We recently released 5 checklist templates designed specifically to help AppFolio users manage a handful of core property management workflows more effectively.
The following templates are a continuation of our effort to support property managers who are already using a software tool to manage their processes. This time we customized the templates for Propertyware users, with a focus on keeping rental processes running smoothly.
In the following weeks, we will release another set of templates designed for property managers who use Buildium.
Propertyware, a RealPage company, is a cloud-based property management platform focused on single-family rental operations. It helps teams manage online payments, resident and owner portals, work orders, accounting, and other recurring rental workflows.
If you use Propertyware, these workflows can help your team run repeatable property management checklists in Process Street while keeping the right Propertyware records up to date.
Propertyware Checklists: The Quicklinks
To dive in and go straight to the checklists, use the quick links below. Otherwise, scroll down for a brief intro to each one.
- Upcoming Lease Expiration Checklist
- Lease Renewal Checklist
- Late Rent Payment Process
- Tenant Move-In Process
- Tenant Move-Out Process
To help you get more value from these checklists, watch this Process Street webinar on using workflows to manage property operations.
Propertyware Checklist: Upcoming Lease Expiration Checklist
Expiring leases are one of the most important things to track in property management. Timely communication can reduce tenant turnover risk, prevent vacancy costs, and keep the property owner informed before a lease deadline becomes urgent.
Many Propertyware users track leases expiring in the next 90 days from their dashboard or reports. When a lease enters that window, run this checklist to coordinate tenant communication, owner updates, inspections, renewal preparation, or the steps needed to vacate the property.
The workflow includes conditional logic, so the right tasks appear based on whether the tenant renews, the owner changes terms, or the property needs to be prepared for vacancy.
Click here to get the Propertyware upcoming lease expiration checklist
Propertyware Checklist: Lease Renewal Checklist
This lease renewal checklist is narrower than the expiration workflow above. It is designed to help you manage lease renewals as effectively as possible once renewal is the likely path.
Lease renewals can be difficult because they depend on decisions from both the property owner and the tenant. The checklist helps you work through rent review, inspection, renewal terms, lease creation, signatures, and any updates that should be reflected in Propertyware.
If you are comparing tools around this workflow, our guide to property management software for small landlords gives more context on the systems property managers often use alongside recurring checklists.
Click here to get the Propertyware lease renewal checklist
Propertyware Checklist: Late Rent Payment Process
Late rent payments are common, and many are resolved with a quick reminder by email, text, or phone. The risk is letting a small delay turn into a larger owner, tenant, or compliance issue because the follow-up process is inconsistent.
This late rent payment checklist guides you through reminders, formal notices, owner communication, payment tracking, and the final escalation steps if payment is not received. Eviction is always the last resort, so the workflow keeps the early follow-up steps clear before more serious action is considered.
Click here to get the Propertyware late rent payment process
Propertyware Checklist: Tenant Move-In Process
Much of the hard work is done by the time a tenant is selected. The property has been marketed, applicants have been screened, and the next priority is making the move-in process feel organized from the first handoff.
From finalizing the lease to sending a welcome letter, confirming maintenance needs, collecting the first rent payment, and handing over the keys, this tenant move-in checklist walks through the entire rental property move-in process.
Conditional logic helps the workflow adapt. If the property needs cleaning, painting, or maintenance before handoff, the relevant tasks can appear automatically so the team does not rely on memory.
Click here to get the Propertyware tenant move-in process
Propertyware Checklist: Tenant Move-Out Process
The more efficiently the move-out process gets done, the quicker you can re-list the property, market it, and attract new prospective tenants.
This tenant move-out checklist takes you from confirming a move-out date to conducting the inspection, managing the security deposit, collecting keys, and preparing the property for the next listing.
A well-run rental property move-out process protects owner trust because it shows that the team is actively reducing vacancy time and closing out tenant obligations cleanly.
Click here to get the Propertyware tenant move-out process
Other great resources for property managers
Property management companies use Process Street checklists to document recurring work, run core workflows, collaborate across teams, and track progress in one place.
For real examples, read how Dodson Property Management manages 3,500 homes using Process Street, or how Alarca Realty transformed its property management workflows by replacing spreadsheets with Process Street.
You can also browse more property management checklists and real estate checklists, or read our guide to real estate software for more ways to automate property operations.