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Real Estate
Landlord Screening Checklist

Landlord Screening Checklist

Run this checklist every time a landlord expresses interest in being represented
1
Introduction:
2
Pre-screening:
3
Record landlord's details
4
Review online profiles
5
Initial phone interview:
6
Conduct phone interview
7
Evaluate if the screening process should move forward
8
In-person consultation:
9
Introduce them to property management
10
Ask about prior experience with property managers
11
Check validity of landlord's insurance policy
12
Understand their expectations
13
Clarify your expectations
14
Explain benefits of your services
15
Evaluate discussion and fit
16
Property viewing:
17
Inspect condition of properties
18
Make recommendations on how to increase value
19
Decide if management agreement will be issued
20
Management agreement:
21
Send acceptance email
22
Create the agreement
23
Review with the landlord
24
Sign the agreement
25
Move on to onboarding
26
Send rejection email
27
Sources:
28
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