + Resident Emergency Information Request
  Use this customizable form to request emergency information from a resident. The form includes questions asking their name(s), age(s), gender(s), need special assistance, and so much more!
• + Resident Employee Employement Agreement
  Customize this template agreement for an employee residing on the employment grounds. This agreement outlines occupancy terms and conditions such as surrender or termination.
• + Resident Response Request
  Use this customizable form to survey departing residents. This form helps managers collect a more comprehensive understanding of the property's weaknesses. Print this form and attach a cover letter when sending to your departing residents.
• + Resident Survey
  Use this form to survey residents about their satisfaction. This one page survey asks residents about the staff's performance, living conditions within the apartment and common grounds, the responsiveness of maintenance staff, whether or not you'd recommend the complex to a friend, and so forth.
• + Residential Management Agreement
  This residential management agreement documents arrangements made with a management company. The form documents the duties of the agent and the owner, budget, insurance, etc. The form can be used as a template and customized to fit each party's specific needs.
• + Residential Property Management Account Take Over Checklist
  Use this in-depth checklist to help administer taking over a residential property management account. This seven page document includes procedures such as administrative and financial accounts, building and vendor information, and legal and regulatory compliance status.
• + Residential Property Management Account Termination Checklist
  Keep on track of terminating a residential property management account with this termination checklist. This comprehensive list helps control processes such as reviewing site management and personnel, conducting a final disposition, and forwarding any other responsibilities to the new ownership.
• + Residents Rights and Responsibilities
  Customize this template form to document a tenant's receipt of rights and responsibilities.
• + Rollover Schedule
  Use the Rollover Schedule to track lease expiration dates. Log information by tenant and suite number.
• + Rules and Regulations
  Customize this comprehensive list to document property rules and regulations for a tenant's agreement and signature. Outline rules such as number or occupants and damage responsibility.
• + Second Notice Noise Infraction
  Use this second letter of notice to inform tenants about a second noise complaint. This customizable letter informs tenants about the community "quiet hours" and consequences of not following the lease provisions. The letter also informs tenants if they do not comply a third and final notice will be sent, informing them to vacate the premises.
• + Severely Past Due Letter
  Contact a tenant severely past due on rent with this template letter. The letter formerly states the lease article in default and requests immediate payment.
• + Statement of Collections
  Log and track rent received with this statement of collections form. This form also details other collections by amount, description, and account number.
• + Swimming Pool Rules and Regulations
  Customize these rules and regulations to ensure safe use of the swimming pool by all members of the property.
• + Tenant Control Sheet
  Document a tenant's lease agreement and any additional concessions granted with this Tenant Control Sheet.
• + Tenant Estoppel Certificate
  Use this tenant estoppel certificate to ensure that certain facts pertaining to the tenant's lease with its landlord are true. This certificate gives assurance to the purchaser of a property or lender that the lease is in full force and effect, that a certain amount of rent and security deposit have been pre-paid, and that the landlord is not in default of any landlord obligations under the lease.
• + Tenant Ledger
  Keep a tenant ledger to detail a tenant's rent payment schedule and any additional costs owed. This form allows for charges made to be described, tracked, and balanced.
• + Tenant Survey (Version 1)
  Encourage resident feedback with a tenant survey. This survey allows tenants to comment on management, thus helping managers to evaluate their team.
• + Tenant Survey (Version 2)
  Give tenants the option to rate their satisfaction levels for a variety of building items and services. The survey provides for appearance, safety, and management evaluations.
• + Turnover of Apartment Community Checklist
  Use this checklist to help administer turnover of a residential property to a new management company. This two page document includes procedures such as turning over administrative and financial accounts and building/vendor information, and ensuring that all affected parties are notified.
• + Written Consent Form
  Use this form to unanimously consent to an action of the Board of Directors in the absence of a meeting. This document includes a place to describe the actions being taken and a place for signatures.

Finance and Asset Analysis

• + Annual Budget (NOI Format)
  Customize this NOI form to budget for a full year. The form includes space to document estimated incomes and expenses (i.e. gross potential rent income, vacancy loss, management fees, etc.).
• + Bank Account Reconciliation - Version 2
  The second version of the Bank Account Reconciliation Form reconciles accounts and general ledger balances side-by-side. Keep information organized by building number, account number, and bank name.
• + Bank Account Reconciliation Form
  A Bank Account Reconciliation Form helps reconcile deposits, withdrawals and expenses for efficient accounting. Simply start calculations with the latest account statement and unadjusted general ledger balance to figure out adjusted balances and to ensure that an account is in good order.
• + Capital Expenditure Budget Actual Report
  Log budgeted and actual capital expenditures by month and year to balance or explain variance.
• + Cash Receipts and Disbursements
  Track deposits and payments received and keep bank account balances in order with this convenient Excel form.
• + Chart of Accounts, Commercial and Residential
  A chart of accounts is important in organizing how a business handles money. The account items are classified by type of income or expense as well as by assets and liabilities, accounts receivable, and accounts payable. Customize the commercial and residential chart of accounts to fit the needs of your business.
• + Chart of Accounts, Corporate
  A chart of accounts is important in organizing how a business handles money. The account items are classified by type of income or expense as well as by assets and liabilities, accounts receivable, and accounts payable. Customize the commercial and residential chart of accounts to fit the needs of your business.
• + Check Register Statement of Disbursements
  Follow and track disbursements with a check register. Arranged by check number and description, this form allows property managers to customize the list by month or by year.
• + Collections Summary
  A fundamental necessity to any property manager, the Collections Summary is a rental record of property income, tenant payments, deposits, delinquencies, and balances.
• + Commission Summary
  Keep a history of commissions transactions and schedules. This form records and accounts for the collection and distribution of payments made by clients.
• + Corporate Capital Improvement Request
  Record annual budgeting allotments with a capital improvement request. The request documents information such as cash on hand, budgeted improvements, and description of improvements being requested.
