Course Content
Excel Property Management (Copy 1)
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Overview (Copy 1)
The Management Company (Copy 1)
Mission & Vision (Copy 1)
Organization within the Management Company (Copy 1)
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Introduction  (Copy 1)
The President (Copy 1)
Administrative Vice President (Copy 1)
Operations Vice President (Copy 1)
Collections Department (Copy 1)
Training & inspection Department (Copy 1)
Marketing Department (Copy 1)
Leasing Department (Copy 1)
Human Resources Department (Copy 1)
Accounting Department (Copy 1)
Central Shops (Copy 1)
Maintenance Department (Copy 1)
Make Ready Department (Copy 1)
Company Rules – Conduct and Ethical Rules (Copy 1)
Chapter Quiz (Copy 1)
00:10:00
The Properties (Copy 1)
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Overview (Copy 1)
Property Manager (Copy 1)
Leasing Agent (Copy 1)
Make Ready (Copy 1)
Maintenance (Copy 1)
Porter (Copy 1)
Housekeeper (Copy 1)
Support Personnel (Copy 1)
Leasing Office (Copy 1)
Accounting (Copy 1)
Rent & Late Fees (Copy 1)
Chapter Quiz 2 (Copy 1)
00:10:00
Phone Call Scripts (Copy 1)
Rent Manager (Copy 1)
RmApp Suit Pro (Rent Manger App) (Copy 1)
Email (Copy 1)
Core Logic (Copy 1)
The Intranet (Copy 1)
Folders/Files (Copy 1)
Copies Of Resident Keys (Copy 1)
The Boards (Copy 1)
Check Station (Copy 1)
Application Station (Copy 1)
Models (Copy 1)
General Office Instructions (Copy 1)
Resident Complaints (Copy 1)
Chapter Quiz (Copy 1)
00:10:00
Chapter Quiz 1 (Copy 1)
00:10:00
The Lease (Copy 1)
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Overview (Copy 1)
Lease Contract (Copy 1)
Types of Leases (Copy 1)
Composing a lease Contract (Copy 1)
Important Clauses on the Lease Contract (Copy 1)
Chapter Quiz (Copy 1)
00:10:00
Move-In Process (Copy 1)
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Overview (Copy 1)
Important Terminology (Copy 1)
Qualifications to Lease an Apartment (Copy 1)
Application Procedure (#1) – First Step (Copy 1)
How to attend an interested party? (Copy 1)
Application Due Diligence (Copy 1)
Informing the Prospect of the decision corporate made: (Copy 1)
The Appointment #2- Second Step (Copy 1)
The transition between Prospect to Tenant (Copy 1)
Prepare the Lease & Read for the Tenant (Copy 1)
Tenant File Folder (Copy 1)
Initial Move-In Fees (Copy 1)
Taking Payments (Copy 1)
Prepare the Apartment (#3) – Third Step (Copy 1)
Turning In of Keys – Final Step #4 (Copy 1)
Payment of the initial move-in Fees (Copy 1)
Setting up the Recurring Charges (Copy 1)
Chapter Quiz (Copy 1)
00:10:00
Transfer Process (Copy 1)
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Overview (Copy 1)
Transfer Requirements / Necessities (Copy 1)
Application and Inspection Procedure (Copy 1)
Apartment Inspection (Copy 1)
Signing the New Lease and Taking Payment (Copy 1)
Add the new unit to the Tenant (Manual Contract) (Copy 1)
Taking Payment (Copy 1)
Preparing the apartment to move in! (Copy 1)
Pay first month’s rent of new unit and pick up keys (Copy 1)
Chapter Quiz (Copy 1)
00:10:00
Renewal Process (Copy 1)
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OverView (Copy 1)
Renewal Process (Copy 1)
Renewal Tracking (Copy 1)
Invitation to Renew & Lease Clauses (Copy 1)
90-Day Notice (Copy 1)
Renewal Application (Copy 1)
Request Managing (Copy 1)
Review & Send (Copy 1)
