Resources
Property checklists & templates
Practical, ready-to-use checklists for South African managing agents, trustees and landlords — handovers, onboarding, inspections, AGMs and arrears. Informational only, not legal advice.
Body corporate handover checklistA practical handover checklist for managing agents taking over a body corporate in South Africa: governance, trust account, levy roll, insurance, CSOS and contracts.HOA handover checklistA practical HOA handover checklist for South African managing agents and trustees: constitution, member register, levy roll, reserves, contracts, CSOS and access control.Rental portfolio handover checklistA practical South African checklist for taking over a rental book: mandates, leases, deposits, trust reconciliation, arrears, maintenance, suppliers and POPIA data.Tenant application checklistA practical South African tenant application checklist: what to collect (ID, income, bank statements, references, POPIA consent) and verify before screening.Landlord onboarding checklistA practical South African landlord onboarding checklist for managing agents: mandate, trust banking, property details, leases, deposits, fees and POPIA consent.Tenant onboarding checklistA practical tenant onboarding checklist for South African managing agents and landlords: lease signing, deposit, inspection, keys, portal, utilities and house rules.Tenant exit (move-out) checklistA practical South African tenant exit (move-out) checklist for managing agents and landlords: notice, outgoing inspection, deposit refund and final statement.Incoming (move-in) inspection checklistA room-by-room move-in inspection checklist for SA rentals — photo evidence, meter readings, fixtures condition and tenant sign-off for fair deposit deductions.Outgoing (move-out) inspection checklistA practical South African move-out inspection checklist: compare condition against the incoming record, separate fair wear and tear from damage, and justify deductions.AGM pack checklist for community schemesA practical AGM pack checklist for South African body corporates and HOAs: notice, agenda, financials, trustee nominations, proxies, resolutions and documents.Trustee resolution checklistA practical South African trustee resolution checklist: record the decision, quorum, date, who voted, supporting documents and the action owner for CSOS evidence.Arrears communication sequence (rent & levies)A defensible, step-by-step rent and levy arrears reminder and escalation sequence for SA managing agents, trustees and landlords — with timing and records.