P3. Practitioner Administrative Tasks

Property Practitioners are to keep in mind the following administrative tasks required when dealing with a Landlord.

Record the following:

– Legal ownership.

– FICA details.

– Type of management contract.

– Property inspection report.

– Banking details/account payment details.

Record maintenance of:

– Market trends.

– Regular feedback sessions with the landlord.

– Body corporate / council payments & liaison.

– Monthly statement of monies received vs monies paid out.

– Regular property maintenance and inspections.

Management functions:

– The number of rentals turned to mandates.

– Rental property stock growth: number of new rentals vs existing, losses etc.

– Property market value and property capital gains vs rental returns.

– Additional properties purchased for buy-to-let.

Property Practitioners are to keep in mind the following administrative tasks required when dealing with a Tenant.

Record the following:

– All relevant contact details: names, telephone numbers, email addresses, etc.

– Current employment history + past references.

– Property inspection report.

– Signed application – specifically permission to obtain credit checks.

– Means of payment, i.e., debit order, EFT, etc.

– Receipt of the deposit paid and proof of us holding the money in trust.

Record maintenance of:

– Monitor activities as per the terms of the lease agreement, i.e., lease renewal.

– Payment profile and tenant detail updating on TPN.

– Monthly invoicing & statements and collection of rental payments timeously.

– Maintaining all communication via letter or email.

– Address property maintenance and recorded faults.

Management functions:

– The number of tenants converted to buyers.

– Track the number of on-time payments vs late or defaulted payments.

– Track average lease periods and rental increases.

– The number of to-let properties vs tenants placed monthly.

– Percentage of existing tenant base defaulting or in the legal eviction process.

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