Property management: a guide for pros
What customers ask, how to win the job, and what to put on your profile.
Offering property management
Owners hand over an important asset and expect careful records. Clear fees, reliable reports and fair treatment of tenants are what you sell.
What customers ask
- What are all your fees?
- How do you screen tenants?
- Who approves repairs?
- Where is my money held?
- How do I get out of the contract?
How to win the job
- Ask about the property, goals and current tenants on the first call
- Give a fee summary that lists every charge in words
- Explain your screening process and fair housing practices
- Show a sample owner statement with details removed
- Describe how repair requests are handled and the approval limit
- Explain your trust account practices
What to put on your profile
- Property types and areas you manage
- License details
- Services included in your base fee
- Reports and statements you provide
Follow-up that helps the customer
- Send an annual summary for tax preparation
- Offer a maintenance plan for the property
- Offer a periodic review of lease terms and renewals
Licenses and permits
Hold a current license where the state requires one for managing property for others, keep trust accounts as required, and follow fair housing and landlord tenant rules.
Questions
Can I mix owner funds with my own?
No. Keep owner and deposit funds as state rules require.
What should be in the management agreement?
Fees, duties, repair approval limits, reports, term and how to end it.
About this guide
This national guide is written and checked by infinibell. Rules and conditions differ by place, so local pros are credited on guides for the cities they serve, not on national ones.
Edit history
- Oct 29, 2026: Drafted by infinibell to our content guidelines.
More real estate guides for pros
Start here
About this guide
Get property management requests
Customers pick you by name. Signup is free, and you pay only for leads you accept.
Join as a pro