New Occupant Onboarding and Property Handoff
A comprehensive workflow to guide property managers through the entire process of onboarding new occupants, from initial application and vetting to lease signing, move-in, and final record-keeping.
This reusable ProcessKit template contains 12 steps and 30 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
Gather Prospective Occupant Application Details
Confirm Applicant Information Accuracy
- Contact references via phone
- Confirm email address validity
- Review publicly available online information
- Initiate third-party screening service
- Verify previous rental history
Execute Comprehensive Vetting Procedures
- Perform financial solvency assessment
- Conduct public records search
- Confirm current employment status
- Obtain prior tenancy records
- Analyze online presence for red flags
Secure Initial Financial Commitments
- Process funds via bank transfer
- Accept cash payment
- Process credit card transaction
- Deposit check payment
- Confirm digital payment receipt
Draft Occupancy Agreement Document
Obtain Final Agreement Authorization
- Confirm applicant details are compiled
- Verify all applicant information is confirmed
- Ensure all background checks are completed
- Confirm initial financial commitments are secured
- Verify occupancy agreement is drafted
Arrange Property Handoff Inspection
Assemble New Occupant Welcome Kit
- Include area orientation materials
- Provide essential contact information
- Add property rules and regulations
- Insert a welcome gesture item
- Draft and include a welcome message
Perform Initial Property Condition Assessment
- Inspect all installed appliances
- Evaluate condition of interior surfaces
- Examine all bathroom fixtures and areas
- Confirm functionality of safety equipment
- Verify active utility services