Switching property managers doesn't have to be complicated. We’ve designed a smooth and hassle-free process to ensure you get the best service every time. Here’s how we do it.

​

Step 1: Clarify Your Needs & Expectations​

Before anything else, let’s make sure we’re aligned on what you're looking for in a new property manager. We’ll discuss your:

​

• Communication preferences: How do you want to stay in touch—email, phone calls, online portal updates?

• Maintenance priorities: What kind of response time and services do you expect?

• Tenant management: What level of interaction or feedback do you expect from your tenants?

• Financial reporting: What types of reports or updates do you need on a regular basis?

​​​

These steps will help us gain a better understanding of your specific needs, allowing us to meet your expectations more effectively.

​

Step 2: Review the Current Agreement & Prepare for Transition​

Once we know what you need, we’ll go over your existing contract to identify any termination clauses or notice requirements. We’ll guide you on:

​

• Notice period: How much time you need to give the current property manager.

• Fees: Any outstanding fees, penalties, or responsibilities to clear up before making the switch.

• Documentation: What needs to be transferred—tenant files, lease agreements, maintenance records, etc.​

 

We’ll help you navigate these details, so there are no surprises.

​

Step 3: Officially Notify the Current Property Manager​

We take care of the tricky part. You don’t have to worry about awkward conversations—our team will:

• Send the official termination notice: Professional, clear, and concise.

• Coordinate the end of services with your current property manager, making sure there’s no disruption in service during the transition.

​

Step 4: Handling the Transition​

This is where the real work begins, but don’t worry—we’ve got it all covered:

• Document Transfer: We ensure all essential documents (leases, maintenance history, financial records) are handed over smoothly to us.

• Notify Tenants: We’ll draft a clear and professional notification for your tenants, explaining the transition and how it’ll affect them. They’ll know exactly who to contact and what to expect.

​

Switching property managers with us is easy. We handle the details, so you can focus on what matters: getting your property managed the way you want it. Ready to make the switch? Let’s talk today!