Landlord Transition Playbook

What Changes, What Stays The Same

• Your decision-making stays yours.
• Your legal responsibility stays yours.
• The big change: records stop being split across spreadsheets, inboxes, and memory.

Weekly Rhythm (Simple Version)

1. Check dashboard risk view.
2. Open only the priority properties.
3. Confirm pending/completed states honestly.
4. Review tenant onboarding and agreement progress.
5. Export audit logs when needed for disputes or legal checks.

Reference and Tenant Evidence Rules

• Pre-assignment checks belong in Tenant Store.
• Assignment happens only when tenant is genuinely suitable.
• Reference history, evidence, and status continuity carry into live tenancy journey.
• Employment references are common, but alternatives can be accepted when justified and recorded.

Compliance Confidence Checklist

• If marked served, you can explain when/how it was served.
• If marked complete, the evidence exists in-system.
• If marked pending, there is a clear next action.

Landlord Finance Parity

• Use landlord finance views to keep rent, costs, and payment states visible to the right operator.
• Treat statement and export outputs as communication/reporting layers derived from the live ledger.
• If a property moves between agent-managed and self-managed operation, re-check who now owns finance and maintenance decisions.

Management Handover Checklist

1. Confirm whether the property is locate-and-manage or landlord self-manage.
2. Apply the transfer update so role and access fields stay consistent.
3. Record reason and timing in the audit trail.
4. Verify post-transfer behavior from both landlord and agent views.