What happens to the files?

[Luke]

Hi everyone:

As detailed in a recent post (http://www.somersoft.com/forums/showpost.php?p=108187&postcount=1) my old PM behaved poorly just before transferring it to another agency.

I've decided to start managing myself - I regularly see the tenant, have a good relationship and they are excellent. If that changed, I'd probably go back to a PM, but at the moment I can't see the value.

My question is what happens to the files? Am I entitled to them from the original property manager, or the new one? (which I haven't signed anything with btw)

At this stage I haven't advised the new one officially, but I know they have a substantial file (or copies) from the previous PM. I don't even know who has the spare keys etc.

Anyone know where I stand on this?

Thanks

 

[Jas]

You get the files.

Duncan did a great post a while back that I used to DIY some of our places. All's working well

Jas

 

[geoffw]

You get the files.

Duncan did a great post a while back that I used to DIY some of our places. All's working well

Jas

Do you have a reference on that please Jas?

 

[Jamie]

Do you have a reference on that please Jas?

Hi Geoff,

You can find the great post of Dunc's that Jas was referring to here

Not so much on retrieving old files, but more focussed on present / future DIY management.

Jamie

 

[Jas]

No, that's not the one I was referring to.

Duncan had one in which he set out all the things you need to do for the handover.

I had a copy, but deleted it once I was set up.

---------------
Ok, spent ages trawling throught the forum looking for Dunc's words of wisdom

Here they are:

http://www.somersoft.com/forums/showthread.php?t=8768
http://www.somersoft.com/forums/showthread.php?t=15014

--------------

One thing he suggested that I don't do is have a desinated account for each house. Instead, I have a number of deposit books, each with its own 'client code'. That means each depoist is numbered to the book.

I have taought my tenents to always use the book, or put the number on the form.

I have more than enought bank accoutns already


Jas

 

[geoffw]

Excellent Jas- that first one especially. Thanks Jas. And thanks Dunc.