Welcome. We really appreciate your trust in us to manage your property! Here is a simple checklist of items that we need from you.

Properties with tentants | Vacant properties


 arrow red 100CHECKLIST FOR PROPERTIES WITH TENANTS

 

green check 1001) Leases

We will need their leases. If you don't have a lease and/or they are month to month, we will need to know how much they are paying now AND their names and contact information. Email addresses would be a huge bonus.

green check 1002) Contact Info

Some leases don't have accurate tenant information. If you have the latest tenant information, that would be terrific.

green check 1003) Section 8

If your tenants are currently involved with a section 8 program but payments are being sent to the previous owner, you will need to send us these things:
- Photo ID / Driver's License
- Voided Check
- W-9 (we usually get that from you when we set up your account)

green check 1004) Keys

You may or may not have these depending on how you are handing this property off to us. If you don't have keys, don't panic, we may never need them. If there is an eviction involved, you will be charged $120 for a locksmith to join us in the eviction drama.

green check 1005) Inspection Report

If you can find an old one, that would be excellent as it gives us a frame of reference for your property. We get properties in all states of condition and it would be helpful if have something to start with.

green check 1006) Home Warranty

If your property has one, we need that for our files in case the tenant calls us instead of the warranty company. We also need to know who is paying for the service call. If your tenants pay for the service call, we need to know.

green check 1007) Recent Repairs

Did someone do work at your property recently? We need that information in case those repairs were not completed properly.

green check 1008) Mail Box

Is there a mailbox? Or a mailbox number? When that tenant moves out, we need to know where this is. If you have the key, we need this too.

green check 1009) Parking

Is there assigned parking? Which space(s)?

green check 10010) Insurance

We will need to be named as "Additional Insured" on your policy. This means that if something happens at your property due to tenant negligence or accidents of nature, your insurance company will represent us both. Most insurance companies do not charge extra for this. Simply contact your carrier and tell them this and they will ask you to provide a property management agreement that we will supply.

green check 10011) HOA Docs

By law, if your property is in an HOA, we are required to give this to your tenants. This is without a doubt going to be your biggest headache. We need this in electronic form AND they are usually files that are too big to send via email. We will provide you with an electronic "Dropbox" that you can put it in if you are unable to zip them up into a file. If you send us a paper version, we charge $50 to scan the package.

 

 arrow red 100CHECKLIST FOR PROPERTIES WITHOUT TENANTS

 

check blue 1001) Photos

We can get a jump on marketing your property IF you have existing photos.

check blue 1002) Keys

We will be putting a lock box on the property so our agents and other agents can access and show your property.

check blue 1003) Inspection Report

If you can find an old one, that would be excellent as it gives us a frame of reference for your property. We get properties in all states of condition and it would be helpful if have something to start with.

check blue 1004) Home Warranty

If your property has one, we need that for our files in case the tenant calls us instead of the warranty company. We also need to know who is paying for the service call. If your tenants pay for the service call, we need to know.

check blue 1005) Recent Repairs

Did someone do work at your property recently? We need that information in case those repairs were not completed properly.

check blue 1006) Mailbox

Is there a mailbox? Or a mailbox number? We need this information. If you happen to have the keys, either mail them to us or put them in the kitchen drawer.

check blue 1007) Parking

Is there assigned parking? If you have a garage remote, mail that to us or put it in the kitchen drawer.

check blue 1008) Insurance

We will need to be named as "Additional Insured" on your policy. This means that if something happens at your property due to tenant negligence or accidents of nature, your insurance company will represent us both. Most insurance companies do not charge extra for this. Simply contact your carrier and tell them this and they will ask you to provide a property management agreement that we will supply.

check blue 1009) HOA Docs

By law, if your property is in an HOA, we are required to give this to your tenants. This is without a doubt going to be your biggest headache. We need this in electronic form AND they are usually files that are too big to send via email. We will provide you with an electronic "Dropbox" that you can put it in if you are unable to zip them up into a file. If you send us a paper version, we charge $50 to scan the package.