{"id":14180,"date":"2018-05-31T09:15:03","date_gmt":"2018-05-31T09:15:03","guid":{"rendered":"https:\/\/www.process.st\/templates\/tenant-onboarding-checklist\/"},"modified":"2024-02-28T21:13:18","modified_gmt":"2024-02-28T21:13:18","slug":"tenant-onboarding-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/tenant-onboarding-checklist\/","title":{"rendered":"Tenant Onboarding Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2> Introduction:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nInVLX9oJ7XEV4vauA5Pzg.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nInVLX9oJ7XEV4vauA5Pzg.png\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>From 2012 to 2017, the number of <a href=\"https:\/\/www.statista.com\/statistics\/196269\/us-national-association-of-realtors-number-of-members-since-1910\/\" rel=\"nofollow noopener\" target=\"_blank\">NRA certified realtors in the US increased by 31%<\/a> to almost 1.4 million. This represents a tremendous resurgence of the US real estate market and a busy time for agents across the country. While the rental applications are flooding in, it\u2019s critical that agents follow clear processes to efficiently onboard new tenants.<\/p>\n<p>This checklist is to be used by realtors\/letting agents once a prospective tenant has been screened and it's <strong>time to issue a lease agreement. <\/strong>Ultimately, it is designed to ensure that everything is in place for them to move in as soon as possible, in the smoothest way possible.&nbsp;<\/p>\n<p>It's important that the tenant onboarding process is executed in a timely and professional manner because by doing so you are setting the foundation for a strong and trusting relationship with the tenant&nbsp;throughout the period of their stay.&nbsp;<\/p>\n<p><strong>In this checklist<\/strong>, we'll be going through general organization of the tenant's documentation, all of the necessary procedures regarding issuing and filing a lease agreement, financial considerations, and ongoing communication necessary to execute a flawless onboarding \ud83d\ude42<\/p>\n<p><span>We also have articles on the&nbsp;<\/span><a href=\"https:\/\/www.process.st\/best-real-estate-apps\/\" rel=\"nofollow noopener\" target=\"_blank\">best real estate apps<\/a><span>&nbsp;and several other free&nbsp;<\/span><a href=\"https:\/\/www.process.st\/real-estate-checklists\/\" rel=\"nofollow noopener\" target=\"_blank\">real estate checklists<\/a><span>&nbsp;for you to check out.<\/span><\/p>\n<p>Ready to begin onboarding a new tenant? Let's get started.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"tenant-profile-organization\">\n<h2> Tenant profile organization:<\/h2>\n<div class=\"text-content\">\n<p>The first step is to make sure that you are <strong>organizing everything properly<\/strong>.&nbsp;<\/p>\n<p>Starting <strong>both a physical and digital folder<\/strong> is a great way to log all necessary information during and beyond the onboarding process.&nbsp;<\/p>\n<p>Before filing items relevant to this checklist, you've probably already got a bunch of documentation from the tenant's screening process like a <strong>background check, credit check,&nbsp;<\/strong><strong>employment\/income verification<\/strong> and perhaps a few references from previous landlords.<\/p>\n<p>Be sure to keep all of that information with the documents you will be sending and receiving as you work through this checklist.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"collect-tenant-information\">\n<h2> Collect tenant information<\/h2>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> First name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Last name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Phone number <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Address line 1 (street address) <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Address line 2 (apartment, suite, unit) <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> City <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> State <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> ZIP code <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> CRM link (if applicable) <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\"><\/div>\n<\/div>\n<\/section>\n<section id=\"start-a-new-physical-folder-for-the-tenant\">\n<h2> Start a new physical folder for the tenant<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kdeDMthPND8r9YSn8JVP8A.png\" alt=\"Start a new physical folder for the tenant\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kdeDMthPND8r9YSn8JVP8A.png\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>These days almost everything is done online, <em>in the cloud,&nbsp;<\/em>yet it's still important to keep a <strong>physical record<\/strong> of all relevant documentation.&nbsp;<\/p>\n<p>The main advantage is that it gives you a <strong>reliable back up source<\/strong> <strong>of information<\/strong> if any legal issues arise during the tenant's stay. It is also a good way to assure the tenant <em>and<\/em> landlord that the documentation is stored safely in a hard-copy folder rather than just floating around online.