March 22, 2014

Best practice forms - Real Estate Excellence


Current list of best practice forms for Platinum members
Folder name online - Application forms and processing
  • Acceptance of property sight unseen
  • Anti-discrimination booklet
  • Checklist – new tenant
  • Company application form
  • Pet application form
  • Rental reference to other agency
  • Tenancy application processing procedure
  • Updated personal information form
 Folder name online - Best practice forms completed
  • Bond increase letter to tenant (template)
  • By law breach of agreement cover letter to tenant  (template)
  • Damage to premises breach cover letter to tenant (template)
  • Noise complaint cover letter to tenant (template)
  • Unapproved occupant cover letter to tenant
  • Unapproved pets cover letter to tenant
Form 11 Notice to remedy breach completed examples
  • Bond increase failure to pay
  • Breaching body corporate by laws
  • Damage to premises
  • Emergency repairs not being advised
  • Emergency repairs not advised water leak
  • Illegal use of the premises –drugs
  • Illegal use of the premises – pools
  • Illegal use of the premises – smoke alarms
  • Noise complaint
  • Rent arrears
  • Routine repairs not advised
  • Special term breach smoking inside
  • Unapproved fixture or structural change
  • Unapproved occupants
  • Unapproved Pay TV
  • Unpaid water bill
Form 12 Notice to leave examples
  • Agreement frustrated non liveability
  • Contract of sale – periodic tenancies
  • Noncompliance of tribunal order
  • Unremedied breach other than rent
  • Unremedied breach – rent
  • Without grounds
  • Form 18a House best practice example (RTA Form)
  • Form 18a Unit best practice example (RTA Form)
Folder name online - Break lease forms
  • Agreement to end tenancy agreement early – mutual agreement
  • Break lease agreement
  • Checklist – break lease
  • Tenant breaking lease – letter to lessor
  • Updated personal information form
     
Folder name online - Change of shared tenancy forms
  • Change of shared tenancy – entry condition report agreement
  • Change of shared tenancy agreement for tenant/s
  • Updated personal information form
     
Folder name online - Forms and checklist
  • Authority for either party to authorise or sign – lessor form
  • Acknowledgement of tenancy documents – tenant
  • Appointment form acknowledgement for lessor (management agreement)
  • Change of banking details – lessor form
  • Checklist bond refund
  • Checklist break lease
  • Checklist lease renewal
  • Checklist new management
  • Checklist new tenant
  • Cleaning guide for vacating tenants
  • Company application form
  • Consent for open homes – tenant agreement
  • Consent for use of photos and images – tenant agreement
  • Cover letter to lessor – copy of entry report and lease agreement
  • Daily planner template
  • Daily priority list template
  • Database letter to tenant in default and monies owing
  • Electronic consent for tenant
  • Email tenants lease agreement
  • Entry condition report acknowledgment letter to tenant – return in 3 days
  • Form 11 cover letter for rent arrears
  • Form 11 – repeated breaches cover letter for tenant
  • Form 12 – rent arrears cover letter to tenant
  • Form 12 tenant vacating – lessor letter
  • Key procedures and the entry condition report – tenant agreement
  • Key sign in sign out register template
  • Keys – request to tenant for keys to be cut
  • Landlord disclosure statement – for landlords to provide disclosure
  • Lease renewal instruction form
  • Letter to agency – we are taking over management
  • Letter to lessor – tenant in breach of agreement
  • Letter to lessor  - curtains, blinds safety
  • Monies owing above the bond – tenant letter
  • New agency taking over management
  • No pool safety certificate to tenants for units only
  • Non return of entry condition report – letter to tenant
  • Open homes booking form
  • Pool safety certificate – tenant
  • Public liability details request and landlord insurance details letter to landlord
  • Rent arrear procedure
  • Rent arrears letter to tenant – consistent 4 or more days (prior to 8 days)
  • Rent arrears procedure – given to tenants at sign up
  • Rent increase letter to tenants - periodic  - letter to tenant
  • Rent increase letter to tenants – tenants on periodic to fixed term
  • Rent increase and new lease offer to tenants
  • Rental reference to another agency
  • Smoke alarm maintenance instruction letter for lessor
  • Smoke alarm letter to lessor
  • Survey form for lessor
  • Survey form for tenant
  • Tenancy application form template
  • Tenancy application procedure form
  • Tenancy sign up acknowledgement (after viewing Real Estate Excellence sign up CD)
  • Tenant breaking lease – letter to lessor
  • Tenant information – fire evacuation plan
  • Tenancy vacating the property – letter to lessor
  • Termination management agreement with existing agent – letter for lessor
  • Termination management agreement by agency due to maintenance
  • Termination of management agreement
  • Termite and building inspection recommendation – letter to lessor
  • Time diary
  • Transfer (assignment) of appointment
  • Vacate cover letter to tenant
  • Water invoice letter to tenant
  • Weekly planner – time management plan template
  • Welcome letter to tenant – agency taking over management
  • Withdrawing notice to leave for unremedied breach letter to tenant
     
