Onboarding
Getting started, management agreement, and setup
7 articles
Welcome to Proactive Property Management (PPM)An introduction to PPM's services, your owner portal, and what to do first as a new client.
Owner Onboarding FormCompleting the Owner Intake Form is critical for us to manage your rentals.
Overview of the Management AgreementWhat's in your Management Agreement β fees, authorization levels, your obligations, and termination terms.
Submitting Required Documents (ACH, Insurance, Utility Authorizations)What documents PPM needs from you β ACH banking info, insurance certificate, and utility authorizations.
Setting Up Direct Deposits (ACH)How to set up direct deposit to receive your monthly rental disbursements from PPM.
Communication with Property OwnersOwner communication. How do I contact you?
How to Login to Your Owner PortalYour Owner Portal is a great place to review statement, maintenance, and make owner contributions.
