Property manager client intake checklist

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What is client intake vs tenant screening?

Client intake signs the landlord who hires your firm. Tenant screening evaluates applicants for a specific unit. Both benefit from checklist-driven document collection in Hivi-X.

What happens when a landlord switches from another PM?

Request handoff documents — leases, inspection records, key inventory, tenant contact info, and outstanding maintenance — as checklist items from the outgoing manager or owner.

Can I reuse the same intake checklist for every new client?

Yes. Build a template once; apply it to each new landlord client record with adjustments for condo vs single-family portfolios.

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