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Building a Customized Management Agreement

Build a killer management agreement: term, authority, fees, disclosure and what never to put in it. 77 video lessons, watched in My learning.

★★★★★ 5.0 · 1 review
78 lessons 16h 4m of video Online, on demand
Taught byRobert M. Locke, RMP®, MPM® & Monica Gilroy

Preview · 9:02

$97.00

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What you'll learn

The teaching points, at a glance

Killer Management Agreement: Series Introduction

Series Introduction

Building a Killer Management Agreement: Introduction

Introduction

Building a Killer Management Agreement: How Do You Want to Operate?

How Do You Want to Operate?

Building a Killer Management Agreement: PM Styles and Structures

PM Styles and Structures

Building a Killer Management Agreement: Who Decides

Who Decides

Building Your Customized PMA, Class 2, Lesson 3: Term and Anniversary Dates

Class 2, Lesson 3: Term and Anniversary Dates

Curriculum

78 lessons · 16h 4m

  1. 1Killer Management Agreement: Series IntroductionFree preview9:02
  2. 2Building a Killer Management Agreement: Introduction18:26
  3. 3Building a Killer Management Agreement: How Do You Want to Operate?11:30
  4. 4Building a Killer Management Agreement: PM Styles and Structures11:50
  5. 5Building a Killer Management Agreement: Who Decides17:43
  6. 6Building Your Customized PMA, Class 2, Lesson 3: Term and Anniversary Dates18:07
  7. 7Building Your Customized PMA, Class 2, Lesson 4: Authority and Decisions (Full Session)38:31
  8. 8Building Your Customized PMA, Class 3, Lesson 2 (72-Min Full Session)72:35
  9. 9Customized PMA: Advertising4:43
  10. 10Customized PMA: Insurance6:13
  11. 11Customized PMA: Lockboxes7:03
  12. 12Customized PMA: Management Fee Does Not Cover Rehab, Renovation, Replacement and Restoration12:31
  13. 13Customized PMA: Minimum Account Balance8:21
  14. 14Customized PMA: Entire Agreement Clause5:10
  15. 15Customized PMA: Indemnification10:16
  16. 16Customized PMA: Notices and Final Wrap-Up19:22
  17. 17Customized PMA: Reimbursement15:04
  18. 18Customized PMA: Security Deposits13:37
  19. 19Customized PMA: Termination21:32
  20. 20Customized PMA: The Right to Modify14:12
  21. 21Customized PMA: Preventing Document Creep16:29
  22. 22Monica Gilroy: Killer PMA Contracts Use Labels9:18
  23. 23Monica Gilroy: Killer PMA Exculpatory Language6:46
  24. 24Monica Gilroy: Use Labels in Your Management Agreement13:00
  25. 25Building a Killer PMA, Never Put In: Things That Change5:55
  26. 26Building a Killer PMA, Never Put In: Things That Move16:08
  27. 27Building a Killer PMA, Never Put In: Operational Issues5:39
  28. 28Building a Killer PMA, Never Put In: Things You Can’t Control7:46
  29. 29Building a Killer PMA, Never Put In: Adding Other Documents10:18
  30. 30Building a Killer PMA, Never Put In: Unfair Terms5:29
  31. 31Building a Killer PMA, Never Put In: Things That Increase Liability6:31
  32. 32Building a Killer PMA, Never Put In: Things That Reduce Value5:18
  33. 33Building a Killer PMA, Never Put In: Standard Forms Frustrate Growth7:44
  34. 34Building a Killer PMA: Don’t Collect Data in the PMA7:24
  35. 35Building a Killer PMA: How and When to Disclose Fees15:30
  36. 36Building a Killer PMA: Signature Page Madness14:28
  37. 37Never Put in Your PMA: Things That Move16:58
  38. 38Never Put in Your PMA: Operational Issues7:48
  39. 39Never Put in Your PMA: Things You Can’t Control8:19
  40. 40Never Put in Your PMA: References to Stipulations or Laws7:29
