Thinking about a change?
How to Switch Property Managers (Without the Headache)
Switching managers in California is more straightforward than most owners expect. Here is exactly what to request, how the tenant transition works, and what to look for in your next manager.
Signs It’s Time to Switch
One of these on its own may be a fluke. Several together usually mean it is time to talk to someone new.
- Poor or slow communication (you chase them for updates)
- Long vacancies with no clear leasing plan
- Thin or confusing financial reports
- Unexplained charges on your statements
- A general feeling of being left in the dark
What to Request From Your Current PM
Ask for these records before the handoff. A clean file makes the transition smooth and protects you and your residents.
- Signed lease agreements for every unit
- Security deposit amounts held per tenant
- Maintenance and repair history
- Open or in-progress work orders
- Approved vendor and contractor list
- Owner ledger and financial statements
- Keys, lockbox codes, and access credentials
- Current tenant contact information
How the Transition Works
- 1
Review your termination notice
Most management agreements let either party end the relationship with written notice, often 30 days, but check your specific agreement for the exact terms and any wind-down conditions.
- 2
Notify your current manager in writing
Send the termination in writing per your agreement so the effective date and record handoff are clear.
- 3
Tenant notification is handled for you
Your incoming manager notifies residents of the change and shares new payment and maintenance details.
- 4
Tenants do not re-apply
Existing leases remain in force through the transition. Residents keep their lease. Nothing restarts.
What to Look for in Your Next PM
- Local expertise in your market
- Clear communication standards you can count on
- A defined, proactive maintenance process
- Reporting that is easy to read and on a schedule
- A DRE-licensed California brokerage
- AI-supported workflows with real human oversight
Is Croskey a Good Fit?
We work best with owners of houses, duplexes, and small multi-unit buildings in Pittsburg and across East Contra Costa who want proactive, communicative management. Whether you own one rental or several, we tailor our services to your goals — backed by AI-supported workflows with real human oversight.