AgentCentre Education

Landlord Retention Checklist.

Use this checklist to identify landlord relationships that may need attention before they become lost managements.

Use this checklist to identify landlord relationships that may need attention before they become lost managements.

Filed Under

Communication.

  • Has the landlord received a useful update recently?

  • Are there any unanswered emails or calls?

  • Has the landlord had to chase for information?

  • Are important updates being provided before the landlord asks?

  • Is communication clear and consistent?

Advice and Recommendations.

  • Are we giving recommendations, not just passing on information?

  • Have we explained the reasoning behind recent advice?

  • Are we helping the landlord make decisions?

  • Have we discussed any obvious risks or opportunities?

  • Are rent, renewal and maintenance recommendations clear?

Maintenance.

  • Are there any open jobs that have been sitting too long?

  • Is the landlord waiting on quotes or updates?

  • Have delayed jobs been followed up?

  • Are repeat maintenance issues being properly addressed?

  • Does the landlord know where current work stands?

Leasing and Vacancy.

  • Is the property currently vacant or likely to become vacant soon?

  • Is the landlord receiving useful leasing feedback?

  • Have we reviewed price if enquiry is weak?

  • Have we discussed vacancy cost where relevant?

  • Are recommendations being made early enough?

Inspections and Property Condition.

  • Have recent inspection outcomes been clearly communicated?

  • Has important follow-up been completed?

  • Are maintenance recommendations being actioned?

  • Have any recurring property issues been raised with the landlord?

Relationship Warning Signs.

  • Has the landlord become harder to reach or more abrupt?

  • Are they questioning fees more often?

  • Have they raised the same frustration more than once?

  • Are they asking for copies of records or documents unexpectedly?

  • Are they comparing the agency with competitors?

  • Are they challenging recommendations more than usual?

  • Has trust or confidence clearly reduced?

Service Consistency.

  • Has the landlord experienced staff changes recently?

  • Has service dropped during leave or handover periods?

  • Are they dealing with too many different people?

  • Is important history visible to the whole team?

  • Would another team member understand the relationship if they had to step in?

Value.

  • Has the landlord received advice beyond routine administration?

  • Have we discussed rent, market conditions or property performance recently?

  • Have we identified any future maintenance or improvement needs?

  • Is the landlord seeing the value of the management service?

  • Are we helping them think ahead, not just react?

Final Risk Check.

Ask:

If this landlord received a call from another agency today, would they have a strong reason to stay with us?

If the answer is uncertain, decide what needs to happen next.

  • Make contact

  • Resolve an outstanding issue

  • Provide an update

  • Give a clear recommendation

  • Escalate internally

  • Schedule a relationship review

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