Live-In Landlord Master Workflow List

This list will help guide you through the entire process step-by-step:

Phase 1 – Prepare

  • Prepare the Room
  • Price the room

Phase 2 – Market

  • Write the Ad
  • Market the Room

Phase 3 – Screen

  • Pre-Screen Inquiries
  • Show the Room
  • Review Application
  • Verify Income / Employment
  • Run Credit / Background Check
  • Approve Client

Phase 4 – Move-In

  • Sign Agreement
  • Review House Etiquette Guidelines
  • Collect Rent and Security Deposit
  • Complete Move-In Checklist

Phase 5 – Manage

  • Manage Housemate

Phase 6 – Move-Out

  • Receive 30-Day Notice
  • Inspect Room
  • Complete Deposit Accounting

Phase 7 – Repeat

  • Prepare Room Again
  • Place New Ad

Each step in this workflow corresponds to one or more forms, checklists, or templates included in the Live-In Landlord Starter Kit.