How to Create a Management Record

You must be operating with @realty Rentals in order to create a Management Record. Learn more about becoming and @realty Rentals agent here https://www.atrealtysupport.com.au/en/support/solutions/articles/14000145964--realty-rentals-structure. 

You will also need to create a Property Record before you are able to create a Management. You can learn how to create a Property here https://www.atrealtysupport.com.au/en/support/solutions/articles/14000088786-creating-a-property. 

For an example management agreement to refer to, please access the following link:

https://www.atrealtysupport.com.au/support/solutions/folders/14000132644

When in the Property Record click on Managements -> Create Record 

- You will insert an 'Authority Start Date' according to the start date stated on the management agreement.

- The 'Status' will be active.

- IF you have a Smoke Alarm Compliance certificate on file, choose 'Yes' in the below section & click the 'Smoke Alarm' button to upload the certificate file.

- Tick the acknowledgement box highlighted below

- You may not have a Smoke Alarm Compliance certificate if the property is not currently tenanted, if this is the case, select 'No' in the section below

- Tick the acknowledgement box highlighted below

- If the property has a pool, you will select 'Yes' in the below section & upload the PDF certificate by clicking the blue 'Pool Compliance' box

- If the property does NOT have a pool, select 'No' in the below section

- Click 'Management Authority' button to upload the fully signed Management Agreement

- Insert the management fee percentage as per the agreement (e.g. 7.7%) 

- Click 'Save Changes'

Once all required fields have been completed and you click SAVE CHANGES, the Head Office Rentals team will receive an alert. They will review your management agreement for compliance:

- IF the management agreement is NOT compliant, HO Rentals Team will advise you what amendments are required. The management record in Property Tree cannot be created until the agreement is compliant.

- IF the management agreement is compliant, HO Rentals Team will create the Management Record in Property Tree.  

You will be then be able to view the Property in your Property Tree login here. Do NOT click the 'Agents login here' button.

As you have now created the management record in the Cloud, you can access it in future through two different methods:

1. Navigate to the Property Record > Click 'Managements' tab > Click the pencil icon on your management to view it 

2. Navigate to 'Properties' tab along the top bar of the Cloud > Click 'Property Management' drop down >Click 'Managements' > You can then search for the property address to access the management record