What are property management terms and how do I add them?

Property management terms are the contracts between your business and the property owners that hired you to manage their properties. Whether you charge management fees on a 'per property' basis or need to create a fee for a new lease, ManageCasa's property management terms feature captures all of the necessary information for you to stay up-to-date with your owners. Properly documenting your owner agreements, tracking your accounting data, and generating your owner statements are key to your business' success. 

How to create a new owner agreement

1. Access Management Terms
   • In the left navigation menu, click More Features, or select Management Terms directly.
2. Select Property Management Terms
   • Choose Property → Property Management Terms.
3. Create a New PMT
   • Click the blue Create PMT button.
4. Enter Agreement Details
   • Fill out all required fields and add any additional information relevant to the owner agreement.
5. Publish or Save Draft

At the bottom of the screen, click Publish PMT to finalize, or Save PMT as Draft if you need to complete it later.

For a detailed walkthrough on how to utilize ManageCasa’s Property Management Terms, please refer to the Property Management Terms Help Center section. Each step guides you through the required data fields to create owner agreements and shows you how to maximize efficiency with a published agreement.

• Uploading Property Management Terms: Overview
• Part 1: Creating the Property Management Terms
• Part 2: Management fees and Creating the Owner Distribution/Contribution
• Part 3: Creating an owner statement

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!