🏡 Tenant Client Care Plan (CCP)

J.R. Ramos
May 7
2 min read

Your Roadmap to Securing the Perfect Rental with Kale Realty

👋 1. INITIAL CONSULTATION

Purpose: Understand your housing needs, goals & timeline

✅ Identify budget, ideal location & move-in date

✅ Discuss pet policies, lease terms & non-negotiables

✅ Explain the rental process, agency role & fees

✅ Provide rental requirements (income, credit, ID, etc.)

🔎 2. SEARCH & SHOWINGS

Purpose: Find the right property efficiently

✅ Set up MLS search alerts tailored to your criteria

✅ Schedule & coordinate showings

✅ Educate tenant on rental rules (no walk-ins, respect occupied units)

✅ Discuss pros/cons of each unit & collect feedback

🔑 REMINDER: Tenants should never be given lockbox codes or allowed to tour without their agent.

📝 3. APPLICATION PROCESS

Purpose: Submit a complete, competitive application

✅ Gather income docs, photo ID, and any references

✅ Guide tenant through application requirements for each landlord

✅ Submit applications promptly and professionally

✅ Maintain communication with listing agent or landlord

📄 4. LEASE NEGOTIATION & APPROVAL

Purpose: Secure favorable terms for the tenant

✅ Review lease terms before signing

✅ Clarify policies on maintenance, utilities & renewals

✅ Negotiate move-in dates, deposits or requests if applicable

✅ Confirm lease is signed and funds are delivered on time

📦 5. MOVE-IN SUPPORT

Purpose: Ensure a smooth transition into the new home

✅ Provide move-in checklist & walkthrough advice

✅ Confirm keys, mailbox info, and utility setup

✅ Connect tenant with renters insurance resources if needed

✅ Stay in contact to ensure satisfaction post-move-in

🌟 TENANT EXPERIENCE TIPS

✔️ Be responsive, friendly, and organized

✔️ Communicate expectations clearly

✔️ Respect all rental properties during showings

✔️ Educate tenants on application competition

✔️ Always maintain professionalism—you represent Kale Realty

💬 “Finding a rental is more than just filling out forms—it’s about helping someone feel at home. Be the agent who cares enough to make it simple and stress-free.” — Kale Realty