&nbsp;<\/p>\n<p>The truth is, there will undoubtedly be a number of occasions where you either need or would prefer to check something in a physical file rather than search for it on a computer.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"start-a-new-digital-folder-for-the-tenant\">\n<h2> Start a new digital folder for the tenant<\/h2>\n<div class=\"text-content\">\n<p>In addition to your hard-copy file,<strong> set up a well-organized folder in your property management software<\/strong> to monitor and keep track of the tenant as they progress through the onboarding process.&nbsp;<\/p>\n<p>A good way to set it up is to create subfolders for each section in this checklist:<\/p>\n<ol>\n<li>Lease Procedures<\/li>\n<li>Financial Considerations<\/li>\n<li>Ongoing Communication &amp; Maintenance<\/li>\n<\/ol>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">You can <strong>automate the creation of a digital folder<\/strong> <strong>in Google Drive<\/strong> for each tenant using Zapier. <a href=\"https:\/\/www.process.st\/help\/docs\/google-drive\/\" rel=\"nofollow noopener\" target=\"_blank\">Find out how<\/a>.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"lease-procedures\">\n<h2> Lease procedures:<\/h2>\n<div class=\"text-content\">\n<p>Now that you've established a well-organized log of the tenant's profile, it's time to move on to completing all necessary lease procedures.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"explain-all-rules-and-procedures-to-the-tenant\">\n<h2> Explain all rules and procedures to the tenant<\/h2>\n<div class=\"text-content\">\n<p>As the realtor or letting agent, it is your responsibility to fully explain all of the rules and procedures regarding the property.&nbsp;<\/p>\n<p>This is a <strong>critical first step<\/strong> that must be completed <strong>before<\/strong> issuing the lease agreement.&nbsp;<\/p>\n<p>A large chunk of the explaining should be done on-site. For example, make sure that the tenant understands how the heater, boiler, and other operating appliances function and how they are maintained.<\/p>\n<p>Much of this communication can also be done off-site during an informal meeting at the agency office.&nbsp;<\/p>\n<p><em>Who should they reach out to if they experience a problem? <\/em><\/p>\n<p><em>What is the correct process for filing a complaint?<\/em><\/p>\n<p><em>What is the emergency protocol?<\/em><\/p>\n<p><em>What are the rules regarding late rent payment?<\/em><\/p>\n<p>These are just some of the important questions that must be clarified early on in the process so that the tenant feels comfortable and well informed.<\/p>\n<p class=\"style-warning\">All rules and procedures should be explained verbally <em>and<\/em> through a&nbsp;written document<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Rules &amp; Procedures document <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Are pets allowed on the property and does the owner have any? <\/label><br \/>\n<select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select><\/div>\n<\/div>\n<\/section>\n<section id=\"ensure-all-questions-and-concerns-have-been-settled\">\n<h2> Ensure all questions and concerns have been settled<\/h2>\n<div class=\"text-content\">\n<p>Once you have explained all relevant information, it is expected that the tenant will have a number of questions or even concerns. These <strong>must<\/strong> be taken seriously and settled <strong>before<\/strong> sending them the lease, otherwise neither you nor the tenant will feel totally comfortable with the agreement.&nbsp;<\/p>\n<p>Take the time to make sure that they have peace of mind in knowing that everything has been agreed upon and feel excited to complete the deal.&nbsp;<\/p>\n<p>If this step is done properly, the rest will be smooth sailing \ud83d\ude42&nbsp;<\/p>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ruVSA-fo72RboamZuA9Gpg-scaled.jpg\" alt=\"Ensure all questions and concerns have been settled\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ruVSA-fo72RboamZuA9Gpg-scaled.jpg\"> <\/a><\/figure>\n<\/div>\n<\/section>\n<section id=\"issue-lease-agreement\">\n<h2> Issue lease agreement<\/h2>\n<div class=\"text-content\">\n<p><span>Once<\/span><span> you, the tenant, and the landlord feel comfortable<\/span> with all of the terms and conditions, it's time to go ahead and issue the lease agreement and begin the process of finalizing the move-in.&nbsp;<\/p>\n<p>Lease agreements vary greatly depending on the property and landlord, so make sure that every section of the document meets the specific requirements and is <strong>aligned with the rules and procedures that have been explained beforehand<\/strong>.<\/p>\n<p>The best case scenario is, of course, that the document brings <strong>no surprises<\/strong> what so ever to the applicant, and it's a simple case of reading through it to clarify what has already been stated.<\/p>\n<p>For your records, <strong>enter the date<\/strong>&nbsp;that you issued the agreement below:<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Lease Agreement <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of Issue <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"receive-signed-lease-agreement\">\n<h2> Receive signed lease agreement<\/h2>\n<div class=\"text-content\">\n<p>Hopefully that didn't take too long!