A good transfer leaves no responsibility unassigned.
Review the existing management agreement for termination, notice, fees and document handover. Confirm who is authorized to receive the property records and assume responsibilities on the transfer date.
Reconcile tenant balances, deposits, owner reserves, unpaid vendor items and open maintenance work. Change account permissions through a controlled process and coordinate accurate tenant contact information.
For a Pomona transfer, keep any unit-specific housing requirements and open tenancy matters in the handoff file.
The manager handoff register
Make the transfer accountable
- 1
Confirm the transition terms
Review the existing agreement and the new written scope.
- 2
Reconcile and inventory
Match fund balances and documents to the property and tenancy.
- 3
Transfer and verify
Record custody, update permissions and confirm the next responsible contact.
Make the next step clear.
Use these prompts to organize the decisions and responsibilities for your home. Keep sensitive applicant and tenant information in the appropriate secure system.
Your action checklist.
For a Pomona transfer, keep any unit-specific housing requirements and open tenancy matters in the handoff file.
A few things worth asking.
Should I remove all access before the handoff?+
Plan the sequence so authorized responsibilities continue while obsolete permissions are removed appropriately.
Who holds the deposit after transfer?+
Document the actual custody, balance and accounting responsibility; verify the transfer independently.