Compliance is the part of the process you cannot rush, and it is also the part most likely to catch you out if a date slips. Work through it methodically before you begin advertising the property, as some certificates can take a week or two to arrange.
Once these are in place, diary the renewal dates so nothing creeps up on you mid-tenancy.
Thorough referencing protects both your income and your neighbours. Check the right to rent for every adult who will live at the property, and keep dated copies of the documents you reviewed. You should carry out these checks for all occupiers, not just the named tenant.
On the referencing itself, look for three things: affordability, reliability and track record. Ask for proof of income or accounts, a reference from a current or previous landlord, and confirmation from an employer where the tenant is employed. As a rule of thumb, annual income around thirty times the monthly rent gives a comfortable buffer. Where a tenant falls short, a guarantor on a suitably worded deed is often the neatest solution.
Be careful to apply your criteria consistently. A blanket refusal to consider tenants who receive housing benefit can amount to indirect discrimination, so assess each application on affordability and evidence rather than assumptions.
A property handed over in genuinely good order sets the tone for the whole tenancy and reduces the chance of disputes later. Budget a full day for this stage, and be honest with yourself about what needs doing.
The inventory is your evidence base, so make it detailed and specific. Go room by room and record condition, not just contents. "Small scuff to lower left of hallway wall" is worth far more than "walls fair". Photograph everything, with the date visible, and take meter readings for gas, electricity and water on the day of handover.
List appliances with make and model, note where manuals and guarantees are kept, and record any cosmetic marks that already exist. Sign and date the document with the tenant, and give them a reasonable window to comment. Where a tenancy is complex or the property is high value, instructing a professional inventory clerk is money well spent.
Register the deposit with a government-approved protection scheme within thirty days of receiving it, and serve the prescribed information on the tenant within the same period. This is a strict deadline, and missing it can affect your ability to recover possession later.
Alongside the tenancy agreement, issue the current version of the government's How to Rent guide, the energy performance certificate, the gas safety record and the electrical report. Keep proof of when each document was served, whether by email with consent or in hard copy.
Meet the tenant at the property rather than posting keys through the door. Walk them through the inventory, show them the stopcock, fuse board, boiler controls and bin store, and confirm the meter readings in person. Leave a simple welcome pack with collection days, appliance instructions and your contact details for repairs.
Agree how and when they should report maintenance issues, and be clear about your response times. Diary a courtesy check-in for around six to eight weeks after move-in, and a routine inspection at roughly three months. Handled this way, the tenancy starts on a friendly footing, with clear records and no loose ends.
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