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Property Management

Office Operations-Policy and Procedures (DL109)


Description
Regardless of whether you are on your own or part of a large organization, policies and procedures will provide consistency and minimize liability. This course will explain the advantages of having a Policy and Procedures Manual as well as outline the sections and systems of a professional manual. The course will provide examples of policies and procedures; best practices for security and trust accounting as well as triggers for review and updating your manual.
Content
  • COURSE ORIENATATION
  • Course Orientation v1.1.21.pptx
  • NARPM DISCLAIMER
  • NARPM Disclaimer v10.9.19 w trans-narr
  • Advantages of a Policy and Procedures Manual
  • Office Ops P_P-Advantages of a Policy and Procedures Manual
  • 1-Sample Policy-Type of Property Managed
  • Policies and Procedures Quiz
  • Planning the Policy and Procedures Manual
  • Office Ops P_P-Planning the Policy and Procedures Manual.pptx
  • 2-Sample CRMC Checklist
  • 3-Sample Outline-Table of Contents- for P_P Manual
  • 4-Sample Privacy Procedures
  • 5-Sample New Account Checklist
  • 6-Sample Tenant Move Out and In Checklist
  • Outlining the Policies and Procedures Manual Quiz
  • Trust Accounting
  • Office Ops P_P-Trust Accounting
  • 7-Sample Trust Accounting Excerpt
  • Trust Accounting Quiz
  • Review and Update
  • Office Ops P_P-Review and Update
  • 8-Sample Reg Flag Policy
  • 9-Sample Index-Types of Tenant Forms
  • Review and Updating Quiz
  • FINAL EXAM
  • Office Operations Policy and Procedure Final Exam
  • NARPM Ethics Student Course Survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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