LEASING AGENT CHECKLIST
PROPERTY ADDRESS DATE SENT TO DEPT.
LEASING / MANAGEMENT LEASING ONLY
PROPERTY COORDINATOR (PC) AGENT
(ALL Forms Are Available in eSource Library in the Leasing Folder)
LISTING AGREEMENT
Exclusive Leasing Listing Agreement
Check tax records to make sure that ALL owners sign & date paperwork.
If a POA is involved, a copy of the POA must be attached. (Corporations must have documentation as well)
If an owner listed on tax records is deceased, copies of legal documents must be attached showing the current owners.
W-9 Signed, Dated and Legible, with Social Security Number and contact numbers
Landlord datednext to their signature on signature page
Sign& print your name as Leasing Agent, include your License #, DONOT sign as Associate Broker
Dual EntryRental Data Input FormFully Completed(pages 1-3 needed)
Leasing Property Disclosure Statement (date @ top left blank)
Lead Based Paint Exhibit(Listing Agent InitialsAgent’s Acknowledgment (e); Signs & DatesAgent Line)
Landlord Management Checklist (MANAGED only)
Send (1) Original to the Department, leave a copy with Landlord and keep a copy for your file/records
Extra copy of key for Property Coordinator’s file in case of emergency (management only)
Date Sent to PC / all the above information MUST be sent together at one time via inter-office mail!
NO FAXES ACCEPTED!
Please check to ensure complete, as incomplete agreements are not accepted or entered into FMLS/MLS!
APPLICATION/LEASE AGREEMENT
Application Signed, Legible and Fully Completed with contact numbers
Copy of all Applicants’ Drivers Licenses
Copy of all Applicants’ Pay Stubs
$50.00 Application Fee (certified check or money order for ALL properties payable to CBRB)
Applicants with joint credit files $50 – Applicants with single credit files $50.00 each
ReservationFee(rent amount+$50)(certif.check or money order for ALL properties payable to CBRB)
(If lease is for less than 12 months, collect the $500.00 Short-Term Lease Fee payable to CBRB)
Residential Lease Agreement Signed by Tenants
Must be in name of Tenants, not in business or parent’s name (extra security deposit vs. cosigners)
Print your name as Leasing Agent; include your License # and the FMLS/GAMLS #s of the rental listing
DO NOT sign as Associate Broker, DO NOT sign as Leasing Agent (PRINT YOUR NAME ONLY)
DO NOThave Landlord sign (Property Coordinator presents to Landlord and gets Landlord’s signatures)
Leasing Property Disclosure Statement signed by Applicant / Tenant
Date at the top of the Leasing Property Disclosure Statement should match the top date of the lease agreement
Lead Based Paint Exhibit signed by Applicant / Tenant(Listing Agent Signs & Dates Listing Agent Line)
COMPLETED Pet Exhibit if applicable signed by Applicant / Tenant (Pet Deposit can be turned in with First Month’s Rent)
Send (1) Original to the Department, leave a copy with Tenant and keep a copy for your file/records
Date Sent to PC / all the above information MUST be sent together at one time via inter-office mail!
NO FAXES ACCEPTED!
Please check to ensure complete, as incomplete agreements can not be presented to Landlord!
Remember, we will notify you typically in 5 to 7 business days with approval status from owner.
DO NOT GIVE ANY DEPARTMENT PHONE NUMBERS TO APPLICANTS OR NON-CBRB AGENTS!
MOVE-IN
The agent must collect 1st month’s rent prior to move in (this is how your commission is paid)!!!
First Month’s Rent Must Be In Certified Funds Payable to CBRB, commission may not be taken from security deposit.
Pet Deposit if applicable (certified check or money order for ALL properties payable to CBRB)
Move-In Inspection Form for documentation only!!! (management only)
Be sure to obtain new home phone number, which is necessary for emergency repair
Date Sent to PC / as soon as possible after completing at move in
REQUIRED IN ORDER TO PROCESS LEASING Agent commission check!
IF REFERRAL FEE IS OWED: Include signed and dated IRS W-9 to process referral check
Owner Referred by: Tenant Referred by:
COMPLETE AND SEND REFERRAL FEE FORM TO PAY REFERRAL FEES WITH THE FIRST FULL MONTH RENT CHECK
Leasing Agent Checklist – 08/11