Management Agreements

The Management Agreements guide will assist you with entering agreements into the system 

Property Management 

Management Agreements 

New Management Agreement 

 

The system will always ask you to search for the property before you can proceed to the next step of adding the new Management Agreement.



If the property is not in the system you can then continue to the next step and   which the following card will appear on your screen

Here you will need to complete the relevant fields

 

Type: select the type of property you are entering, i.e. house/unit

Street: type in street address i.e. 1234 Marsden Street

Suburb: type in the suburb the property belongs to.

NB: Postcode will automatically appear, always check to see if it is the correct suburb as there are areas which have more than one postcode which is used for Australia Post Boxes.

 

Owners – add owner which is associated with the property by clicking
 you will be asked to search the contact data base to link the contact to the Management Agreement.

 

NB: If the contact is not in the contact data base refer to contacts guide

 

 

Select the property manager for the property 

Land, Improvements, images tabs, these tabs will need to be completed if you are using the web advertising module.

Once you have completed entering all the relevant information click on 

You will then be asked “Do you wish to enter an Appraisal Appointment?” 

Click on No

The management agreement screen will appear which you be required to complete critical information to the Management Agreement.  

 

Under the details screen the following Critical fields must be completed

 

1.    Management Start date

2.    Projected Weekly rent

3.    Repair Authority

4.    Owner Statement Groups

Owners Account Tab 

Check to see if the owners preferred method of payment has been selected, i.e. direct deposit 

Tip: if the owner has more than one account that they like to switch between you can add all other account details here.

Fees

In this screen you can “use department fee settings” or “Use special fee settings for this agreement. Changing the department fee settings will not affect this agreement”

 

Tip: if you choose “Use Special fee settings for this agreement” you will need to update “Tenant Receipt Processing Fee”, “Service Fees” & “Supplier invoice processing Fees” 

Tip: When you are updating your fees using “Use Special fee settings for this agreement” and you note the following  you must enter a value in the field otherwise you cannot continue.

Now that all the fees have been updated you can save and close the agreement which will then appear in your home screen grid 

 

A tenancy will be required to be attached to this Management Agreement

 

Follow “New Tenancy” Guide for this process