Workflow Templates: Lease Signing Checklist

Review the lease agreement in detail to ensure accuracy of terms and conditions

Prepare all required disclosure forms as per local and state laws

Confirm the move-in date and ensure the property is ready for occupancy

Walk through the lease agreement with the tenant, highlighting important clauses

Ensure the tenant understands their responsibilities, such as maintenance and rent payments

Clarify the rules and regulations of the property, including any community-specific guidelines

Have the tenant initial each page to confirm they have read and understood the contents

Ensure all parties sign and date the lease agreement in the designated areas

Provide a copy of the signed lease to the tenant for their records

Collect the security deposit, first month’s rent, and any other fees or deposits

Provide written receipts for all monetary transactions

Document payment methods and schedule future rent payment dates

Hand over the keys to the tenant upon successful signing and payment

Document the key handover with a signed acknowledgment by the tenant

Take photos of the property condition prior to move-in for reference

Update the property management system with tenant details and lease dates

Inform maintenance and other relevant staff about the new tenant occupancy

Schedule a follow-up with the tenant to ensure a smooth move-in process

Lease Signing Checklist