01
Check the current arrangement
Read your existing management agreement for notice requirements and any termination charges. Agree the end date before committing to a new start date.
02
Bring the records together
Prepare the tenancy agreement, rent ledger, deposit information, inventory, inspection records, certificates and open maintenance requests.
03
Agree the handover in writing
Clarify responsibility for rent already collected, outstanding invoices, keys and any work in progress. Keep the tenant informed about the point of contact and when it changes.
04
Confirm the first priorities
Agree what the incoming manager should review first and how you will receive updates. A change of agent is a useful opportunity to resolve incomplete records.