The Property Management Agreement is a contract between the owner of a property and the company or person hired to manage the property.
To add a Property Management Agreement Template, please open the Documents page from the left-side menu and select the Templates sub-page.
Property Management Agreement Options
1. Use the Basic Property Management Agreement
Available for free in the Landlord Forms tab.
This document does not constitute legal advice and does not create an attorney-client relationship.
Available only for users in the United States.
2. Add Your Own Property Management Agreement
Switch to Property Management Mode to access this option.
The Property Manager must be connected to Owners and have properties assigned to them.
Navigate to the My Templates tab and click "+ Create New Template".
Template Types:
Copy & Paste
Upload PDF (Available only for Tenant Agreements and Notices)
3. Dynamic PDF Editor Tool
Upload your own PDF and customize it using drag-and-drop elements:
Signature
Initials
Date Signed
Textbox (to collect tenant information)
On the first step, you need to fill in the "Template Title" field and select the document type "Owner Agreement".
In the Template Builder, paste the desired document template. You can drag or double-click auto-fill elements to enter them into your template if you have content that you wish to be auto-filled during the Property Management Agreement process.
On the Attachments & Initials step, you can attach any related attachments that are specific to this template. These attachments will be automatically added to the agreement attachment section when you select this template during the Property Management Agreement process.
Note: You can attach up to 10 files.
Click on the "Create template" button to create your Property Management Agreement Template. It will be saved on the My Templates tab among the other manually created templates. Once you’ve created this template, you can select it from the list while in the Property Management Agreement process.
In order to edit/delete the created Property Management Agreement template go to the "Document Templates" settings and switch to the My Templates tab. Select the desired template. Click on the Actions Dots menu and select the Edit template/Delete template option:
If you confirm “Delete template“, this action cannot be undone.