The process of transitioning a property into professional property management can be an incredibly cumbersome one for property owners. Many times, the owners can find themselves running around in circles unsure of what to do. They have no idea what the complete process is like and where they are in the process at any given point in time.
Such a situation causes a lot of confusion and can reflect badly on your company. In some instances, this can erect a barrier between your company and company owners, closing off avenues for a successful and prosperous collaboration.
Simplify the transition process for property owners with this property transition checklist. Guide them through the necessary steps in an easy-to-follow manner and collect vital information and documents in a single place.
The first portion of this checklist will let the property owners know about the things they need to take care of before tenants are ready to move in. Aside from guiding them through steps such as taking care of utilities, insurance, and changing their address, there’s also a step for collecting their form W-9.
The second part of the checklist consists of signable a property management agreement that gives your company legal authority to act as the property owner’s agent. It also guides the owners through other steps such as paying for maintenance accounts and sending the property keys and badges.
Use this property transition checklist from Clustdoc to simplify the transition process for both yourself and the property owners you are about to represent.