Workflow Templates: Tenant Onboarding Checklist

Schedule a pre-move-in walk-through with the tenant

Document the condition of the property with photos and a checklist

Review any existing damages or issues with the tenant and have them acknowledge in writing

Ensure the lease agreement is fully executed with signatures from all parties

Provide the tenant with a copy of the lease and any property rules or regulations

Collect all necessary documentation such as government-issued ID and proof of renters insurance

Set up a tenant account for rent payments and maintenance requests

Explain the rent collection process, including due dates, late fees, and payment methods

Provide information on how to set up utilities in the tenant's name, if applicable

Provide a welcome packet with important property information and local amenities

Introduce the tenant to the property management team and provide contact details

Schedule an orientation to familiarize the tenant with the property's facilities and procedures

Explain the maintenance request process and response times

Provide emergency contact information and instructions for urgent issues

Discuss the tenant's responsibilities regarding property upkeep and reporting problems

Inform the tenant about community events, groups, or committees they can join

Share information about local services, shops, schools, and public transportation

Encourage open communication with neighbors and the property management to foster a positive community environment

Tenant Onboarding Checklist