Real Estate Agent Checklist Template for New Landlords Onboarding
Discover our Real Estate Agent Checklist for New Landlords, a powerful asset designed specifically for real estate professionals. This checklist simplifies the process of collecting comprehensive information from new landlords, covering everything from property details to tenant requirements. With customizable fields, you can tailor it to your needs, save it directly to your app for easy access, and even share it as a link for efficient, centralized data collection. Kickstart your landlord onboarding by saving this checklist to your account with a simple click on the 'Save as Template' button.
Landlord Information
Full Name
Contact Number
Email Address
Address of Residence
Preferred Method of Contact
Property Details
Property Address
Type of Property
Apartment, House, Condo etc.
Year of Construction
Total Square Footage
Number of Bedrooms
Number of Bathrooms
Parking Facilities
Garage, Street Parking, etc.
Heating and Cooling Systems
Recent Renovations or Upgrades
Rental Terms
Desired Monthly Rent
Security Deposit Amount
Lease Duration
12 months, 6 months, etc.
Pet Policy and Fees
Smoking Policy
Tenant Requirements
Minimum Income Requirement
Credit Score Requirement
Rental History Verification
Employment Verification
Personal References
Property Management
Property Management Company
Maintenance Contact Information
Emergency Contact Procedures
Legal Documentation
Property Ownership Documentation
Drag & drop a file or click here
Insurance Details
Liability, Property, etc.
Drag & drop a file or click here
Compliance with Local Housing Regulations
Drag & drop a file or click here
Marketing Preferences
Preferred Advertising Channels
Online, Print, Open house etc.
Availability for Property Showings
Key Selling Points of the Property
Tenant Screening Process
Screening Criteria
Application Fee
Background Check Authorization
Financial Information
Bank Account Details for Rent Collection
Preferred Payment Method
Check, Electronic Transfer, Credit Card
Agreement and Acknowledgments
Landlord's Signature
Date of Completion
What is this Template
This Real Estate Agent Checklist for New Landlords is a tool, specifically developed to facilitate real estate agents in the comprehensive onboarding of new landlords. It stands as a structured and thorough approach for collecting crucial landlord and property information, ensuring nothing is overlooked.
Who is it For
This checklist is specifically created for real estate agents who manage rental properties. It is an invaluable resource for both experienced agents and those new to property management. The template aids in establishing a clear and comprehensive understanding of the landlord's expectations and property details, which is crucial for successfully marketing the property and finding suitable tenants.
What Does it Cover
The checklist encompasses a wide array of essential elements, ranging from basic landlord information to specific property details and rental terms. It covers landlord contact details, property specifications like type, size, and amenities, as well as detailed rental criteria including lease terms and tenant requirements. The template also includes sections for legal documentation and financial information, ensuring a comprehensive overview of every aspect necessary for effective property management and rental.
How to Use It
Utilizing this checklist is straightforward and flexible. Agents can employ it during face-to-face meetings with landlords, over the phone, or even send it as a link for landlords to complete at their convenience, before or after the introductory meeting. The format of the checklist allows for easy customization to suit specific needs and scenarios. Once filled, the data is organized and stored in one location, providing agents with quick and easy access for future reference and use.
Getting Started
- Save as Template: Begin by saving this checklist as a customizable template in your account.
- Customize Fields: Tailor the checklist to fit your specific requirements by editing and customizing fields. You have the flexibility to add or remove items and adjust field types as needed.
- Add to Dashboard: For quick and easy access, add this checklist to your dashboard. This ensures it's readily available for use with each new landlord.
- Initiate Checklist Instances: When meeting with a new landlord, start a new instance of the checklist directly from your template.
- Fill Out the Checklist: Complete the checklist with the landlord, ensuring each section is thoroughly filled out. Alternatively, send a link to the checklist to the landlord for them to complete in their own time.
- Organize with Folders: Create dedicated folders within your Checklist app for each landlord. This helps in maintaining an organized and efficient tracking system for each property.
- Enable Collaboration: Allow access to your team members for collaborative viewing and editing of this landlord checklists. This feature ensures continuity in client service, even in your absence.
By following these steps, you can maximize the effectiveness of this checklist, enhancing your interactions with landlords and streamlining the rental process.
