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Real Estate
Landlord Onboarding Checklist

Landlord Onboarding Checklist

Run this checklist every time you agree to represent a landlord
1
Introduction:
2
Landlord profile organization:
3
Fill in landlord's contact details
4
Gather all relevant documents
5
Welcome your new partner:
6
Send a welcome packet/booklet
7
Send a copy of the management agreement
8
Answer any outstanding questions
9
Property details:
10
Review and provide guidance on pricing
11
Approval:
12
Input property details into management software
13
Begin advertising properties
14
Payment details:
15
Establish payment records
16
Ongoing communication:
17
Set date to send monthly summary reports
18
Sources:
19
Related checklists: