{"id":14280,"date":"2018-06-06T11:13:03","date_gmt":"2018-06-06T11:13:03","guid":{"rendered":"https:\/\/www.process.st\/templates\/landlord-screening-checklist\/"},"modified":"2024-02-28T21:16:01","modified_gmt":"2024-02-28T21:16:01","slug":"landlord-screening-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/landlord-screening-checklist\/","title":{"rendered":"Landlord Screening Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2> Introduction: <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uKG3FSx8GM7HTTT_S_5Evg.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uKG3FSx8GM7HTTT_S_5Evg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Great work!<\/strong> A property owner has expressed interest in being represented by you, it\u2019s now up to you to evaluate if they are a good fit before you begin <a href=\"https:\/\/www.process.st\/templates\/landlord-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">the onboarding process.<\/a><strong><\/strong><\/p>\n<p><strong>Taking the necessary steps to screen and qualify a potential client is essential<\/strong> because ultimately they are contributing to your salary in the form of management fees and will only do so if both parties feel sure that they are engaging in a <strong>mutually beneficial relationship<\/strong>.<\/p>\n<p>In other words, although finding and <a href=\"https:\/\/www.process.st\/templates\/tenant-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">onboarding the right tenants<\/a> is the bulk of your work, it is&nbsp;<strong>equally important to bring on the right clients<\/strong>. A demanding or micromanaging landlord, or one who doesn\u2019t understand the value that property management adds to their investment, can make your life a waking nightmare.<\/p>\n<p><strong>Run this checklist<\/strong> to confirm you are agreeing to manage properties that are suitable for your business, and&nbsp;are owned by a landlord who is aligned with your values.&nbsp;<\/p>\n<p>This is the foundation of a successful property management agreement.<\/p>\n<p>Let's get started!<\/p>\n<p class=\"style-info\">As you work through the tasks, the checklist will expand in accordance with how the screening process progresses.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"prescreening\">\n<h2> Pre-screening: <\/h2>\n<div class=\"text-content\">\n<p><strong>Quickly discover and log&nbsp;relevant preliminary information <\/strong>to kickstart your landlord screening process.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"record-landlords-details\">\n<h2> Record landlord's details <\/h2>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> First name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Address line 1 (street address) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Address line 2 (apartment, suite, unit) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> City <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> State <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> ZIP code <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-online-profiles\">\n<h2> Review online profiles <\/h2>\n<div class=\"text-content\">\n<p>An easy and effective way to start the screening process is to do <strong>online research.&nbsp;<\/strong><\/p>\n<p>Social media profiles on Facebook, LinkedIn and Twitter can be <strong>surprisingly revealing.<\/strong> According to <a href=\"https:\/\/www.linkedin.com\/in\/craig-garrow-b77a0546\/\" rel=\"nofollow noopener\" target=\"_blank\">Craig Garrow<\/a>, Owner of Supreme Property Management in Malone, NY:<\/p>\n<p class=\"style-blockquote\"><em>Sometimes a simple search on Facebook and LinkedIn can give you excellent insight into a potential client.<\/em><\/p>\n<p>Beyond social media sites, a great online resource to collect info on a landlord is to <strong>research their public records<\/strong>. L<span>ook for red flags indicating bankruptcy, general liens on all assets, criminal records, and any lawsuits.<\/span><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Interesting insights from online research <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"initial-phone-interview\">\n<h2> Initial phone interview: <\/h2>\n<div class=\"text-content\">\n<p>Before inviting them to your office for a consultation, <strong>give the landlord a call<\/strong> to ask some initial <strong>qualifying questions<\/strong> and get a decent idea of what kind of services they are looking for.&nbsp; &nbsp;<\/p>\n<p>Although the conversation should be <strong>relatively informal<\/strong>, it's important that you are <strong>well prepared<\/strong> and get off the phone knowing that you <strong>have the answers you need.<\/strong><\/p>\n<p>Executing this step properly will potentially <strong>save you a lot of time and<\/strong> <strong>effort<\/strong> while enabling you to continue the screening process with a much higher likelihood of success.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"conduct-phone-interview\">\n<h2> Conduct phone interview <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/k0LLJag-bUrLIXRg1uxJlQ.jpg\" alt=\"Conduct phone interview\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/k0LLJag-bUrLIXRg1uxJlQ.