• + Deposit Collections Summary
  Log the details of deposit collections on a summary form. List the date and number of item received and log the amount and account information.
• + IREM Financial Analysis Spreadsheet
  The IREM Financial Analysis Spreadsheet performs cash flow analyses based on property performance and owners’ goals and objectives. Be sure to read the Spreadsheet Essentials document for all technical requirements and instructions for usage.
• + Journal Entries
  Keep track of bank accounts by documenting debit and credit transactions in this journal. Log account activity by description, number, and ending period.
• + Net Effective Rent Analysis Spreadsheet
  The IREM Net Effective Rent Analysis Spreadsheet performs effective rent calculations for commercial properties with alternative rental terms and concessions.
• + Operating Budget
  This operating budget provides a detailed profile of incomes and expenses for a projected year. Calculate gross possible incomes, total actual collections, and operating costs.
• + Pro Forma
  Use this customizable pro forma draft to prepare the financial analysis of a proposed development. This easy to edit document permits analysis of the cost to develop a shopping center, projections of income and calculation of NOI and ROI.
• + Purchase Authorization
  Use a purchase authorization form to detail specific information regarding the supply and purchase of equipment. This form allows managers to document apartment and vendor information, as well as record when purchases were delivered.
• + Purchase Order
  Use a purchase order to invoice authorized purchases. Log the date of order, shipping instructions, and terms of purchase.
• + Purchase Order Log
  Log all authorized purchases by order number. Document information such as issuance, vendor details, and order received date.
• + Sales Volume Report
  Use this customizable spreadsheet to record each tenant's sales report on a cumulative sales volume report. This easy to edit sales report is a helpful tool when comparing tenant's month-to-month sales over a period of five years.
• + Skill Builder: Capitalization
  Capitalization is one of the most common methods in which to determine a property’s market value, or the most likely price the asset would obtain in the open, competitive market. In this training module, you will learn to list the components of the IRV formula and how they are derived and apply capitalization to obtain a market value for a property.
• + Skill Builder: Discounted Cash Flow Analysis and Lease Analysis
  By understanding the time value of money (TVM), and by using discounted cash flow techniques (DCF), the effect of rent concessions and the cash flows associated with leases may be properly analyzed. In this training module, you will learn to discount all economic terms of a lease to determine effective rent, calculate the cost to buy out leases while achieving a required return, and analyze lease income to compare multiple leases.
• + Skill Builder: Discounted Cash Flow and Valuation
  Discounted cash flow analysis can be used to estimate the value of a property. Discounted cash flow analysis is often favored over capitalization for valuation because it accounts for multiple-year cash flows and may provide a more realistic estimate of property value. In this Skill Builder, you will learn to compare discounted cash flow (DCF) analysis to capitalization and apply DCF analysis to calculate market value.
• + Skill Builder: Discounting Cash Flows - Internal Rate of Return (IRR)
  Today's techniques enable investors to take a dollar amount from one time period and find its value at some other time. This training module discusses discounting future cash flows to determine Internal Rate of Return (IRR).
• + Skill Builder: Discounting Cash Flows - Present Value and Net Present Value
  Today's techniques enable investors to take a dollar amount from one time period and find its value at some other time. This training module discusses discounting future cash flows to determine present value (PV) and net present value (NPV).
• + Skill Builder: Loan Analysis
  Lenders use certain ratios to evaluate potential risks before approving a loan. Borrowers can perform a number of calculations to determine whether a loan places them in a positive or negative leverage situation. These important measures provide insight into the risk and return associated with any given loan. In this training module, you will learn to calculate important loan analysis ratios and determine leverage position.
• + Skill Builder: Loan Calculations
  Today’s real estate managers are often asset managers as well. Thus, comprehension of the various types of loans available in the marketplace is critical. This knowledge will allow real estate managers to choose financing that will achieve optimal returns for the investor. In this training module, you will learn to calculate monthly and annual debt service for various loan types and calculate principal, interest, and balance for various loan types.
• + Skill Builder: Midstream Analysis - Value, Debt and Equity
  This training module guides users through the steps required to determine Midstream Analysis, when market value, debt and equity positions are re-established and analyzed for any holding period beginning after the initial investment.
• + Skill Builder: Time Value of Money
  This training module discusses applying the principles of the time value of money (TVM) to determine the present value of future income and the future value of today's investments.
• + Tenant's Sales Report
  Use this customizable sales report to unify tenant's monthly sales reports, collected on a quarterly basis.

Human Resources

• + Annual Performance Scorecard
  Use this customizable scorecard as an organized set of performance measures, grouped according to various aspects of performance.
• + Employee Termination Checklist
  Get help ensuring that all necessary information is documented with an employee termination checklist. The list walks managers through paying wages and other monies due to the employee, and makes sure any business property in the employee's possession is returned to the employer upon termination.
• + Employee Termination Checklist - Version 2
  Use this checklist to ensure you have completed all necessary tasks and that any business property in the employee's possession is returned upon termination. Items on the checklist include COBRA letter, insurance benefits, monies due, and transfer of company manuals and communication devices.
• + Employee Warning Report
  Use this warning report to document employee violations. The form includes fields to enter statements, signatures, type of violation, etc. The form can be used as a template and customized to fit each party's needs.
• + Employment Application
  This five-page standard employment application contains all of the essential information you need to decide whether a candidate meets the minimum standard criteria for the job.
• + Interview Evaluation Report
  Log and note your impressions of a prospective employee with this Interview Evaluation Report. Rate an applicant on criteria such as work experience, education, and interview performance.
• + Job Analysis
  Use this customizable guide to assist conducting job analysis for a company at large or even at the property site through interviews, observations, or questionnaries.
• + Job Description - Assistant Apartment Manager
  Customize this job description for an assistant apartment manager. The form includes descriptions for skills and knowledge, summary of functions, and major duties and responsibilities.
