Switching agent

A proper handover when you're leaving another agent.

If you're dealing with poor communication, hidden fees, slow repairs or compliance you can't see, the switch itself matters as much as the new service.

Why landlords usually switch:

  • Poor communication
  • Hidden fees
  • Slow maintenance
  • Compliance not kept current
How a switch works

The handover, step by step.

Tenants, documents, keys, deposits, and how it all works during an active tenancy.

Poor communication

Hidden fees

Slow maintenance

Compliance not kept current

Step 1

Review the file

We confirm the tenancy, open issues, certificates and the state of the existing handover before anything changes.

Step 2

Move the control items

Documents, keys, deposit position and tenant communication all move into our system.

Step 3

Reset with the tenant

We make sure the tenant knows how things work now, who to contact, how to report issues, what's changed.

Step 4

Go live

The new service starts with clear responsibilities, not old confusion carried forward.

Mid-tenancy: what we cover

  • Tenant handover communication.
  • Deposit position and prescribed information.
  • Document transfer and any missing-file checks.
  • Keys, fobs and open maintenance history.

Why switching needs its own process

A switch is often where you find out whether a managing agent actually has a system. We show you how we'd handle the handover, including how we take on occupied tenancies without waiting for the property to be empty.

Before the switch

Have the basics in hand.

A cleaner handover happens when the file is understood early, not reconstructed afterwards.

Tenancy documents

Tenancy agreement, certificates, prescribed information and any recent notices.

Deposit

Where it's held, what's been served, and whether anything needs transferring or correcting.

Keys and access

Keys, fobs, alarms, concierge procedures and contractor access. All the practical bits.

Open issues

Live repairs, unresolved complaints and the communication reset for the tenant.

What’s next

Leaving another agent? Tell us about the property.

A short call. We'll work out the timing, what we'd need, and how the handover would actually run.

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