Leasing - Tenant Onboarding

Document the complete property details including address, square footage, bedroom/bathroom count, parking, appliances, amenities, utility responsibilities, and rental rates. Verify property condition through inspection and enter all information into the property management system for accurate record-keeping. Property Name: {{property-8214330}} Property Address: {{property-address-8214331}} Property Type: {{property-type-8214332}} Property Manager: {{property-manager-name-8214333}}

Gather the prospective tenant's complete personal and financial information including legal name, date of birth, current address, employment details, annual income, and emergency contacts. Verify identity with a government-issued photo ID and enter all data into the tenant screening system for background verification. Tenant name: {{tenant-full-name-8214334}}

Order a complete tenant screening report from an accredited third-party service covering credit history, criminal records, eviction history, and rental/employment verification. Review the report carefully for any red flags before proceeding with the lease. Important: Do not mark this task complete if the background check reveals concerning issues. Report findings to the Area/Property Manager immediately for review and decision.

Gather all required lease details including property address, tenant names, lease start/end dates, monthly rent, security deposit amount, fees, pet policies, and any special conditions. Ensure you have complete information from both the property records and approved tenant application. Submit this information to the office manager for lease document creation using the standard template. Lease Agreement Template

Using the compiled details and current local/state rental regulations, create the formal lease agreement. Include all required provisions, disclosures, addendums, and legally mandated terms for your jurisdiction. Upload the completed lease and send for internal review. Property Name: {{property-8214330}} Tenant Name: {{tenant-full-name-8214334}} Rent per sqft: {{rent-per-sq-ft-7644110}} Lease Start Date: {{lease-start-date-7644106}} Lease Type: {{lease-type-7644105}} Lease Duration: {{lease-duration-7644098}} Rent amount per month: {{rent-amount-per-month-7644101}} Clauses: {{clauses-7644103}}

Have team members thoroughly review every section of the lease agreement checking for errors, inconsistencies, missing information, or items requiring clarification. Verify full compliance with current local and state rental regulations before sending to tenant. Please review the following lease for approval: {{link-to-lease-agreement-7644088}}

Address any issues identified during the internal review by making necessary revisions, corrections, or additions to the lease document. Verify all updates have been implemented accurately before resubmitting for approval. Review feedback and update lease agreement: {{link-to-lease-agreement-7644088}} Feedback notes: {{notes-7644130}}

Hi {{tenant-full-name-8214334}}, Your lease agreement is ready for review and signature. Please find the document at the link below: {{link-to-lease-agreement-7644088}} Please sign at the designated signature areas and return the completed lease along with your security deposit payment to the office. If you have questions or need to request changes, please add them to the notes section below. Thank you for choosing our property.

Upon receiving the signed lease, collect the full security deposit and first month's rent from the tenant before the scheduled move-in date as specified in the lease terms. Provide official payment receipts and update financial records accordingly.

Based on property condition assessment, create detailed work orders for any cleaning, repairs, replacements, or installations (appliances, window coverings, fixtures, etc.) required before the tenant moves in. Coordinate scheduling with maintenance staff and contractors to ensure timely completion.

Coordinate closely with maintenance staff and contractors to ensure all work orders are completed properly and the property meets move-in ready condition by the scheduled date. Conduct a final inspection to verify quality of all completed work before tenant arrival.

Conduct a thorough deep cleaning of the entire property. Rekey all locks for security and test all operating systems including HVAC, plumbing, and electrical. Prepare the tenant welcome packet with parking permits, community rules, utilities setup information, and emergency contacts. Have two complete sets of keys ready for handover on move-in day.

Within 1-2 weeks after tenant move-in, schedule and conduct an in-person property visit. Perform a walk-through inspection to identify any outstanding issues or concerns. Gather feedback on the tenant's experience with the onboarding process and living conditions. Reinforce communication channels and document any follow-up items for resolution.