Everything a board needs to leave an agent that does not answer.

One PDF, sent to your inbox in a minute. The six steps to change managing agent, the handover checklist we send an outgoing agent, the three letters, the first ninety days, and how your money should be held. Use it whoever you appoint.

What is in the pack.

The same documents we use when a board appoints us, with nothing held back. Boards stay with bad agents for years because switching sounds hard; it is not, if it is done in order.

  • 1How to change managing agent, in six steps. Read the notice clause, get quotations in writing, resolve it, serve notice, handover, tell the residents.
  • 2The handover checklist. Forty lines with the four-week and three-month deadlines the profession's code expects, so nothing is forgotten and nothing is lost.
  • 3Three letters. The board's notice to the outgoing agent, the incoming agent's first letter, and the welcome letter to every owner and resident.
  • 4The first ninety days. What a competent agent does between signing and the first quarterly report, so you can hold whoever you appoint to it.
  • 5How client money should be held. One page, so you can check any agent's answer against it.

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