Folder name online - General forms and information
  • Authority for either party to sign and authorise letter to lessor
  • Bond increase letter to tenant
  • By law breach of agreement letter to tenant
  • Change of banking details for lessor to sign
  • Consent for staff member to represent the licensee in tribunal
  • Contractor letter – agency policies
  • Database letter – tenant final warning
  • Discrimination in accommodation – booklet for lessors and agents
  • Drug lab fact sheet from Qld heath
  • Electrical safety laws – brochure for landlords
  • End of month closes fact sheet
  • Letter to tenant – we are no longer managing the property
  • Maintenance obligation reminder to tenants
  • Management fee increase letter
  • Mould fact sheet for tenants
  • Password form to access information – lessor and tenant form
  • Play it safe with asbestos – tips
  • PM weekly report template
  • Pool information sheet for tenants
  • Pool safety letter for tenants
  • Proof of identity checklist for lessors
  • Property management file audit template
  • Property management meeting agenda
  • Safety switches fact sheet
  • Social media policy template
  • Solar panels and rental property information sheet
  • Tenant enquiry form
  • Welcome letter to tenant – agency taking over management
  • Updated personal information form
     
Folder name online - Keys - forms
  • Key register template
  • Key sign in out register
  • Keys – request for tenant to cut
Folder name online - Lease renewals - forms
  • Checklist – lease renewal
  • Lease renewal instruction form for lessor
  • Maintenance obligation reminder to tenants
  • Rent increase cover letter periodic letter to tenant
  • Rent increase cover letter periodic to fixed term agreement
  • Rent increase and new lease offer to tenants
  • Updated personal information form
     
Folder name online - Maintenance and Inspections - forms
  • Audit maintenance and inspection template to audit procedures in office
  • Consent for use of images and photos letter to tenant
  • Contractor letter – agency policies
  • Electrical safety laws – brochure
  • Entry notice cover letter to tenant
  • Lessor letter regarding maintenance obligations
  • Lessor wishing to undertake own maintenance letter
  • Lessor wishing to use own contractors letter
  • Letter to lessor pool safety certificate renewal
  • Letter to lessor – curtain and blind safety
  • Maintenance – lessor failure to respond as required
  • Maintenance risk letter to tenant
  • Mould fact sheet for tenants
  • Pool information sheet for tenants
  • Pool safety letter to owner
  • Property inspection information for tenants
  • Insurance details request form lessor –
  • Routine inspection cover letter to lessor
  • Routine inspection cover letter to tenant – feedback after inspection
  • Routine inspection report template
  • Routine maintenance policy template for agencies
  • Routine maintenance policy template for lessors
  • Routine maintenance policy for tenants
  • Smoke alarm instruction form for lessor
  • Smoke alarm letter for lessor
  • Tenant maintenance and request form
  • Termination of management due to maintenance letter to lessor
  • Terminate and building inspection recommendation letter to lessor
  • Tips for inspecting decks and balconies
  • Updated personal information form
Folder name online - New business - forms
  • PAMD form 20a completed (4 page example from Fair Trading)
  • Acknowledgement of receipt of signed appointment of agency copy
  • Authority for either party to sign or authorise – lessor form
  • Appraisal cover page
  • Anti-discrimination booklet for landlords
  • Landlord listing booklet (30 page word document)
  • Attachment to the management agreement explaining costs
  • BDM new business weekly report
  • Body corporate standard by laws
  • Checklist new management
  • CMA template
  • Do not call register laws
  • Landlord disclosure statement for lessor to  complete at sign up
  • Leasing a property with a pool fact sheet
  • Letter to agency – we are taking over management
  • Listing form template
  • PAMD Form 20a explanatory notes for the lessor
  • Password form to access information – lessor and tenant form
  • Proof of identity checklist
  • Rental appraisal cover letter
  • Scripts for new business
  • What we do for our management services – template for lessor
  • Updated personal information form
Folder name online - Rent arrears - forms
  • Form 11 cover letter – rent to tenant
  • Form 11 cover letter – repeated breaches
  • Form 12 rent arrears cover letter
  • Letter to lessor – tenant in breach
  • Rent arrear procedure
  • Rent arrears letter to tenant – consistent 4 days
  • Rent arrears procedure for tenants to sign
  • Withdrawing notice to leave for unremedied breach
     
