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Templates / Proposal

Free Residential Property Management Proposal Template

A residential property management proposal covers the service scope, how keys and access are handled, pricing, and the terms for rent, repairs, and reporting.

Residential Property Management Proposal template preview

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en

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Last updated:

October 2026

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Owning a rental flat from a distance usually means one worry sits under all the others: the day something breaks or rent goes missing, updates go quiet and the problem grows before anyone catches it. This residential property management proposal gives an owner a written plan for how the property gets checked, how issues get logged, and how decisions get escalated, with pricing sitting under slate-blue accents and Zilla Slab headings.

The proposal starts with In brief and A bit about me, then shows day-to-day examples in Recent work and Portfolio so the owner can see how viewings, arrears, and maintenance follow-through get handled. How the service runs and Key register and access spell out who holds keys, how handovers are logged, how tenant find and vetting works when the place is vacant, and what move-in and move-out evidence looks like. The later pages answer the questions that usually decide the hire, including what happens in week one of arrears, what counts as an urgent repair, and what isn’t included.

  • In brief Frames what the owner can expect day to day, including rent tracking, issue logs, keyholding, and how updates stay active when something changes.
  • How the service runs Explains the routine from setup and checks through to tenancy placement and handover, so approvals and check-ins don’t get left vague.
  • Key register and access Covers keyholding, access logging, trade entry, tenant find and vetting, and move-in and move-out evidence like meter reads and condition notes.
  • Pricing Holds the single priced plan, Managed, which you edit to match your monthly rate before you send anything.
  • Get started Carries the acceptance signature and fee summary, plus the first steps like confirming the address, gathering keys and lease details, and starting the property file.

In Plutio, you replace the prices in Managed, send the proposal, and the client accepts and signs online. The signed copy and the fee summary stay attached to the same proposal, so the agreed scope, the terms, and the pricing sit in one place when the first decision or call-out comes in.

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 residential property management proposal

PartWhat it covers

In brief

Summarises the owner’s day-to-day outcome and the routines behind it, including rent tracking, issue logs, keyholding, and condominio liaison.

A bit about me

Introduces the manager’s focus and working style, including how updates, documentation, and early escalation are handled.

Recent work

Gives a short snapshot of recent residential management work so an owner can picture the day-to-day coverage.

Portfolio

Walks through example situations like tenant placement, arrears follow-up, and maintenance coordination, showing what gets documented and shared.

How the service runs

Explains the service rhythm, including setup checks, approval handling, vacancy decisions, and how check-ins stay scheduled.

Key register and access

Details key control and access logs, then covers tenant find and vetting and move-in and move-out handovers with recorded evidence.

Rent collection and arrears chasing

Spells out how rent is tracked and chased, what inspection reporting includes, and how maintenance call-outs and invoice approval work.

Pricing

Contains a priced items section with the single plan, which you edit to match your monthly fee.

Get started

Holds the acceptance signature and the fee summary, plus the information the owner confirms at sign-off.

Who actually holds the keys, and how do you log them?

Answers common owner questions about keyholding and logs, week-one arrears steps, and how trades get selected and managed.

Payment

Sets invoicing timing and payment terms, then clarifies key security, owner approvals for non-urgent spend, and what triggers urgent action.

Arrears and escalation

Defines the arrears timeline and escalation point, the inspection reporting cadence for plans that include inspections, and what’s excluded.

Who it is for

Residential property managers handling long-term rentals for out-of-town owners who want clear arrears steps, logged key access, and written maintenance updates.

The proposal in full

In brief

You’ll have a tenanted, well-documented flat, with rent tracked, issues logged as they appear, and one person locally holding keys, arranging access, and keeping the condominio looped in.

Most owners come to me when a tenant gives notice or a flat needs a local point person for keys, viewings, paperwork, and the condominio. You’ll have a signed lease, clear inspection notes, and calm updates when something breaks or payment slips. Next, I’ll confirm the address, set up the key register, and map the first month.

I run your flat like a standing weekly task list. I check vacancy risks early, I log everything that changes the condition of the property, and I chase money fast while it is still small and fixable. When maintenance is needed, I book the trade, collect the paperwork, and bring you a simple approve or decline decision.

