Sending out a new management agreement for signature can be done using the form at this link.
Here are the steps that will need to be completed first:
- Make sure a new owner prospect is created in Propertyware (if it's not already there)
- Make sure a deal is already in HubSpot for the owner, or create one if not
- Make sure you have the address(es) and the minimum monthly rents for each property that will be on the management agreement
- If it is a multifamily property with multiple units at one address, you can enter it as "123 Main Street Units 1-12" for example.
After making sure that the above is all ready, you can submit the form, which will automatically create a management agreement and send it out for signature using our e-signature platform.
The video below goes over how to do the above in detail: