🏠 Landlord Client Care Plan (CCP)

J.R. Ramos
May 7
2 min read

Your Guide to Successfully Leasing Your Property with Kale Realty

🧭 1. INITIAL STRATEGY SESSION

Purpose: Understand the landlord’s goals & create a leasing strategy

✅ Review the property condition, features & upgrades

✅ Establish target rent based on comps & market trends

✅ Discuss ideal tenant qualifications

✅ Set expectations on leasing timeline & agent responsibilities

✅ Review and sign Exclusive Rental Listing Agreement

🛠️ 2. PROPERTY PREP

Purpose: Get the property lease-ready

✅ Recommend repairs, cleaning, staging, or paint touch-ups

✅ Confirm smoke detectors, carbon monoxide & key compliance issues

✅ Advise on curb appeal & photography prep

✅ Schedule professional photos and/or virtual tour if applicable

📸 Presentation matters—strong visuals attract better tenants faster!

📣 3. MARKETING & EXPOSURE

Purpose: Maximize visibility to qualified renters

✅ List on MRED MLS + syndication to top rental platforms (Zillow, Trulia, etc.)

✅ Install signage if allowed

✅ Promote via social media and Kale agent network

✅ Host showings or open houses as needed

✅ Track showing activity & interest levels

🔎 4. TENANT SCREENING

Purpose: Secure the best-qualified tenant

✅ Collect and review applications, credit, income, and background checks

✅ Verify employment & landlord references

✅ Present all application results to landlord for final decision

✅ Advise on fair housing compliance & tenant selection best practices

🚨 Reminder: Never discriminate based on protected classes under Fair Housing Law.

✍️ 5. LEASE EXECUTION & MOVE-IN

Purpose: Finalize tenancy and transition to occupancy

✅ Prepare lease or review landlord’s lease draft

✅ Ensure all required disclosures are provided (e.g., Lead Paint, RLTO if applicable)

✅ Collect security deposit and first month’s rent

✅ Conduct move-in walk-through or coordinate with property manager

✅ Provide landlord with tenant file (lease, application, ID, etc.)

📩 6. POST-LEASE FOLLOW-UP

Purpose: Ensure long-term satisfaction

✅ Check in after move-in to confirm smooth transition

✅ Offer referral to trusted property management partners if desired

✅ Stay in touch for future leasing or sales needs

🌟 LANDLORD EXPERIENCE TIPS

✔️ Communicate proactively & professionally

✔️ Set realistic pricing expectations

✔️ Always act as a fiduciary—protect the landlord’s interests

✔️ Keep detailed records in DotLoop

✔️ Comply with all local rental ordinances and Fair Housing laws

💬 “When you help a landlord find a reliable tenant, you're not just leasing a unit—you're building a long-term relationship based on trust and professionalism.” — Kale Realty