Alright, here’s the deal. I pulled back the curtain on property management. I am gifting my rental management form templates to provide you an inside look at how I manage my real estate investments. Helpful, I hope.
But—and it’s a big ‘but’—laws are as unpredictable as a cat on catnip. They’re different everywhere and change constantly. Considering using one of these forms? A smart move would be to get it vetted by a local attorney and/or bounce it against state laws first.
Quick-and-Clean Disclaimer
These forms? Think of them as illustrative examples, not your legal knight in shining armor. Don’t come yelling at me if things don’t go as planned. The forms are general, kind of like an umbrella in a thunderstorm – might help, might not. Before you act on them, so get a legal eagle in your corner to give the green light. Laws differ, situations are unique, and, honestly, why risk it?
Now that the disclaimer part is over, feel free to download and manipulate these templates in whatever ways you think will help your investment.
To go the extra mile, I create a binder with all the forms listed below that have an *asterisk*. This binder, along with an inexpensive bottle of champagne, goes to the tenant during our first walk through together. I’ve found that if you take care of the tenant, they will take care of your investment.
Application and Agreement Phase
Application Process and Qualification Standards
*Annual Lease Agreement*
Previous Landlord Reference Form
Rental Application
Potential Tenant Phone Questionnaire
Rental Application Response – Adverse Action Notice with Conditions
Rental Application Response – Adverse Action Notice
Move In Day
*Move in-Move out Condition Report*
*Property Inspection Checklist*
Management
Notice to Comply with Lease Agreement
Rental Lease Extension Agreement
Change in Terms of Lease Addendum
Vacating
Acknowledgement of Notice to Vacate
*Tenant Duty Checklist – Vacating and Cleaning Instructions*