Property management license path worksheet

Property Management | PublicProof Academy working document

Record which license, permit or exemption applies in your jurisdiction, who supervises, and every question you asked the agency.

Business

State or jurisdiction

Prepared on

Owner

Official source saved

Next review

License path

State or territory and agency name
License type needed (broker, salesperson under broker, property manager, permit, or exemption)
Statute or rule section cited in your state row
Pre-license hours and exam confirmed with agency
Firm or company license or registration required
Supervising licensee named (broker-in-charge, PMIC, designated broker, principal property manager)

Agency call record

Date and name of agency staff spoken with
Question: does leasing and rent collection for owners require a license here?
Question: which tasks may unlicensed assistants perform?
Question: what trust account titles and separate accounts are required?
Answer recorded and written confirmation requested

Use rule: Education and organization only. Record the agency, official source, checked date, cost, proof saved and responsible person for every consequential requirement. Unknown means stop and confirm. Example rows are labeled EXAMPLE and are not your data.