Use-case directory
Open a playbook for the job you’re doing. Each one has placeholders for recommended tools, forms, vendors, checklists, and local notes (Tahlequah / Wagoner / Tulsa). Content will deepen over time.
Informational only — not legal, tax, or insurance advice. Oklahoma rules and local ordinances change; verify before you act.
Statute-cited answers for late rent, deposits, entry, and evictions: RentStatute (private beta). Start with the Oklahoma Landlord-Tenant Act guide, the 5-day late-rent notice, or security deposit rules.
Tenant screening
Decide who gets the unit with a consistent, documented process — apps, ID, income, background/credit, and fair criteria you can explain.
Recommended tools
- Placeholder: online application + screening provider (e.g. TransUnion SmartMove / similar) — pick one and stick with it
- Placeholder: shared criteria sheet so every applicant is judged the same way
Forms
- Rental application (uniform for all applicants)
- Consent for background/credit check
- Adverse action / denial notice template (when you use consumer reports)
Vendors
- Placeholder: screening service; optional local credit/reference help
Checklist
- Post criteria before accepting apps
- Collect app fee only where allowed and disclose it
- Verify income and ID; run checks with written consent
- Document decision; keep records
Lease start
From “approved” to keys: lease signed, deposits collected, move-in condition documented, utilities and locks handled.
Recommended tools
- Placeholder: e-sign (DocuSign / HelloSign / built into your PM software)
- Placeholder: rent collection (ACH / online portal)
Forms
- Oklahoma-compliant residential lease (attorney-reviewed template)
- Lead-based paint disclosure if pre-1978
- Move-in inspection / condition checklist with photos
- Keys / fobs / remotes inventory
Vendors
- Placeholder: locksmith for rekey; optional attorney for lease template review
Checklist
- Rekey or change codes between tenants
- Smoke/CO detectors tested; HVAC filter noted
- Utility transfer instructions given in writing
- First rent + deposit cleared before possession
Late rent
Stay calm, stay documented: when rent is late, what notice to send, how you communicate, and when you escalate — without making it personal.
Recommended tools
- Placeholder: ledger in your PM software or a simple spreadsheet you never skip
- Placeholder: dated notice templates (email + paper as needed)
Forms
- Written demand for past-due rent under 41 O.S. §131 — tenant generally has 5 days after written demand to pay before you can terminate (confirm current statute)
- What the statute says, with citations: Oklahoma 5-day notice to pay or quit (RentStatute)
- Payment plan agreement (only if you choose to offer one)
Vendors
- Placeholder: landlord-tenant attorney for chronic nonpayment; process server when required
Checklist
- Confirm ledger (credits, partial payments, fees)
- Send notice on your published timeline; keep proof of delivery
- Do not accept “side deals” that contradict the lease unless you amend in writing
- Know the next legal step before you threaten it
Move-out & security deposits
Walkthrough, photos, deductions that you can defend, and deposit return on the Oklahoma timeline. Most fights start with bad move-in docs.
Recommended tools
- Placeholder: photo/video folder per unit (move-in vs move-out)
- Placeholder: deposit accounting worksheet
Forms
- Move-out notice acknowledgment / forwarding address request
- Itemized written statement of deductions — delivered by return-receipt mail or in person (41 O.S. §115)
- What the statute says, with citations: Oklahoma security deposit rules (RentStatute)
- Final walkthrough checklist
Vendors
- Placeholder: turnover cleaner, carpet cleaner, painter, trash-out crew
Checklist
- Compare to move-in condition — normal wear vs damage
- Hold deposits in an Oklahoma escrow account at a federally insured institution (§115)
- Itemize deductions; return the balance within 45 days after the tenancy ends, possession is returned, and the tenant makes a written demand (§115 — confirm current statute)
- Rekey after possession returned
- Schedule make-ready immediately (empty weeks cost money)
Maintenance vendors
Who you call at 2 a.m., who you call for make-ready, and how tenants submit work orders so nothing falls through a text thread.
Recommended tools
- Placeholder: work-order channel (app, email alias, or portal) — one inbox
- Placeholder: vendor contact sheet with after-hours numbers
Forms
- Vendor W-9 / COI request
- Access / entry notice to tenant when required
Vendors
- Placeholder slots: plumber, HVAC, electrician, handyman, restoration, locksmith, lawn
- Future: local sponsors listed here by trade and service area
Checklist
- Triage: life-safety / no heat-AC / water vs cosmetic
- Authorize spend limits for vendors in writing
- Photo before/after; close the work order
STR vs long-term
Fort Gibson Lake Airbnbs and residential leases share “property ops” but differ on agreements, taxes, cleaning, insurance, and neighbor/HOA rules. Don’t copy-paste one playbook onto the other.
