Skip to content
×
Pro Members Get
Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
ANNUAL Save 54%
$32.50 /mo
$390 billed annualy
MONTHLY
$69 /mo
billed monthly
7 day free trial. Cancel anytime
×
Take Your Forum Experience
to the Next Level
Create a free account and join over 3 million investors sharing
their journeys and helping each other succeed.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
Already a member?  Login here
General Landlording & Rental Properties
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated about 10 years ago on . Most recent reply

User Stats

72
Posts
23
Votes
Ron K.
  • Professional
  • Altoona, PA
23
Votes |
72
Posts

Policy and Procedures Manual and Forms

Ron K.
  • Professional
  • Altoona, PA
Posted

Having been a small landlord for a few years I am looking to tighten down my processes and procedures, I want to put together a detailed written P&P manual and create a forms database to make the process more efficient.  Before I recreate the wheel I thought the best approach would be to ask if the "all knowing" bigger pockets community for suggestions on resources on where I could find a template that I could customize to use in my business. 

Most Popular Reply

User Stats

3,601
Posts
4,336
Votes
Marcia Maynard
  • Investor
  • Vancouver, WA
4,336
Votes |
3,601
Posts
Marcia Maynard
  • Investor
  • Vancouver, WA
Replied

Can't answer your question about where to find a P & P template specific to residential rental property management.... but having written policies and procedures for a business (formerly I held a management position at a hospital) I think you could modify templates used by other businesses or create your own. Or perhaps contact a property management company and see what they might have to offer.

Here is an example from the realm of commercial property management that I found on the internet, which could be easily modified for residential properties:

http://www.instituteccd.org/uploads/iccd/documents...

For forms management, we keep ours in a computer, with back up, and also keep a printed master copy in a notebook (in case we have computer/printer difficulties at an inopportune time). Our most commonly used forms are printed at a copy shop in bulk and we keep them on hand in a hanging file box.

Hope this helps! Thanks for posting the question as it reminds me of the need to review and improve our methods!

Loading replies...