Property Set Up

Please fill out the property and client set up form. Refer to Streak and property info submission for property details.

Client and property set up (1)

  • Client setup

    Send the following form: https://bolldpm.com/property-info/
    Do we have access to the property?
  • Property setup

    Name property: CONDO: building name - unit number HOUSE/single family: street number - street name - city Multifamily: street number - street name - city Operating Account: TD Rental Trust Make sure you add 2nd line address (unit number if applicable)
    Create box in Pipeline-Properties under info@bolld.ca NAME: CONDO: building name - unit number HOUSE/single family: street number - street name - city Multifamily: street number - street name - city
    Create a PROPERTY FOLDER in Dropbox/RENTALS: If it is a condo/townhouse/multi-family building: If Building exists: - create folder with the unit number under the existing building Drive > Rentals > (Existing Building Name) Building does not exist: - create a folder under Drive > Rentals > (Building Name - Unit Number - Street Address - City - Province - Postal Code) For a House : Street Number - Street Name - City - Postal Code IN THE PROPERTY FOLDER Create subfolders Tenant Owner Share the folder The whole Property Folder with the Owner The tenant subfolder with the Tenant Items in the folders (subfolders) OWNER Property Management Agreement Statements (subfolder for each month) Strata Documents Non Resident Tax papers Owner’s insurance TENANT (create subfolder for each Tenancy with tenant’s name) Tenancy Agreement and Form K Application and ID, supporting documents Insurance Proof Strata Bylaws Strata Notices Inspections Move in inspection Move out inspection Routine inspections Rent increase notices Other documents
    If property is rented, listing on the website must be created. Information must be consistent.
  • Property RENTED

    If property rented complete steps below, otherwise move on to the next page
    Make sure that the following documents are available. If not request the documents from the owner.
  • Date Format: MM slash DD slash YYYY

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