The Owner Experience
Management Certification

For Professionals

Certify Yourself

Three role-specific tracks for owner-facing teams. Credentials are issued upon completion.

The Broker/Owner Track

The full playbook, end to end. Required for every company seeking certification — the owner of the business owns the owner experience.
  • Market Overview
    Why Right Now Is the Best Time to Be a Property Manager
  • Asset Management 101
    Stop Managing Properties. Start Managing Wealth.
  • Client Lifecycle Management
    From Lead to Loyal: How Owner Relationships Actually Work
  • Marketing
    What Actually Makes an Owner Click
  • Sales
    Getting to Yes: How to Identify and Sign the Right Owners
  • Onboarding
    The First 90 Days
  • Retention
    From Reactive to Proactive
  • Expansion
    The Compounding Client: One PMA, Many Revenue Streams
  • Termination
    Strategic Offboarding: Turning Terminations Into Revenue
  • Simulations
    What Would You Do? Client Simulations from the Field

The Business Development Track

For everyone who talks with owners before they sign. Learn how to attract each owner persona, get them to sign, and set expectations the ops team can follow through on.
  • Marketing
    What Actually Makes an Owner Click
  • Sales
    Getting to Yes: How to Identify and Sign the Right Owners
  • Client Lifecycle Management
    From Lead to Loyal: How Owner Relationships Actually Work
  • Simulations
    What Would You Do? Client Simulations from the Field

The Property & Owner Management Track

For everyone who talks with owners after they sign. Learn the operating cadence that creates lifelong clients and optimizes for retention and mutual portfolio growth.
  • Onboarding
    The First 90 Days
  • Retention
    From Reactive to Proactive
  • Expansion
    The Compounding Client: One PMA, Many Revenue Streams
  • Termination
    Strategic Offboarding: Turning Terminations Into Revenue
  • Simulations
    What wuld You Do? Client Simulations from the Field
For Residential Property Management Companies

Certify Your Company

Getting your PMC Client Success Certified is a 3-step process.

1

Completion

Earn The Certificates

All owner-facing team members complete their certification track. Every certified PMC must have at least one Client Success Architect.

  • Self-paced tracks
  • Certificates issued upon completion

2

Submission

Submit The Certificates

Send The Certificates

When the last person finishes, email us all certifications in one go with your company name and roster.

  • No forms, no portals, no fee to submit
  • Just attach your company roster and all certificates of completion
3

PMU Reviews

We Verify And Issue Your Certification

We check every certificate against your roster and the requirements for your company type, then issue your company certification and marketing kit.

  • Reviewed within 5 business days
  • Certified Client Success Firm status
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