FlatfloFlatflo
    Knowledge base / Changing from a manager

    Records to request at handover

    A checklist for what your outgoing manager should hand over.

    Steps

    1. 1Owner list and contact details.
    2. 2Financial records, bank statements and fund balances.
    3. 3Insurance policies and claims history.
    4. 4Contracts, keys, plans, by-laws and minutes.
    5. 5Open maintenance jobs and disputes.

    How Flatflo helps

    Upload what you receive and Flatflo reads the documents to set up your building.

    Self-managed buildings

    General information only, not legal advice. Rules differ by state and change over time. Check your local legislation or get professional advice for your situation.

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