{"id":14272,"date":"2018-06-06T10:25:28","date_gmt":"2018-06-06T10:25:28","guid":{"rendered":"https:\/\/www.process.st\/templates\/landlord-onboarding-checklist\/"},"modified":"2024-02-28T21:15:41","modified_gmt":"2024-02-28T21:15:41","slug":"landlord-onboarding-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/landlord-onboarding-checklist\/","title":{"rendered":"Landlord Onboarding Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/i6OUpZNbi4yNDLXPj29Lyw.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/i6OUpZNbi4yNDLXPj29Lyw.png\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>In the fast-paced world of property management, <strong>landlord onboarding<\/strong> is one of those things that is unfortunately <strong>overlooked by countless real estate agencies and brokerage firms.<\/strong> There is a ton of information out there when it comes to effectively <a href=\"https:\/\/www.process.st\/templates\/tenant-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">onboarding new <em>tenants<\/em><\/a>, but this is just one side of the coin.<\/p>\n<p>Signing a <a href=\"https:\/\/www.upcounsel.com\/property-management-agreement\" rel=\"nofollow noopener\" target=\"_blank\">property management agreement<\/a> to represent a landlord is an exciting moment, especially if you are a small agency. You have completed the <a href=\"https:\/\/www.process.st\/templates\/landlord-screening-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">screening process,<\/a> and it is now the beginning of what will hopefully be a <strong>long and trusting relationship<\/strong>. However, <strong>without a solid landlord onboarding process, you risk experiencing unnecessary difficulties<\/strong> during the time that you represent the property owner.<\/p>\n<p><strong>In this workflow<\/strong>, you'll be guided through a <strong>simple and effective<\/strong> way to onboard a landlord you have just begun representing.<\/p>\n<p>It is designed to be a continuation of the <a href=\"https:\/\/www.process.st\/templates\/landlord-screening-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">landlord screening workflow<\/a> that we recommend you run through if you haven't already.&nbsp;<\/p>\n<p>Ready to start working with a new client? Let's get started!<\/p>\n<\/div>\n<\/section>\n<section id=\"landlord-profile-organization\">\n<h2>Landlord profile organization:<\/h2>\n<div class=\"text-content\">\n<p><strong>To kick things off<\/strong>, make sure you've documented all of the landlord's&nbsp;personal contact information and organized signed forms in your property management software.<\/p>\n<\/div>\n<\/section>\n<section id=\"fill-in-landlords-contact-details\">\n<h2>Fill in landlord's contact details<\/h2>\n<div class=\"text-content\">\n<p><strong>Record some basic details<\/strong> about the landlord using the form fields below.<\/p>\n<p class=\"style-info\"><strong>Pro tip:&nbsp;<\/strong>You can&nbsp;<strong>automate<\/strong>&nbsp;this using Salesforce and the&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/workflow-run-link\/\" rel=\"nofollow noopener\" target=\"_self\"><strong>Workflow Run Link<\/strong><\/a>.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> First name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Last name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Phone number <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Address line 1 (street address) <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Address line 2 (apartment, suite, unit) <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> City <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> State <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> ZIP code <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Approver details<\/h4>\n<\/div>\n<div class=\"text-content\">\n<p>Certain tasks in this checklist require approval from the relevant personnel in your team, namely you manager, before you can proceed. Please enter the approvers details in below.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Approver name (full) <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<\/section>\n<section id=\"gather-all-relevant-documents\">\n<h2>Gather all relevant documents<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qhKS5XnLYlaqA_M-uCdL3A.jpg\" alt=\"Gather all relevant documents\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qhKS5XnLYlaqA_M-uCdL3A.jpg\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>Following the <strong>completion of the <\/strong><a href=\"https:\/\/www.process.st\/templates\/landlord-screening-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">landlord screening workflow<\/a>, there will be a number of documents in your possession&nbsp;that will need to be gathered.<\/p>\n<p>These will likely include:<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Property management agreement<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Landlord's insurance policy<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Inspection and maintenance records<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Invoices and receipts for maintenance work<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Gas and electrical safety certificates<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Property tax records (if applicable)<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Marketing information and property photos<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Property management agreement <\/label><\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Landlord's insurance policy <\/label><\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"text-content\">\n<p>Organize all documentation relating to the listing\/property management agreement agreement in <strong>both a physical and digital folder&nbsp;<\/strong><\/p>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">You can&nbsp;<strong>automate the creation of a digital folder<\/strong>&nbsp;<strong>in Google Drive<\/strong>&nbsp;for each tenant using Zapier.&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/google-drive\/\" rel=\"nofollow noopener\" target=\"_blank\">Find out how<\/a>.