Purpose
This procedure contains the instructions for transferring the management of a rental property to another agent.

Procedure
After receiving a letter from another agent advising that they are taking over the management:

•	Call the landlord to confirm this is correct. Ask why the change? Make notes.
•	Get out the files from the filing cabinets and provide all documentation as listed in the received letter from the other agent.
•	Call the other agency to advise that the file is ready for collection.
•	Leave the file at Reception for collection.
•	Send a letter to the tenant to advise that we are no longer the managing agent.
•	Make the property inactive on the system.  Go in the tenant screen, click on the file section in top left hand corner and click on inactive.  Do the same in the property screen and the same in the landlord screen.  Follow the prompts which come up for lost management and tick the box for the appropriate loss of management.
•	Ensure that any outstanding accounts for the property are sent to the landlord for payment.
•	Ensure that any outstanding routine inspections are deleted in system. This is done by clicking into the tenant screen on system and then into the actions screen and finding the routine inspection date and pressing delete.
•	Put both files in the archive box for archiving or archive the files yourself.