Resident Communication Checklist

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This Template was installed 4 times.

Initial Contact & Leasing

1 of 8

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

2 of 8

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)

3 of 8

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

4 of 8

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

5 of 8

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

6 of 8

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

7 of 8

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

8 of 8

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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