Move tenants in smoothly with every step documented

Property Name: {{property-name-1585429}}
Property Address: {{property-address-1585430}}
Property Manager: {{property-manager-name-1585431}}

If you're not sure where to start, follow the steps in order.

Tenant name: {{tenant-name-1585432}}

Tenant contact number: {{tenant-contact-number-1585433}}
Tenant email: {{tenant-contact-email-1585434}}

Please collect additional tenant details

Perform background and credit score on the tenant. Please do not mark this task complete if the background check does not come back positive. Inform Area/Property Manager about this.

Provide information to office manager in order to create a lease agreement.
Please use the following standard template for creating the lease agreement and update the required details.
Lease Agreement Template

Upload lease agreement and send for review to property manager.
Property Name:
{{property-name-1585429}}
Tenant Name:
{{tenant-name-1585432}}
Rent per sqft:
{{rent-per-sq-ft-7643669}}
Lease Start Date:
{{lease-start-date-7643665}}
Lease Type:
{{lease-type-7643664}}
Lease Duration:
{{lease-duration-7643657}}
Rent amount per month:
{{rent-amount-per-month-7643660}}
Clauses:
{{clauses-7643662}}

Please review the following lease for approval:
{{link-to-lease-agreement-7643647}}

Review feedback and update lease agreement:
{{link-to-lease-agreement-7643647}}

Feedback notes:
{{notes-7643689}}

Hi {{tenant-name-1585432}},

Please find the lease agreement at the following link:
{{link-to-lease-agreement-7643647}}

Kindly insert signatures at the mentioned spots. Please handover the signed lease agreement along with the security deposit check at the office.

If you have any questions or need to request changes, please let us know in the notes sections below.

Thank you.

Office Manager sends details to accounting

Start work on changes/repairs/installations and communicate schedule with subcontractors

Review work completed by subcontractors

Confirm with client pre-move in details of the property.
Assign parking space and inform facitlity manager.
Handover two set of keys

Complete all screening before committing to the lease. Run credit checks, verify income (should be 3x rent minimum), contact references, and check rental history. A thorough screening prevents costly evictions later. Trust the data, not just your gut.

Ensure the property is ready for move-in. Deep clean, complete any repairs, replace worn items, test all systems. Take dated photos of the unit condition. A well-prepared unit reduces maintenance calls and shows you take care of your properties.

Prepare the lease agreement with all terms, addendums, and disclosures required by law. Review everything with the tenant before signing. Ensure you have all required documents - lead paint disclosure, move-in checklist, community rules. Keep originals organized.

Add tenant to your rent collection system. Set up automatic payments if available. Confirm they understand when rent is due and how to pay. Explain late fees and grace periods. Make paying easy - tenants who struggle to pay are more likely to be late.

Walk the tenant through everything they need to know. Emergency procedures, utility setup, parking rules, trash and recycling, building access. Provide written welcome materials with contact info for maintenance requests. Set expectations early for a smooth tenancy.