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>When you <strong>feel confident and prepared<\/strong>, call the landlord and <strong>go through the qualifying questions stated below.&nbsp;<\/strong><\/p>\n<p>If you are sending them a calendar invite, a <strong>15-minute<\/strong> time slot should be sufficient, though <strong>30 minutes is also reasonable<\/strong>.&nbsp;&nbsp;<\/p>\n<p class=\"style-info\"><strong>Landlord name:<\/strong>&nbsp;{{form.First_name}}&nbsp;{{form.Last_name}}<br \/><strong>Phone number:&nbsp;<\/strong>{{form.Phone_number}}<\/p>\n<p class=\"style-warning\"><strong>Take notes during the call!<\/strong> You don't want to forget any important details.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Have you worked with a property management company before? <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How many properties do you own? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What types of properties are they? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Do you have any HOA responsibilities? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are your financial goals? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of initial phone interview <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"evaluate-if-the-screening-process-should-move-forward\">\n<h2> Evaluate if the screening process should move forward <\/h2>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>Be realistic about what makes sense for you.<\/strong> If you are a sole property manager or a very small agency, it's probably not a good idea to take on a client with a 120-unit residential property.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Would you like to move forward with the screening process? <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Important follow-up questions <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"inperson-consultation\">\n<h2> In-person consultation: <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/k7c6DpioiTR986ZLYNhJWg-scaled.jpg\" alt=\"In-person consultation:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/k7c6DpioiTR986ZLYNhJWg-scaled.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The next stage in the screening process is to invite the landlord into your agency to have a more <strong>in-depth discussion<\/strong> on what their expectations are and to determine if both parties would be interested in working together.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"introduce-them-to-property-management\">\n<h2> Introduce them to property management <\/h2>\n<div class=\"text-content\">\n<p>Seeing as the landlord has <strong>no prior experience<\/strong> working with property managers, it's incredibly important that you <strong>take the time to familiarise them <\/strong>with the&nbsp;<a href=\"https:\/\/www.thebalancesmb.com\/what-is-a-property-manager-2124842\" rel=\"nofollow noopener\" target=\"_blank\">work that you do.<\/a><\/p>\n<p>It is also <strong>essential<\/strong>&nbsp;for you to be&nbsp;<strong>extra diligent<\/strong> <strong>throughout the remainder of the screening process<\/strong>, particularly when it comes to clarifying your <strong>expectations, maintenance protocol<\/strong>, and <strong>reviewing the final management agreement<\/strong> with the landlord.&nbsp;<\/p>\n<p>There is always <strong>added risk<\/strong> when a landlord is working with a property manager for the first time, so <strong>take precautionary measures<\/strong> to ensure you are beginning a positive and <strong>mutually beneficial relationship.&nbsp;<\/strong><\/p>\n<p>A few example questions to ask during the in-person consultation are:<\/p>\n<ul>\n<li><span><\/span><em>Is there any particular reason why you have not yet worked with a property manager?&nbsp;<\/em><\/li>\n<li><span><\/span><em>What benefits would you be looking to get from working with us?<\/em><\/li>\n<li><span><\/span><em>What is your general view of&nbsp;property managers?<\/em><\/li>\n<li><span><\/span><em>Are there any urgent issues that you would like us to address?<\/em><\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Things to include in your introduction <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"ask-about-prior-experience-with-property-managers\">\n<h2> Ask about prior experience with property managers <\/h2>\n<div class=\"text-content\">\n<p>It's important that you <strong>dive into the details<\/strong> regarding their previous experiences with property managers because you can talk through their bad experiences and ultimately <strong>remove any misconceptions<\/strong> they may have about the work that you do.&nbsp;<\/p>\n<p>A couple of example questions to ask are:&nbsp;<\/p>\n<ul>\n<li><em>Were you satisfied with the services provided? If not, what was wrong?&nbsp;<\/em><\/li>\n<li><em>What is your general opinion of property managers? <\/em>\n<ul>\n<li>Do they have negative assumptions?<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Insights from their prior experience with property managers <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-validity-of-landlords-insurance-policy\">\n<h2> Check validity of landlord's insurance policy <\/h2>\n<div class=\"text-content\">\n<p>Ask the landlord for details regarding their <a href=\"https:\/\/www.thebalance.com\/best-landlord-insurance-policies-4159603\" rel=\"nofollow noopener\" target=\"_blank\">property insurance<\/a> policy.