Switching Property Management Companies
A controlled transition for owners who need a different management process.
Management Transition
Change managers without losing track of the property.
The transition should account for the existing agreement, resident communication, lease documents, deposits, accounting records, keys, maintenance history, notices, and pending obligations.
- Review the existing management agreement and transition timing
- Collect leases, ledgers, deposits, inspection records, keys, and vendor history
- Coordinate resident communication and portal changes
- Identify open maintenance, notices, renewals, and accounting items
- Establish new owner reporting and approval procedures