Landlord Onboarding Checklist

A consistent landlord onboarding process protects the agency, improves compliance and creates a better first impression. The goal is to collect everything once, check it properly and make it visible to the team.

Core information to collect

Start with the basics: ownership details, contact preferences, bank information, service level, property access and emergency contacts. These details should be structured, not buried in email.

• Landlord identity and ownership evidence
• Bank and payment details
• Management service level
• Contact preferences and emergency instructions

Compliance checks

Before marketing or move-in, confirm the documents needed for the property type and service. Missing documents should create tasks with owners and due dates.

• EPC, gas safety and electrical certificates
• Licensing or local authority requirements
• Right-to-rent and deposit process responsibilities
• Insurance and safety documentation

Go-live handover

The onboarding process should end with a clear handover into marketing, lettings or management workflows so the property does not stall after instruction.

• Photography and listing requirements
• Key collection and access notes
• Rent expectations and review dates
• Agreed reporting cadence