Property Lease & Occupancy Onboarding
Streamline the entire process of onboarding new tenants, from initial information collection and identity verification to contract finalization and move-in coordination.
This reusable ProcessKit template contains 12 steps and 23 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
Gather Prospective Occupant Details
Confirm Occupant Identity and Eligibility
- Government-issued passport
- Primary national identification card
- Valid driver's license
- Recent utility bill for address verification
- Financial reference (e.g., credit report, bank statement)
Draft Lease Agreement Documentation
Initial Property Condition Assessment
- Visually inspect all interior rooms and shared spaces
- Verify functionality of installed appliances and fixtures
- Assess overall cleanliness and readiness for occupancy
- Confirm operational status of locks, alarms, and safety features
- Check and confirm designated parking arrangements
Determine Initial Financial Obligations
Secure Data Privacy Authorization
Process Initial Payments and Deposits
Internal Review and Lease Approval
- Confirm occupant personal information has been collected
- Confirm identity documents have been verified
- Confirm lease agreement has been drafted
- Confirm initial property assessment checklist is complete
- Confirm initial financial obligations have been calculated
- Confirm data privacy authorization has been secured
- Confirm initial payments and deposit have been processed
Finalize Property Handover Checklist
Coordinate Occupancy Start Date
- Select preferred move-in timing
Ensure Property Readiness with Maintenance
- Address any identified plumbing leaks or issues
- Verify heating and cooling systems are fully functional
- Check electrical systems, outlets, and lighting
- Confirm all door locks and safety mechanisms are secure
- Inspect and clean all major appliances