These short videos walk you through some of the most common processes in the platform.
For large portfolio proposals, enter location info into this template and upload into the system.
Fill out this form to report an incident on behalf of your client to begin the claims process.
Customize and download or share marketing templates to help with your sales efforts.
Download the document below for tips on how to use the toolkit materials.
You have likely heard it before; it is easier to keep a client than it is to get a new one. Acquiring a new client can cost up to five
Do your investor clients know that damage to external service lines is not covered under a standard property policy? Depending on the type and severity of the damage, repair work
The weather is warming up and now is great time to help your clients prepare for upcoming risks that come with spring and summer weather. It may be surprising how much advance planning is necessary. Thunderstorms, flooding and tornadoes are approaching, so how can you relay the importance of this preparedness to your investors and clients?
Use these downloadable resources to provide valuable tools to your real estate investor clients.
Investors can use this log for each of their properties to track when smoke detectors are checked to be sure they are in operable condition and batteries replaced. This should be done at least twice per year.
Investors can use this checklist as part of their annual maintenance practice to identify and make a plan to repair potential risks of property damage or liability exposures at their properties.
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