• + Job Description - Maintenance I
  Customize this job description for a maintenance I technician at a residential property. The form includes descriptions for skills and knowledge, summary of functions, and major duties and responsibilities.
• + Job Description - Maintenance II
  Customize this job description for a maintenance II mid-skill level technician at a residential property. The form includes descriptions for skills and knowledge, summary of functions, and major duties and responsibilities.
• + Job Description - Maintenance III
  Customize this job description for a maintenance III high-skill level technician at a residential property. The form includes descriptions for skills and knowledge, summary of functions, and major duties and responsibilities.
• + Job Description - On-Site Manager
  Customize this job description for an on-site manager at a residential property. The form includes descriptions for skills and knowledge, summary of functions, and major duties and responsibilities.
• + Job Description - Regional Property Manager
  Customize this job description for a regional property manager. The form includes descriptions for qualifications, summary of functions, and major duties and responsibilities.
• + Maintenance Technician Test
  Customize this 75-question test to gauge maintenance technicians on their knowledge of basic maintenance skills. It covers areas like plumbing, carpentry, electrical systems, painting, tools, etc.
• + New Hire Checklist
  Use this checklist to ensure that your new hires receive all of the policies and procedures, insurance and benefits documents, and other new hire documents before they begin their job.
• + New Hire References
  As part of the hiring process, use this standard reference form to determine a job applicant's work performance history based on feedback from the applicant's previous employers.
• + Performance Evaluation
  This eleven-page job performance evaluation enables the reviewer and individual to assess and document the degree to which the individual has accomplished specified objectives from the previous review. The evaluation includes descriptions of performance ratings and key areas in which the individual is assessed.
• + Select List of Recommended Performance Measures
  Use this customizable form when setting performance goals and expectations for an employee.

Marketing and Leasing

• + Acceptance of Rental Unit
  Record and outline a new tenant's acceptance of a rental unit with this detailed document. This "walk-through" template covers the condition of all rooms and notifies the tenant of any deadlines for completion.
• + Background Investigation
  Before accepting a prospective applicant, conduct a background investigation. This form authorizes and records background information such as a prospect�s residential and credit histories.
• + Bimonthly Auto Rent Payment Agreement
  Use this Excel document to authorize bimonthly rent deductions from a banking institution. This form allows for automatic rent payment based on the terms outlined in a lease.
• + Building Analysis
  Document the condition and features of a given property in order to conduct an initial building analysis. Use this form to evaluate and rate the overall structural, mechanical, and functional state of a building site.
• + Building Data Sheet
  Use this Building Data Sheet to help assess the floor-by-floor usage allotment of a property. Features included as data are a floor's usable, common and rentable areas, as well as its floor load factor.
• + Commercial Comparison Grid
  Evaluate a subject property to comparable properties on a feature-to-feature basis in order to set appropriate rental rates. Compare and contrast items such as location, building conditions, available space, amenities and effective
• + Commercial Lease Agreement - Short Term
  Use this customizable form for month-to-month and short-term commercial leases (office only). This form documents the premises of the short-term lease, rent requirements, construction, electricity and other utilities.
• + Commercial Prospect Guest Card
  A Commercial Prospect/Guest Card allows for an organized way to track future clients. Document potential resident/tenant visits and detail their specific property interests or needs.
• + Corporate Credit Application Info (Commercial/Retail)
  When considering a new tenant, track your prospects background information with this Tenant Credit Information form. Record a tenant's credit rating and reference information to help decide approval status.
• + Corporate Credit Application Information (residential)
  This credit form records the information necessary for approving corporate residential apartment applications. Check bank references, credit reference, and get the appropriate authorization signatures needed to do the background check.
• + Drug and Crime Free Policy for Employees
  Ensure a safe and efficient work environment by having employees acknowledge receipt of this drug and crime free policy.
• + Drug Free Housing Addendum
  Customize this lease addendum for drug free housing. The tenant should sign off on this statement and agree not to engage in drug-related criminal activity on or near the property.
• + Early Termination of Lease Addendum
  Document early termination procedures and consequences with this Early Termination of Lease Addendum. The addendum serves as a template outlining timeframes for notice of termination and any fees involved with the process.
• + Employee Lease Addendum
  Provide a lease addendum for employees who reside at the properties where they work. This addendum outlines special provisions and concessions.
• + Exclusive Leasing Commissions Agreement
  Use this customizable form to negotiate the terms of a leasing agreement. This 6 page document includes the following negotiated items: amount of the commission, incentive commissions, indemnity, term/termination, timing of the payment of the commission, and so much more!
• + Executed Lease Notification
  After you have executed your lease use this customizable form to document tenant information, security deposit information, rent, commission and TI allowance.
• + Industrial Properties Market Survey
  Use this industrial properties market survey to record the rental information and features of properties and the property's competition. This customizable form includes space to request information about location, building features, vacancies, tenant charges, and deal-making rates.
• + Last Month Rent Addendum
  Customize and use this rent addendum to outline last month's rent procedures. Attach the addendum to the lease and account for all signatures as a record of agreement.
• + Lead Warning Statement
  Provide tenants this lead warning statement for any buildings built before 1978.
• + Lease Abstract
  This abstract provides a one-page overview of a lease�s important details. Document lease space, base rent, and deposit information. Also, note additional comments or concerns effecting lease approval.
• + Lease Activity Report
  Summarize leasing inquiries and activities for a property with an activity report. Log active prospects, submitted proposals, and signed leases.
• + Lease Standard Allowance
  Compute and analyze standard leases allowances such as partitions and light fixtures. Other allowances include hardware and doors.
• + Lease Summation Report
  Use a summation report to help administer a lease. This report details specific terms to be included in the lease and allows for the documentation of any modifications.
• + Lease Transmittal and Checklist
  This helpful form provides a checklist for duties related to transferring a lease. Collect tenant information, check off actions to be performed, and log contacts.
