Lumiform
Features Solutions Resources Templates Enterprise Pricing
Select a language
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
en
Contact salesLog in
Sign up
Back
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
Features Solutions Resources Templates Enterprise Pricing
Free demo
Log in
en
Book a personal demoView video demoContact sales
Explore
Resource hubCentral repository for all Lumiform resourcesCustomer storiesReal-world successes and experiences with Lumiform.
Learn
Template collectionsComprehensive collections of best practice templates.Topic guidesComprehensive safety, quality, and excellence insights.LexiconDefinitions key to quality, safety, and compliance.
Support
Developer's guideTechnical documentation for developers.Help centerAssistance with onboarding and platform mastery.
Featured reads
Explore our collection of 38 free preventive maintenance checklists

Template collection

Explore our collection of 38 free preventive maintenance checklists

Start reading
Your guide to performing and documenting efficient child care observation

Topic guide

Your guide to performing and documenting efficient child care observation

Start reading
Lumiform as customer journey mapping tool in gastronomy

Success story

Lumiform as customer journey mapping tool in gastronomy

Start reading
Book a personal demoView video demoContact sales
By industry
Food and hospitalityManufacturingConstructionRetailTransport and logisticsFacility managementView all industries
By business needs
Health and safetyQualityOperational excellenceRisk management and complianceView all business needs
By use case
Safety management softwareEnergy audit appForklift inspection appBuilding management softwareVehicle inspection appQMS appKaizen method appProperty inspection appRestaurant inspection appElevator management appProject management softwareFire inspection app
View all app uses
Book a personal demoView video demoContact sales
Overview
Template libraryDiscover over 12,000 free, ready-made and expert proofed templates.
Use cases
CleaningMaintenanceRisk assessmentSupply chainIncident management
Business needs
Health and safety managementQuality managementOperational excellenceRisk management and compliance
Industries
Food and hospitalityManufacturingRetailTransport and logisticsConstructionFacility management
Book a personal demoView video demoContact sales
Overview
Product overviewAll features
Capabilities
Digitize
Form builderMobile AppActions
Automate
Workflow automationApprovalsIntegrations
Transparency and accountability
ReportsAnalytics
Orchestrate
Administration
Book a personal demoView video demoContact sales
Templates
Property management handover checklist

Property management handover checklist

Enhance your property management process with our comprehensive and customizable handover checklist. This template helps you manage essential tasks during property transitions, ensuring seamless handovers and efficiency. Download your free PDF now from Lumiform and create a more organized and effective handover routine.

Our easy-to-use checklist supports thorough evaluations, promotes proactive management, and helps achieve operational goals. It covers critical areas such as property condition, financials, tenant information, vendor details, and keys and access. Start improving your property management outcomes today with Lumiform.

Use this template
or download pdf
Property management handover checklist

Enhance your property management process with our comprehensive and customizable handover checklist. This template helps you manage essential tasks during property transitions, ensuring seamless handovers and efficiency. Download your free PDF now from Lumiform and create a more organized and effective handover routine.

Our easy-to-use checklist supports thorough evaluations, promotes proactive management, and helps achieve operational goals. It covers critical areas such as property condition, financials, tenant information, vendor details, and keys and access. Start improving your property management outcomes today with Lumiform.

Use this template
or download pdf

About the Property management handover checklist

Smooth handovers are crucial for maintaining property standards and ensuring seamless transitions. Our property management handover checklist is designed to help you manage essential tasks during property transitions, ensuring readiness and performance. By using this template, you can create a more organized and effective handover routine, promoting proactive management. Make your property management process more successful and efficient with our easy-to-use checklist.

Streamline your property handover process

The primary purpose of our property management handover checklist is to provide a structured and systematic approach to property transitions. This template helps you identify key tasks, ensure thoroughness, and maintain property standards.

By using this template, you can streamline your handover process, address issues promptly, and enhance tenant and owner satisfaction. Additionally, it helps ensure that all necessary handover tasks are completed, which can improve property readiness and operational efficiency. Ultimately, this template supports the creation of a proactive management culture, leading to better outcomes and tenant retention. Efficient handovers mean well-maintained properties and satisfied stakeholders.

Key elements of the property management handover checklist

Our property management handover checklist includes several key elements to ensure comprehensive management. It covers critical areas such as:

  • Property condition: Conduct a detailed inspection of the property, documenting its current state with photos. Note any repairs or maintenance needed to ensure the property is in optimal condition for the new management team.

