Inspectors are free to use or not use a contract. To fill out this section, you'll need to include the name on the account, the account type and the account number.Before you fill out your property management agreement, write your state at the top of the form. Step 1 – Write Effective Date. 1. Explore the essentials of Investment Management Agreements (IMAs), their components, types, and legal considerations. Investment management agreements are legal documents that give investment managers the authority to manage capital on behalf of investors. A commercial property management agreement outlines the unique responsibilities and expectations in managing these types of properties. Broker shall provide monthly financial statements to Owner.