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"welcome-your-new-partner\">\n<h2>Welcome your new partner:<\/h2>\n<div class=\"text-content\">\n<p>Before getting into the <strong>serious stuff<\/strong>, it's important that you <strong>establish a close, friendly relationship<\/strong> with the landlord to<strong> build trust<\/strong>.<\/p>\n<p>By completing the tasks in this section you can feel confident in knowing that <strong>you are off to a good start.&nbsp;<\/strong><\/p>\n<\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/r2RytlwObhx5I9gZYfRMTg.jpg\" alt=\"Welcome your new partner:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/r2RytlwObhx5I9gZYfRMTg.jpg\"> <\/a><\/figure>\n<\/div>\n<\/section>\n<section id=\"send-a-welcome-packetbooklet\">\n<h2>Send a welcome packet\/booklet<\/h2>\n<div class=\"text-content\">\n<p>This is a great way to<strong> provide the landlord with all the information they may need<\/strong> or want to refer to.<\/p>\n<p class=\"style-info\">If the packet is in <strong>e-book format<\/strong>, email it to the landlord by <strong>creating a shareable link<\/strong><strong>.<\/strong><\/p>\n<p><strong>The packet should at least include:<\/strong><\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Hand-written message expressing excitement to be representing them<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Overview of the real estate\/brokerage firm<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Summary of the property management agreement<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Payment terms and schedule<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Full contact details (including after hours for emergencies)<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Welcome packet <\/label><\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"send-a-copy-of-the-management-agreement\">\n<h2>Send a copy of the management agreement<\/h2>\n<div class=\"text-content\">\n<p><strong>Property management agreement:<\/strong> {{form.Property_management_agreement_2}}<\/p>\n<\/div>\n<\/section>\n<section id=\"answer-any-outstanding-questions\">\n<h2>Answer any outstanding questions<\/h2>\n<div class=\"text-content\">\n<p>Most questions would have already been answered during the landlord screening process; however, once the landlord has received the welcome packet, they may have some additional questions about <strong>how the relationship will move forward. <\/strong>&nbsp;&nbsp;<\/p>\n<p><strong>Common questions include:<\/strong><\/p>\n<ul>\n<li><em>How will you be advertising my properties?<\/em><\/li>\n<li><em>What is your process for screening prospective tenants?<\/em><\/li>\n<li><em>How often will you be conducting property inspections?<\/em><\/li>\n<li><em>What happens if I'm not happy working with you?<\/em><\/li>\n<\/ul>\n<p>Make sure the landlord feels comfortable with the arrangement before you begin advertising and showing properties to prospective tenants.&nbsp;<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Landlord questions and concerns <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"property-details\">\n<h2>Property details:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oH_Qz5xr3HBaznOnFK5AJg.jpg\" alt=\"Property details:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oH_Qz5xr3HBaznOnFK5AJg.jpg\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>Before you begin advertising the properties, make sure you have <strong>discussed pricing<\/strong> with the landlord, <strong>agreed upon any immediate measures to add value<\/strong>, and detailed all property information in your management software.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"review-and-provide-guidance-on-pricing\">\n<h2>Review and provide guidance on pricing<\/h2>\n<div class=\"text-content\">\n<p>It's now time to <strong>review the pricing<\/strong> of each property and discuss with the landlord if there is any <strong>room for optimization<\/strong>.&nbsp;<\/p>\n<p>Even simple, low-cost measures such as <strong>repainting, changing fixtures, or installing new doors<\/strong> can make a notable difference to the final price.&nbsp;<\/p>\n<p>For some quick inspiration, check out <a href=\"https:\/\/www.thebalancesmb.com\/increase-the-value-of-your-property-2124841\" rel=\"nofollow noopener\" target=\"_blank\">15 ways to increase the value of a property<\/a> that you can evaluate with the landlord.&nbsp;<\/p>\n<p>This is an approval task. You cannot move forward in this template until the relevant personnel approves each property's pricing.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Potential ways to add value <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"approval\">\n<h2>Approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:<\/div>\n<\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Review and provide guidance on pricing<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"input-property-details-into-management-software\">\n<h2>Input property details into management software<\/h2>\n<div class=\"text-content\">\n<p>When entering property details into your management software, be sure to <strong>include the following<\/strong> for each property:<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Address<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Property type<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Property description<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Living area (sq\/ft)<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Bedrooms<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Bathrooms<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Pet policy<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Price<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"begin-advertising-properties\">\n<h2>Begin advertising properties<\/h2>\n<div class=\"text-content\">\n<p>Now that all of the information is safely stored in your system and the landlord feels completely comfortable with all aspects of the agreement, you can <strong>begin advertising the properties and do what you do best!&nbsp;<\/strong><\/p>\n<p><strong><\/strong>Be sure to utilize all of the <a href=\"https:\/\/amdgtl.com\/blog\/apartment-marketing-ideas\" rel=\"nofollow noopener\" target=\"_blank\">marketing channels<\/a> you have at your disposal.