Property Vacancy & Handover Procedure

Streamline the entire process of tenant departure, property inspection, and financial reconciliation to ensure a smooth transition between occupants.

This reusable ProcessKit template contains 12 steps and 23 blocks. Adapt it to your team’s policies, responsibilities, and tools.

Template categories

What’s included

Inform Occupant of Departure Protocol

Arrange Property Handover Inspection

  • Confirm Morning Slot Availability
  • Confirm Afternoon Slot Availability
  • Confirm Evening Slot Availability
  • Check Weekend Date Options
  • Check Weekday Date Options

Perform Property Condition Assessment

  • Examine Wall and Ceiling Surfaces
  • Assess Flooring Condition
  • Verify Appliance Functionality
  • Inspect Permanent Fixtures
  • Look for Moisture Damage Indicators

Record Asset State

Evaluate Property for Issues and Maintenance

  • Identify Superficial Blemishes
  • Note Non-Functional Equipment
  • Document Structural Surface Imperfections
  • Report Water System Malfunctions
  • Flag Power System Deficiencies

Generate Departure Summary Report

Determine Refundable Security Funds

Handle Remaining Financial Obligations

Authorize Departure Report

  • Review Occupant Notification Status
  • Verify Inspection Scheduling Completion
  • Confirm Inspection Execution
  • Approve Property Condition Documentation
  • Endorse Damage and Repair Assessment
  • Validate Departure Report Compilation
  • Confirm Security Deposit Calculation
  • Approve Outstanding Payment Processing

Relay Final Departure Outcome to Occupant

Request Concluding Service Meter Readings

Alert Maintenance for Required Rectifications

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