  41. 41Never Put in Your PMA: Incorporating Other Documents10:39
  42. 42Never Put in Your PMA: Things That Change From One Owner to the Next8:25
  43. 43Never Put in Your PMA: Be Fair to Both Parties8:18
  44. 44Never Put in Your PMA: Things That Increase Liability3:47
  45. 45Never Put in Your PMA: Things That Hurt Business Value5:19
  46. 46Never Put in Your PMA: Things You Can’t Monitor or Enforce10:38
  47. 47Never Put in Your PMA: The End Date8:56
  48. 48Things You Always Put Into Your PMA: Contracts Must Have Start and End Dates12:48
  49. 49Things You Always Put Into Your PMA: Exculpatory Language6:45
  50. 50Things You Always Put Into Your PMA: Preliminary (Labels)14:53
  51. 51Things You Always Put Into Your PMA: Signature Page Madness11:24
  52. 52Things You Always Put Into Your PMA: Who Decides10:56
  53. 53Things You Always Put Into Your PMA: Who Signs the Management Agreement10:12
  54. 54Enticing Owners to Sign the New PMA: The Cover Letter6:43
  55. 55Enticing Owners to Sign the New PMA: Tips8:48
  56. 56Enticing Owners to Sign the New PMA: Timing8:22
  57. 57Enticing Owners to Sign the New PMA (Introduction)7:55
  58. 58Customized PMA Docs Intro11:59
  59. 59PMA and Lease: Introduction to Training6:03
  60. 60Onboarding Lesson 7, Step 4: Close on the PMA10:46
  61. 61Class 2, Lesson 1: Start of the PMA Training17:50
  62. 62Kristi Malcolm: PMA and Lease CYA0:59
  63. 63The Property Manager’s Model: Building a Customized PMA10:27
  64. 64Final Comments on the PMA5:37
  65. 65Getting Existing Owners to Sign the PMA13:59
  66. 66PMA Preliminary Training Videos5:03
  67. 67Things You Never Put in Your PMA, Part 131:27
  68. 68Things You Never Put in Your PMA40:59
  69. 69Things You Never Put in Your PMA (Things You Always Put In)43:23
  70. 70Changes to Your PMA18:23
  71. 71Getting Owners to Sign the PMA: Guarantees3:30
  72. 72I Didn’t Disclose Post Move-Out Collections in My PMA7:58
  73. 73Why Embrace Our Customized PMA11:07
  74. 74Customized PMA Module 2: Training Videos3:48
  75. 75Customized PMA Module 1: The Agreement, Training Notes and Sample9:50
  76. 76Customized PMA Training: Item 6, Charging Fees for Hard Costs7:56
  77. 77Customized PMA Training: Final Issues (Page Numbers, Initials and Copyright)6:56
  78. 78How to Get Owners to Sign Your PMA With Guarantees: Training Tips (PMA Module 8)11:30
Your instructors

Learn from people who did it

Robert M. Locke, RMP®, MPM®

National property management trainer and landlord-tenant litigator. Built Crown Management to 1,000 houses and sold it in 2015 to a Fortune 500 company.

Monica Gilroy

Real estate trial lawyer, general counsel for NARPM’s Atlanta chapter and frequent NARPM speaker. Twenty years co-developing these documents and courses with Robert.

Verified buyers

5.0 out of 5 · 1 review

★★★★★
When I saw the options Robert offered, I made the shift from the state association forms immediately, and I've never been happier. The documents are much easier to work with and much shorter, and we're making more money than we ever expected.
Todd Reid
Good to know

What's included & FAQ

What do I get?

Online access to 78 video lessons (16h 4m), with transcripts, in your My Learning dashboard.

How long do I have access?

Your purchase stays in your account. Log in any time to pick up where you left off.

Who is this for?

Property managers, owners and staff who want practical, field-tested systems they can use right away.

Questions before you buy?

Email [email protected] and we will help.