&nbsp;<\/p>\n<p>Be sure to carefully&nbsp;<strong>review<\/strong> the signed document and make copies!<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Signed lease agreement <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">You can <strong>automatically add the signed lease agreement to the tenant's digital folder <\/strong>using Zapier. <a href=\"https:\/\/zapier.com\/apps\/google-drive\/integrations\/process-street\/3874\/upload-new-process-street-attachments-to-google-drive\" rel=\"nofollow noopener\" target=\"_blank\">Get the zap<\/a>.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"issue-pet-agreement\">\n<h2> Issue pet agreement<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/i0VOeMqpIgntBczKTbNEGA.jpg\" alt=\"Issue pet agreement\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/i0VOeMqpIgntBczKTbNEGA.jpg\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>If the tenant wishes to move in their cuddly friend along with them, you will need to issue a <a href=\"https:\/\/www.upcounsel.com\/pet-agreement\" rel=\"nofollow noopener\" target=\"_blank\">pet agreement form<\/a>.&nbsp;<\/p>\n<p>An <strong>alternative<\/strong> form is available for download below:<\/p>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date pet agreement was issued <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"receive-signed-pet-agreement\">\n<h2> Receive signed pet agreement<\/h2>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Signed pet agreement <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">You can <strong>automatically add the signed pet agreement to the tenant's digital folder <\/strong>using Zapier. <a href=\"https:\/\/zapier.com\/apps\/google-drive\/integrations\/process-street\/3874\/upload-new-process-street-attachments-to-google-drive\" rel=\"nofollow noopener\" target=\"_blank\">Get the zap<\/a>.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"make-physical-copies-of-all-lease-documents\">\n<h2> Make physical copies of all lease documents<\/h2>\n<div class=\"text-content\">\n<p>It's <strong>essential<\/strong> that <strong>copies of all documentation related to the lease<\/strong>&nbsp;are made as soon as possible. This is important not only for your record keeping but also the tenant's.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"store-digital-copies-in-tenants-folder\">\n<h2> Store digital copies in tenant's folder<\/h2>\n<div class=\"text-content\">\n<p>Store copies of all lease documentation in the tenant's digital folder.<\/p>\n<p><strong>Digital folder:<\/strong>&nbsp;{{form.Link_to_tenant's_digital_folder}}<\/p>\n<\/div>\n<\/section>\n<section id=\"send-copies-to-tenant-within-a-week\">\n<h2> Send copies to tenant within a week<\/h2>\n<div class=\"text-content\">\n<p>Once the lease agreement and other related paperwork have been signed, reviewed and copied, it's important that you <strong>send copies to the tenant for their own record keeping<\/strong>. Doing so within a week shows that you are well organized and doing your part.&nbsp;<\/p>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date copies are sent to tenant <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"financial-considerations\">\n<h2> Financial considerations:<\/h2>\n<\/section>\n<section id=\"receive-entire-security-deposit-via-certified-method\">\n<h2> Receive entire security deposit via certified method<\/h2>\n<div class=\"text-content\">\n<p><em>Before<\/em> requesting the security deposit, you must <strong>advise the tenant on who will be holding the security deposit<\/strong>. Is it the real estate agency you work for or the landlord?&nbsp;<\/p>\n<p>Once this has been clarified, request for the deposit to be paid in it's <strong>entirety<\/strong> via a certified method such as a <a href=\"https:\/\/www.thebalancesmb.com\/what-forms-of-payment-to-accept-as-rent-2125012\" rel=\"nofollow noopener\" target=\"_blank\">certified check, cashier's check or money order<\/a>.&nbsp;<\/p>\n<p>If the tenant feels at all unsure about anything regarding the deposit, you can guide them to this <a href=\"https:\/\/www.thespruce.com\/apartment-security-deposit-laws-by-state-156480\" rel=\"nofollow noopener\" target=\"_blank\">handy guide to security deposit law<\/a>.&nbsp;<\/p>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Security deposit - Date received <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"receive-rent-payment-for-first-month\">\n<h2> Receive rent payment for first month<\/h2>\n<div class=\"text-content\">\n<p>Along with the security deposit, make sure you have received rent payment for the first month.<\/p>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Rent payment for first month - Date received <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"collect-your-brokers-fee\">\n<h2> Collect your broker's fee<\/h2>\n<div class=\"text-content\">\n<p>It's important that any fees you will be charging the tenant was <strong>clarified from the very beginning of your negotiation.&nbsp;<\/strong><\/p>\n<p>Now that the hard work is over and we're approaching the finish line, collect your broker's fee and give yourself a pat on the back for guiding the tenant through the process in an efficient and professional manner.