Getting Started With Sunshine Realty

Bringing a rental property under professional management involves more than signing an agreement. We will guide you through each step, from evaluating the property and preparing it for the rental market to completing the necessary documents and beginning ongoing management.



The timeline below explains what we will need from you, what Sunshine Realty will handle, and how to determine whether your property is ready to advertise and welcome a resident.

Step One



Property Review and Planning

We begin by discussing your goals, the property’s current condition, occupancy status, and expected rental rate. If the property is occupied, we will also review the existing lease, security deposit, account information, and any concerns that may affect the transition.



This initial review helps us identify what is needed before management begins and create a clear plan for moving forward.

Step Two

Is the Property Rent-Ready?

Before advertising begins, the property should be safe, clean, functional, and ready for a new resident. We will walk through the home, document its condition, and identify any repairs or preparation that may be needed.


This generally includes confirming that utilities are on, major systems and supplied appliances operate properly, required smoke and carbon monoxide alarms are installed, the home and yard are clean, and all necessary keys and access devices are available. We will discuss any needed work and responsibilities with the owner before marketing begins.

Step Three

Complete the Necessary Forms

Before management begins, we will provide the forms and instructions needed for your property. These generally include the management agreement, owner and property information, W-9, insurance declaration page, payment information, maintenance preferences, and keys or access devices.


If the property is occupied, we will also need the current lease, resident ledger, security deposit records, inspection documents, and any active notices.

Additional disclosures or information may be required depending on the property. We will explain which items apply and help you complete the process.

Step Four

Prepare and Market the Property

Once the property is rent-ready and the necessary documents are complete, we will confirm the asking rent, take marketing photographs, prepare the listing, and advertise the home through our website and other rental-listing platforms.



We will respond to inquiries, coordinate access to the property, and keep the owner informed about activity and any feedback that may affect the marketing plan.

Step Five

Application, Screening, and Leasing

We process completed applications and evaluate applicants consistently using our written rental criteria and applicable fair housing requirements. Screening may include verification of income, employment, rental history, credit, background information, and other qualifications related to the property.



Once an applicant is approved, we prepare the lease, collect the required funds, coordinate the move-in, and document the property’s condition at the beginning of the tenancy.

Step Six

Ongoing Property Management

After the resident moves in, we handle the day-to-day details of managing the property. This includes collecting rent, communicating with the resident, coordinating maintenance, conducting periodic inspections, maintaining records, and addressing lease concerns when they arise.



Owners receive regular statements and access to the online Owner Portal. We will keep you informed about significant repairs, resident issues, renewals, and other decisions requiring your attention.