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Tenant Onboarding Checklist
Pre-Move-In Inspection
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
Lease Agreement and Documentation
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
Account Setup and Rent Collection
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
Welcome and Orientation
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
Maintenance and Emergency Protocols
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
Community Integration
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
