RENT COLLECTION CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)


--- PRE-RENT DUE DATE - TENANT COMMUNICATION ---
[ ] Rent Reminder Send Date
[ ] Reminder Method (Email, Text Message, Postal Mail, Portal Notification)
[ ] Reminder Message Template
[ ] Days Before Due Date to Send Reminder
[ ] Escalation Path (if no response) (Supervisor Review, Legal Team, Collections Agency)
[ ] Tenant Contact Name

--- RENT DUE DATE - INITIAL COLLECTION EFFORTS ---
[ ] Rent Due Date
[ ] Rent Amount Due
[ ] Payment Method Received (if any) (Check, Online Payment, Cash, Money Order, None (No Payment Received))
[ ] Amount Received (if partial)
[ ] Notes on Payment Received (e.g., memo on check)
[ ] Initial Action Taken (Mark as Paid, Noted as Partial Payment, No Payment - Requires Follow-Up)
[ ] Date Payment Recorded

--- FOLLOW-UP - GENTLE REMINDERS & INQUIRY ---
[ ] Date of First Follow-Up Email/Call
[ ] Tenant Contact Method (Email, Phone, Text)
[ ] Notes on Initial Inquiry - Tenant Response/Explanation
[ ] Tenant Provided Reason for Non-Payment? (Yes, No, Unsure/No Response)
[ ] Details of Tenant's Explanation (if provided)
[ ] Offer of Payment Plan Discussed? (Yes, No, Not Applicable/Tenant Not Responsive)
[ ] Details of Payment Plan Offer/Discussion
[ ] Date of Second Follow-Up (if applicable)

--- FORMAL LATE PAYMENT NOTICES & FEES ---
[ ] Date Notice Sent
[ ] Notice Content (Late Payment)
[ ] Late Fee Amount
[ ] Notice Delivery Method (Certified Mail, Regular Mail, Hand Delivery, Email)
[ ] Tracking Number (if applicable)
[ ] Tenant Response (if any)
[ ] Deadline for Payment
[ ] Notice Type (Pay or Quit, Demand for Payment)

--- LEGAL ACTION & EVICTION (IF NECESSARY) ---
[ ] Date of Notice to Pay or Quit Served
[ ] Detailed Record of Service (Method, Who Served, etc.)
[ ] Date of Eviction Lawsuit Filed
[ ] Court Case Number & Jurisdiction
[ ] Date of Court Hearing
[ ] Summary of Court Hearing & Judge's Ruling
[ ] Date of Writ of Possession Issued
[ ] Notes regarding Sherriff/Marshall communication and planned eviction date
[ ] Date of Actual Eviction
[ ] Detailed Record of Eviction Execution (Who Executed, etc.)

--- RECORD KEEPING & REPORTING ---
[ ] Date of Rent Due
[ ] Date Rent Was Received
[ ] Rent Amount Due
[ ] Rent Amount Received
[ ] Late Fee Applied (if any)
[ ] Notes on Payment (e.g., partial payment, payment plan)
[ ] Communication Method (Rent Confirmation) (Email, Text Message, Phone Call, Mail)
[ ] Summary of Collection Efforts (Dates, Methods)
[ ] Copies of Rent Notices Sent

--- END OF TEMPLATE ---
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