Financial records
Tenant ledgers, owner balances, deposits, unpaid invoices and recent statements.
Behind the process
Changing Property Managers Without Losing Control of the Property Record
A management takeover should begin with an organized transfer of money, documents, resident information and unresolved issues. The first goal is not marketing—it is establishing what is true and what remains incomplete.
Information collected during takeover
Resident and lease file
Executed leases, addenda, notices, contact information and payment arrangements.
Operational issues
Open work orders, pending renewals, delinquency, legal matters, inspections and utility concerns.
Section 8 file
Voucher information, HAP contract materials, tenant portion, authority contacts and inspection status.
The first operational review
Reconcile
Compare transferred balances and deposits with supporting records.
Inspect and prioritize
Identify health, safety, habitability and high-cost deferred maintenance risks.
Communicate
Tell residents how to pay, report maintenance and contact management.
Stabilize
Resolve exceptions before moving into the normal monthly workflow.
Common owner questions
How does Pro Plus document property activity?
Work orders, invoices, inspection photographs, lease documents and key communications are kept with the property record in AppFolio.
When is owner approval required for repairs?
Non-emergency repairs above the threshold in the management agreement require owner approval. True emergencies may be authorized immediately to protect health, safety, habitability or the property.
Can Pro Plus manage Section 8 properties?
Yes. Pro Plus coordinates practical Section 8 steps including RFTA awareness, inspection preparation and follow-up, rent reasonableness support and HAP versus tenant-payment tracking.
Put a clearer operating process behind your rental property
Tell us about the property, current management issues and the information you need to make a decision.