• + Leasing Action Plan
  A Leasing Action Plan allows you to document leasing information. Use this customizable form to document current tenants and rent, new tenants, new rent, costs, begin dates, and square footage.
• + Leasing Prospects Report
  Use this leasing prospects report to outline the status of each property prospect. This customizable form includes useable space, the date a space was shown, contact information, type of business, rent quoted, status remarks, and so much more!
• + Marketing Activity Report
  Keep the client informed of leasing activity by documenting activity in the customizable report. Document showed space, proposals sent and received and Leasing of Intent (LOI).
• + Marketing Schedule
  Use a marketing schedule to plan projects and their budgets. Schedule and coordinate brochures, advertisements, public events, and more.
• + Military Lease Addendum
  This Military Lease Addendum documents special lease provision for military personnel. Attach the addendum to the back of a lease in times of national security and alert to comply with the Set Aside Housing Program.
• + Mold Addendum
  Keep track of key distribution on a record. Customize this key distribution record to track the issuance and return of keys within a property.
• + Monthly Auto Rent Payment Agreement
  Use this Excel form to authorize automatic monthly rent deductions from a banking institution. The agreement records a residents financial institution and unit information, as well as documents rent payment and deduction authorization.
• + Move-In Checklist
  Keep a move-in checklist at hand to facilitate the move-in process. This document offers a comprehensive list of procedures a property should meet before a new tenant moves into a unit. Some of the operations recorded on the checklist include charges and collections, lease addendum acknowledgments, and key distributions.
• + Move-In Notice
  This notice records move-in information for a tenant moving into a building. List tenant's contact information, parking and key distribution, and include any remarks or comments that need to be added.
• + Move-Out Checklist
  Initial and date move-out processes on this Move-Out Checklist. Procedures covered in this document include notices delivered and received, inspections, and deposit dispositions.
• + Moving Notice
  Document moving dates and procedures for tenants leaving a building space. This form provides schedules for delivering keys, tenant kits, and other information.
• + Notice of Non-Renewal of Lease
  Customize and use this lease notification to notify tenant's of their non-renewal. This notification allows you to document and customize your tenant's non-renewal to your needs.
• + Office Building Market Survey
  Use this office building market survey to record the rental information and features of properties and the property's competition. This customizable form includes space to request information about location, building features, vacancies, tenant charges, and deal-making rates.
• + Office Building Research Worksheet
  Create an overview of a building's tenants and characteristics with this worksheet. Use tenant, service, and facility descriptions to analyze criteria such as rent and desirability.
• + Pet Agreement
  Agree to pets in writing. This agreement documents the conditions under which tenants may have pets, and details any deposits or fees per animal.
• + Pet Lease Addendum
  The Pet Lease Addendum amends a tenant's lease to add a pet. Like a pet agreement, the addendum outlines any conditions or fees associated with having a pet in a rental unit.
• + Pre-Lease Notification
  Prepare for new tenants moving in by reminding existing tenants of their expected move-out date. This form notifies residents of when new people will be moving into the unit.
• + Press Release
  Customize this "fill-in-the-blank" press release form for immediate release when the need arises during a disaster. The form includes room to input contact information, incident information (i.e. what happened, where, when, cause, injuries, etc.).
• + Prospective Lessee Qualifications
  It is important to have a proper evaluation when appraising prospective tenants. This customizable form includes a questions to help you think through the process and costs or a new business.
• + Rent Concessions Addendum
  Customize and use this rent addendum to outline apartment lease agreements. Attatch the addendum to the lease and account for all signatures as a record of agreement.
• + Rental Application
  Customize this standard rental application for prospect tenants. Information collected on the form includes reference checks, previous resident addresses, and credit or income verification.
• + Rental Reference Verification
  Verify a prospective tenant's references with this verification form. Check a tenant's rental history, compliance with building rules, and whether or not a former landlord would rent again.
• + Residential Comparison Grid Worksheet
  Use the Residential Comparison Grid Worksheet to help document the data required for a comparison grid. This Excel worksheet includes comparison criteria such as location, proximity to public transportation, building condition, and current rent.
• + Residential Prospect Guest Card
  Document a prospective tenant's inquiries on this guest card. The card details a prospect's interest in the property and specific needs or requests.
• + Retail Comparison Grid
  Evaluate a subject property to comparable properties on a feature-to-feature basis in order to set appropriate rates. Compare and contrast items such as appearance, parking, street visibility, and vacancy rate.
• + Roommate Lease Addendum
  Document the addition of a person to a lease with a roommate addendum. This addendum lists arrangements for security deposit and for an exiting tenant.
• + Roommate Responsibility Agreement
  When a new roommate signs a lease, attach a responsibility addendum to clearly outline any agreements. This forms documents the agreement of a person added to a lease to the provisions set forth in the original lease agreement.
• + Sample LIHTC Application
  This form is a sample LIHTC tenant application. Use this customizable form to help you determine a tenant's qualification. This document includes 7 sections inquiring about family composition, income, assets, employment history, landlord references, general information, and current place of residency/emergency contact information.
• + Security Deposit Agreement
  Record the terms and conditions for a security deposit with this Security Deposit Agreement. Use the agreement as a template, and customize it for amount figure and release terms at move-out.
• + Security Deposit Release
  Use this form to release a security deposit to a tenant at move-out. The release form lists the original amount of deposit, time it was held, and includes payment of any interest accrued.
• + Shopper Report
  Use this customizable shopping report to document and identify shopper demographics. Use this report to document the level of satisfactions from a variety of questions and categories including telephone procedures, contact with office personnel, closing techniques, property appearance, and much more.
• + Shopping Center Marketing Survey
  Use this shopping center market survey to record the rental information and features of properties and the property's competition. This customizable form includes space to request information about location, building features, vacancies, tenant charges, and deal making rates.
• + Shopping Center Survey From
  Use this customizable survey form to help conduct a market survey and collect necessary comparison data. This form includes space for information on the size of the shopping center, number of shopping spaces, vacancies, deal making rental rates, passing-through charges, shopping center conditions, and location.
