Checklist Tags

These are the checklists related to Week 45.

When you click on the task, you can also see the tags that task is filed under. You can also click on the tag to see other tasks with that tag.

1. Review my "Future Narrative"
   Review my own "Future Narrative" to remind myself about my why, my how and what obstacles I am committed to overcoming.

   Do this at a minimum once a month.

   Mark this task as complete once you've reviewed your "Future Narrative" this month.

   ASAPFuture NarrativeGoalsUltimate 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 55Week 56Week 57Week 58Week 59Week 6Week 60Week 61Week 62Week 63Week 64Week 7Week 8Week 9

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

22. 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

23. 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

24. 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

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

    Tenant Turn-over PreparationUltimate Nomad ChecklistWeek 45

26. 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

27. 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

28. 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

29. 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

30. 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

31. 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

32. 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