Folder name online - Sign up forms for tenancy
  • Body corporate by laws
  • Checklist new tenant
  • Cover letter to lessor – Entry report and lease agreement
  • Disclosure to tenants best practice form
  • Electronic consent for tenant
  • Email tenants lease agreement template
  • Entry report acknowledge 3 day period for tenant
  • Entry report non return letter to tenant
  • Maintenance obligations to tenants
  • Password form to access information – lessor and tenant form
  • Pool information sheet for tenants
  • Tenancy document received acknowledgement
  • Tenancy sign up presentation acknowledgement *using Real Estate Excellence sign up CD
  • Tenant information fire evacuation plan
  • Updated personal information form
     
Folder name online - Termination of management - forms
  • Letter to tenant – we are no longer managing
  • Lost property report template
  • Termination of management agreement with existing agent – letter for lessor
  • Termination of management agreement due to maintenance
  • Termination of management agreement
Folder name online - Time management - forms
  • Daily planner
  • Time diary
  • Weekly planner – time management plan
Folder name online - Tribunal forms
  • Affidavit template
  • Application to attend hearing by remote conferencing
  • Consent for staff member to represent licensee in tribunal
  • Credit card payment authorisation
  • Enforcement of QCAT decision fact sheet
  • Non urgent QCAT application best practice completed example
  • QCAT time frames for lodging fact sheet
  • QCAT application checklist
  • QCAT application process
  • Urgent application to Tribunal best practice completed example
Folder name online - Vacates – forms - folder
  • Checklist bond refund
  • Checklist vacating tenant
  • Cleaning guide for tenants
  • Consent for open homes – tenant form
  • Form 12 tenant vacating – letter to lessor
  • Form 13 – tenant vacating – letter to lessor
  • Monies owing above the bond – letter to tenant
  • Vacate cover letter to tenant – lessor ending lease
  • Vacate cover letter to tenant general
 
 
 
 
 
 
Licensee and Administration forms – Folder name
Folder name – Employment letters sourced from Fair Work
Employment forms
Annual leave application form
Employment records for leave
Employment records
Fair work handbook
Letter of final warning
Letter of first and second warning
Letter of successful probation
Letter of termination with notice
Letter of unsuccessful probation
Parental leave employer checklist
Parental leave notification form
Privacy breaches guide
Roster template
Weekly time and wages record worksheet
 
