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Property Management & Real Estate

Property Management & Real Estate Compliance Checklist

For property managers, real estate operators, owners & developers. Broker and property management licenses, rental registrations, E&O insurance, inspections, and continuing education — tracked and reminded before every deadline.

Download PDF checklist12 categories · 60 documents
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Real estate agent handing house keys to a client
What to track

Documents that expire — and need an owner.

01

Core Business & Entity Documents

  • General business license (city / county / state)
  • Real estate brokerage or firm registration
  • Certificate of good standing
  • DBA / fictitious name registration
  • Annual state entity filings
  • Foreign state registrations (if operating across states)
02

Real Estate & Property Management Licenses

  • Real estate broker license
  • Property management license (state or local)
  • Leasing agent licenses
  • Individual salesperson licenses
  • Continuing education (CE) certificates
03

Property-Specific Licenses & Permits

  • Rental property registrations
  • Short-term rental permits (Airbnb / VRBO)
  • Housing department permits
  • Multi-family dwelling permits
  • Rent control or stabilization registrations
04

Insurance Policies & Coverage Proof

  • General liability insurance
  • Professional liability / E&O insurance
  • Property insurance
  • Directors & officers (D&O) insurance
  • Workers’ compensation insurance
  • Certificates of insurance (COIs)
05

Tenant, Owner & Client Requirements

  • Property management agreements
  • Owner compliance attestations
  • Tenant disclosures and notices
  • Fair housing acknowledgements
  • Client-mandated insurance proofs
06

Safety, Housing & Regulatory Compliance

  • Habitability inspection certificates
  • Fire safety inspection reports
  • Elevator inspection certificates
  • Lead-based paint disclosures
  • Asbestos inspection reports
  • Pool & spa inspection permits
07

Financial, Trust & Regulatory Filings

  • Trust account registrations
  • Escrow account confirmations
  • Annual trust account audits
  • Property tax registrations
  • Local housing fees and filings
08

Facilities, Maintenance & Vendors

  • Vendor licenses and insurance COIs
  • Maintenance contractor agreements
  • Waste and recycling permits
  • Environmental compliance permits
  • Landscaping and irrigation permits
09

Vehicles, Equipment & Assets

  • Company vehicle registrations
  • Vehicle inspections
  • Fleet insurance documents
  • Maintenance equipment inspections
10

Digital, Security & Technology

  • Domain registrations
  • Property management software licenses
  • Tenant portal agreements
  • Privacy policy attestations
  • Cybersecurity awareness training
11

Certifications & Accreditations

  • Property management certifications
  • Industry association memberships
  • Affordable housing certifications
  • Green / sustainability certifications
12

One-Off & High-Risk Expiring Items

  • Temporary occupancy permits
  • Conditional use approvals
  • Emergency repair authorizations
  • Waivers with expiration dates

Stop tracking this on paper. Let DocRenew remind the right person.

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