Switching condominium managers: how to do it

Changing managers takes preparation. First check the length and termination terms of the current contract. The board then compares offers and decides according to the declaration of co-ownership.

A good transition includes the full handover of documents: register, minutes, financial statements, supplier contracts, maintenance log and bank access. At Gestion Condo, our method starts with a file audit, followed by a supervised transition.

Establish your needs

List the syndicate’s challenges before comparing proposals: finances, availability, maintenance or communication. Define expected services and reporting. Compare mandates with similar scope rather than price alone.

Organize the handover

Inventory records, open matters, deadlines and access rights. Assign an owner and target date to each transfer. Supplier details and maintenance history matter as much as financial statements.

Secure access

The syndicate should retain control of its accounts and records. Coordinate access changes and avoid emailing passwords. Verify banking authorizations and personal-information retention practices.

Review the first weeks

Schedule a post-transition review of payments, emergencies, open requests and co-owner communications. A successful handover needs clear responsibilities and follow-up, not just a signed contract.

General information: rules and circumstances may vary. Check official sources or consult a professional about your situation.