Client Settlement Checklist for Real Estate Agents & Apartment Locators

Before Move-In

• Confirm Move-In Date: Verify the official move-in date with the client and landlord.
• Utilities Setup: Ensure clients have contacted youhaveservice.com to set up utilities (water, electricity, gas, internet) prior to move-in.
• Change of Address: Remind clients to update their address with USPS and other important entities.
• Insurance: Suggest obtaining renter’s insurance for added protection.

Moving Day

• Check-In: Contact clients on moving day to ensure everything is going smoothly.
• Access Coordination: Confirm access arrangements for the moving truck and building (elevator reservations, parking, etc.).
• Emergency Contact Info: Provide clients with emergency contact information for the property manager or landlord.

Post-Move Assistance

• Welcome Package: Prepare a welcome package that includes:
• Local area information (restaurants, shops, parks)
• Transportation options (public transit, major routes)
• Neighborhood guidelines (HOA rules, pet policies)
• Local Services: Share a list of recommended local services (cleaning, handyman, locksmith, etc.).
• Client Check-In: Schedule a follow-up call or visit to see how clients are settling in.
• Feedback Request: Ask clients for feedback about their experience to improve future services.

Settling In

• Community Orientation: Offer to give clients a brief orientation of the neighborhood, highlighting key features.
• Introduce to Neighbors: If possible, facilitate introductions to neighboring tenants.
• Local Resources: Provide information about local schools, medical facilities, and recreational areas.
• Event Notifications: Keep clients informed about community events or meetings.

Long-Term Support

• Regular Follow-Ups: Check in periodically to maintain the relationship and assist with any future needs.
• Market Updates: Offer updates on the real estate market or rental trends that may be relevant to their interests.
• Referrals: Encourage clients to refer friends or family and offer incentives for referrals.

This checklist should help real estate agents and apartment locators support their clients effectively during the transition into their new home. Feel free to adjust it as needed!