Episode 36: Landlord Standard Forms 101

 

Summary

As a landlord, there is a LOT of paperwork - like, a whole bunch.  Standard forms keep you aligned with your local residential/tenancy code, and makes it easy for you as a landlord to have ready when you need them.  But where do I find them and which ones do I actually need?  All this and much more as we continue your landlording education on My Life As A Landlord!


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Full Episode Transcription

Welcome to My Life as a Landlord, where we untangle all things housing and educate the curious. If

you're looking for some entertainment with some honest, awkward conversations, you've come to the

right show. I'm your host, Dr. Jennifer Salisbury. This is my life as a landlord. Welcome to it. 1s Hello

there. Welcome to my life as a landlord. I'm Dr. Jen. I'm so happy you have joined me today. Today's

topic is Landlord perspective. And this is episode number 36 entitled Landlord Standard Forms 101.

You're going to learn very quickly from me that systems in your rental business is very important. Just a

reminder for those of you who are new to the channel that we do have five predictable rotating topics that

are applicable both in the US. And Canada. We start with Landlord topics, which is today. Then we

move into tenancy perspective topics, which is next week real estate development, which is all about

making property improvements. Then real estate investment, which is about money and credit. And then

other Salisbury adventures. Last week was another Salisbury adventure all about my time on the

Discovery Channel TV show called Canada's Greatest know it all. So the last week episode was not

Canada's Greatest Know It All, because for those of you who saw the show, I did not win the show.

But back to this week, you never know what you're going to get. But this is why, as a landlord, you have

got to set up some stand forms. So this week's episode is called Standard Forms 101.

All right, so let's talk about the three points of today's lesson.

Why on earth would you need standard forms? Well, we're

going to talk about it. Where would you find them? What kind of standard forms would you need? Those

are your three topics. Why do we need them? Where would I find them? And which ones? Which ones

do I need as a landlord? Okay, let's jump into it. Okay, for those of you who've been listening for a while,

you know that your landlord.org business is just that. It is a business. It is a system of intaking money,

paying out money. And there's got to be a set way that you collect your rents, that you receive rents, that

you pay your bills, all of that. And your forms are an integral part of your business. And in all

businesses, you've got to develop a system that are standard if then statements. So let me make an

example. If you are fighting to get a tenant to pay rent, let's just say if a tenant doesn't pay rent, then what

do you as a landlord do? Well, I have a system. I know exactly what happens, exactly what happens. And

I have my forms and everything. If a tenant is misbehaving, then what do you do? These are the if then

statements that you as a landlord need to have everything set up as much as you possibly can. And I'll be

the first one to admit, and especially if you're watching on the YouTube channel, I will be the first one to

admit, 1s even with these standard forms, crazy stuff happens. So you're not going to catch everything,

but are you going to catch 90% with these standard forms? Yes, you are. Yes, you are. Which is good.

Now, I must tell you, even though my podcast is North America based, I'm in US. And Canada because I

have rentals on both sides of the border. Not all geographic locations are the same. I'll say that again.

Every state. 1s Province territory has a different setup for their residential housing law. Everyone is

different. As a result, not all of these locations have standard forms. Sometimes have standard forms,

some of them don't. Some of them that just say, for example, if you're going to send a warning letter to a

tenant that is misbehaving, if your province or state has standard forms, they will say, use this form to tell

your tenant to correct their behavior in so many days or they'll be in violation. 1s Some places say just

send them a written letter, written notice and use these words. There's not actually a form which can be

very confusing, quite frankly, right. So you've got to know in your specific location. Now, let me also

talk about locations here because as the boomers are passing on and the greatest transfer of wealth in the

history of our planet is in motion, what's happening is you've got these properties, these rental properties

are getting inherited to the younger generations. These younger generations are receiving these rentals

and some of the time they are not in the same geographic location as where that person lives. 1s So let's

say that someone in Calgary has a rental. They pass away, but their next of kin is in Vancouver. Well,

Vancouver is in British Columbia, so that next of kin may be familiar with the British Columbia housing

laws, but the rental that they've just inherited is not in British Columbia, it's in Alberta, which has a

different set of, of requirements. So you can't just say location based on one particular spot, because it

may be a different location, it may be a different set of rules. So you've got to know when if this is

happening to you, if you're a newbie landlord or you're about to be a newbie landlord, make sure you

know where the rental is located, not where you are, where the rental is now in that in your Hawaii

landlord tenant code, for example. State of Hawaii, they do not have any standard forms. It's really

frustrating. There's no standard forms. All it says is, it says you must have the verbiage of this, this, and

this. If the tenant is late on rent, you must tell them this, this, and this in written form. But in British

Columbia, they have tons of standard forms. In Ontario, tons of standard forms. And so my suggestion is,

where do you find these forms? My suggestion is start with your local housing code, housing act,

whatever it is. And there may be standard forms that are there. You really need to scrub the website or

wherever the location is. If you're looking at hard cop happy locations, your local nonprofit, sometimes

there's a legal aid society or housing society that will help you. There are very likely standard forms there

if your province, state, or territory has them. But what if they don't? What if they don't have them?

