Office Operations – Policy & Procedures

(Revised 2017)

Every Brokerage needs a Policy & Procedure Manual to standardize their Office Operation, especially as they grow and add staff. This course covers the Process from start to finish and includes an overview of Trust Accounting P & P as an example for the Manual.

Visit the Course Schedule to register for a class in your location.
Put Office Operations in the Class name field.

Or you can register for online courses here.

Who Should Attend?
Brokers, Company Owners, Property Managers, Office Managers, those seeking to start their own company, those seeking NARPM® Professional Designations – RMP®, MPM® and the company CRMC®.

What You Will Learn?
The advantages of a written Policy & Procedure Manual; What makes up a P&P Manual; Advantages of Checklists; Trust Accounting Review as a Section of a P&P Manual; Red Flag Rule

How YOU will Benefit?
Minimize Liability, Create Consistent Results from Staff, Use as a Staff Training Tool

Equipment/Materials Required:
No Specialized Items Required

Learning Objectives:
This class is designed to help you outline and write a Residential Property Management Policy and Procedures book for your office or business. Regardless of whether you are on your own or are a part of a large organization, Policies and Procedures will provide consistency and minimize liability. As an example, Fair Housing requires that we treat each applicant equally. Your P&P will be just one of the tools you use to meet that requirement – and to prove to investigators that you subscribe to the Fair Housing dictates in your area.

Several handouts will be provided to use as an example when updating your current P&P manual or when creating one. This class will provide an overview as well as some specifics of Trust Accounting. Each of the other Designation classes covers a different section of the P&P in detail.

It is intended for you to take the outline from this class and then expand it as you take the other classes. One of the requirements of obtaining a CRMC® Designation for your company is to have a P&P manual. In fact, much of the interview and auditing process is based on this piece of documentation.

By taking this class, you are well on your way to creating the office environment needed for your business to be more consistent and potentially successful as well as to be eligible to be awarded the Certified Residential Management Company designation upon application.

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