Leasing - Tenant Onboarding

Thoroughly inspect the rental property and gather all relevant details including the full address, square footage, number of bedrooms/bathrooms, parking situation, included appliances/amenities, utility responsibilities, etc. Input this complete information accurately into the property management system.Property Name: {{property-8214330}} Property Address: {{property-address-8214331}} Property Type: {{property-type-8214332}} Property Manager: {{property-manager-name-8214333}}

Collect the prospective tenant`s full legal name, date of birth, current address, employment information, annual income, and all other required personal/financial details. Verify their identity with a government-issued photo ID. Input all details correctly into the tenant screening system.Tenant name: {{tenant-full-name-8214334}}

Order a comprehensive tenant screening report from an accredited third-party service. This should include a credit check, criminal history, eviction records, and verification of previous rental history/employment. Thoroughly review the report for any red flags.Please do not mark this task complete if the background check does not come back positive. Inform Area/Property Manager about this.

Compile the specific details to be included in the lease such as the property address, names of all leaseholders, lease start/end dates, monthly rent amount, security deposit amount, fees, pet policies, etc. Ensure you have all necessary info from both the property and approved tenant(s).Provide information to office manager in order to create a lease agreement.Please use the following standard template for creating the lease agreement and update the required details.Lease Agreement Template

Using the provided details and latest local/state rental laws, generate the legally binding lease contract. Be sure to include all provisions, disclosures, and addendums typically required in your area.Upload lease agreement and send for review to property manager.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 multiple team members carefully review every component of the lease agreement to check for errors, inconsistencies, missing information, or anything that needs clarification. Ensure it fully complies with regulations.Please review the following lease for approval: {{link-to-lease-agreement-7644088}}

If any issues were identified in the review, make the necessary revisions, corrections, or additions to the lease document. Verify all updates have been made accurately.Review feedback and update lease agreement: {{link-to-lease-agreement-7644088}} Feedback notes: {{notes-7644130}}

Hi {{tenant-full-name-8214334}} ,Please find the lease agreement at the following link: {{link-to-lease-agreement-7644088}} Kindly insert signatures at the mentioned spots. Please handover the signed lease agreement along with the security deposit check at the office.If you have any questions or need to request changes, please let us know in the notes sections below.Thank you.

Once the signed lease is received, promptly collect the full security deposit and first month`s rent payment from the tenant before the move-in date, per the lease terms. Provide receipts.

Based on the property`s condition, submit detailed work orders for any cleaning, repairs, replacements, or installations (appliances, window coverings, etc.) that need to be completed before tenant move-in.Start work on changes/repairs/installations and communicate schedule with subcontractors

Closely coordinate and follow up with maintenance/contractor staff to ensure all requested work orders are finished properly and the property is in move-in ready condition by the scheduled date.

Conduct a final deep cleaning of the property. Rekey the locks and test all operating systems like HVAC. Compile tenant move-in packet including parking permits, community rules, utilities setup, etc. Prepare to hand over 2 keys/access.

Within 1-2 weeks after move-in, schedule a visit to the property to meet with the tenant in person. Do a walk-through to identify any outstanding issues. Get feedback on their experience so far and reinforce your lines of communication.