The turnover period should be managed as a short project with three separate tracks: legal/accounting, property condition, and leasing.
Legal and Accounting Track
- Confirm possession and termination date.
- Reconcile the ledger.
- Calendar the deposit deadline.
- Prepare and send the refund or claim notice.
- Preserve the complete tenancy file.
Property Track
- Address safety and water intrusion first.
- Change locks and access codes.
- Remove property only through the correct procedure.
- Separate damage repair from upgrades and routine maintenance.
- Obtain invoices and photograph completed repairs.
- Confirm smoke alarms, locks, plumbing, electrical fixtures, appliances, HVAC operation, and required disclosures.

