Your Property Management Prep Checklist: What to Have Ready Before Reaching Ou

Your Property Management Prep Checklist: What to Have Ready Before Reaching Ou

Thinking about hiring a property management company? Whether you’re a first-time landlord or an experienced investor, having a few key items prepared can make the onboarding process smoother, faster, and more effective.

To help you get started, here’s a quick checklist of what to gather before reaching out to a property management company:


✅ 1. Basic Property Details

Be ready to share:

  • Property address
  • Number of units
  • Unit types (studio, 1BR, etc.)
  • Occupancy status (vacant or tenant-occupied)

✅ 2. Current Rent & Lease Info

  • Monthly rent amounts
  • Lease start and end dates
  • Security deposit details
  • Copies of current lease agreements (if available)

✅ 3. Tenant Information

  • Names and contact info for current tenants
  • Notes on tenant behavior or communication (good or challenging)
  • Any pending maintenance requests or complaints

✅ 4. Maintenance & Vendor Info

  • Any recent repairs or ongoing issues
  • Names of preferred vendors (plumber, electrician, etc.)
  • Service contracts for lawn care, snow removal, pest control, etc.

✅ 5. Financial & Ownership Documents

  • Property deed or proof of ownership
  • Past income/expense reports (if available)
  • Mortgage, insurance, and tax information

✅ 6. Your Goals & Expectations

Before you connect, ask yourself:

  • Are you looking for full-service management or just leasing support?
  • How hands-on or hands-off do you want to be?
  • What issues have you experienced with previous managers, if any?

Knowing your goals helps your future property manager tailor a plan that fits.


Ready to Reach Out?

The more information you can provide upfront, the faster and more accurately a property management company can assess your needs and get started.

At [Your Company Name], we make onboarding easy and guide you through every step. If you’re considering professional property management in Massachusetts, we’d love to hear from you.

Let’s simplify your rental business—starting today.