User / Staff Updates

User / Staff Update

Please use this form to notify our office of any staff changes at your property or organization.

"*" indicates required fields

Step 1 of 4

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Please tell us about you.

The information below should be about you, the person requesting these changes.

Name*

First Last

Email*

Confirm Email*

It appears that you may have provided a personal email address instead of a corporate email address. We need your official work/corporate email address please.

Phone*

Management Company and/or Property*

Is this update for you or someone else?*

For me

For Someone Else

What type of property is this update related to?*

Multi-Family (buildings with multiple units in each structure)

Single Family (detached dwellings with one family per dwelling)

Build to Rent (detached dwellings in a community built with the intent to rent)

Mobile or Manufactured Homes (detached units on a single plat or deed)

Student Housing (similar to multi-family but designated for students only)

What is the reason for this request?*

Brand new user

Transferred to a sister property

Change existing portfolio

I am leaving the company and no longer need a login

I received a promotion

I need to update my name or the email address associated with my login

What is the reason for this request?*

I need to sign up a new user

Someone transferred to a sister property

I need to change an existing portfolio

Someone is leaving the company and no longer needs a login

Checking more than one box in the same column often confuses the form, so please be sure to only select the "best" option in each column rather than choosing multiple options in the same column. You'll always have the ability to add notes at the end of the form, if you feel clarification is needed.

Great. Click Next to continue.

What changes need to be made to your name or email address?

This area is only for name and email corrections. If your request is something different, please refer back to the "reason for this request" question and select a different option.

Welcome to Loebsack & Brownlee, PLLC!*

Complete the below in order to get your access set up! If you manage multiple properties, a Notes box will be available on the last part of this form and you can list all of your properties there.

First Name

Last Name

Title

Phone

Property/ies

Zip Code

State

Welcome to Loebsack & Brownlee, PLLC!*

Complete the below in order to get your co-workers access set up! Be sure you are entering THEIR information here. If they manage multiple properties, a Notes box will be available on the last part of this form and you can list all of their properties there.

First Name

Last Name

Title

Phone

Property/ies

Zip Code

State

As you proceed through the form, you'll notice that most rows have a plus (+) sign at the end of them. If you are needing to update multiple people, please do not submit this form multiple times. Instead, please click the plus (+) sign at the end of any row to add additional rows.

Who are we updating today?*

Complete the below in order to get your co-workers portfolio updated! Be sure you are entering THEIR information here. If they manage multiple properties, a Notes box will be available on the last part of this form and you can list all of their properties there.

First Name

Last Name

Title

Property/ies

Zip Code

Who are we updating today?*

First Name

Last Name

Title

Property/ies

Zip Code

Congratulations on your promotion! What is your new title? Are there any properties we need to add you to or remove you from?

Which property did you come from?

Which property did they come from?

Which property do you need to add?

Which property do they need to add?

Did you replace someone at this property?

If so, please enter their name and email address here (if you have it).

Did they replace someone at this property?

If so, please enter their name and email address here (if you have it).

Are there any other properties you need access to?

Are there any other properties they need access to?

Which property(ies) do you need to add?

(If any)

Which property(ies) do they need to add?

(If any)

Which property(ies) do you need to remove?

(If any)

Which property(ies) do they need to remove?

(If any)

Complete the below boxes to fully disable your login*

You should only be completing this area if you want to disable your login completely.

First Name

Last Name

Title

Phone

Property/ies

Zip Code

State

Complete the below boxes to fully disable a login*

You should only be completing this area if you want to disable a login completely.

First Name

Last Name

Title

Phone

Property/ies

Zip Code

State

Training*

Have you and your team members completed (or at least registered for) our free Client Training?

Yes, training has been completed!

No, but that is in progress!

Training is required before logins can be activated. Even if you have used us for a long time, a refresher never hurts. This is to help you avoid pitfalls and save you time and money. Visit https://loebsackbrownlee.com/training and then let us know when training is completed.

PM or PMIC

If the property/ies are located in South Carolina, please indicate the name and license number for your PM and/or PMIC if you have it so that we can make sure our records are current.

A little more information before you go!*

We want to make sure our records are up-to-date! Please share with us your Regional Manager, VP, Director, etc information here. This helps us identify any gaps in our records.

First Name

Last Name

Email Address

Title

Did you / they replace someone?

Have you replaced someone else? Or has the person you're completing this for replaced someone? If so, please fill out as much as you can below. If this person is leaving the property but staying with the company, please specify that in the notes section or let us know if we need to delete them completely if they are not longer with your company.

First Name

Last Name

Email Address

Property Name(s) (include zip code)

Deactivate Completely or Relocate to another property?

Is there anyone you need to add at this time?*

Is there anyone else that has joined your team that you need to add?

Let's get your team member(s) added!

You can add five additional team members here. Be sure to fill out the information below and we will get them onboarded as well!

First Name

Last Name

Email Address

Property Name(s) and Zip Code(s)

Title

Let's get your second team member added!

First Name

Last Name

Email Address

Property Name(s) and Zip Code

Title

Let's get your third team member added!

First Name

Last Name

Email Address

Property Name(s) and Zip Code

Title

Let's get your fourth team member added!

First Name

Last Name

Email Address

Property Name(s) and Zip Code

Title

Let's get your fifth team member added!

First Name

Last Name

Email Address

Property Name(s) and Zip Code

Title

Notes

What other details should we know about this request?

User / Staff Update

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