Templates
Real Estate
Tenant Onboarding Checklist

Tenant Onboarding Checklist

Use this template when it's time to issue a lease agreement
1
Introduction:
2
Tenant profile organization:
3
Collect tenant information
4
Start a new physical folder for the tenant
5
Start a new digital folder for the tenant
6
Lease procedures:
7
Explain all rules and procedures to the tenant
8
Ensure all questions and concerns have been settled
9
Issue lease agreement
10
Receive signed lease agreement
11
Issue pet agreement
12
Receive signed pet agreement
13
Make physical copies of all lease documents
14
Store digital copies in tenant's folder
15
Send copies to tenant within a week
16
Financial considerations:
17
Receive entire security deposit via certified method
18
Receive rent payment for first month
19
Collect your broker's fee
20
Finishing touches:
21
Provide copies of gas and electrical safety certificates
22
Provide tenant with landlord's contact details
23
Hand over the keys
24
Ongoing communication & maintenance:
25
Conduct follow-up call with the tenant after one week
26
Schedule monthly update calls with the landlord
27
Sources:
28
Related checklists: