June 15, 2012

PME Best Practice Forms


The following forms are a guide only and are not the final forms. The forms mentioned below will be included in PME.
For more information about PME, visit www.realestateexcellence.com.au

Application forms and processing

1.     Anti-discrimination in rental property

2.     Checklist – new tenant

3.     Company application form for tenancy

4.     Pet application form for tenancy

5.     Rental reference to other agency

6.     Tenancy application form

7.     Tenancy application form

 Break lease

1.     Agreement to end the tenancy agreement (mutual agreement)

2.     Break lease – rental property

3.     Checklist – break lease

4.     Tenant breaking lease – lessor letter

Change of shared tenancy

1.     Change of shared tenancy agreement

General forms

1.     Consent for open homes

2.     Consent for use of photos in advertising

3.     No pool safety certificate (units only and valid until 1 December 2012 only)

4.     Open homes booking form

5.     Pool safety certificate acknowledgement

6.     Public liability details request and landlord insurance (for lessor)

7.     Rental reference to other agency

8.     Transfer of appointment

9.     Water invoice letter to tenant

10. Welcome letter to tenant (taking over management)

Keys

1.     Key sign in/out register

2.     Keys – request to tenant for keys to be cut

Landlord listing booklet

          32 page booklet provided in word version

Lease renewals

1.     Checklist – lease renewals

2.     Lease renewal instruction form (for lessor)

3.     Rent increase – periodic (for tenant)

4.     Rent increase (tenants on a periodic to go to fixed term)

5.     Rent increase and new lease offer (fixed term to fixed term)

Maintenance and inspections

1.     Consent for use of photos in advertising

2.     Entry notice cover letter

3.     Lessor letter regarding maintenance obligations

4.     Lessor wishing to undertake own maintenance

5.     Lessor wishing to use own contractors for maintenance

6.     Lessor letter – curtain and blinds safety

7.     Lessor failure to attend to maintenance – urgent

8.     Public liability details request to lessor

9.     Routine inspections cover letter to lessor

10. Routine inspection report

11. Routine maintenance policy – for agencies

12. Routine maintenance policy – for lessors

13. Routine maintenance policy – for tenants

14. Smoke alarm instruction form

15. Smoke alarm letter to lessor

16. Tenant maintenance and request form

New business

1.     Anti-discrimination in rental property

2.     Appraisal cover page

3.     Attachment to the management agreement

4.     BDM new business weekly report

5.     Checklist – new management

6.     Comparative market analysis for rental appraisal

7.     Do Not Call register fact sheets

8.     Landlord disclosure statement

9.     Listing form – property management

10. PAMD Form 20a explanatory notes

11. Rental appraisal cover letter

QCAT forms as at 30th June 2012

Rent arrears

1.     Form 11 cover letter for rent arrears to tenant

2.     Form 11 repeated breaches cover letter

3.     Form 12 rent arrears cover letter to tenant

4.     Lessor letter advising of tenant breach

5.     Rent arrear procedure

6.     Rent arrears to tenant – consistent arrears

7.     Rent arrears procedure for tenants

8.     Withdrawing a notice to leave

RTA Fact sheets

RTA Forms best practice completion

Tenancy sign up

1.     Checklist – new tenant

2.     Cover letter to lessor – copy of tenancy agreement and entry condition report

3.     Electronic consent form for tenant

4.     Email tenant lease agreement script

5.     Entry condition report acknowledgement of return and copy (for tenant)

6.     Entry condition report template – expandable

7.     Key procedures and the Form 17a – for the tenant

8.     Non return of entry condition report letter to tenant

9.     Rent arrears procedures for tenant

10. Tenancy documents acknowledgment for tenant

11. Tenancy sign up CD viewing acknowledgement form

12. Tenant information – fire evacuation plan

Termination of management

1.     Terminate management agreement for existing agency (for lessor)

2.     Termination of management agreement to lessor due to maintenance

3.     Termination of management agreement to lessor general

Time management

1.     Daily planner

2.     Daily priority list

3.     Time diary

4.     Weekly planner – time management plan

Vacates

1.     Checklist – bond refund

2.     Checklist – vacating tenant

3.     Cleaning guide for vacating tenants

4.     Consent for open home

5.     Form 12 – Tenant vacating letter to lessor

6.     Form 13 – Tenant vacating letter to lessor

7.     Monies owing above the bond

8.     Vacate cover letter to tenant

PME also includes 

·       A personalised sign UP CD

·       QCAT Training CD

·       Drug Lab awareness CD

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