Multi Family Checklist

🏹 Address

🏹 Listing Date

🏹 Rent Roll

Unit 1	Unit 2	Unit 3
Rent Amount:	Rent Amount:	Rent Amount:
Lease Terms:	Lease Terms:	Lease Terms:
What’s included in the rent:	What’s included in the rent:	What’s included in the rent:
Tenant’s Name:	Tenant’s Name:	Tenant’s Name:
Tenant’s Contact:	Tenant’s Contact:	Tenant’s Contact:

🏹 Information to Collect

Information to Collect

Fill out Coming Soon Form on Monday.com

This form is intuitive base on the property type. This will add all details to Monday Coming Soon Board and create a one pager with all the information.

Copies of all Leases
Copies of all Lead Forms
Confirm # of Units (If there is a question regarding status of a unit, Speak to Broker/Office Manager for guidance)

🏹 Listing Forms

Forms to Complete Pre-Listing

Property Built before 1978? Ask the owner about lead, do they have any knowledge of lead
- Complete Form: Property_Transfer_Lead_Paint_Notification_-_1009_ts38963 Via Dotloop
  - Send to Owner to sign
  - Obtain any supporting Documents
Listing Contract
- Create loop on Dotloop and select listing template
  - The following forms will be added and should be completed prior to Listing
    - MA Mandatory Licensee Consumer Relationship Disclosure
    - Access Exclusive Right to Sell
    - Home Inspection Disclosure

🏹 Pre-Listing

Notify Tenants of Sale
- Confirm they are ok with the unit being photographed.
Confirm Access for Units
Schedule Photographer
- Send listing Photos to Elizabeth for Marketing Materials
  - Social Media Posts & Beauty Sheets