New Tenant Onboarding Checklist for Property Management
Streamline tenant transitions! Our New Tenant Onboarding Checklist ensures a smooth, compliant, and welcoming experience for new residents, saving property managers time and boosting tenant satisfaction. Includes essential tasks from lease signing to move-in day and beyond.
This Template was installed 1 times.
Pre-Move-In Preparation
Tasks to complete before the tenant moves in, ensuring the property is ready.
Scheduled Cleaning Completion Date
Notes on Property Condition (Pre-Cleaning)
HVAC Filter Replacement?
Smoke Detector Testing Complete?
Number of Keys to Prepare
Pre-Move-In Photos
Pest Control Treatment Scheduled?
Lease Agreement & Paperwork
Verification of signed lease documents and collection of necessary paperwork.
Tenant Signature on Lease Agreement
Copy of Signed Lease Agreement
Lease Type
Lease Start Date
Security Deposit Amount
Addendums Signed?
Tenant Full Name
Property Access & Keys
Distribution of keys, security codes, and instructions for property access.
Key Handover Date
Key Holder Name (if applicable)
Lockbox Code (if applicable)
Key Delivery Method
Number of Keys Provided
Key Types Provided
Key Receipt Acknowledgement (Tenant)
Utilities & Services
Confirmation of utility transfers and setting up necessary services.
Utility Provider - Electricity
Account Number - Electricity
Utility Provider - Water
Account Number - Water
Utility Provider - Gas (if applicable)
Account Number - Gas (if applicable)
Utility Transfer Date
Welcome & Property Orientation
Providing a welcome package and familiarizing the tenant with the property's features and rules.
Welcome Letter/Message
Provided Orientation Materials (Check all that apply)
Brief Property Walkthrough Notes
Explanation of HVAC System
Scheduled Follow-Up Date
Orientation Start Time
Emergency Contact Information
Providing essential emergency contact details and procedures.
Police Department Phone Number
Fire Department Phone Number
Ambulance Phone Number
Property Manager Contact Name
Property Manager Phone Number
Maintenance Contact Name
Maintenance Contact Phone Number
Emergency Procedures Summary
Follow-Up & Feedback
Checking in with the tenant post-move-in to address any concerns and gather feedback.
Follow-Up Date (1 Week Post Move-In)
Tenant Satisfied with Move-In?
Tenant Comments/Concerns
Property Condition Score (1-5)
Were all promised repairs completed?
Notes on Follow-Up Actions
Real Estate Management Solution Screen Recording
Tired of juggling spreadsheets and endless emails to manage your properties? Watch this screen recording to see how ChecklistGuro's Real Estate Management Solution can help! We'll show you a walkthrough of key features, from lease tracking to maintenance requests. Discover how to save time and keep your properties running smoothly. #realestatemanagement #propertymanagementsoftware #checklistguro #realestate
Related Checklist Templates
Pest Control Inspection & Treatment Checklist for Property Managers
Security System Maintenance Checklist for Rental Properties
Resident Event Planning Checklist for Property Management
Smoke Detector & CO Detector Compliance Checklist
Swimming Pool Safety Inspection Checklist for Property Managers
Parking Enforcement Checklist for Rental Properties
Noise Complaint Resolution Checklist for Property Management
Mold Remediation Inspection Checklist for Rental Properties
Snow Removal Readiness Checklist for Property Managers
Pet Policy Enforcement Checklist for Rental Properties
We can do it Together
Need help with Checklists?
Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.