A bit about me

I’m Giulia Conti, a property manager, and I only do residential property management. I started by helping out-of-town owners who needed someone local who could handle viewings, keys, and building admin without a long chain of emails. That work grew into a simple routine: check the flat, document the condition, keep rent moving, and act early when something shifts.

Clients pick me when they want fewer surprises. I keep a key register, I write short updates that say what happened and what’s next, and I don’t wait for a small issue to turn into a weekend emergency. When a tenant is late, I start the week-one steps straight away and keep every message and receipt in the file.

Recent work

Here are a few recent residential property management jobs that show the day-to-day: vacancy setup, tenant placement, inspections, and the maintenance follow-through.

Portfolio

Tenant find for city flat. I ran viewings, screened applicants, and pulled together the lease signing pack so the owner only had one decision: which tenant to accept. The flat moved from notice to a signed lease without gaps between tenancies.

Arrears resolved and tracked. When rent slipped, I opened a week-one arrears log, sent the first notices, and set a written repayment plan with dates. The owner got a short update after each step, with screenshots and copies filed.

Maintenance run for rental unit. I coordinated a boiler pressure issue, booked access with the tenant, and brought the owner one invoice to approve with photos of the fault and the fix. I closed the loop with the tenant and the condominio contact.

“I got clear updates and decisions, and nothing was left to drift.”

Apartment owner, managing one inherited flat

How the service runs

Residential property management runs on a set schedule, with quick contact between visits when something changes. You’ll get short written updates, and I’ll tell you when the next check-in is due so nothing goes quiet.

1. Set up and check Once, at the start I collect and label keys, start the key register, and do a vacant flat check where needed. I confirm how you want approvals handled for maintenance and invoices. If the property is empty, I also agree the viewing plan and the minimum notice I can give you before a decision is needed. 2. Tenancy placement When vacant I run viewings, screen applicants, and put the lease signing pack together. I arrange the handover day and confirm what the tenant needs to bring. You approve the chosen tenant and the final lease terms before anything is signed. 3. Routine inspections Quarterly I inspect the flat and log issues with photos and notes so you can see condition change over time. You get a short report the same day that flags anything that needs a decision. If I spot a maintenance risk, I suggest the next action and when it should happen. 4. Maintenance and chasing As needed When something breaks or rent is late, I open an issues log entry and start the first steps straight away. I coordinate access with the tenant, use the right trade, and bring you invoices for sign-off. You get an update after each milestone so you always know what is waiting on who.

Key register and access

I hold and log keys, track who has access, and record every handover. If a trade needs entry, I book a slot with the tenant and note the time and the key set used.

TENANT FIND AND VETTING

For vacant periods, I run viewings through to a signed lease. Screening includes identity and affordability checks, and I send you a simple accept or decline summary before any commitment is made.

MOVE-IN AND MOVE-OUT HANDOVER

At move-in I record inventory photos and meter reads, and I confirm the tenant’s contact details. At move-out I manage the handover, document condition, and run deposit reconciliation with clear evidence.

Rent collection and arrears chasing

I track rent against due dates and follow up quickly when a payment is missed. You get a week-one update that shows what was sent, what was received, and what the next escalation step is.

ROUTINE INSPECTIONS AND REPORTS

I inspect quarterly and send you a written condition report with photos and a short issues list. Anything that needs spending or access gets flagged as a decision, with a recommended next step.

MAINTENANCE COORDINATION

I handle trade call-outs, access, and follow-up, then send you the invoice and supporting notes for approval. For urgent faults, I act to stop damage first, then update you as soon as the property is stable.

Pricing

Pick the level based on how hands-on you want me to be, and how often you want a written inspection report. Every plan includes rent chasing and maintenance coordination. Prices are per month.

Priced items

Get started

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

1. Sign the agreement and confirm the property address and owner details. 2. Send me any existing keys, the current lease if there is one, and your preferred approval limits. 3. I’ll set up the key register, start the property file, and begin the first month’s schedule.

Signature

Fee summary

Who actually holds the keys, and how do you log them?