Folder Name – Licensee General information
               Anti bullying guide for the workplace
               Australian privacy principles changes as of March 2014
               Business of your dreams plan
               Changes to the Privacy Act – what you need to know
               Do not call register – calling times
               Do not call register – consent meaning
               Do not call register - for the real estate industry
               Do not call register – what is a telemarketing call
               Drug lab awareness brochure for the office
               Drug labs – know the risks
               Employee or contractor article
               Employment authority template
End of month closes – trust account
               Example job descriptions for assistant and property manager
               Facebook content is advertising article
               Facebook implication – workplace
               File smart – electronic record keeping brochure
               Four ways to improve sales article
               Growing the rent roll thoughts
               Incident report – for staff reporting template
               Interview questions – property management                       
               Interview questions – sales
               Licensees – that was then, this is now article
               Mail register template
               Managing the risk of falls at the workplace
               Motivating staff article
               Obligations for body corporate under Workplace Health and Safety                           
               Overview of the Real Estate Award
               Personal and Professional performance review template
               Pool law guidelines for agents and owners
               Prevention of workplace harassment article
               Privacy breaches guide
               Privacy principles as at March 2014
               Professional Indemnity insurance article
               Proof of identity checklist for clients
               Property management file audit template
               QCAT appeal case – agent effective cause of sale
               Real Estate fraud prevention guidelines
               Slip, trips and fall presentation to use in training article
               Slip and trips fact sheet for agency risk management article
               Slip and trip falls guide for the workplace article
               Social media as recruitment tool –are there legal implications – article
               Social media policy template
               Stronger anti-discrimination laws take effect article
               SWOT Analysis template
               Team building training and activities article
               Ten steps to comply with privacy laws
               The ten roadblocks for business owner – article   
               The world wide web of laws entangling social media – article
               Tree and fencing laws information
               Trust account – what needs to be printed at end of month
               Underperformance of staff – management guide
               Work related stress presentation
               Workplace harassment document
               Workplace health and safety compliance checklist
               Workplace health and safety law act guidelines
               Workplace laws – body corporates and owners
Workplace laws – due diligence
Workplace laws – residential premises
Workplace laws – useful fact sheet
Workplace laws, what to do now
              
Folder Name - OFT general requirement forms
               Complaints attachment statement
               Complaints handling requirements
               Complaints register
               Employment register
               Public notice of PAMD code of conduct requirement
               When a certificate of registration is required for staff
 
Residential sales forms and information – folder name
5 Folders online
 
Folder name - Acknowledgement forms
Folder name - General sales agency best practice forms
Folder name - Information sheets – best practice
Folder name - Listing forms
Folder name - Rental forms (sales)
 
Best practice forms below
 
Acknowledgement of receipt of signed appointment of agency copy
Advertising expenditure approval form for seller
               Advertising headline examples
               Advertising proof approval for seller        
               Agency statement to seller prior to listing as per PAMD s134a etc.
               Agreement to end exclusive sales agency agreement with seller
               Agreement to end sale agency appointment
               Auction property and price disclosure – article
               Authority for either party to authorise and sign – seller form
               Best practice article for all salespeople to use in training and education of staff
               Buyer letter – deposit not paid
               Change of price instruction – seller form
               Change of banking details - seller
               CMA requirements for property agents
               Community tile contract acknowledgment for buyer
               Consent for onsite auction – for tenant
               Consent to use electronic transactions
               Contract presentation flowchart
               Daily priority list
               Do not call laws information
No pool safety certificate – form for buyers
               PAMD Form 22a best practice completed
               PAMD form 22a best practice completion guide
               Password form to access information
               Seller disclosure statement
               Seller letter – buyer has not paid deposit
               Use of photo images consent form for tenants
               Written evidence of listing appointment – form for tenants
Updated personal information form


Privacy Act forms and information – folder name
  • Access and correction of information fact sheet
  • April 2014 version 1 Member update
  • Authority for either party to sign and authorise – landlord letter
  • Authority for either party to sign and authorise – seller letter
  • Change of banking details – lessor instruction to agent
  • Change of banking details – seller instruction to agent
  • Checklist – are we compliant with the privacy act
  • Collection personal information and making people aware why fact sheet
  • Data quality and the privacy act
  • Direct marketing and the privacy act
  • Openness requirements under the privacy act
  • Password form to access information – seller
  • Password form to access information lessor and tenant
  • Personal information that is publicly available fact sheet
  • Privacy act – Australian principles
  • Privacy act training video
  • Privacy principles as at March 2014
  • Privacy questions – recommended article to review
  • Protecting other peoples information
  • Release of information to law enforcement
  • Scanning of documents and the privacy act
  • Spam Act understanding consent – email and sms marketing
  • Training presentation power point for staff
  • Updated personal information form – for client and customer
 

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