Switch property managers with a plan.
A smoother handoff starts with clear responsibilities, complete records, and coordinated communication.
Review the current agreement first
Before setting a changeover date, review your current management agreement, termination requirements, pending fees, and any active lease issues. Call Realty can discuss the operational handoff; ask an attorney about disputed contractual obligations.
Bring the records together
Prepare the lease, resident ledger, deposit accounting, maintenance history, keys, access codes, warranties, insurance information, and HOA documents. An organized transfer makes it easier to identify what is complete and what still needs attention.
Coordinate the resident’s next steps
Decide who will communicate new rent-payment instructions, maintenance contacts, and the effective date. Avoid conflicting messages or overlapping collection instructions. Any transfer of deposits or funds should be documented.
Begin with a property review
Share your priorities and any unresolved issues. We’ll discuss property readiness, communication, reporting, and the management agreement before the new relationship begins.
What could your rental earn?
Get a local perspective on rental pricing, property readiness, and your next step.