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Templates / Proposal

Free Property Management Proposal Template

A property management proposal covers the service schedule, inspection and maintenance process, pricing, and the terms and signature needed to start.

Property Management Proposal template preview

Language:

en

Category:

Last updated:

October 2026

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A rental needs looking after, but the owner still wants the place to feel handled without chasing updates or finding out too late that something drifted. The property management proposal gives a clear promise about how tenants get managed, how maintenance gets approved, and what reporting looks like before any pricing shows up.

The proposal moves from The short version into About me and Selected work, so the client sees the management rhythm and the paper trail you keep. The service details sit in The service schedule, then drill down into screening, arrears follow-up, inspections with photos, and maintenance coordination, including how approval limits work so repairs don’t stall and costs don’t run ahead. The pricing sits under What it costs on a deep green and violet layout with Space Grotesk headings and Roboto body text, which keeps the page structured and easy to skim when somebody just wants to know what happens next.

  • The short version Opens with the day to day promise around tenant management, maintenance follow-through, and reporting, so the client knows what you’ll stay on top of.
  • The service schedule Explains the management rhythm from setup and key handover through tenant placement, rent follow-up, inspections, and winter moisture checks.
  • What it costs Holds the Standard plan pricing; you swap in your monthly rate and any placement pricing before you send.
  • Getting started Carries the fee summary and signature, plus the setup details the client confirms when they accept.

The client picks the plan, checks the fee summary, and signs online under Getting started. Before sending, you replace the template pricing with your own numbers and make sure the approval limit, update method, and invoicing terms match how you actually run management.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a property management proposal

PartWhat it covers

The short version

Summarises the management rhythm, how arrears and maintenance get followed up, and what the owner will see in regular reporting.

About me

Gives the background and working style behind the service, with an emphasis on early intervention and documented follow-through.

Selected work

Introduces the kinds of recent management jobs that show how tenant issues, inspections, maintenance, and documentation get handled.

Portfolio

Describes example engagements across residential turnaround, quarterly inspection follow-up, and commercial lease support so the client can picture how you operate.

The service schedule

Walks through the schedule from setup to tenant placement and ongoing contact, including what triggers an update between inspections.

Tenant screening and checks

Explains what gets checked before recommending an applicant, then covers leasing, key handover, rent collection, and arrears escalation.

Routine inspections and reporting

Covers quarterly inspections with photos and written reports, a winter moisture and heating check, and how maintenance gets coordinated and approved.

What it costs

Contains the priced items; you replace the included numbers with your own monthly pricing before sending.

Getting started

Includes the signature and fee summary, plus the details the client confirms to begin setup and key handover.

How do you screen tenants, and what do you check?

Answers what checks get run and how the recommendation is explained, then confirms inspection frequency and what the owner receives after each visit.

What spend can you approve without calling me first?

Explains how the approval limit works and how pricing gets confirmed, including how trades are selected and when a second price is sought.

Invoices

States when monthly invoices go out, the payment window, how mid-month starts are handled, and key requirements for access and inspections.

Maintenance and invoices

Clarifies maintenance coordination and sign-off, repeats the inspection reporting expectations, and covers how ending management gets handled.

Who it is for

Property managers sending a management proposal to a landlord or body corporate before taking on residential management, short-term rentals, or hoa management.

The proposal in full

The short version

You’ll have a tenancy that’s managed firmly, maintenance that gets handled before it becomes a bigger bill, and reporting that tells you what changed, what I did, and what’s next.

You’re looking for someone who follows up late rent firmly, keeps damp and repair issues from drifting, and keeps you out of surprises. You’ll get consistent tenant management, clear inspection reporting, and approvals that match your limits. If you’d like to go ahead, sign below and I’ll start the setup.

I run property management on a set rhythm: tenant checks before anyone moves in, a detailed ingoing condition report, quarterly inspections with photos and a follow-up list, and a winter moisture and heating check. When something needs fixing, I get the right trade in, confirm pricing, and keep you in the loop at the approval point you choose.

