Real Estate Agent Checklist Template for New Landlords Onboarding

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.