The Ultimate Nomad™ Checklist

This is the Ultimate Nomad Checklist™. Select which week you'd like to see the tasks for.

Week 45

These are the tasks for Week 45 of the Ultimate Nomad Checklist™.

Schedule on your calendar when you'll do this week's tasks from your Future Narrative

You're much more likely to follow through on your goals if you plan out when you'll do the steps to achieve them.

So, take a moment to schedule out on your calendar when you'll actually do the tasks for this week on your calendar. Make an appointment with yourself to do them. If you need to reschedule one, reschedule it (don't delete it).

ASAPFirst Meeting: Your Real Estate GoalsUltimate Nomad ChecklistWeek 1Week 10Week 11Week 12Week 13Week 14Week 15Week 16Week 17Week 18Week 19Week 2Week 20Week 21Week 22Week 23Week 24Week 25Week 26Week 27Week 28Week 29Week 3Week 30Week 31Week 32Week 33Week 34Week 35Week 36Week 37Week 38Week 39Week 4Week 40Week 41Week 42Week 43Week 44Week 45Week 46Week 47Week 48Week 49Week 5Week 50Week 51Week 52Week 53Week 54Week 6Week 7Week 8Week 9

Get or create "Move-In Inspection Report" and "Move-Out Inspection Report"

Get or create your own "Move-In Inspection Report" and "Move-Out Inspection Report" that you can use with your Tenant or Tenant-Buyer.

You can usually get this either from your Real Estate Broker or your Contract and Paperwork Attorney.

Mark this task complete when you have a "Move-In Inspection Report" and "Move-Out Inspection Report".

PaperworkPrepare to be a LandlordUltimate Nomad ChecklistWeek 45

Class Watch "Property Management Mastery" Recording of Live Class

Watch the recording of the live presentation of "Property Management Mastery" available on:

https://RealEstateFinancialPlanner.com/property-management-mastery/

ClassesPrepare to be a LandlordProperty ManagementSolving Tenant ChallengesTenantsUltimate Nomad ChecklistWeek 45

Review "Property Management Mastery" Recording of Live Class

If you have not done so recently, review the recording of the live presentation of "Property Management Mastery" available on:

https://RealEstateFinancialPlanner.com/property-management-mastery/

Lease Signing and Lease ReviewUltimate Nomad ChecklistWeek 45

Review "Property Management Mastery" Recording of Live Class

If you have not done so recently, review the recording of the live presentation of "Property Management Mastery" available on:

https://RealEstateFinancialPlanner.com/property-management-mastery/

Document Property ConditionUltimate Nomad ChecklistWeek 45

Record condition of property

Record a video of the condition of the property with video just prior to giving possession to your new Tenant/Tenant-Buyer in case there is a dispute later.

Save a copy to your tenant folder in Dropbox.

Document Property ConditionUltimate Nomad ChecklistWeek 45

Provide Tenant/Tenant-Buyer with "Move-In Inspection"

Have your Tenant/Tenant-Buyer document the condition of the property at the time of move-in by completing the "Move-In Inspection".

Document Property ConditionUltimate Nomad ChecklistWeek 45

Review "Property Management Mastery" Recording of Live Class

If you have not done so recently, review the recording of the live presentation of "Property Management Mastery" available on:

https://RealEstateFinancialPlanner.com/property-management-mastery/

Pre-Occupancy Reminders to TenantUltimate Nomad ChecklistWeek 45

Remind your Tenant/Tenant-Buyer of the following

Remind your Tenant/Tenant-Buyer of the following:

  • When their move-in date and time is and what happens if the current occupant is not out in time
  • When their rent is due and how much is due (especially true if they are moving in mid-month)
  • Expected maintenance schedule for the Tenant/Tenant-Buyer
  • That they need to get a renter's insurance policy with liability insurance (this applies to roommates as well) and they need to provide you a copy of the policy as proof

Pre-Occupancy Reminders to TenantUltimate Nomad ChecklistWeek 45

Remind your Tenant/Tenant-Buyer about Utilities

Remind your Tenant/Tenant-Buyer about Utilities

  • Send them a list of utilities & phone numbers that need to be switched to their name
  • Remind them this must be done before move-in day

Pre-Occupancy Reminders to TenantUltimate Nomad ChecklistWeek 45

Review "Property Management Mastery" Recording of Live Class

If you have not done so recently, review the recording of the live presentation of "Property Management Mastery" available on:

https://RealEstateFinancialPlanner.com/property-management-mastery/

Prepare to be a LandlordProperty ManagementSolving Tenant ChallengesTenant Move-InTenantsUltimate Nomad ChecklistWeek 45

Give Tenant Access to the Property

Give tenant access to the property:

  • Meet tenant to collect cashier's check and give them keys
  • Have a lock-box and text them the code late the night before/early that morning
  • Note: One key in the lock-box and the other keys/access cards/garage door openers in a drawer inside
    Note: Only do this if you have received certified funds ahead of time

Property ManagementSolving Tenant ChallengesTenant Move-InTenantsUltimate Nomad ChecklistWeek 45

Check-In with Tenant

Check-In with Tenant later in the day with a text/call to:

  • Build rapport
  • Ask how the move-in is going
  • Ask whether the property is in the condition they expected
  • Remind them to complete Move-In form and email back within 7 days

Property ManagementSolving Tenant ChallengesTenant Move-InTenantsUltimate Nomad ChecklistWeek 45

Remind your Tenant/Tenant-Buyer of the following (again)

Remind your Tenant/Tenant-Buyer of the following when they move in:

  • When their move-in date and time is and what happens if the current occupant is not out in time
  • When their rent is due and how much is due (especially true if they are moving in mid-month)
  • Expected maintenance schedule for the Tenant/Tenant-Buyer

Tenant Move-InUltimate Nomad ChecklistWeek 45

Review "Property Management Mastery" Recording of Live Class

If you have not done it recently, review the recording of the live presentation of "Property Management Mastery" available on:

https://RealEstateFinancialPlanner.com/property-management-mastery/

Tenant Week 1Ultimate Nomad ChecklistWeek 45

Receive "Move-In Inspection Report" from Tenant/Tenant-Buyer and save to Dropbox

Collect the filled out "Move-In Inspection Report" from Tenant/Tenant-Buyer and save a copy to the tenant's folder in Dropbox.

Tenant Week 1Ultimate Nomad ChecklistWeek 45

Review "Property Management Mastery" Recording of Live Class

If you have not done so recently, review the recording of the live presentation of "Property Management Mastery" available on:

https://RealEstateFinancialPlanner.com/property-management-mastery/

Tenant Month 1Ultimate Nomad ChecklistWeek 45

Verify Tenant/Tenant-Buyer replaced furnace filter

Email or text Tenant/Tenant-Buyer and ask if they had any problems changing the furnace filter in the first month as a gentle way of reminding them they need to do it and verifying it was done.

Tenant Month 1Ultimate Nomad ChecklistWeek 45

Remind Tenant/Tenant-Buyer rent due date and amount

Email and/or text your Tenant/Tenant-Buyer to remind them when rent is due and the amount that is due (especially if they moved in mid-month).

Tenant Month 1Ultimate Nomad ChecklistWeek 45

Review "Property Management Mastery" Recording of Live Class

If you have not done so recently, review the recording of the live presentation of "Property Management Mastery" available on:

https://RealEstateFinancialPlanner.com/property-management-mastery/

Tenant Periodic InspectionsUltimate Nomad ChecklistWeek 45

Replace fire extinguishers

Replace fire extinguishers to prepare for the next Tenant/Tenant-Buyer.

They have limited lifespans and it is probably cheaper to just buy new ones than to have them serviced.

Property ManagementSolving Tenant ChallengesTenant Move-InTenant Turn-over PreparationTenantsUltimate Nomad ChecklistWeek 45

Get Umbrella Insurance Policy

Call your Insurance Agent and get an Umbrella Insurance policy to protect you and your growing real estate empire.

Prepare to be a LandlordUltimate Nomad ChecklistWeek 45

Baseline for Tenant Interactions

Remember the following when approaching Tenant Interactions

  • Build Trust and Rapport
  • Communicate Regularly
  • Respond Quickly
  • Handle Reasonable Requests
  • Be Firm but Fair
  • Set Expectations and Hold to Them
  • Document Everything
  • Remain Calm
  • If you can't be calm - Hire a Property Manager

Prepare to be a LandlordUltimate Nomad ChecklistWeek 45

Service AC and furnance

Have AC and furnace serviced preparing for next Tenant/Tenant-Buyer.

Tenant Turn-over PreparationUltimate Nomad ChecklistWeek 45

Change furnace filter

Your HVAC person may replace the furnace filter for you, but they may not. So, make sure you have a new furnace filter installed.

Tenant Turn-over PreparationUltimate Nomad ChecklistWeek 45

Check for leaks

Check for leaks under all sinks and near all water sources. Fix them as required.

Tenant Turn-over PreparationUltimate Nomad ChecklistWeek 45

Schedule carpets to be cleaned

Call your carpet cleaner and schedule a time for them to clean the carpets right after the current tenant vacates the property.

Tenant Turn-over PreparationUltimate Nomad ChecklistWeek 45

Plan on Changing the Locks

Make arrangements for getting the locks changed the day the old tenants move out.

Tenant Turn-over PreparationUltimate Nomad ChecklistWeek 45

Review "Property Management Mastery" Recording of Live Class

If you have not done so recently, review the recording of the live presentation of "Property Management Mastery" available on:

https://RealEstateFinancialPlanner.com/property-management-mastery/

Tenant Turn-overUltimate Nomad ChecklistWeek 45

Review "Property Management Mastery" Recording of Live Class

If you have not done so recently, review the recording of the live presentation of "Property Management Mastery" available on:

https://RealEstateFinancialPlanner.com/property-management-mastery/

Post-Move-OutUltimate Nomad ChecklistWeek 45

Complete final accounting and return remaining security deposit

Complete your final accounting and return the remaining security deposit to your previous Tenant/Tenant-Buyer.

Post-Move-OutUltimate Nomad ChecklistWeek 45

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