Property Vacancy & Handover Protocol
Streamline the process of tenant departure, property inspection, and financial reconciliation for a smooth transition between occupants.
This reusable ProcessKit template contains 12 steps and 24 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
Communicate Departure Details
Perform Occupant Exit Interview
Arrange Property Handover Appointment
Finalize Departure Readiness Checklist
- Ensure kitchen is thoroughly cleaned
- Address any wall damage or marks
- Collect all property access keys
- Confirm removal of all personal possessions
- Initiate utility service disconnection
Verify Service Termination Schedule
- Confirm electricity service termination
- Confirm water service termination
- Confirm gas service termination (if applicable)
- Confirm internet service termination
- Confirm cable/TV service termination
Conduct Comprehensive Property Assessment
- Assess condition of walls and paint
- Examine flooring for wear or damage
- Check all installed appliances for functionality and damage
- Inspect windows for cleanliness and integrity
- Verify condition and operation of doors
Record Property State Post-Vacancy
Determine Deposit Deductions
Generate Final Financial Statement
Review and Authorize Vacancy Process
- Confirm tenant departure notification was sent
- Confirm exit interview was conducted
- Confirm final inspection date was scheduled
- Confirm move-out checklist was completed
- Confirm utility disconnection dates were verified
- Confirm property inspection for damages was performed
- Confirm property condition was documented
- Confirm deposit deductions were calculated
Process Security Deposit Refund
Adjust Property Availability Status
- Select current property status