· 4 min read
A little preparation before a property is handed to a manager makes the first weeks far smoother. Here is a general checklist to consider. Adapt it to your own property and local requirements.
Gather your documents
- Ownership and any relevant agreements for the property.
- Existing tenancy documents, if the property is already let.
- Certificates, manuals and warranties for installed equipment.
- Insurance details and contact numbers.
Which documents are required depends on where the property is. If you are unsure, ask an official source or a qualified adviser.
Walk the property
Note anything that needs repair or replacing, and take dated photographs. A shared record of condition at the start protects everyone involved.
Decide how it should present
Think about cleanliness, decoration and, if relevant, furnishing. A well-presented home tends to be easier to let and to look after. Costs should be considered and agreed before you spend.
Set your preferences
- How you would like to be contacted, and how often.
- The repair spending amount a manager can approve without asking.
- Preferred contractors, if you already work with some.
- Any house rules or constraints particular to the property.
Share the full picture
Be open about known issues, quirks and history. Surprises are what strain a management relationship; honesty at the start prevents them.
This article is general information only and is not legal, financial or tax advice. Rules differ by location and change over time.
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