About me

I’m Hannah McLeod, the property manager behind Cargill Property. I got into this work because most property problems are timing problems: rent slips, small leaks turn into damp, and minor wear turns into big catch-up jobs. My job is to spot issues early, follow up fast, and keep your place tenanted and cared for through the Dunedin seasons.

People choose me because I stay close to the details and I don’t let things drift. I document the property properly, I follow arrears up on time, and I push maintenance to a decision point instead of letting it sit in messages. You’ll see the same structure in every update, so you can skim it and still know where things stand.

Selected work

Here are a few recent management jobs that show how I handle tenants, inspections, maintenance, and the paper trail you may need later.

Portfolio

Residential tenancy turnaround. New tenant placed after a vacancy, with full checks completed before approval. I coordinated remedial ventilation work and a dehumidifier plan, then tracked the first eight weeks closely so rent and housekeeping patterns were set early.

Quarterly inspection follow-up. Routine inspection completed with a written report and a short follow-up list for the tenant. I scheduled a repair for a minor leak within the same week, then rechecked the affected area at the next visit so it didn’t become a damp issue.

Commercial lease support. Lease coordination and ongoing management for a small commercial unit, with rent collection, arrears follow-up, and maintenance coordination kept separate from outgoings. The owner received a monthly summary that matched the invoice line-by-line.

“Rent is paid on time and I always know what’s happening next.”

Out-of-town landlord, managing a single Dunedin rental

The service schedule

Property management runs on a set schedule, with extra contact when something changes. You can reach me by email or phone between inspections, and you’ll get an update when rent goes overdue, repairs need approval, or an inspection follow-up is due.

1. Set up Once, at the start I collect the keys, confirm your approval limits, and make sure I have the right contacts for notices and invoices. If there’s an existing tenancy, I confirm the lease details, bond status, and rent ledger so I’m not guessing later. 2. Tenant placement As needed When a tenancy is ending or a property is vacant, I advertise, handle enquiries, and screen applicants. I send you a clear recommendation with the checks completed, then I organise signing, key issue, and the ingoing condition report. 3. Inspections Quarterly I complete a routine inspection with photos and a written report, then I issue a follow-up list where something needs correcting. If I see moisture risk, heating problems, or maintenance that will worsen, I flag it in the same report with options and next actions. 4. Arrears and repairs Every week I track rent receipt and follow up arrears firmly and on time. For repairs, I arrange access, use suitable local trades, and bring you in at the approval point you’ve set. You see the invoice, the reason for the work, and any completion photos I can get.

Tenant screening and checks

Completed for every applicant I recommend for approval, including identity, tenancy history where available, affordability checks, and reference calls.

LEASING AND KEY HANDOVER

Handled at every new tenancy start, including lease signing, bond and rent collection, and key issue with a documented record of what was provided.

RENT COLLECTION AND ARREARS FOLLOW-UP

Tracked continuously, with follow-up action as soon as rent goes overdue and clear escalation if it doesn’t resolve quickly.

Routine inspections and reporting

Completed quarterly, with photos and a written condition report sent to you after each inspection, plus a follow-up list when tenant action is needed.

WINTER MOISTURE AND HEATING CHECK

Completed once each winter season, focused on ventilation, signs of damp, and heating use issues that often show up in colder months.

MAINTENANCE COORDINATION

Arranged whenever an issue is reported or spotted, including contractor booking, access coordination, pricing checks, and sending you the invoice for sign-off.

What it costs

Pick the level that matches how hands-on you want to be. Each plan is billed per month, with tenant placement added only when you need it.

Priced items

Getting started

If you’d like me to take over property management, sign below and I’ll book in the setup and key handover.

1. Sign the proposal and confirm the property address and owner details. 2. Choose your repair approval limit and your preferred update method. 3. Hand over keys and current tenancy documents so I can start management.

