New Occupant Onboarding & Property Handover
Streamline the entire process of bringing a new occupant into a rental property, from initial screening and lease agreement to official registration and final move-in inspection.
This reusable ProcessKit template contains 12 steps and 21 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
Gather Applicant Details
Confirm Applicant Identity
- Government-issued photo identification
- Proof of residency or citizenship
- Secondary identification document (e.g., driver's license)
- Recent utility statement for address verification
- Legal right to reside documentation (if applicable)
Conduct Background and Reference Checks
- Contact prior housing provider for reference
- Verify employment status and income
- Review past tenancy records
- Assess creditworthiness and financial standing
- Obtain personal character references
Draft Lease Agreement
Issue Agreement for Review
Obtain Executed Lease Agreement
Internal Agreement Approval
- Confirm all applicant details are collected
- Verify identity documents are reviewed
- Confirm reference checks are completed
- Ensure lease agreement is drafted correctly
- Confirm agreement was sent for tenant review
- Verify signed agreement is on file
Prepare Official Occupancy Registration
Submit Occupancy Registration to Authority
Process Registration Fee Payment
Arrange Pre-Occupancy Inspection
Perform Property Condition Walkthrough
- Verify functionality of all installed appliances
- Document condition of walls, ceilings, and flooring
- Check all bathroom fixtures and plumbing
- Inspect windows, doors, and locks for proper operation
- Evaluate condition of any private outdoor areas