&nbsp;<\/p>\n<p>If you work at an agency and have colleagues, <strong>carefully review the policy<\/strong> with them to ensure that everything is in order.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Landlord's insurance provider (e.g. AllState, Liberty Mutual, State Farm) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Landlord's insurance policy <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"understand-their-expectations\">\n<h2> Understand their expectations <\/h2>\n<div class=\"text-content\">\n<p>You must walk out of the consultation knowing that you have a<strong> clear understanding<\/strong> of what the landlord is expecting from you.&nbsp;<\/p>\n<p>Some <strong>important questions to clarify<\/strong> are:<\/p>\n<ul>\n<li><em>How are they expecting you to find and screen tenants? Do they have specific requirements regarding the process?<\/em><\/li>\n<li><em>How do they expect you to handle security deposits?<\/em><\/li>\n<li><em>How do they want you to deal with tenant evictions?<\/em><\/li>\n<li><em>How are they expecting you to conduct repairs and preventative maintenance? Are they an extremely &quot;hands-on&quot; landlord or not?<\/em><\/li>\n<li><em>Do they want you to be fully responsible for managing budgets and maintaining all important records?<\/em><\/li>\n<li><em>Do they require your assistance in filing property taxes?<\/em><\/li>\n<\/ul>\n<p class=\"style-danger\"><strong>A very &quot;hands-on&quot; approach is often a red flag.<\/strong> Be cautious about moving forward with a landlord who is extremely stubborn about how they want things to be.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Landlord's expectations - Key things to consider <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"clarify-your-expectations\">\n<h2> Clarify your expectations <\/h2>\n<div class=\"text-content\">\n<p>Once you have a complete understanding of what the landlord expects from you, begin clarifying what <strong>your expectations<\/strong> are for the relationship.&nbsp;<\/p>\n<p>Although you will be managing their properties, <strong>they are still the property <em>owner<\/em><\/strong> and will, therefore, remain responsible for a few things. Define what these responsibilities are and how you expect them to be fulfilled.&nbsp;<\/p>\n<p><strong>For example<\/strong>, the landlord is often responsible for <strong>setting up and maintaining a reserve fund.<\/strong>&nbsp;This obligation requires them to put a specific amount of money into a reserve fund that you can use for daily obligations, maintenance issues, and emergencies.&nbsp;<\/p>\n<p class=\"style-warning\">A good way to make sure you are fulfilling this task is to <strong>imagine that you are issuing the<\/strong> <a href=\"https:\/\/www.upcounsel.com\/property-management-agreement\" rel=\"nofollow noopener\" target=\"_blank\">property management agreement<\/a> <strong>now.<\/strong> What are the most important points that the landlord needs to agree to?<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Important things to mention <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"explain-benefits-of-your-services\">\n<h2> Explain benefits of your services <\/h2>\n<div class=\"text-content\">\n<p>This is <strong>particularly important<\/strong> if the landlord has no prior experience working with a property manager or if the landlord is offering a significant opportunity for which you are likely competing with other management firms.&nbsp;<\/p>\n<p><strong>Explain to them why you are the right person\/team<\/strong> to manage their properties. What unique capabilities do you have that will give them the best opportunity to gain maximum return on their investment?<\/p>\n<p><strong>Provide in-depth value propositions for benefits such as:<\/strong><\/p>\n<ul>\n<li>Higher quality tenants<\/li>\n<li>Fewer costly and time-consuming legal problems<\/li>\n<li>Shorter vacancy cycles<\/li>\n<li>Tighter rent collection process<\/li>\n<li>Lower maintenance and repair costs<\/li>\n<li>Assistance with taxes<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"evaluate-discussion-and-fit\">\n<h2> Evaluate discussion and fit <\/h2>\n<div class=\"text-content\">\n<p><strong>Review the consultation and decide whether or not you would like to move forward.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Consultation - Evaluation notes <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Is the landlord a good fit for your agency? <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"property-viewing\">\n<h2> Property viewing: <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mYrw2d8xNUS6GySiDvdPrA.jpg\" alt=\"Property viewing:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mYrw2d8xNUS6GySiDvdPrA.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The final stage in the screening process before drafting up a management agreement is to <strong>have the landlord walk you through their properties<\/strong> so you can <strong>conduct an inspection, make initial recommendations, <\/strong>and<strong> clarify maintenance and repair protocol.