← All courses Lesson category

Owner Agreements and Agency Law

Management agreements, scope of service, owner onboarding and agency duties.

141 lessons

Balance of Power, Lesson 1

Limiting Litigation: The Balance of Power

Big A Agency: Get Your Thinking Correct #1, the Why

Big A vs Small a Agency

Housekeeping Docs: Authorization to Add Agent as Additional Insured

Housekeeping Documents

Keeping Owners Out of Maintenance Training: Normal Breakdown vs. Rehab and Renovation

Keeping Owners out of Maintenance

Killer Management Agreement: Series Introduction

Building a Customized Management Agreement

Onboarding Series Step One: Introduction

Onboarding New Owners

Scope of Service: Things You Can’t Turn Over to Your Property Manager

Scope of Service

What’s Wrong With Standardized Forms, Lesson 1

Using Standard Forms?

When Agency Duties and the Law Collide, Lesson 1

When Agency Duties and the Law Collide

Balance of Power, Lesson 2

Limiting Litigation: The Balance of Power

Big A Agency: Getting Your Documents Right #2 (Approving Applicants)

Big A vs Small a Agency

Building a Killer Management Agreement: Introduction

Building a Customized Management Agreement

Housekeeping Docs: EFT/ACH Authorization

Housekeeping Documents

Keeping Owners Out of Maintenance Training: Expectations, Exceptions and Owner Vendors

Keeping Owners out of Maintenance

Onboarding Video 5: Step 3, Answering Fee Questions

Onboarding New Owners

Scope of Service: Asset Manager vs. Property Manager

Scope of Service

What’s Wrong With Standardized Forms, Lesson 2

Using Standard Forms?

When Agency Duties and the Law Collide, Lesson 2

When Agency Duties and the Law Collide

Balance of Power, Lesson 3

Limiting Litigation: The Balance of Power

Big A Agency: Getting Your Documents Right #3

Big A vs Small a Agency

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

Building a Customized Management Agreement

Housekeeping Docs: Lead-Based Paint and Flood Disclosure

Housekeeping Documents

Keeping Owners Out of Maintenance Training: Escape and Quick Termination Clauses

Keeping Owners out of Maintenance

Onboarding Lesson 6, Step 3: The Presentation

Onboarding New Owners

Scope of Service: The Property Manager’s Job Description

Scope of Service

What’s Wrong With Standardized Forms, Lesson 4

Using Standard Forms?

When Agency Duties and the Law Collide, Lesson 4

When Agency Duties and the Law Collide

Balance of Power, Lesson 4

Limiting Litigation: The Balance of Power

Big A Agency: Shifting Back to Small A #4 (Lead Paint Liability)

Big A vs Small a Agency

Building a Killer Management Agreement: PM Styles and Structures

Building a Customized Management Agreement

Housekeeping Docs: Owner’s Mortgage Disclosure

Housekeeping Documents

How to Deal With the Owner: Big Picture, Part 1

Keeping Owners out of Maintenance

Onboarding Lesson 8: Guarantees

Onboarding New Owners

Scope of Service: Implementation Tips

Scope of Service

What’s Wrong With Standardized Forms 2-5

Using Standard Forms?

When Agency Duties and the Law Collide, Lesson 5

When Agency Duties and the Law Collide

Balance of Power, Lesson 5

Limiting Litigation: The Balance of Power

Big A Agency: Shifting Back to Small A #5 (When It Goes Wrong)

Big A vs Small a Agency

Building a Killer Management Agreement: Who Decides

Building a Customized Management Agreement

Housekeeping Docs: Personal Property Disclaimer

Housekeeping Documents

How to Deal With the Owner: Big Picture, Part 2

Keeping Owners out of Maintenance

Onboarding Lesson 9, Step 5: Lease the Property

Onboarding New Owners

There Is a Scope of Service When Managing the Property (Paragraph 16(D))

Scope of Service

What’s Wrong With Standardized Forms (Full 87-Min Class)

Using Standard Forms?

When Agency Duties and the Law Collide (Full 64-Min Workshop)

When Agency Duties and the Law Collide

Balance of Power Keynote Introduction

Limiting Litigation: The Balance of Power

Big A Agency: Who’s Pushing You? (7, Final Video)

Big A vs Small a Agency

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

Building a Customized Management Agreement