Changing property manager: what the condo board should prepare

A manager change needs preparation: needs assessment, comparable proposals, a handover file, and decision follow-up.

Changing property manager is about more than comparing fees. The board should identify needs, compare candidates on the same basis, and prepare a handover that leaves no key file behind.

Start with a clear assessment

• List what works and what must improve.
• Compare included and additional services.
• Review communication tools, responsiveness, and comparable experience.
• Check contract terms and transition conditions.

Prepare the handover file

Centralize contracts, accounts, meeting minutes, contractor contacts, open claims, and deadlines. A clear handover list supports continuity.

Keep your property memory with CoproHarmony

CoproHarmony centralizes documents, decisions, issues, and contracts so the board maintains continuity regardless of the manager in place.