I hold the main sets and keep a key register that lists each set, its label, and where it is. Any time keys leave my control, I log who took them, why, and when they came back, with the tenant access arranged in writing.

IF THE TENANT STOPS PAYING, WHAT DO YOU DO IN WEEK ONE?

I open an arrears log on day one, confirm what is due, and send the first written chase the same day. If nothing lands, I follow with a second notice and a phone attempt, then I bring you a clear escalation recommendation before week two starts.

WHICH TRADES DO YOU USE FOR BOILERS, ELECTRICS, AND SHUTTERS?

I use local, licensed trades I can get hold of quickly and who will send proper paperwork after the job. If you already have a preferred boiler tech, electrician, or handyman, I can work with them as long as they can take tenant appointments and invoice clearly.

HOW OFTEN DO YOU INSPECT, AND WHAT DO YOU REPORT BACK?

I inspect quarterly. You get a same-day report with dated photos, notes on cleanliness and wear, and a short list of issues that need action. If I see a leak risk or damage starting, I flag it as urgent and suggest the next step.

Payment

Each period is invoiced at the start of that period, and nothing is paid up front beyond it. Every invoice is payable within 7 days of its date.

Keys and access. I hold the main sets and keep a key register. I do not put keys, entry codes, or lockbox details into this document. Any release of keys is logged, and tenant access is arranged in writing.

Owner approvals. I will not approve non-urgent maintenance invoices without your go-ahead. When I ask, you will get the quote or invoice, what it fixes, and what happens if it waits.

Urgent repairs. If there is a leak risk, loss of heat or hot water, an electrical safety issue, or a security risk, I will arrange the first call-out to stop damage, then update you with the next step and cost.

Trades and appointments. I use local, licensed trades who can take tenant appointments and issue proper invoices. If you have preferred trades, I can use them if they can respond in reasonable time and invoice clearly.

Arrears and escalation

If rent is late, I start an arrears log on day one and send the first written chase the same day. If payment does not land, I follow up and bring you an escalation recommendation before week two starts.

Reporting. For plans that include inspections, I inspect quarterly and send a same-day report with dated photos, notes on cleanliness and wear, and a short issues list. Extra updates are sent when something changes.

What is not included. Residential property management covers placement, rent collection and chasing, inspections, maintenance coordination, handovers, and condominio liaison. It does not include legal representation, tax advice, or paying third-party invoices on your behalf.

Ending the plan. Either of us can end the monthly plan with notice. I will confirm the notice period and the handover steps in writing when you start, so keys, tenant contacts, and open maintenance items transfer cleanly.

Questions about this proposal template

What should a residential property management proposal include?

A residential property management proposal usually covers the scope of management, how keys and access are handled, how rent and arrears are chased, and how maintenance decisions get approved. This proposal also includes pricing, payment terms, escalation rules for urgent repairs, and what isn’t included.

Who holds the keys in residential property management?

Keyholding should be named in writing, along with how each set is labelled and logged and how releases are recorded. This proposal describes a key register approach and states that keys, entry codes, and lockbox details don’t get stored inside the proposal itself.

What happens when a tenant stops paying rent?

An arrears process normally starts right away, with a written chase, a record of what’s due, and a defined point where escalation gets recommended. This proposal includes a day-one arrears log, week-one steps, and a recommendation before week two starts if payment hasn’t landed.

How often are rental inspections done, and what gets reported?

Inspection frequency depends on the plan, but the report should say what was checked and include dated evidence. This proposal describes quarterly inspections for plans that include inspections, with a written condition report, photos, and an issues list.

How do property managers handle urgent repairs?

Urgent repairs need a line that says what counts as urgent and what happens before approval can be obtained. This proposal defines urgent faults like leak risk, loss of heat or hot water, electrical safety issues, and security risks, and says the first call-out is arranged to stop damage first, then the owner is updated once the property is stable.

What isn’t included in residential property management?

A proposal should name exclusions so the owner doesn’t assume legal or financial responsibilities are being taken on. This proposal excludes legal representation, tax advice, and paying third-party invoices on the owner’s behalf.

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