Recommended tools
- LTR: lease + PM/rent tools
- STR: Airbnb/VRBO (or similar), dynamic pricing optional, channel calendar sync
- Both: shared maintenance vendor list
Forms
- LTR: residential lease + addenda
- STR: house rules, occupancy limits, quiet hours, boat/dock rules if any
Vendors
- STR: turnover cleaners who can hit same-day windows; linen/restock supplier
- LTR: make-ready crew between tenancies
Checklist
- Confirm local STR rules / lodging tax / registration before listing
- Separate insurance conversation for STR vs dwelling fire / landlord policy
- Never treat a weekend guest like a month-to-month tenant (or vice versa)
Eviction basics (Oklahoma — informational)
Know the path before you’re angry: notice → filing → court → writ. Self-help (changing locks, shutting off utilities to force someone out) is how landlords lose.
Recommended tools
- Placeholder: attorney who does landlord-tenant in your county
- Placeholder: calendar of notice and court dates
Forms
- Proper statutory notice for the issue (nonpayment vs other)
- Statute overview with citations: Oklahoma Landlord-Tenant Act guide (RentStatute)
- Court filing packet (county-specific)
Vendors
- Landlord-tenant attorney; process server; locksmith after lawful possession
Checklist
- Do not lock out or remove belongings without a court order
- Serve notices correctly; keep copies
- Bring ledger and lease to court organized
- Plan make-ready only after legal possession
Insurance
Landlord policy, liability, loss of rents, and (for lake STRs) whether your carrier actually covers short-term guests. Gaps show up after the claim.
Recommended tools
- Placeholder: annual policy review calendar
- Placeholder: inventory / photo set for large claims
Forms
- Certificate of insurance requests for HOAs / lenders
- Incident report notes (date, photos, who you called)
Vendors
- Independent agent who understands landlord + STR; restoration contractor on speed dial
- Future sponsor slot: local insurance partners
Checklist
- Confirm occupancy type on the policy (LTR vs STR)
- Require renter’s insurance if your lease says so — and track certificates
- Know wind/hail and water deductibles before storm season
Tax & recordkeeping
Keep income, expenses, deposits, and CapEx straight so April isn’t archaeology. STRs may have lodging tax duties that LTRs don’t.
Recommended tools
- Placeholder: bookkeeping (QuickBooks / spreadsheet) with a chart of accounts for rentals
- Placeholder: separate business bank account
Forms
- 1099s for vendors as required
- Mileage / home-office notes if applicable (CPA call)
Vendors
- CPA who knows rental real estate; optional bookkeeper
Checklist
- Reconcile rent rolls monthly
- Save invoices and repair photos with the unit name
- Ask CPA about depreciation, improvements vs repairs, and STR tax treatment
Local licensing & compliance notes
Some cities care about rental registration, STR permits, occupancy limits, or short-term lodging rules. Assume nothing from a Facebook group post.
Recommended tools
- Placeholder: folder of permits / registrations per property
- Placeholder: annual “re-check ordinance” reminder
Forms
- Whatever your city/county currently requires (registration, STR license, business license)
Vendors
- Local attorney or permit expeditor if the process is opaque
Checklist
- Search city + county sites for “rental registration” and “short-term rental”
- Check HOA covenants before listing STR
- Post required numbers on-site if the ordinance says so
Turnovers & make-ready
Empty days are unpaid inventory. A repeatable make-ready sequence (clean → repair → paint → photo → list) beats heroic weekends.
Recommended tools
- Placeholder: make-ready checklist template per unit type
- Placeholder: photo standards for listing refresh
Forms
- Vendor punch list with due dates
- Final quality walk before marketing
Vendors
- Cleaner, painter, carpet, handyman, photographer (or good phone photos)
Checklist
- Same-day trash-out after keys
- Repairs before paint; paint before final clean
- Rekey; test HVAC, water heater, appliances
- Update listing the day it’s truly ready — not before
Lease renewals & rent increases
Keep good tenants longer with clear timelines: renewal offer, rent change notice, or non-renewal — in writing, on time, without surprises.
Recommended tools
- Placeholder: 90/60-day renewal calendar per lease end date
- Placeholder: comps sheet (local rents) before you raise
Forms
- Renewal offer letter / amendment
- Non-renewal notice (when you choose not to renew)
Vendors
- Optional: pricing data or local PM input for comps
Checklist
- Review payment history and maintenance attitude before renewing
- Give enough notice for increases or non-renewal per lease + law
- Update lease version if your template improved