Resident Communication Checklist
Boost resident satisfaction & minimize disputes! Download our free Resident Communication Checklist - essential for landlords, property managers & real estate pros. Stay compliant, build trust, & streamline your communication process. Get organized today! #residentcommunication #realestate #landlord #propertymanagement #checklist
This Template was installed 4 times.
Initial Contact & Leasing
Checklist items related to communication during the initial engagement with potential residents, including property tours and lease signing.
Initial Contact Method?
Date of Initial Contact
Lead Source (Website, Referral, etc.)
Summary of Initial Conversation/Interaction
Property Tour Scheduled?
Scheduled Tour Date (If Applicable)
Number of People Attended Tour (if applicable)
Notes from Property Tour (e.g., Resident questions, concerns)
Application Submitted?
Copy of Application (if applicable)
Move-In & Welcome
Tasks focused on ensuring a smooth and welcoming move-in experience for new residents.
Move-in Date Confirmation Sent
Welcome Letter/Email Content
Key Handover Method Confirmed
Emergency Contact Information Received (Resident)
Parking Permit Number Assigned (If Applicable)
Briefing on Community Rules (documented)
Utility Account Transfer Status
Ongoing Communication (Routine)
Regular communication practices to keep residents informed and engaged throughout their tenancy.
Monthly Newsletter Send Date
Newsletter Content Summary
Method of Newsletter Distribution
Number of Notices Posted (Community Board)
Topics Covered in Last Resident Update
Last Community Survey Sent Date
Method of Delivering Important Notices (e.g., Rent Reminders)
Maintenance & Repairs
Communication procedures related to maintenance requests and property repairs.
Describe the maintenance request received from the resident.
Date of maintenance request submission.
Assigned Maintenance Ticket Number.
Request Urgency (High, Medium, Low)
Scheduled Maintenance Start Date
Scheduled Maintenance Start Time
Notes from Maintenance Personnel (e.g., diagnosis, parts used)
Resolution Status (Completed, Pending, Cancelled)
Resident Acknowledgement of Repair Completion (if applicable)
Emergency Communication
Protocols for notifying residents about emergencies and urgent matters.
Emergency Notification Method (Primary)
Emergency Notification Method (Secondary - Backup)
Emergency Contact Information Verification Status
Last Emergency Contact List Update
Number of Emergency Alerts Sent in Last Year
Post-Emergency Communication Summary
Emergency Communication Protocol Followed?
Notes Regarding Communication Effectiveness
Community Updates & Events
Communication regarding community events, rule changes, and other important updates.
Date of Community Newsletter Distribution
Summary of Community Newsletter Content
Which Communication Channels Used for Event Promotion?
Estimated Attendance at Last Event
Type of Upcoming Event
Date of Next Community Event
Brief description of the next event
Lease Renewal & Departure
Communication related to lease renewals, move-out notices, and final account settlements.
Renewal Offer Sent Date
Renewal Offer Details (Terms, Incentives)
Resident Response to Renewal Offer
Move-Out Notice Received Date
Move-Out Notice Details (Reason, Specific Requests)
Scheduled Move-Out Date
Final Inspection Scheduled?
Move-Out Inspection Notes (Condition, Damages)
Security Deposit Returned Amount
Security Deposit Return Date
Feedback & Complaints
Processes for gathering resident feedback and addressing complaints effectively.
Describe the feedback/complaint in detail.
What category best describes the issue?
Severity (1-10, 1 being minor, 10 being urgent)
Which of the following best describes the impact?
Date of incident/issue
Time of incident/issue (if applicable)
Any additional details or supporting information?
How would you prefer to be contacted regarding this issue?
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