New Owner Onboarding
Welcome to Proactive Property Management! This collection will guide you through the first steps of working with us, including setting up your account, understanding your management agreement, and submitting essential documents.
8 articles
Getting Started
Learn about Proactive Property Management (PPM) and the key steps to begin your journey as a property owner. From setting up your owner profile to understanding key contacts, this section covers the basics.
Welcome to Proactive Property Management (PPM)
How to Login to Your Owner PortalYour Owner Portal is a great place to review statement, maintenance, and make owner contributions.
Communication with Property OwnersOwner communication. How do I contact you?
Owner Onboarding FormCompleting the Owner Intake Form is critical for us to manage your rentals.
Documents and Agreements
This section provides an overview of the documents you'll need to submit, including the management agreement, ACH setup, and insurance requirements.
Overview of the Management Agreement
Submitting Required Documents (ACH, Insurance, Utility Authorizations)
Financial Setup
Learn how to set up direct deposits and navigate your first monthly financial statement, ensuring smooth financial operations for your property.
Setting Up Direct Deposits (ACH)
Understanding Your First Monthly Statement