Thinking about switching property managers?

Check the required notice, cancellation terms and any outstanding charges. Keep a copy of the current lease and management agreement so the timing of a change can be discussed clearly.

Useful records include the lease and amendments, tenant contact details, payment history, security deposit records, open maintenance requests, vendor information and keys or access instructions. Identify which records your current manager holds.

Discuss when management responsibility changes, how residents receive updated contact and payment instructions, and how outstanding bills and records will be handled. A property with an existing tenant needs a plan that accounts for the current lease.