• + Skill Builder: Adjusted Rent Calculations for Office Buildings
  This training module guides users through using the Office Building Comparison Grid to compare a subject property to comparable properties on a feature-by-feature basis in order to set appropriate rental rates.
• + Skill Builder: Adjusted Rent Calculations for Residential Properties
  This training module guides users through using the Residential Comparison Grid to compare a subject property to comparable properties on a feature-by-feature basis in order to set appropriate rental rates.
• + Skill Builder: Adjusted Rent Calculations for Retail Properties
  This training module guides users through using the Retail Comparison Grid to compare a subject property to comparable properties on a feature-by-feature basis in order to set appropriate rental rates.
• + Smoke Detector and Insurance Lease Addendum
  By signing this addendum, residents acknowledge the fact that there is a smoke detector installed in their unit. The statement also specifies that the tenant must obtain a homeowner insurance policy.
• + Space Acceptance Letter
  This letter documents the acceptance by the tenant of the premises as described in a lease.
• + Storage Bin Agreement
  Document the terms and agreement for tenant use of a property's storage bins. This agreement highlights the conditions to leasing the bin and the leasing renewal.
• + Tenant Credit Information
  When considering a new tenant, do a background check with this Tenant Credit Information form. Record a tenant's credit rating and reference information to help decide approval status.
• + Tenant Demographics Survey
  This customizable letter and tenant demographic survey supplies resident managers with a structured form that allows them to identify their property's tenant demographics. This includes: unit number, age, sex, marital status, number of children, cars, yearly income, and much more!
• + Tenant Demographics Survey
  http://www.irem.org/acb/stores/1/product1.cfm?SID=1&Product_ID=19181&Category_ID=1527
• + Tenant Lease Summary Form
  Use this customizable lease summary to summarize the information needed to day-to-day operations of the property. This document included general information about the tenant, monthly rental rates, reimbursement, tenant responsibilities, and miscellaneous items.
• + Tenant Move In Checklist
  Keep a tenant move in checklist to facilitate operations. This form helps document the dates that a tenant received correspondences, forms, packets, and other important information.
• + Tenant Space Requirements Questionnaire
  This Tenant Space Requirements Questionnaire provides specific information about a prospect's space requirements. Information includes the prospect's contact information, general usage area specifications, and equipment needs.
• + Traffic Report
  Keep track of the activity and the interest surrounding a property site. This Traffic Report logs how prospects came across property information and documents prospect inquiries and requirements.
• + Transfer Request
  Document a tenants request for transfer between properties and log tenant history with this Transfer Request. The request records where the tenant wants to transfer, the reason for the move, and if any medical verification is submitted.
• + Unit Availability Report
  This Unit Availability Report will help track your which buildings or apartments you have or don't have available. This reports let's you mark the building number/unit, location, apartment size and layout, dates vacated, and dates made available. This report also lets you log notes and promotions
• + Yield Analysis Form
  With the yield analysis form you can analyze the economics of a new lease. This customizable form helps you decide if a lease makes economic sense and if it meets the owner's minimum requirements. The top portion of this form lets you document summarized lease information. Use the bottom portion of this form to calculate the annual yield analysis.

Maintenance

• + Apartment Exterior Inspection Report
  Use an inspection report to document the external condition of a residential property. Chart the character and state of a building's grounds, structure, and other general areas.
• + Apartment Interior Inspection Report
  This inspection report covers the internal condition of rental units in a residential building. Check the conditions of an apartment's doors, floors, and closets upon a vacancy, and note any repairs that need to be preformed.
• + Authorized Construction Access Letter
  Use this customizable letter to authorize a contractor's right to access a construction area on the property.
• + Bid Estimate Worksheet
  Customize this Bid Estimate Worksheet for maintenance to fit management or service costs. It contains two worksheets for direct and indirect costs and includes columns for cost codes, types of cost, and additional notes.
• + Building Register
  Logging visitors as they enter a building is an important safety measure for any property. This Building Register identifies people entering or leaving a building after working hours during the week, weekends, and holidays.
• + Certificate of Resident Acknowledgement Concerning Asbestos
  Be informative and give your residents information regarding asbestos and safety procedures. This certificate outlines a comprehensive list of "do's and don'ts" for apartments containing asbestos, and provides property managers with resident acknowledgement.
• + Commercial Shopping Center Construction Checklist
  Use this checklist as a guide for the contractor prior to the construction start date, rules and regulations, and required on-site items. This form is a helpful checklist to document your policies with the contractor.
• + Construction Phasing Timetable
  Customized and use this phasing table to detail a tenant's construction plans. The table records different projects and their projected time tables.
• + Construction Schedule Worksheet
  Record and follow a tenant's schedule for a project from beginning to end. The Construction Schedule Worksheet charts a project at different time periods to describe and comment on work in progress.
• + Construction Work Order
  Use this construction work order to log information about the contractor, invoices, packages,correspondences, and the description of the work being issued. This 6 page document also includes a time log to log the contractor's hours and general conditions. Some of the conditions noted in this form are: performance of work, suppliers, insurance, application for payment, termination, warranty and so much more!
• + Delivery and Pickup Register
  Have a delivery or pick-up register ready when couriers and packages arrive. A register allows an operator or security guard to document activities involved with delivering materials.
• + Electric and Power Verification Letter
  Use this customizable form to verify when utility bills will be disconnected and the property will no longer the responsible for selected tenant.
• + Elevator Entrapment Procedure Checklist
  Keep an uneasy situation under control with this entrapment checklist. The checklist walks through the procedures involved in handling elevator entrapment and logs information for maintenance purposes.
• + Elevator Incident Report
  Use an elevator incident report to track elevator incidents and their resolutions. Not only does this form describe what happened during a specific incident, but it also documents information from witnesses and mechanics.
