When a landlord wants to sell a managed rental
A handover checklist for Australian property managers and sales agents covering tenant access, lease details, repairs and the owner's instructions.
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A handover checklist for Australian property managers and sales agents covering tenant access, lease details, repairs and the owner's instructions.
Review property claims, approvals, attribution and the use of MLS and REALTOR terms before your team publishes listing copy or shares it on social media.
Review commission, marketing costs, required guides and any joint-sole arrangements, and make sure unclear terms are resolved before signing.
Check the client's authority, ownership details and anti-money laundering records, and assign any missing work before preparing a property for market.
Spend 20 minutes checking this week's changed files for missing agreements, offer details and money records, then assign anything that needs fixing.
For US buyer agents: record the buyer's timing, financing position and showing history, then agree the next contact before moving to another task.
Use a few carefully chosen properties to check a buyer's priorities, budget and compromises before sending a long list or booking viewings.
Use viewing feedback to uncover overlooked priorities, changed plans and dealbreakers, then update the buyer's brief before suggesting more properties.
Explain an unsuccessful offer clearly, protect sensitive seller information and update the buyer's plans so you can help with their next property search.
After a call or viewing, record what you agreed to do, who will do it and when, so callbacks and client updates don't get forgotten.

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