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"payment-details\">\n<h2>Payment details:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uuxCpaKRR7ohM3p6DehLZg.jpg\" alt=\"Payment details:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uuxCpaKRR7ohM3p6DehLZg.jpg\"> <\/a><\/figure>\n<\/div>\n<\/section>\n<section id=\"establish-payment-records\">\n<h2>Establish payment records<\/h2>\n<div class=\"text-content\">\n<p>Set up a <strong>payment record system<\/strong> to keep track of all income consisting of:<\/p>\n<ul>\n<li>Rental income&nbsp;<\/li>\n<li>Management fees<\/li>\n<li>Property maintenance fees<\/li>\n<\/ul>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of first record <\/label><\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"ongoing-communication\">\n<h2>Ongoing communication:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gIwvFli1ArRvAlKAmYVFyg.jpg\" alt=\"Ongoing communication:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gIwvFli1ArRvAlKAmYVFyg.jpg\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>It's important to <strong>maintain a close relationship<\/strong> with your clients so that they always feel like they are <strong>in-the-loop<\/strong> and know what's going on.<\/p>\n<p>The extent to which you should communicate with a particular landlord&nbsp;is something you will have gauged from the moment they expressed an interest in being represented by you. Some appreciate being updated constantly, while&nbsp;others prefer to be left alone for the most part.&nbsp;<\/p>\n<p>Regardless, it is <strong>your responsibility<\/strong> to make sure that they<strong> feel comfortable<\/strong> with how you are managing their properties.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"set-date-to-send-monthly-summary-reports\">\n<h2>Set date to send monthly summary reports<\/h2>\n<div class=\"text-content\">\n<p><strong>Establish a feedback loop<\/strong> with the landlord by sending monthly summary reports.&nbsp;<\/p>\n<p>These should at least include:<\/p>\n<ul>\n<li>Summary of interest from prospective tenants<\/li>\n<li>Prospective tenant profiles<\/li>\n<li>Tenant screening process (status update)<\/li>\n<li>Calculated recommendations for property maintenance\/enhancement<\/li>\n<\/ul>\n<p class=\"style-info\">If there are any <strong>serious or pressing issues<\/strong> to discuss, set up a <strong>phone call or in-person meeting<\/strong> in addition to providing a written description.<\/p>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> First summary report - Send date <\/label><\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.biggerpockets.com\/forums\/52\/topics\/242440-onboarding-a-new-property-management-client\" rel=\"nofollow noopener\" target=\"_blank\">Bigger Pockets - Onboarding a New Property Management Client<\/a><\/li>\n<li><a href=\"https:\/\/www.mwmrealestate.com\/wp-content\/uploads\/2017\/07\/agents_lease_transactions.pdf\" rel=\"nofollow noopener\" target=\"_blank\">MWM Real Estate - Agents Lease Transactions<\/a><\/li>\n<li><a href=\"https:\/\/www.residentialagents.com.au\/landlord-information\/\" rel=\"nofollow noopener\" target=\"_blank\">Residential Agents - Landlord Information<\/a><\/li>\n<li><a href=\"https:\/\/www.rentecdirect.com\/blog\/property-managers-guide-to-maintaining-proper-records\/\" rel=\"nofollow noopener\" target=\"_blank\">Kaycee Wegener - Property Manager\u2019s Guide to Maintaining Proper Records<\/a><\/li>\n<li><a href=\"https:\/\/www.thebalancesmb.com\/increase-the-value-of-your-property-2124841\" rel=\"nofollow noopener\" target=\"_blank\">Erin Eberlin - Learn How to Enhance the Value of Your Property<\/a><\/li>\n<li><a href=\"https:\/\/amdgtl.com\/blog\/apartment-marketing-ideas\" rel=\"nofollow noopener\" target=\"_blank\">Alex Middel - 40 Apartment Marketing Ideas Guaranteed To Get More Renters<\/a><\/li>\n<li><a href=\"https:\/\/pixabay.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Images - Pixabay<\/a><\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/landlord-screening-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Landlord Screening Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/tenant-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Tenant Onboarding Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/real-estate-sales-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Real Estate Sales Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/real-estate-listing\/\" rel=\"nofollow noopener\" target=\"_blank\">Real Estate Listing<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/pre-listing-house-cleaning-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Pre-Listing House Cleaning Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/house-viewing-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">House Viewing Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/home-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Home Inspection Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/home-staging-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">Home Staging Guide<\/a><\/li>\n<\/ul>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: In the fast-paced world of property management, landlord onboarding is one of those things that is unfortunately overlooked by countless real estate agencies and brokerage firms. There is a ton of information out there when it comes to effectively onboarding new tenants, but this is just one side of the coin. Signing a property [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":14273,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"19","template_description":"Run this checklist every time you agree to represent a landlord","template_id":"hMIkpFrnpwT2W0JREEtMUQ","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Landlord profile organization:","task_slug_1":"landlord-profile-organization","task_2":"Fill in landlord's contact details","task_slug_2":"fill-in-landlords-contact-details","task_3":"Gather all relevant documents","task_slug_3":"gather-all-relevant-documents","task_4":"Welcome your new partner:","task_slug_4":"welcome-your-new-partner","task_5":"Send a welcome packet\/booklet","task_slug_5":"send-a-welcome-packetbooklet","task_6":"Send a copy of the management 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