• + Elevator Inspection
  Inspect elevators for leveling, ride, and other functions with this Elevator Inspection Report. This document allows managers to inspect, comment on, and control a building's elevator operations as well as note any required repairs or adjustments.
• + Floor Data Card
  Use a floor data card to detail square footage allocations floor by floor. The card allows for rentable area, useable area and floor load calculations.
• + High-Rise Evacuation Procedures
  An important component of a safety program, these detailed high-rise evacuation procedures can be customized for a high-rise building and distributed to its tenants.
• + Housekeeper Checklist
  Use this customizable checklist to log the cleaning information of the interior of a property, apartment, or condo. This 3 page checklist includes cleaning for front door entry, back door entry, kitchen, bathrooms, bedrooms, den, washer and dryer, and so much more! Now you can keep track of your interior cleaning in one checklist!
• + HVAC Unit Maintenance
  Use this form to track the maintenance of the HVAC units at your properties. The form includes fields to enter data for the compressor, condensing fan motor, contactor, compressor maintenance, and fan motor maintenance.
• + Inspection Checklist
  This form provides a comprehensive inspection list for building operators. Collect and log administrative duties, contractual obligations, tenant relations, maintenance services and more.
• + Insurance Policy Analysis Form
  Use this form to document and analyze exactly what is covered in an insurance policy, such as what the policy covers, people and/or property insured, limits of liability, and losses that are excluded from the policy.
• + Janitorial Survey
  Survey the interior and exterior conditions of a property. Document the physical state of entrance areas, floor conditions, and general cleaning.
• + Key Distribution Record
  Keep track of key distribution on a record. Customize this key distribution record to track the issuance and return of keys within a property.
• + Landlords Notice of Substantial Completion
  Document the completion of space rehabilitation and occupancy. Use this substantial completion form to notify a tenant that work on a unit has been completed and that a move-in date can be effectuated.
• + Landscape Maintenance Contract
  Use this form when hiring a maintenance contractor. This customizable contract form is helpful in determining policies and requirements for the contractor. This 4 page document includes contractor requirements, "scope of work" that is required, detailed information about lawn care, and so much more!
• + Landscape Schedule
  Use this customizable landscape schedule to record maintenance items on a monthly timetable. This form includes items such as mowing, mulching, lawn fertilization, pesticide control for lawn and flower beds, and so much more!
• + Maintenance Checklist
  Use this customizable checklist to log the routine maintenance items of the interior of a property, apartment, or condo. This 3 page checklist includes cleaning for front door entry, back door entry, kitchen, bathrooms, fire alarms, kitchen plumbing, patio, and so much more! Now you can keep track of your maintenance in one checklist!
• + Maintenance Record
  Keep a history of a unit's repairs and services with a maintenance record. This form can be used to record the date and description of work as well as any remarks or comments remaining.
• + Maintenance Request Log
  Record tenant requests or inquiries on a documented log. Also track when work was requested, completed, and followed.
• + Maintenance Supply Inventory
  Track ordered and delivered maintenance provisions and keep in-house records with this supply inventory. The inventory lists quantities in stock, used, and needed.
• + Master Preventive Maintenance Frequency Schedule
  Provide an overview of maintenance requirements during a one year period with this master preventive form. This document helps keep maintenance informed of what equipment needs to be serviced at different seasons and locations.
• + Office Building Exterior Inspection Report
  Thoroughly inspect the outside of a building with the Office Building Exterior Inspection Report. This detailed checklist documents the external conditions of commercial and retail spaces upon vacancy.
• + Office Building Interior Inspection Report
  This in-depth checklist rates the internal condition of commercial and retail spaces upon vacancy. List and describe lobbies, doors, stairs, and windows as good, fair, or poor. Likewise, note repairs needed and their estimated costs.
• + Painters Checklist
  Use this customizable checklist to log the routine maintenance items of the painting of a property, apartment, or condo. This checklist includes items to be done to successfully paint or repaint the walls, ceiling, baseboards,kitchen, utility room , and so much more! Now you can keep track of your maintenance painting in one checklist!
• + Permit
  These permit cards authorize individuals to access or remove items from a suite or an office space. Simply print out the form, customize the cards and give to security personnel.
• + Physical Condition Checklist
  Use this customizable document when inspecting the physical condition of a property. This checklist includes an indepth inspection of the property exterior, parking lot, landscaping, common areas, restrooms, stairwells, elevators, mechanicals, and much more. Uses this form to determine wether or not a property item is in excellent, good, poor, or unacceptable condition, along with comment!
• + Preventive Maintenance Record
  As a preventive record, this maintenance form logs maintenance requirements and sets up a repair schedule. Document and plan the terms for contract bids, maintenance to be performed, and payment dues.
• + Punch List
  This in-depth punch list provides for the documentation of a property's interior state and establishes a maintenance schedule. Areas covered in the list include reception, rest rooms, and corridors.
• + Request for Bid Proposal
  Customize this Request for Bid Proposal for Interiorscape Management and Maintenance to fit management or service needs. It includes sections such as instructions to bidders, general requirements, technical maintenance specifications, and a frequency chart.
• + Request for Bid Proposal For Exterior Landscape Maintenance
  Use this customizable document when requesting contractors for a bid proposal on exterior landscape maintenance.
• + Residential Property Inspection Report
  Records condition, specific work to be done, cost of repair work and next inspection date for all major components of a property.
• + Roof Inspection Checklist
  Keep a roof inspection checklist at hand to facilitate the inspection of your residential roof.This comprehensive document includes a list of items to look for, such as deterioration, drainage, and rusting, when inspecting your roof. The document also includes space to mark observation and decide the types of conditions.
• + Security Gaurds' Daily Report
  Logs any incidents that occur during security shifts.
• + Service Contract Evaluation Form
  This evaluation form details service contract agreement terms with various vendors. Options outlined include contract expiration dates and cancel actions.
