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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.
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Introduction:
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Pull report of leases expiring in the next 90 days
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Enter basic details of the selected property
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Initial communication:
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Send email to owner: 60-day intent to Re-Lease
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Save owners reply in property's Notes section (Appfolio)
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Notify tenant of owners intention to renew
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Notify tenant of owners intention to NOT renew
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Save tenant's reply in Appfolio
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Notify owner of tenant's intent to renew
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Check notes and get owner approval
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Notify owner of tenant's intent to vacate the property
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Inspection:
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Conduct interior inspection
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Review renewal inspections
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Share inspection report with the owner
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Lease creation & sending:
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Send tenant "Lease Renewal Expectations" in Appfolio
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Create renewal lease for PM review
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Save tenants updated insurance prior to sending lease
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Review incomplete lease
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Setup digital signing of the lease
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Save signed lease in Appfolio
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Update tenant's page in Appfolio according to lease renewal
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Vacating:
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Save tenant's 30-day notice to vacate in Appfolio
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Send owner the "Move Out Expectations for Owners" letter via Appfolio
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Send tenant the "Move out Expectations for Tenants" letter via Appfolio
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Verify we have the security deposit
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Verify we have the move-in inspection report, PCR & photos
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Update the Tenants Summary page in Appfolio
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Begin process for property listing
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Related checklists: