Real Estate Excellence Best Practice Forms and Information
Platinum Elite Member Benefit
All of Real Estate Excellence Best Practice forms and information listed below are provided to Platinum Elite Members via disk. New forms as created will be advised in Member updates.
The Disk provided to Members has three categories with sub folders within;
· Employer/Management Documents
· Property Management Residential
· Residential Sales
(Folder) Employer - Management Documents
Subheading Folders and Contents
· Employment Letters
Annual Leave Application Form | Employment Records |
Letter of engagement full time – part time | Employment Records for Leave |
Letter of Final warning | Letter of first or second warning |
Letter of successful probation | Letter of termination |
Letter of termination – serious misconduct | Letter of termination with notice |
Letter of unsuccessful probation | Template for record meetings |
Parental Leave Employee Checklist | Parental Leave Employer Checklist |
Parental Leave notification form | Roster Template |
Timesheet | Weekly time and wages record |
· Licensee General Information
Interview questions – Property Management | Interview Questions – Sales |
Article – Licensees that was then, this is now | Social Media Policy Template |
Fact Sheet - Statutory paid parental leave | Article – Stronger Anti-Discrimination legislation |
· OFT General Requirements
Complaints Handling requirements | Complaints Register |
Complaint letter attachment (as required) | Employment Register |
Public Notice about Code of Conduct (as required) | Article – when a registration certificate is required |
· PAMD Codes of Conduct
o Auctioneers |
o Real Estate Agents |
o Resident Letting Agents |
(Folder) Property Management Residential
Subheading Folders and Contents
· Acknowledgement and Consent Forms
o Appointment Form (for lessor) – Management Agreement Copy |
o Consent for Open Homes – Tenant |
o Electronic Consent – Tenant |
o Key Procedures and the RTA Form 17a – Tenant – sign up |
o No Pool Safety Certificate – for Tenants – units only |
o Pool Safety Certificate acknowledgement – for Tenants |
o Tenancy Documents – Tenant acknowledgement – sign up |
o Tenancy sign up presentation – for tenants (only used if Real Estate Excellence sign up CD is being used) |
o Use of photos or images for Advertising – Tenant |
· Cover Letters
o Entry Notice Cover Letter |
o Form 11 – Rent Arrears Cover Letter (Tenants) |
o Cover Letter Vacate Letter to Tenant |
o Cover letter to Lessor – Entry Condition Report and Tenancy Agreement |
o Tenant vacating letter (to lessor) |
· Example RTA Notices and Forms
o Form 11 |
§ Breaching Special Term – Smoking inside the property |
§ Illegal use of the premises – drugs |
§ Illegal use of the premises - smoke alarms |
§ Noise complaint |
§ Not keeping the premises clean |
§ Pets kept inside the premises |
§ Rent arrears |
§ Unapproved Pets |
o Form 12 |
§ Rent arrears |
o PAMD Form 20a Example |
o Form 6 – Change of Shared Tenancy (from the RTA) |
· General Agency and PM Best Practice Forms
o Break lease agreement (Tenant) |
o Lease renewal instruction form (Lessor) |
o New Agency taking over Management |
o Non Return of Entry Condition Report (Tenant) |
o Open homes booking form |
o Public Liability details update request and Landlord Insurance recommendation (Lessor) – annual letter |
o Rental Reference to other agency |
o Tenancy Application Form |
o Tenancy application processing form |
o Tenant information – fire evacuation plan (to be used at sign up) |
o Termite and Building Inspection recommendation letter (Lessor) – annual letter |
o Transfer (Assignment) Letter (when selling rent roll) * contact Stacey Holt for more advice if required |
o Weekly Planner – Time Management Plan |
· Maintenance and General Inspections
o Lessor wishing to undertake own maintenance |
o Lessor wishing to use own Contractors for maintenance |
o Lessor failure to attend to maintenance |
o Maintenance Request form – also to be used as an Emergency Maintenance record form |
o Routine inspection cover letter (Lessor) |
o Routine Inspection Report |