• + Space Analysis Tenant Requirements Questionnaire
  Log tenant space requests and needs on a space analysis sheet. Cover comprehensive details such as conference room, reception area, and parking needs.
• + Space Planning Services Schedule
  Schedule space planning activities with this detailed checklist. Service procedures covered in the list include tenant visits, construction planning, and final inspection comments.
• + Standard Property Inspection
  Use this standard property inspection to evaluate and rate a property on curb appeal, leasing, amenities, services, product readiness, maintenance, safety, administration, and finances. This customizable form allows you to rate and comment on each section and its subsections, as well as inspect on individual units.
• + Stockroom Usage Control
  Control how parts and equipments from the stockroom are used. Keep a log of materials taken by employees for use in a suite and track quantity as well as item number.
• + Tenant Construction Cost Estimate
  Itemize repair work and costs for work on a tenant's suite or office. Costs estimates are based on a comprehensive list of items such as wall and floor covering, interior partitions, and architectural design.
• + Unit Make Ready Report
  Guide and prepare staff as they inspect and repair a vacant unit with a make-ready report. The report includes information on windows, appliances, plumbing fixtures, and more.
• + Vacancy Inspection and Work Order
  Evaluate the condition of a property once it is vacated with an inspection and work order. Record the details of any repairs and work that may be needed, and jot down any general questions and remarks.
• + Weekly Property Report
  Keep a weekly property report to record building activity. This comprehensive form records a building's condition and use of areas such as hallways, storage bins, recreation facilities, and parking areas. It also includes reports on rent collections, delinquencies, and management administration.
• + Work Letter Agreement
  Customize this work letter agreement, as an addendum to the lease, to detail all the work to be done for the tenant by the owner.

Risk Management

• + Claimant Witness Statement
  Record the details of an injury or property damage with this Claimant-Witness Statement. The Statement documents a description of the incident and the actions taken by management to rectify the situation.
• + Crime Alert
  Alert residents of a recent crime committed in the community with this template letter. Inform tenants of the incidence and suspect descriptions as reported by the police. Also ask residents to refer to their security guidelines for their personal safety.
• + Crime Report
  Have a crime report form handy if an incident occurs on a property site. This in-depth form documents the victim's information and the specific details of the crime.
• + Emergency Contact Numbers
  As a comprehensive list of a property's emergency contact numbers, this list is handy to post in a building's management office. Listings include essential agencies such as police and fire departments, and useful numbers such as electricians and lawn maintenance.
• + Emergency Incident Report
  Customize and use this emergency incident report to quickly report and emergency. The form includes name and address for the person reporting the incident, date and time incident is reported, contact information or any witnesses, person(s) involved, what authorities were called, and so much more!
• + Hazardous Weather Alert
  Warn residents of hazardous weather conditions with this template alert form. Customize the letter for regional weather patterns and emergencies.
• + Incident Report
  Record the details of an incident that occurred on property grounds with this detailed Incident Report. The report provides for information on the victim, from witnesses, and the police. It also documents what measures and actions were taken to investigate the incident and what could be done to prevent future occurrences.
• + Liability Accident Notice
  Detail the circumstances and damages surrounding an accident. This one page notice documents any information needed to follow-up on an incident and includes accident descriptions and witness statements.
• + Loss Report Form
  In the event of injury or property damage, document the details on this loss report form.
• + Risk Control Checklist
  Minimize risk at a property by using a risk control checklist. The list covers areas from recordkeeping procedures and accident prevention to personal protective equipment and office safety.
• + Safety Checklist
  To help ensure safety at a property, use these safety checklists, which include checklists for Slip, Trip and Fall Prevention, Office Safety, Fire Prevention, Flammable Liquids, Emergencies, Fire Drill Evaluation Report, and GL Safety Audit/Inspection.
• + Security Checklist
  This security checklist consists of a comprehensive list of items to help identify problems and discover ways to better safeguard your property. Items for consideration include windows, miscellaneous openings, key control, lighting, visibility and access, vandalism and theft protection, and alarms.
• + Tenant Emergency Procedures
  Use this customizable procedure form in the event of an emergency. This 9 page documents includes procedures for medical emergencies, fire procedures, severe weather, hurricanes, bomb threats, and more!

Forms Package

• + Commercial Forms Package
  Forms, Downloadable ZIP Format. A compilation of nearly 100 form templates that commercial property managers can use for their day-to-day business operations. Form templates in the commercial forms package cover multiple topics.
• + Residential Forms Package
  Forms, Downloadable ZIP Format. A collection of more than 100 form templates that residential/condo property managers can use for their day-to-day business operations. Form templates in the residential/condo forms package cover multiple topics.
• + Retail Forms Package
  Forms, Downloadable ZIP Format. A compilation of more than 100 form templates that retail property managers can use for their day-to-day business operations. Form templates in the retail forms package cover multiple topics.

Community Association Management

• + Annual Calendar
  Use this Calendar to help organize your annual maintenance, meetings, goals, expenses, etc. This 13 page document includes a Word page for each month along with bulleted lists to help keep annual planning and events on time.
• + Annual Meeting Checklist
  Use this sample annual meeting checklist to help you prepare for your next annual meeting. This customizable chart includes sample items that might be covered during an annual meeting. space to write checklist, property manger, date of meeting, and mailing date.
• + Association Administrative Form
  To help ensure the accuracy of information use this sample administrative form to help document association management set-up information and log contact information for the Board of Directors.
• + Association Common Area Component Checklist
  Use this sample common area component checklist to help you when completing a reserve analysis. This customizable form includes analysis of Pool and Spa - Renewal, Common Area Lighting - Renewal - Common Area Stairs - Maintenance and so much more!
• + Association Management Pricing
  Use this sample cost accounting form to help you figure out how much it will cost you to provide adequate services to your association. Some of the calculations included in this form are gross costs, community manager's services, accounting services, and overhead and profit.
• + Association Property Inspection Report
  Use this customizable inspection report for the initial maintenance evaluation of your community.