Well, you can create one or you can use a generic one, but you also may consider having a lawyer draft

one up now, especially if you're a newbie landlord. That may be very intimidating. I completely

understand. But the biggest thing you need to know is that these standard forms, they need to be

compliant with your local housing rules. Okay, here's a classic example. Hawaii, as I mentioned, does not

have standard forms at all. Nothing. But they detail. They say when you do a move in, walkthrough with

the tenant when you're going to give them the keys, and you note whatever damage is present or

whatever repairs need to be performed at time of movement, you've got to have it written down. And

both the landlord and the tenant have to sign, well, guess what? Hawaii doesn't have a standard form for

a condition inspection, but British Columbia does. Ha. So I have several times taken the British

Columbia condition inspection form and use that, because it doesn't matter where it's from, as long as it's

written down. And that's exactly what I do. And there's lots of places that have standard forms. You can

go to good old Google and take a look at it. But when you are talking about the legal documents, such

as a lease. 1s Such as a lease, you might consider contacting your local nonprofit or legal aid center when

you're talking about something like a lease. And there is not a standard form provided in your location.

Okay, so there's a couple of different options there. If your location does have standard forms, like

British Columbia has an RTB one form, use that, right? Obviously use that. If your location does not

have standard forms, then make sure you are at least having someone review it or that you are given one

from a legal aid society. But you've got to have it written down. If it says in your local tenancy act or

your landlord tenant code, you've got to make sure that it is written down. Otherwise it didn't happen.

Okay, so I just talked about why you need standard forms. Where would you find some standard forms?

Let's talk about which standard forms that you would need in your landlord business, regardless of where

you're located in US or Canada or beyond. Let's talk about what you'd need. Okay. Lease for sure with

an Addendum. And how would that addendum look? Okay, there's lots of Facebook forums right now

that I'm in, and you're talking about, how do I do a lease in this location? I'm in this state or province.

What would your Addendum look like? Personally? My Addendum is seven pages long, and it is full of

nothing but lessons learned and saying, okay, if you want to add debt, if you want to add a roommate, if

you want to take a roommate off, how do you pay your rent? Because remember, I don't collect rents. I

don't chase people for money. And so it says all in there. It spells it all out. When does the tenant have to

notify me as the landlord? Well, if you have a wildlife encounter, if there's emergency vehicles on the

property, I need a phone call, right? So that's an example is a lease with Addendum. I already told you

the condition inspection. That's got to be written down somewhere. A warning letter for late rent or

utilities, a warning letter for bad behavior. Eviction notice. Now, again, you've got to make sure that

the wording is in alignment with the rental, where the rental is, if you're going to non renew the lease.

And again, this is location specific. This is not always valid. Like in British Columbia, there is no non

renew. It automatically goes month to month. But there are locations where if you rent someone a unit for

a fixed term, like say one year, and you get to the end of that term and they have to leave and you have to

give them a proper notice that you're not renewing that lease, then there is a way to do it. But again, you

must know the rules of the game in your local area. So if you're going to non renew, if that is applicable

in your area, that would be a standard form that you would need another one, a notice of entry, that's a

standard form that you would need. And it can be something simple. Don't overthink some of these. A

notice of entry can be just that. It's got to be written, it's got to be in accordance with your local act. But a

notice of entry could be just be a letter on the door within whatever the requirement is. 24 hours, 48

hours, whatever. Same with notice for annual maintenance. Now that's my list. I know there's some

very experienced landlords out there that have other standard forms that they use and that are in their

library. If that is you, please jump on the Facebook Group My Life as a Landlord and tell me all about

your standard forms. This is important because this is setting up the systems in your business and this is

vital so that you can be success. You can provide great housing, you can create communities, but you can

also succeed in your business. Okay, this is a shorter episode this week, but that's okay because we're

talking about something incredibly important. We're talking about standard forms. Why do you need

them, where you can find them, and which ones you need? Here is your call to action. You probably can

already guess it. Read your local Residential Housing Act, read your local one and specifically look at

standard forms. Do they even have standard forms? You need to educate yourself on the standard forms

or standard wording in your local area, where your rentals are. Where your rentals are. You need to read

it. Does it have standard forms? Is it just the word? Okay, let me know your comments and questions on

our Facebook Group My Life as a Landlord or in the comments of the YouTube channel My Life as a

Landlord, where you can watch this recording right now and remember your questions and comments.

Create the next podcasts and if needs be, I can always do a podcast extra which gets aired pretty much

right away. Join me for next week's podcast topic where we will talk about tenancy items. And this is

upcoming episode number 37 entitled hey they Kept My Deposit and we talk about all what a tenant can

do when a landlord keeps the money and doesn't justify it. We'll talk about it more then. Thanks for

joining me. We'll see you there.

Thank you for joining us this week. To view the complete show notes

and all the links mentioned in today's episode, visit our website at www.mylifeasalandlord.com. If you're

looking for educational resources for getting into real estate investing, becoming a landlord, or even a

better tenant, then I have a page on my website to get you started looking for a solution to the pickle that

you're in. I have suggestions for that too. You can throw your situation on My Facebook Group My Life

as a Landlord and let our community help you with solutions. Also, before you go, make sure you

subscribe to the podcast so you can receive new episodes right when they're released. You can to

subscribe right now in the app you're listening to this podcast on or you can sign up at www.mylifeasalandlord.com.

Thank you again for joining me, Dr. Jennifer Salisbury in this episode of My Life as a Landlord. I'll see you next time.

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Episode 37: HEY! They Kept My Security Deposit...

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Episode 35: NOT Canada's Greatest Know-It-All