o Routine Maintenance Policy |
§ For agencies |
§ For lessors |
§ For Tenants |
· New Business
o Appraisal Cover page |
o Attachment to the Management Agreement (fees, commissions, expenses) |
o BDM weekly report |
o CMA template |
o Listing Form |
o PAMD Form 20a – explanatory notes for lessor |
o Rental Appraisal cover letter |
o Script and tips for new business |
· PM General Information
o Anti-Discrimination in Rental Property |
o Cleaning Guidelines – Drug Labs |
o Digital TV |
§ Information for landlords |
§ Information for tenants |
o Drug Labs in Property – what to look for |
o Managing General Tenancies – Useful book for Property Managers |
o Pool Safety Laws – A quick fact sheet |
o Pool Safety Laws – Information Sheet for Lessors |
o Pool Safety Laws – An overview |
o QCAT application checklist |
o Tips for pool owners, landlords and real estate agents |
o Unit with no onsite management – Fire Safety Requirements |
o Pool safety laws and rental property |
o Tips for inspecting decks and balconies |
· Real Estate Excellence Information Sheets (Best Practice)
o Break leases |
o How many properties can one property manager manage |
o Inviting the tenant to the final inspection |
o Minimum period before rent can be increased |
o Negotiating tenancies on behalf of the lessor |
o Payment of rent by electronic transaction |
o Property Management Best Practice Questions and Answers |
o Rent increase from one fixed term to another |
o Rental bonds |
o Rental property and advertising special terms |
o Rentals property Inspections – Tips for every Property Manager |
o Smoke Alarms – Risk Management and Best Practice |
o Tenancy Applications – Begin with the end in mind |
o The downside of tenancy database law |
o The importance of passing on maintenance and risk to the landlord |
o Water charging and Rental Property |
o What happens to declined tenancy applications |
o When Tenancy Documents must be given to new tenants |
o Where does the responsibility lie – termite inspections |
· RTA Fact Sheets
o Direct deposit authorisation form |
o Abandonment |
o Allowing time when serving notices |
o Continuing a Fixed Term Agreement |
o Dispute resolution services |
o Domestic violence |
o Ending a tenancy agreement |
o Entry and privacy |
o Frequently asked questions |
o General tenancy agreement |
o Goods and Documents left behind |
o Natural disasters |
o Rent payments and Holding Deposits |
o Rental premises – use, condition and repairs |
o Renting in Queensland |
o Share homes, co tenancies and sub letting |
o Smoke alarms |
o Tenancy databases |
o Water charging |
o Form 17a – RTA “Green Book” – The Information Statement |
All RTA Forms can be downloaded from the RTA website www.rta.qld.gov.au
(Folder) Residential Sales
Subheading Folders and Contents
· Acknowledgment Forms
o Community Title Unit Contract Acknowledgement (Buyer) |
o Consent to use Electronic Communications |
o House and Land Contract Acknowledgement (Buyer) |
o No pool safety certificate (Buyers and Bidders) |
o Pool Safety Certificate (Buyers and Bidders) |
o Sales Listing Appointment Copy (Seller) |
· General Sales Agency Best Practice Forms
o Advertising Expenditure Approval Form (Seller) |
o Advertising proof approval (Seller) |
o Advertising headline examples |
o Change of price instruction form (Seller) |
o Getting to know the buyer enquiry form |
o Getting to know the seller enquiry form |
o Incoming producing and non-income producing activities |
o Tips for assisting sellers who are unrealistic about price |
· Listing Forms
o Agency statement to seller prior to listing property for Sale |
o Attachment to the Sales Agreement (Seller) |
o Neighbourhood Dispute Resolution information – tree and fencing laws |
o PAMD Form 22a – Best Practice example |
o Pool safety laws when selling property |
o Sales listing appointment copy (Seller) |
o The sustainability Declaration – Information for Sellers |
o Sustainability Declaration Reference Guide (Sellers) |
o The Sustainability Declaration as at 11th September 2011 |
For information about sustainability and pool safety laws visit www.dlgp.qld.gov.au