&nbsp;<\/p>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Broker's fee - Date received <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"finishing-touches\">\n<h2> Finishing touches:<\/h2>\n<\/section>\n<section id=\"provide-copies-of-gas-and-electrical-safety-certificates\">\n<h2> Provide copies of gas and electrical safety certificates<\/h2>\n<div class=\"text-content\">\n<p>If you haven't already, make sure you provide the tenant with copies of <strong>gas and electrical safety certificates.&nbsp;<\/strong><\/p>\n<p>You may also want to include an <strong>energy performance certificate<\/strong>, though this is not always necessary.&nbsp;<\/p>\n<p>Providing the tenant with these documents is important because in the case that there is a serious problem with any appliances or wiring, they can be confident in knowing that quality standards were met at the time of move-in and therefore can work with you to proactively solve the problem as opposed to filing a complaint.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"provide-tenant-with-landlords-contact-details\">\n<h2> Provide tenant with landlord's contact details<\/h2>\n<div class=\"text-content\">\n<p>It is your obligation to provide the tenant with the landlord's <strong>name and address <\/strong>in case they want to contact them directly.&nbsp;<\/p>\n<p>There's a good chance you have already disclosed this information in the lease agreement, in which case this task has already been satisfied. If not, now is the time to do so.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"hand-over-the-keys\">\n<h2> Hand over the keys<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vEnJ_lZe12sUKXHIBCZHCQ.jpg\" alt=\"Hand over the keys\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vEnJ_lZe12sUKXHIBCZHCQ.jpg\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>The symbolic act of handing over the keys \ud83d\ude42&nbsp;<\/p>\n<p>No doubt this will feel like a great moment for both you and the tenant. It marks the beginning of what will hopefully be a great relationship.&nbsp;<\/p>\n<p>Don't be fooled though! This is not the end of the road, for <strong>there are still important ongoing tasks<\/strong> to be addressed once the tenant has begun moving in.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"ongoing-communication--maintenance\">\n<h2> Ongoing communication &amp; maintenance:<\/h2>\n<\/section>\n<section id=\"conduct-followup-call-with-the-tenant-after-one-week\">\n<h2> Conduct follow-up call with the tenant after one week<\/h2>\n<div class=\"text-content\">\n<p>This step is part of the overall <strong>guidance and support<\/strong> you should offer to the tenant during the initial move-in period.<\/p>\n<p>Set up a <strong>brief, informal chat<\/strong> with them a week or so after they've moved in to see how they are getting on. Some questions you may want to ask are:<\/p>\n<p><em>How are you finding your new place?<\/em><\/p>\n<p><em>Do you have any questions about anything?<\/em><\/p>\n<p><em>Are you experiencing any issues with the property or your neighbors?&nbsp;<\/em><\/p>\n<p>Finish the conversation by making it clear that you if they experience any further problems or have more questions about anything, they shouldn't hesitate to reach out.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Feedback from tenant follow-up call <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"schedule-monthly-update-calls-with-the-landlord\">\n<h2> Schedule monthly update calls with the landlord<\/h2>\n<div class=\"text-content\">\n<p>This <strong>depends on the agreement you have with the landlord<\/strong> regarding updates.&nbsp;<\/p>\n<p>Some landlords don't require you to keep them in-the-loop, especially with minor details, while others require you to maintain frequent communication.&nbsp;<\/p>\n<p>Scheduling a <strong>monthly call<\/strong>, or <strong>at least offering to<\/strong>, is a great way to establish an open communication channel and ensure that there are no nasty surprises during the tenant's stay.&nbsp;<\/p>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of first call with landlord <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"sources\">\n<h2> Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><span><a href=\"https:\/\/www.statista.com\/statistics\/196269\/us-national-association-of-realtors-number-of-members-since-1910\/\" rel=\"nofollow noopener\" target=\"_blank\">Statistica - Number of National Association of Realtors members in the United States from 2007 to 2017<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.thetenantsvoice.co.uk\/advice_from_us\/the-role-of-the-letting-agent\/\" rel=\"nofollow noopener\" target=\"_blank\">The Tenants Voice - The Role of the Letting Agent<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.propertyinvestmentproject.co.uk\/blog\/what-is-a-letting-agent-responsible-for\/\" rel=\"nofollow noopener\" target=\"_blank\">Property Investment Project - What Is A Letting Agent Responsible For?