<\/strong>&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"inspect-condition-of-properties\">\n<h2> Inspect condition of properties <\/h2>\n<div class=\"text-content\">\n<p>Carefully walk through the properties with the landlord, asking them to explain the property's <strong>history, recent maintenance\/repair work<\/strong>, and it's <strong>overall condition<\/strong>.<\/p>\n<p><strong>Some key items are the following:<\/strong><\/p>\n<\/p><\/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\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Take pictures (ideally professional)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Document general condition of common areas\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Inspect roof and window condition\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Document age and serial numbers of hot water tanks\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Document alarm system details\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Ensure functioning keys for all doors\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Inspect water shut-offs\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Inspect HVAC system\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       9\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Request elevator maintenance documentation\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Evaluation of preliminary property inspection <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">Complete our <a href=\"https:\/\/www.process.st\/templates\/home-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Home Inspection Checklist<\/a> to ensure you have conducted a thorough inspection of a particular home or apartment.<\/p>\n<p class=\"style-info\">For a more general overview of what to inspect in a large property complex, <a href=\"http:\/\/talleyproperties.com\/blog\/inspection-checklist-for-property-management.html#\" rel=\"nofollow noopener\" target=\"_blank\">check out this<\/a> checklist, or refer to our <a href=\"https:\/\/www.process.st\/templates\/apartment-building-maintenance-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Apartment Building Maintenance Checklist<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"make-recommendations-on-how-to-increase-value\">\n<h2> Make recommendations on how to increase value <\/h2>\n<div class=\"text-content\">\n<p>Provide <strong>recommendations<\/strong> for keeping up the property and <strong>improving it to increase its value<\/strong>. Ask the landlord for their thoughts on this approach and <strong>investigate ideas<\/strong> they may have.<\/p>\n<p>This will be a <strong>good indicator of how the landlord will receive your guidance<\/strong> if you decide to go on and sign a management agreement&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Initial ideas on ways to add value <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Landlord's feedback <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"decide-if-management-agreement-will-be-issued\">\n<h2> Decide if management agreement will be issued <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kNDdaK4G-KM85e3KuO5OZQ.png\" alt=\"Decide if management agreement will be issued\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kNDdaK4G-KM85e3KuO5OZQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Will a property management agreement be issued? <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"management-agreement\">\n<h2> Management agreement: <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/k4wooN-pMeSa5Z-EwglNhQ.jpg\" alt=\"Management agreement:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/k4wooN-pMeSa5Z-EwglNhQ.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"send-acceptance-email\">\n<h2> Send acceptance email <\/h2>\n<\/section>\n<section id=\"create-the-agreement\">\n<h2> Create the agreement <\/h2>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Property management agreement <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\">Owners are often known to <strong>dispute charges related to property maintenance<\/strong>, so make sure your signed management agreement outlines exactly&nbsp;<strong>how you will handle work order requests<\/strong> and what the <strong>process<\/strong> is <strong>for using owner funds<\/strong> for approved property maintenance.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/4Lp2smIk3iQ?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<div class=\"description\">\n    &quot;Top 5 Management Agreement Clauses&quot;\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-with-the-landlord\">\n<h2> Review with the landlord <\/h2>\n<div class=\"text-content\">\n<p>Once the agreement has been written, review it with the landlord to <strong>ensure that everything is correct and it reflects the agreements made&nbsp;during the consultation.<\/strong>&nbsp;<\/p>\n<p><strong>Every section<\/strong> of the agreement must be reviewed thoroughly.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of review <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Minor adjustments that need to be made prior to signing <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"sign-the-agreement\">\n<h2> Sign the agreement <\/h2>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Signed property management agreement <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of agreement completion <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"move-on-to-onboarding\">\n<h2> Move on to onboarding <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/psblgBpQ0JjAVlyZD4RM-A.jpg\" alt=\"Move on to onboarding\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/psblgBpQ0JjAVlyZD4RM-A.