Letting AgentManual
Please find below an example of the different topics that are important for you to explain to you new property manager. We have left an example explanation of the type of detail to go into when explaining each process that you would like your property manager to carry out.
Advertising the Rooms
Advertise online/cafes/gyms/facebook etc. Keep up to date
Advertise on spareroom/easyroommate, see sheet.
Go to local gyms/cafes/bars/restaurants/newsagents/supermarkets and other locations with flyers/advert cards.
Keep facebook updated with rooms, push to fill rooms, see sheet.
Keep photos up to date of properties/rooms.
When rooms become empty take some good shots of it (dressed) for future advertising and communal areas if needed.
EasyRoomMate/Spareroom sheet and Adverts
Facebook Adverts
PDF advert card/flyer
Finding the TenantsPhone Calls/Emails
How to Book Viewings
Attending Viewings
Tenant Application Form and Holding Deposit
Reference Checks – Employer/Landlord/ID, phone call/email template
DPS process
Moving Tenant in checklist
Meet tenant on the Day with keys to Move in at the Property - Process
Documents needed on move in – eg. AST/Licence, Inventory, Landlords
Insurance, DPS prescribed info, DPS terms and conditions, DPS tenants guide, Receipt, Standing Order Form etc.
Handling Cash
Late Rent Process
Late Payment of Maintenance fees Process
Moving out checklist
Meet on Day, Check House/Room, Collect Keys
Release Agreed Deposit
Give References for Moving Tenants
General
Text/email templates to tenants -moving in/out, maintenance etc,
Receipt/invoice headed paper
Give Tenants 24 hrs Notice Unless Emergency
Maintenance
Utilitiesaccount numbers
Download Utility Bills – Upload on cloud
Register Meter Readings
Gas and Elec£200 per Property pcm Limit
Complaints, Deal with ASAP
Liaise with Cleaner and check standard
Phone Availability
Quarterly Inspection on Whole Houses Checklist
PAT Certificates/Gas Safety/ Fire retardant
Confidentiality
Purchases, who pays for what
Clothing
Working Hours
Requirements
You Supply
We Supply
These are just idea headings for your manual and you will undoubtedly need to customise this to your own particular business. Remember to give as much detail as you can, the easier you make it for your new property manager, the smoother start you will have.