Sign The Lease Contract (Copy 1)
Updating the Board and Recurring Charges (Copy 1)
Chapter Quiz (Copy 1)
00:10:00
Move Out Process (Copy 1)
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Overview (Copy 1)
Move out Process (Copy 1)
Received 90-Day Notice (Copy 1)
Key Return Form (Copy 1)
The Move Out statement (Copy 1)
System Move out (Copy 1)
Chapter Quiz (Copy 1)
00:10:00
Support Procedures (Copy 1)
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Overview (Copy 1)
Pest Control (Copy 1)
Pest Control Process (Copy 1)
Work Orders (Copy 1)
Taking Payments (Copy 1)
Parking Permits (Tenants & Visitors) (Copy 1)
Electricity (Copy 1)
Rental Assistance (Copy 1)
Carpet Decisions (Copy 1)
Extra Procedures – Contract adjustments (Copy 1)
Chapter Quiz (Copy 1)
00:10:00
Rent Manager (Copy 1)
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Overview (Copy 1)
Introduction (Copy 1)
The Dashboard (Copy 1)
Menu Home (Copy 1)
Tenants – General Tab (Copy 1)
Tenants – Contacts (Copy 1)
Tenants – History / Notes (Copy 1)
Tenants – Recurring Charges (Copy 1)
Tenants – Transactions (Copy 1)
Tenants – Add a charge (Copy 1)
Tenants – How to read properly the balance (example) (Copy 1)
Tenants – Payments (Copy 1)
Tenants – Epay (Copy 1)
Right Click Options (Copy 1)
Compose Email (Copy 1)
Write Letters (Copy 1)
Prospects – Move-in (Copy 1)
Rental Info – Applications (Copy 1)
Services – Issues (Copy 1)
Services – New issues (Copy 1)
Accounting – Deposits (Copy 1)
Reports – Rental Info – Tenant History Notes (Copy 1)
Reports – Rent Roll – Summary Rent Roll (Copy 1)
Reports – Occupancy – Unit Type Vacancy (Copy 1)
Reports – Occupancy – Vacancy (Copy 1)
Reports – Occupancy – Move-in & move-out (Copy 1)
Reports – Occupancy – Lease Expiration (Copy 1)
Reports – Receivables – Delinquency (Copy 1)
Reports – Receivables – Receipts breakdown (Copy 1)
Marketing (Copy 1)
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Overview (Copy 1)
Facebook Marketing (Copy 1)
How to Post on Facebook MarketPlace (Copy 1)
Chapter Quiz (Copy 1)
00:10:00
Lease Violations (Copy 1)
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Overview (Copy 1)
Most Common Lease Violations & Notices (Copy 1)
Order of Events (Copy 1)
1. Committing to the Lease Violation (Copy 1)
2. Proof of Lease Violation (Copy 1)
3. Creating the Lease Violation (Copy 1)
4. Delivering the Lease Violation (Copy 1)
Chapter Quiz (Copy 1)
00:10:00
Collections (Copy 1)
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Overview (Copy 1)
Collections Calendar (Copy 1)
Text Notices (Copy 1)
Paper Notices (Copy 1)
Payment Plans (Copy 1)
Eviction Process (Copy 1)
Preparing Notices to Send (Copy 1)
Delivering the 3 Day Notice (Copy 1)
File Eviction & Court (Copy 1)
File for eviction in Court (Copy 1)
Move Out / Writ of Possession (Copy 1)
Chapter Quiz (Copy 1)
00:10:00
Excel Property Management – Backup

Accounting Department

The accounting department is in charge of anything that has to do with finances and wages.

This departments responsibilities include but are not limited to:

  • Managing income and expenditure accounts
  • Generating the companyu2019s financial reports
  • Keeping a check on the companyu2019s finances based on the financial status
  • Generating payments for every employee to be paid every Friday.
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