<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.biggerpockets.com\/renewsblog\/2014\/11\/14\/landlords-ultimate-34-step-property-management-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Bigger Pockets - The Landlord\u2019s Ultimate 34-Step Property Management Checklist<\/a><\/span><\/li>\n<li><span><a href=\"http:\/\/www.domus.net\/article?articleID=32\" rel=\"nofollow noopener\" target=\"_blank\">Domus - Letting Agent's Responsibilities<\/a><\/span><\/li>\n<li><a href=\"https:\/\/pixabay.com\/en\/folder-file-cabinet-office-file-146153\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Image#1 - File<\/span><\/a><\/li>\n<li><a href=\"https:\/\/unsplash.com\/photos\/sHzMcXkJNrw\" rel=\"nofollow noopener\" target=\"_blank\"><span>Image#2 - Handshake<\/span><\/a><\/li>\n<li><a href=\"https:\/\/pixabay.com\/en\/key-home-house-estate-business-2323278\/\" rel=\"nofollow noopener\" target=\"_blank\"><span>Image #3 - Key in Hand<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.upcounsel.com\/pet-agreement\" rel=\"nofollow noopener\" target=\"_blank\"><span>UpCounsel - Pet Agreement<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.thebalancesmb.com\/what-forms-of-payment-to-accept-as-rent-2125012\" rel=\"nofollow noopener\" target=\"_blank\"><span>The Balance Small Business - 8 Ways to Pay Rent-Which is Best?<\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.thespruce.com\/apartment-security-deposit-laws-by-state-156480\" rel=\"nofollow noopener\" target=\"_blank\">Ron Leshnower - Apartment Security Deposit Laws by State<\/a><\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2> Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/rental-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Rental Inspection Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/home-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Home Inspection Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/house-viewing-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">House Viewing Checklist<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/end-of-tenancy-cleaning-service-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">End of Tenancy Cleaning Service Guide<\/a><\/span><\/li>\n<li><span><a href=\"https:\/\/www.process.st\/templates\/real-estate-sales-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Real Estate Sales Process<\/a><\/span><\/li>\n<\/ul>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: From 2012 to 2017, the number of NRA certified realtors in the US increased by 31% to almost 1.4 million. This represents a tremendous resurgence of the US real estate market and a busy time for agents across the country. While the rental applications are flooding in, it\u2019s critical that agents follow clear processes [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":14181,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"28","template_description":"Use this template when it's time to issue a lease agreement","template_id":"kSVeJ6EQJdLX5myNietJqw","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Tenant profile organization:","task_slug_1":"tenant-profile-organization","task_2":"Collect tenant information","task_slug_2":"collect-tenant-information","task_3":"Start a new physical folder for the tenant","task_slug_3":"start-a-new-physical-folder-for-the-tenant","task_4":"Start a new digital folder for the tenant","task_slug_4":"start-a-new-digital-folder-for-the-tenant","task_5":"Lease procedures:","task_slug_5":"lease-procedures","task_6":"Explain all rules and procedures to the tenant","task_slug_6":"explain-all-rules-and-procedures-to-the-tenant","task_7":"Ensure all questions and concerns have been settled","task_slug_7":"ensure-all-questions-and-concerns-have-been-settled","task_8":"Issue lease agreement","task_slug_8":"issue-lease-agreement","task_9":"Receive signed lease agreement","task_slug_9":"receive-signed-lease-agreement","task_10":"Issue pet agreement","task_slug_10":"issue-pet-agreement","task_11":"Receive signed pet agreement","task_slug_11":"receive-signed-pet-agreement","task_12":"Make physical copies of all lease documents","task_slug_12":"make-physical-copies-of-all-lease-documents","task_13":"Store digital copies in tenant's folder","task_slug_13":"store-digital-copies-in-tenants-folder","task_14":"Send copies to tenant within a week","task_slug_14":"send-copies-to-tenant-within-a-week","task_15":"Financial considerations:","task_slug_15":"financial-considerations","task_16":"Receive entire security deposit via certified method","task_slug_16":"receive-entire-security-deposit-via-certified-method","task_17":"Receive rent payment for first month","task_slug_17":"receive-rent-payment-for-first-month","task_18":"Collect your broker's fee","task_slug_18":"collect-your-brokers-fee","task_19":"Finishing touches:","task_slug_19":"finishing-touches","task_20":"Provide copies of gas and electrical safety certificates","task_slug_20":"provide-copies-of-gas-and-electrical-safety-certificates","task_21":"Provide tenant with landlord's contact details","task_slug_21":"provide-tenant-with-landlords-contact-details","task_22":"Hand over the keys","task_slug_22":"hand-over-the-keys","task_23":"Ongoing communication &amp; 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