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Submitting Required Documents (ACH, Insurance, Utility Authorizations)

What documents PPM needs from you β€” ACH banking info, insurance certificate, and utility authorizations.

Updated over a month ago

Required Documents for Onboarding

Before PPM can actively manage your property, we need a few documents from you. Here's what's required and how to submit each one.


ACH / Direct Deposit Authorization

To receive your rent disbursements by direct deposit, you'll need to complete an ACH authorization form. This authorizes PPM to send funds directly to your bank account each month.

You can submit your banking information through the Owner Onboarding Form or by emailing a voided check or bank letter to [email protected].


Property Insurance

You are required to maintain an active landlord/dwelling insurance policy on your property throughout the management agreement. Please provide:

  • A certificate of insurance (COI) naming your property address

  • Policy start and expiration dates

  • Your insurance carrier and policy number

PPM recommends a minimum of $300,000 in liability coverage. Email your COI to [email protected].


Utility Authorizations

If PPM manages any utilities on your behalf (e.g., common area electric, water/sewer for a multi-family property), we'll need written authorization to manage those accounts. Your onboarding coordinator will advise you which authorizations apply to your property.


Other Documents

Depending on your property type, additional documents may be required:

  • Condo/HOA properties β€” HOA rules and regulations, move-in/move-out procedures

  • Multi-family β€” existing lease copies if tenants are already in place

  • New construction / recent acquisition β€” CO (certificate of occupancy) or inspection certifications


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