Pre-Leasing Checklist (For LC2)

Goal:

Every property listed for lease on the MLS should have a Lease Ready File prepared in advance so that when an application is approved, the lease package can be sent within minutes.

Step 1: When a Property Goes Active for Lease

LC2 prepares the Lease Ready File in ZipForms.

Documents started or completed:

Lease Preparation

Residential Lease started in ZipForms
Property address verified
Owner name verified
Flood Addendum Uploaded
HOA Verified
HOA Bylaws Uploaded

Addenda Prepared

Appliance Addendum completed
Pet Addendum template ready (if pets allowed)
Pool/SPA Addendum (if applicable)

Step 2: Appliance Verification (Critical Step)

Before the property receives applications, LC2 confirms appliances using:

Listing photos
Prior lease
MLS listing
Property notes or previous inspection report in AppFolio

LC2 then completes the Appliance Addendum identifying:

Refrigerator
Range / Oven
Dishwasher
Microwave
Washer
Dryer
Garbage Disposal
Any other included appliance

If anything is unclear → ask LC1, Field Tech, MC or make-ready vendor - escalate to Jake if none of these other team members can confirm, but must be done while property is still being marketed. Do not wait to do this when a lease is about to be signed.

Step 3: Property Information Check

Confirm:

Utilities responsibility
HOA information / Condo Association Requirements (elevator usage, Approved movers, Etc)
Parking information
Yard maintenance responsibility
Pool maintenance responsibility

Step 4: When Application Is Approved

Once LC2 approves an applicant, LC2 needs to:

Insert tenant/occupant names
Insert lease term dates
Insert rent/deposit
Animal Addendum policy confirmed / Removed
Military Addendum confirmed
Send for final review
Circulate for signature

The lease should go out within 30 minutes.

Simple Rule for Leasing at Treaty Oak

If a property is on the market, the lease file should already be 90% built.

No scrambling.

No waiting on appliance information.

No delays when tenants are ready to sign.