  • Financials: Confirm the collection of the current month's rent and ensure that security deposits are transferred accurately. Provide comprehensive financial records, including past income and expenses, to maintain financial transparency and continuity.

  • Tenant information: Provide a complete tenant roster, ensuring all leases are transferred and tenant notices are shared. This ensures that the new management team has all the necessary information to maintain tenant relations and address any concerns.

  • Vendor details: Transfer all vendor contracts and provide detailed contact information, along with a comprehensive vendor list. This guarantees continuity in services such as maintenance, cleaning, and security, ensuring no disruption in property operations.

  • Keys and access: Ensure all property keys, alarm codes, and remote controls are collected and transferred securely. Verify that all access points are accounted for to maintain security and proper access control for new management.

Each section is meticulously designed to guide you through specific handover tasks, helping you identify and address issues effectively. The template also includes space for additional notes and observations, allowing you to document any issues and track handover activities. This comprehensive approach ensures that no aspect of property management is overlooked, providing a robust framework for maintaining property quality and satisfaction.

Get started with Lumiform’s property management handover checklist

Ready to enhance your property management process? Download Lumiform’s free property management handover checklist today and start managing tasks effectively. Our user-friendly template will help you ensure seamless transitions, address maintenance needs, and maintain tenant satisfaction. Don’t wait—take the first step towards better property management outcomes now! Download your free checklist and transform your handover standards with Lumiform.

Related categories

  • Operational excellence templates
  • Quality management templates
  • Facility management templates
  • Real estate templates
  • Inventory management templates
  • Maintenance templates
  • Templates for business processes
Preview of the template
Page 1
General Information
Property Address
Current Management Company
New Management Company
Handover Date
Property Condition
Property in Good Condition
Repairs Needed
Photos Taken of Property
Financials
Current Month's Rent Collected
Security Deposits Transferred
Prepaid Rents Transferred
Accounts Payable Transferred
Financial Records Provided
Tenant Information
Tenant Roster Provided
Tenant Leases Transferred
Tenant Notices Provided
Vendor Information
Vendor List Provided
Vendor Contracts Transferred
Vendor Contact Info Provided
Keys and Access
All Property Keys Transferred
Alarm Codes Transferred
Gate/Garage Remote Controls Transferred
Additional Notes
Additional Notes

More templates like this

Apartment Handover Protocol
Apartment Handover Protocol
Use this apartment handover protocol for vacating tenants while checking for damages & hazards.
Cleaning templates
Project Handover Checklist
Project Handover Checklist
Warranty Start Date
Templates for business processes
Apartment Handover Protocol
Apartment Handover Protocol
Use this apartment handover protocol for vacating tenants while checking for damages & hazards.
Cleaning templates
Project Handover Checklist
Project Handover Checklist
Warranty Start Date
Templates for business processes

Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Mastering property management system (PMS): A detailed guideThe Complete Guide to Asset Management
See all topic guides

Template collections

See comprehensive collections of best practice templates related to this topic.

Top 3 free apartment turnover checklists21 free housekeeping checklist templates25 free work order templates for every industry
See all template collections

Use cases

Check out how the Lumiform software can be utilized for related use cases.

Property inspection appFacility management softwareBuilding management softwareFixed Asset Software App
See all use cases

Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

10 principles of operational excellence4 types of predictive maintenance for your businessHow to implement operational excellenceHow to measure operational excellenceHow to evaluate compliance measuresWhat is process improvement?4 strategies for developing a quality management plan4 benefits of safety management and how to communicate themHow inventory management software can help you build an inventory management system

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
Lumiform logo
Platform
HomeSign upProductAll featuresPricingEnterpriseTrust and securityCustomer success offeringsDownload the app
Solutions
IndustriesFood and hospitalityManufacturingConstructionRetailTransport and logisticsFacility management
Business needsHealth and safetyQualityOperational excellenceRisk management and compliance
Uses cases
Learn
Template collectionsTopic guidesLexiconHelp centerJournalInfographicsVideos
Resources
Lumiform templatesby industryby use caseby business needAll categories
Customer storiesDeveloper APIResource hubIntegrations
Company
AboutJobsLegalBook a demoContact sales
© 2025 LumiformTerms and conditionsPrivacyData processingSitemap
App StoreGoogle play