Templates
Uncategorized
Upcoming Lease Expiration Checklist

Upcoming Lease Expiration Checklist

Make sure that all leases expiring in the next 90 days are being dealt with in advance.
1
Introduction:
2
Pull report of leases expiring in the next 90 days
3
Enter basic details of the selected property
4
Initial communication:
5
Send email to owner: 60-day intent to Re-Lease
6
Save owners reply in property's Notes section (Appfolio)
7
Notify tenant of owners intention to renew
8
Notify tenant of owners intention to NOT renew
9
Save tenant's reply in Appfolio
10
Notify owner of tenant's intent to renew
11
Check notes and get owner approval
12
Notify owner of tenant's intent to vacate the property
13
Inspection:
14
Conduct interior inspection
15
Review renewal inspections
16
Share inspection report with the owner
17
Lease creation & sending:
18
Send tenant "Lease Renewal Expectations" in Appfolio
19
Create renewal lease for PM review
20
Save tenants updated insurance prior to sending lease
21
Review incomplete lease
22
Setup digital signing of the lease
23
Save signed lease in Appfolio
24
Update tenant's page in Appfolio according to lease renewal
25
Vacating:
26
Save tenant's 30-day notice to vacate in Appfolio
27
Send owner the "Move Out Expectations for Owners" letter via Appfolio
28
Send tenant the "Move out Expectations for Tenants" letter via Appfolio
29
Verify we have the security deposit
30
Verify we have the move-in inspection report, PCR & photos
31
Update the Tenants Summary page in Appfolio
32
Begin process for property listing
33
Related checklists: