Owner workbook
Prepare for a more useful conversation.
Tick the information you already have. This is not a quality score or property approval. Choices stay on this page only and disappear when you leave.
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Useful preparation even when answers are missing
You do not need to complete every item before requesting an assessment. The checklist anticipates questions and separates available information from matters requiring verification. It does not rate the property or estimate income.
Start with location, bedrooms, current condition and your personal-use calendar. Avoid sharing sensitive documents at this stage. The team can later explain what information is needed and how to send it appropriately.
Four questions to bring to the conversation
- Which tasks are included and who checks them?
- How are expenses approved and documented?
- How are bookings, maintenance and personal use reconciled?
- What information will I receive to oversee the home?
