Property Management Template

This task involves identifying a suitable property that can be managed by the property management team. The goal is to find a property that meets the requirements of the property owner and has the potential for rental income. Research different properties, consider factors such as location, size, condition, and market demand. Collaborate with the property owner to understand their expectations and preferences. Once a property is identified, complete the form below to provide all the necessary details.

In this task, you will propose management terms to the property owner. The goal is to negotiate and agree on terms that are fair and beneficial for both parties. Consider factors such as management fees, maintenance responsibilities, and lease agreement terms. Use the form below to provide the proposed management terms to the property owner.

This task involves negotiating the management contract with the property owner. The goal is to reach an agreement that outlines the rights, responsibilities, and obligations of both parties. Review the proposed management terms, discuss any concerns or modifications with the property owner, and come to a mutual agreement. Complete the form below to provide the necessary details for the management contract.

Once the management contract has been negotiated and agreed upon, it is time to sign the property management agreement. The goal is to document the terms and conditions of the management agreement and formalize the partnership between the property owner and the property management team. Use the form below to complete the necessary fields for the property management agreement.

In this task, you will coordinate with the property owner to obtain the necessary keys for the managed property. The goal is to ensure smooth access and control over the property. Communicate with the property owner to arrange a time and method for key handover. Complete the form below to provide the details regarding the coordination process.

This task involves identifying any repairs or improvements needed for the managed property. The goal is to ensure that the property is in good condition and meets the standards of the property owner and potential tenants. Inspect the property thoroughly, take note of any issues, and assess the urgency and cost of the repairs/improvements. Fill in the form below with the details of the repairs or improvements needed.

Once the repairs or improvements needed have been identified, it is time to arrange for the necessary work to be done. The goal is to ensure that the repairs or improvements are completed in a timely and efficient manner. Research and contact appropriate contractors or service providers, obtain cost estimates, and schedule the work. Fill in the form below with the details of the repairs or improvements arrangements.

In this task, you will review the insurance policies for the managed property. The goal is to ensure that the property is adequately insured and protected against potential risks. Review the existing insurance policies, assess their coverage and terms, and make any necessary updates or changes. Fill in the form below to provide details regarding the insurance policies for the property.

This task involves advertising the property for rental. The goal is to attract potential tenants and find suitable candidates for the property. Create appealing and informative property listings, select appropriate advertising platforms, and monitor the response to the advertisements. Fill in the form below with the details of the property advertisement.

In this task, you will screen potential tenants for the managed property. The goal is to find reliable and responsible tenants who meet the requirements and standards set by the property owner. Review rental applications, conduct background checks, and verify references. Fill in the form below with the details of the tenant screening process.

This task involves showing the managed property to potential tenants. The goal is to provide interested individuals with an opportunity to view the property and ask questions. Coordinate with potential tenants to schedule property visits, prepare the property for viewing, and showcase its features and amenities. Fill in the form below with the details of the property viewing schedule.

In this task, you will negotiate lease terms with the selected tenants. The goal is to establish clear and mutually agreed-upon terms for the lease agreement. Discuss rent amount, lease duration, deposit requirements, and any additional conditions or clauses. Fill in the form below with the details of the lease negotiation.

Once the lease terms have been negotiated and agreed upon, it is time to finalize and sign the lease agreement. The goal is to create a legally binding document that outlines the rights and responsibilities of both the tenant and the property owner. Fill in the form below to complete the necessary fields for the lease agreement.

In this task, you will collect the security deposit and the first month's rent from the tenants. The goal is to ensure that the necessary payments are made before the tenant moves into the property. Coordinate with the tenants to arrange the payment method and provide them with the necessary payment details. Fill in the form below to provide the payment collection details.

This task involves handing over the keys to the tenants. The goal is to ensure that the tenants have proper access and control over the property. Coordinate with the tenants to arrange a time and method for key handover. Fill in the form below with the details regarding the key handover process.

In this task, you will conduct regular inspections of the managed property. The goal is to ensure that the property is well-maintained and that any issues or maintenance needs are addressed promptly. Establish a regular inspection schedule, carry out thorough inspections, and document any observations or necessary actions. Fill in the form below with the details of the property inspection.

This task involves coordinating maintenance and repairs for the managed property. The goal is to ensure that any issues or maintenance needs are addressed promptly and efficiently. Communicate with the property owner, tenants, and contractors/service providers to coordinate the necessary repairs, obtain cost estimates, and schedule the work. Fill in the form below with the details of the maintenance and repair coordination.

In this task, you will manage the tenant move-out process. The goal is to ensure a smooth and efficient transition when the tenant decides to move out. Communicate with the tenant to agree on move-out dates and procedures, conduct a move-out inspection, and handle any necessary deductions or refunds from the security deposit. Fill in the form below with the details of the tenant move-out process.