Templates
Property management compliance checklist

Property management compliance checklist

Document and verify property compliance requirements, deadlines, and regulations with our checklist.

Use this template
or download pdf
Property management compliance checklist

Document and verify property compliance requirements, deadlines, and regulations with our checklist.

Use this template
or download pdf

About the Property management compliance checklist

Our property management compliance checklist allows you to systematically track regulatory requirements, safety standards, and documentation tasks across your portfolio. Given how complex property laws and local codes can get, you need a tool that streamlines compliance and reduces liability. Staying on top of constantly changing regulations is one of the biggest challenges for property managers, as Forbes highlights, which is why robust, standardized processes essential for your team

Unlike our inspection or maintenance checklists, this template focuses on end-to-end compliance, from fair housing laws to safety certifications. This makes it ideal for risk management and regulatory audits. If you need more specialized tools, explore our agreement, turnover, or cleaning checklist templates to complement your compliance program.

Related categories

Preview of the template
Page 1
General Information
Property Name
Address
Property Manager
Date
Exterior Inspection
Exterior of building in good condition
Landscaping well-maintained
Parking lot and sidewalks in good repair
Signage and lighting in good working order
Interior Inspection
Lobby, hallways, and common areas clean and orderly
Elevators (if applicable) in good working order
Trash and recycling areas clean and well-maintained
Fire extinguishers inspected and up-to-date
Administrative Review
Tenant leases up-to-date and compliant
Rent rolls and financial records accurate and organized
Insurance policies current and adequate
Permits and licenses up-to-date

Frequently asked questions

What are the most common compliance risks in property management?

Common risks include failing to meet fire safety codes, missing inspection deadlines, improper documentation, and violating fair housing laws. These issues can result in hefty fines, legal disputes, or loss of operating licenses, especially for companies managing multiple properties across different jurisdictions.

Which regulations are most relevant to property management compliance?

Key regulations include building codes, fire and life safety standards, fair housing laws, health and sanitation requirements, and environmental regulations. Local, state, and federal rules may all apply, so it’s essential to stay updated and tailor your compliance efforts to each property’s location.

How can technology improve property management compliance?

As a digital tool, Lumiform can automate reminders for inspections, centralize documentation, and provide real-time compliance tracking. This reduces manual errors and streamlines workflows. Property managers can also adapt to regulatory changes faster. Another benefit is it simplifies audits by keeping all compliance records organized and easily accessible.

What are best practices for maintaining compliance in property management?

Best practices include using standardized checklists, scheduling regular audits, training staff on regulations, and keeping accurate records. Leveraging digital solutions ensures consistency and real-time oversight, making it easier to manage compliance across several properties and teams.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.