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Congratulations!&nbsp;<\/strong><\/p>\n<p>You've found a suitable client and can now look forward to what will hopefully be a long and fruitful relationship.&nbsp;<\/p>\n<p>Move on to the <a href=\"https:\/\/www.process.st\/templates\/landlord-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">landlord onboarding checklist<\/a> to get the ball rolling!&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-rejection-email\">\n<h2> Send rejection email <\/h2>\n<div class=\"text-content\">\n<p>Below is a template <strong>rejection email<\/strong> you can send to the landlord.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2> Sources: <\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.buildium.com\/blog\/landlord-screening-and-interviewing\/\" rel=\"nofollow noopener\" target=\"_blank\">Jim Gallant - How to Avoid &quot;Bad&quot; Clients by Screening Property Owners<\/a><\/li>\n<li><a href=\"https:\/\/www.trulia.com\/blog\/5-ways-to-screen-your-landlord\/\" rel=\"nofollow noopener\" target=\"_blank\">Robyn Woodman - 6 Ways to Screen Your Landlord<\/a><\/li>\n<li><a href=\"https:\/\/www.upcounsel.com\/property-management-agreement\" rel=\"nofollow noopener\" target=\"_blank\">UpCounsel - Property Management Agreement&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.appfolio.com\/blog\/2016\/07\/hoa-vs-property-manager\/\" rel=\"nofollow noopener\" target=\"_blank\">Alexis Hammond - Homeowners Association vs Property Management: What's the Difference?<\/a><\/li>\n<li><a href=\"https:\/\/www.thebalancesmb.com\/property-management-agreement-2124845\" rel=\"nofollow noopener\" target=\"_blank\">Erin Eberlin -&nbsp;6 Basics of a Good Property Management Contract<\/a><\/li>\n<li><a href=\"https:\/\/www.thebalance.com\/best-landlord-insurance-policies-4159603\" rel=\"nofollow noopener\" target=\"_blank\">Janet Hunt - The 8 Best Landlord Insurance Policies to Buy in 2018<\/a><\/li>\n<li><a href=\"https:\/\/www.managemyproperty.com\/articles\/what-are-the-benefits-of-using-a-property-management-company-9\" rel=\"nofollow noopener\" target=\"_blank\">Jordan Muela - What Are The Benefits of Using a Property Management Company?<\/a><\/li>\n<li><a href=\"https:\/\/revnyou.com\/hiring-a-property-manager\/\" rel=\"nofollow noopener\" target=\"_blank\">Tony LeBlanc - 5 Things Your New Property Manager Should Do<\/a><\/li>\n<li><a href=\"http:\/\/talleyproperties.com\/blog\/inspection-checklist-for-property-management.html#\" rel=\"nofollow noopener\" target=\"_blank\">Talley Properties - Inspection Checklist for Property Managers<\/a><\/li>\n<\/ul><\/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-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Landlord Onboarding Checklist<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/tenant-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Tenant Onboarding Checklist<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/real-estate-sales-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Real Estate Sales Process<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/real-estate-listing\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Real Estate Listing<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/pre-listing-house-cleaning-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Pre-Listing House Cleaning Checklist<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/apartment-building-maintenance-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Apartment Building Maintenance Checklist<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/house-viewing-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>House Viewing Checklist<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/home-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Home Inspection Checklist<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/home-staging-guide\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Home Staging Guide<\/span><\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Great work! A property owner has expressed interest in being represented by you, it\u2019s now up to you to evaluate if they are a good fit before you begin the onboarding process. Taking the necessary steps to screen and qualify a potential client is essential because ultimately they are contributing to your salary in [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":14281,"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":"28","template_description":"Run this checklist every time a landlord expresses interest in being represented","template_id":"phF7ao79dDqFyvZwr_RDXg","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Pre-screening:","task_slug_1":"prescreening","task_2":"Record landlord's details","task_slug_2":"record-landlords-details","task_3":"Review online profiles","task_slug_3":"review-online-profiles","task_4":"Initial phone interview:","task_slug_4":"initial-phone-interview","task_5":"Conduct phone 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