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PRDRE37A Perform and record property management activities and transactions - Unit descriptor

This unit covers property management at the operational level. It is done under supervision or according to agency guidelines.

Element

Performance criteria
  1. Check in tenants and provide tenancy reports.
1.1 Correct procedures are followed and accurate and appropriate advice is provided to new tenants checking into property.
1.2 Pre- and post-tenancy reports are accurately produced according to agency guidelines and legislative record-keeping requirements.
  1. Establish and maintain tenant/landlord documentation and files.
2.1 All relevant information from tenant/landlord is verified.
2.2 Tenant/landlord documentation is completed and filed according to agency procedures in secure files.
  1. Prepare Tenancy Agreements in accordance with legislative requirements.
3.1 All tenancy documentation is clearly explained to the tenant.
3.2 Tenancy documentation is produced in accordance with legal requirements and agency policy.
  1. Prepare managing agents agreements in accordance with legislative requirements.
4.1 All landlord documentation is clearly explained to the landlord.
4.2 Landlord documentation is produced in accordance with legal requirements and agency policy.
  1. Record tenant/landlord transactions on agency database.
5.1 All verified transactions are accurately recorded on agency database as completely as possible.
5.2 Details of tenant/landlord information are regularly adjusted and updated to ensure reliable records are kept.
  1. Receive, record and lodge security deposits (bonds) and rent.
6.1 All moneys are received and accurately recorded in agency files and documentation.
6.2 All security deposits are secured and forwarded to statutory authorities within specified timeframe.
6.3 Incident reports are followed up with appropriate personnel where necessary.