Tenant Move In Checklist (PMI CC)

General Information (Lease Abstract)

All leases:

Assign next tasks to [email protected]

Update the Draft lease to Active status and charge the Leasing fee

Attache the lease Documents in Propertyware to Documents Section

Prepare for the Move In:

Make sure the property is ready to move in

Send Move in steps Email

Send RBP Welcome Home letter

Standard Lease:

Create a move-in work order

Verify the move-in work order is complete

Move In fee

Is all funds have been paid, and cleared, for move-in

Renters insurance verified (if not on PMI RLI)

Utilities under tenant name are verified

Zinspector move-in report sent

Verify all funds have been paid, and cleared, for move-in

Verify leasing fee was charged correctly to the owner

Approval: For tenant move in

Review tenant move-in inspection report

Move In Day:

Lockbox code Delivery.

Send the Tenant Welcome Packet

turn off utilities if is under PMI or owner name

After Move In:

remove the lockbox from the rental unit

Update the resident/tenant info with HOA

General Information (Lease Abstract)

this checklist starts after the tenant is approved,

Primary Ownr's Name

Primary Owner Email

Primary Tenant Name

Primary Tenant Phone

Primary Tenant Email

Co Tenant(1) Name

Co Tenant (1) Phone

Co Tenant(1) Email

Co Tenant(2) Name

Co Tenant(2) Phone

Co Tenant(2) Email

Co Tenant(3) Name

Co Tenant(3) Phone

Co Tenant(3) Email

Address of rental property

Move in Date

Always use Tenant insurance if lease only!

RL Insurance Option Selected

1

PMI Resident Liability Insurance
2

Tenant Insurance - Opt Out

Resident Benefit Package

1

Yes.
2

No.

Move in Cost? look at move in table on the lease

Utilities must pay by tenant:

1

Water & Sewer
2

Trash
3

PGE
4

Electricity
5

Gas
6

Cable

All leases:

Assign next tasks to [email protected]

Update the Draft lease to Active status and charge the Leasing fee

(Subtasks)

1

The lease document is attached to PW on the Lease module and uploaded to the tenant and owner portal.
2

The move-in fees are charged.
3

The late fees are charged.
4

The leasing fee is charged.

Lease information is critical to managing the tenant efficiently

(Subtasks)

1

The Start Date is set.
2

The End date is set.
3

Make sure all residents are named on Tenants Contacts. Like child
4

Set Auto Charges. Rent/RBP/RLP/Pet Fee
5

Make sure payment restriction is adjusted accordingly. Restrict payment type to Chek, Cashiers, Rent Money. (Epay could be active if their move-in is more than 10 days or after moved in.)
6

Move-in Date is entered.
7

Move-out Date is entered.
8

Emergency contact is entered from the application.
9

RBP is set.
10

Pet Information entered.
11

Move-In Information is set.
12

The late fee rule is set.

Attache the lease Documents in Propertyware to Documents Section

Click here for files

1

The RLP flyer is uploaded to the tenant portal.
2

The Lead-Based paint flyer is uploaded to the tenant portal.
3

The CA Hazard Flyer is uploaded to the tenant portal.
4

The RBP flyer is uploaded to the tenant portal.

Prepare for the Move In:

Make sure the property is ready to move in

(Subtasks)

1

Remind the PM to prepare a move-in report
2

is the property ready to move in?

Send Move in steps Email

Send RBP Welcome Home letter

Standard Lease:

Create a move-in work order

These steps must be done by a team on the field! follow up with them

(Subtasks)

1

Create a "Move-In Inspection and Rekeying" work order
2

be sure the sticker is on the door. create a meld template for this.
3

Leave a welcome letter or move-in packet on the counter
4

Open work order if touch-up cleaning is needed.

MELD WORK ORDER INFORMATION:

UNIT:
Brief Description:
Location:
Category:

Owner Visibility: YES

Assign to Central Indiana Maintenance and Repair

Detailed Description:
Complete a move in inspection for

Verify the move-in work order is complete

Move In fee

Check or Cashier's check#

Check Cashier's Check Amount?

Bank or financial name issues the Check or Cashier's Check?

Is the check deposited to 1000 Account?

1

Yes
2

No

Check or cashiers photo:

Depository Slip

(Subtasks)

1

The Check is entered in propertyware.

Is all funds have been paid, and cleared, for move-in

Are move-in fees paid and cleared on our account?

1

Yes.
2

No.

Did you send a reminder email?

1

Yes
2

No

To make sure the move-in fee is paid and cleared;

Go to PW, Lease Module.
Ledger.
looking to see the move-in fees are charged to the ledger.
check if the fees are paid and settled.

Unsettled payment or pending settlement means they didn't pay yet.

Renters insurance verified (if not on PMI RLI)

(Subtasks)

1

upload Renter insurance certificate to the note on the Lease module.
2

Record the Liability Insurance option in PW - Lease module
3

Set Tenant insurance policy status to active

Send A google form to gather the insurance information for the opt-out a

Utilities under tenant name are verified

Are the utilities confirmation received (under tenants' name)?

1

Yes.
2

No. send the email template below

(Subtasks)

1

Water Company.
2

Garbage Company.
3

Electricity
4

Gas

Zinspector move-in report sent

(Subtasks)

1

upload the prepared move-in report on PW.
2

Invite the tenant to sign the prepared move-in report on Zinspector.

Instruction for Tenant Remote signature invitation on Zinspector

1

Yes
2

No

In Brief – Remote Signature Invitation:

Go to the Tenants page.
Locate the relevant property.
Click Invite in the Tenant Move In column or Tenant Inspection column—it depends on the inspection to be signed.
Click Remote Signature (or +New then Remote Signature).
Define the inspection to be signed and click Next.
Customize the invitation further, including enhanced tenant feedback options (detailed in the next section), then click Next.
Use the toggles to include or exclude listed tenants from the invitation then click Invite.

Verify all funds have been paid, and cleared, for move-in

All Move in fees should be cleared on our bank Account

Are the move in fee paid in full and CLEARED ON OUR ACCOUNT?

1

Yes.
2

No.

To make sure the move-in fee is paid and cleared;

Go to PW, Lease Module.
Ledger.
looking to see the move-in fees are charged to the ledger.
check if the fees are paid and settled.

Unsettled payment or pending settlement means they didn't pay yet.

Verify leasing fee was charged correctly to the owner

Approval: For tenant move in

Verify the move-in work order is complete
Will be submitted
Is all funds have been paid, and cleared, for move-in
Will be submitted
Zinspector move-in report sent
Will be submitted
Renters insurance verified (if not on PMI RLI)
Will be submitted
Utilities under tenant name are verified
Will be submitted
Verify all funds have been paid, and cleared, for move-in
Will be submitted

Review tenant move-in inspection report

Review the tenant move-in inspection report and compare their comments with our comments and inform the PM if you see something different from the tenants.

(Subtasks)