• + Association Request for Documents
  Use this customizable request form to request financial, resale, administrative, and maintenance and operations documents for upcoming transition.
• + Association Service Contract Record
  Use this sample service contract form to record outside services requested, frequency, monthly amounts, cancellation provisions, and so much more!
• + Association Transition Checklist
  To help ensure the accuracy of information use this sample maintenance inspection form to help document and manage inspection items, locations, units, violations, and repairs.
• + Association Transition Procedures Memo
  Use this sample transition procedures memo to help with the changeover between management companies. This customizable memo includes tasks to complete 30 and 60 days prior to the management transition (i.e. Financial, Management, and Operational).
• + Board of Directors Meeting Minutes
  Use this form to log information about a BOD meeting that was held. This document includes places and information about when the meeting was held and where, as well as information about what was resolved within the meeting.
• + Board of Directors Orientation Agenda
  Use this form to guide your Board of Directors Orientation. This 18 page document includes: duties and responsibilities of owners associations, responsibilities and duties of officers and directors, and a sample association – directors fiduciary responsibility resolution.
• + Board of Directors Welcome Letter
  Use this generalized welcome letter to welcome new board of directors and inform them of their, responsibilities.
• + Budget Cover Letter
  Use this customizable cover letter to inform owners of yearly budget changes to the property.
• + Committee Applications
  Use this customizable committee application when managing a CID. The document includes information about property approval, space to include project description, exterior finish materials and colors, landscape plans, other project details, and ACC recommendations.
• + Committee Association Survey
  Want to survey your community membership? Use the sample association survey to get feedback from your community members. This customizable survey includes 8 questions that will help you get valuable feedback and learn what they think about the community.
• + Committee Goals Worksheet
  Use this goal worksheet to plan committee goals, plan of action, deadlines, and project budget expenses. The form includes fields to enter data for the goal, plan of action, deadlines, and project expenses.
• + Committee Meeting Report Form
  Use this form to track meetings and presentations. This form includes fields to enter data for the meeting time and location, the presentation, and presentation completion dates. There is also a field to enter data about the presentation, whether it's been resolved and committee recommendations.
• + Community Spirit Resolution
  Use this sample member dispute resolution to help give a disciplined structure to how management handles member disputes. This customizable resolution form gives a reasonable procedure for dealing with conflict that might arise among members.
• + Condo and Homeowners Association Management Agreement
  Document management arrangements made with various community or common interest reality associations with a management agreement. This thirteen page template contains detailed articles on issues such as association obligations and liability responsibilities.
• + Condominium Proxy
  This Condominium Poxy is a useful form to customize and document a person who is unable to attend an annual election.
• + Consent to Action Without Board Meeting
  Use this form to document emergency actions by the BOD. This document includes a section to record the action to be taken and a place to record signatures.
• + Delinquent Assessment Collection Policy
  Use this collection policy document to inform owners of the collection process, times and dates, and the process for delinquent collections.
• + Electronic Notice Form
  Use this electronic notice form with owners to indicate agreement on accepting notices and information electronically rather than a hard copy form.
• + Extra Service Authorization Form
  Use this form to enter data about regular monthly meeting dates, the person requesting the additional meetings, the purpose of the meeting, and authorization information.
• + Field Report
  Use this form to log information about the project, date, location, who the contractor is, what work is in progress, observations, who you meet with, and who prepared the report.
• + Insurance Deductible Resolution
  Use this sample resolution form to define and designate the responsibilities of each responsible party for insuring each area of the property and paying any deductibles.
• + Landscape Violation Letter
  Use this customizable letter to inform residents that their unit has violated one of more of the Associations landscaping rules and regulations.
• + Maintenance, Repair, Replacement Matrix
  Use this spreadsheet to help record maintenance, repairs, and replacements of the common grounds and your building. This customizable spreadsheet provides a list of common grounds and buildings, a place to mark whether it was maintenance, repairs, or replacement, and comments.
• + Management Screening Checklist
  Use this sample management screening checklist of tasks commonly performed by HOA management to help you learn client's goals and objective and identify the services the firm offers.
• + New Account Document and Financial Checklist
  Use this sample new account document and financial checklist to help with the transition between management companies. This customizable checklist to mark off documents requested as the previous management company submits them. This checklist will help you keep track of documents received and follow up on any outstanding or missing items.
• + Owner Tenant Registration Form
  Use this registration form to log general information about the tenant and the owner. This form also includes an emergency contact information section and a rental agent section.
• + Property Profile Form
  Use this form to catalog your property’s information. This 9 page document includes sections on: Utilities and Fuel information, Building and Site information, Compliance and other Compliance issues, General Building information, Security Systems, a Miscellaneous section and a Service Contracts and Vendor Summary table.
• + Property Transition Requirements Checklist
  Use this checklist to help administer property transitions. This three page document includes transition requirements on Telephone, Finance, Maintenance, Administration, BOD, Sales, etc.
• + Reasonable Accommodation Request Form
  Use this sample reasonable accommodations request form when a member requests additional accommodations due to a disability.
• + Request Records Form
  Use this form to document the requestor’s contact information, the records being requested, and a disclaimer and signature section.
• + Risk Evaluation Checklist
  Use this customizable evaluation to best identify risks at a property. The risk evaluation checklist is custom tailored for CID including a checklist of 29 questions and room for additional hazards or comments.
• + Take Over Checklist
  Use this customizable committee application when managing a CID. The document includes information general Association management set-up information and board of directors contact information.
• + Unit Exterior Common Area Inspection Report
  Use this customizable form to report on the major components of the property. This form includes: building exterior and interior items (e.g. grounds, brick and stone, stair halls, elevators, etc.). With this form you can document character and condition, needs, and estimated expenses involved.
• + Vendor Letter
  Use this customizable letter to inform new vendors of their contract along with information regarding what the association will handle, what information will need to be provided by the vendor, as well as a location to insert contact information.