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LIHTC Management Agreement

Use this checklist to help administer turnover of a residential property to a new management company. This two page document includes procedures such as turning over administrative and financial accounts and building/vendor information, and ensuring that all affected parties are notified.

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Resident Emergency Information Request

Use this customizable form to request emergency information from a resident. The form includes questions asking their name(s), age(s), gender(s), need special assistance, and so much more!

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Rollover Schedule

Use the Rollover Schedule to track lease expiration dates. Log information by tenant and suite number.

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Unit Availability Report

This Unit Availability Report will help track your which buildings/apartments you have or don't have available.. This reports let's you mark the building number/unit, location, apartment size and layout, dates vacated, and dates made available. This report also lets you log notes and promotions

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Delinquent Assessment Collection Policy

Use this collection policy document to inform owners of the collection process, times and dates, and the process for delinquent collections.

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Roommate Responsibility Agreement

When a new roommate signs a lease, attach a responsibility addendum to clearly outline any agreements.  This forms documents the agreement of a person added to a lease to the provisions set forth in the original lease agreement.

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Shopping Center Survey Form

Use this customizable survey form to help conduct a market survey and collect necessary comparison data. This form includes space for information on the size of the shopping center, number of shopping spaces, vacancies, deal making rental rates, passing-through charges, shopping center conditions, and location.

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