Signature

Fee summary

How do you screen tenants, and what do you check?

I screen every applicant I’m considering recommending. I check ID, income capacity, tenancy history where it’s available, and I call references. You’ll get a written summary of what I checked and why I’m recommending that applicant.

HOW OFTEN DO YOU INSPECT, AND DO I GET PHOTOS AND A WRITTEN REPORT?

I inspect quarterly. After each inspection you get photos and a written report that notes condition changes, any tenant follow-up needed, and any maintenance I recommend. If something needs action, I include the next step and when you’ll hear from me again.

What spend can you approve without calling me first?

You choose the approval limit during setup. Up to that limit, I can get straightforward repairs moving without waiting on a reply, then I send you the invoice and completion notes. Over that limit, I come to you with options and pricing before I book the work.

WHO DO YOU USE FOR REPAIRS, AND HOW DO I KNOW THE PRICING IS FAIR?

I use established local trades who can respond in a Dunedin winter and show up when access is booked. For non-urgent work, I’ll usually seek a second price if the job is sizeable or unclear. You see the invoice and the reason for the work before sign-off.

Invoices

Each month is invoiced at the start of that month. Each invoice is payable within 7 days of its date. If a plan starts mid-month, I invoice the remaining days for that first month.

Approval limit. You choose a maintenance approval limit during setup. I can approve straightforward repairs up to that limit without calling first, then I send the invoice and completion notes. Over that limit, I’ll confirm options and pricing before booking.

Access and keys. For inspections, viewings, and repairs, I need working keys and any alarm or access instructions. Please share codes by phone or a secure message, not inside this document. If keys need cutting, you cover the cost.

Tenant placement. Tenant placement happens as needed and is billed separately from the monthly plan. I handle application checks, a written recommendation, and leasing and key handover. If you want a specific placement fee, I’ll confirm it in writing before I advertise.

Maintenance and invoices

I coordinate repairs with established local trades and book access. You see the reason for the work and the invoice before sign-off. Contractor payment terms and availability sit with the contractor, especially during winter call-outs.

Routine inspections. Inspections are quarterly. After each inspection, you get photos and a written report noting condition changes, tenant follow-up needed, and any maintenance I recommend. If action is needed, I’ll include the next step and when you’ll hear from me again.

Ending the plan. Either of us can end property management with notice. I’ll confirm the notice period and the handover steps in writing when you tell me you want to end, so the tenant and keys are managed cleanly.

Items outside scope. Property management covers the tasks listed in your plan. Work outside that scope, like project-managing renovations or major remediation, is quoted separately and only starts after you’ve approved the scope and the cost.

Questions about this proposal template

What should a property management proposal include?

A property management proposal usually includes the service schedule, how tenants are screened and managed, how inspections and reporting work, how maintenance is approved, and the pricing. This template also includes invoicing terms and a signature section to start management.

How do you explain tenant screening in a proposal?

Tenant screening needs the specific checks you run and what the owner will receive before approval. The template covers ID, affordability, tenancy history where available, and reference calls, with a written summary of the recommendation.

How often should routine inspections be listed?

Inspection frequency should be stated plainly, along with what the owner gets after each inspection. The template states quarterly inspections and promises photos plus a written condition report with follow-ups when tenant action is needed.

How do approval limits work for maintenance spend?

An approval limit lets straightforward repairs move ahead up to an agreed dollar cap, then the owner receives the invoice and completion notes. Work over the limit gets quoted and confirmed before booking.

How do property management proposals handle repairs and contractor pricing?

A proposal should say who organises repairs, how access is booked, and how pricing gets checked. The template says repairs are coordinated with established local trades, with second pricing sought for sizeable or unclear non-urgent work, and invoices shown before sign-off.

Do property management proposals need a signature?

A signature makes the start of management unambiguous and ties acceptance to the pricing and terms. This template includes an online signature under the getting started section, alongside a fee summary.

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