Tenant onboarding

Tenant onboarding that streamlines move-ins and tracks every step

Q: What is tenant onboarding?

It's a platform that automates and tracks the move-in process to ensure a smooth, compliant, and documented experience for every tenant.

Q: How does Process Street improve move-ins?

We assign tasks, enforce SOPs, and log every step, from lease to keys, with oversight from Cora.

Q: Can this integrate with our property management system?

Yes. Use integrations or API to sync with Yardi, AppFolio, Buildium, or other platforms.

Q: Can we customize workflows by lease type or property?

Absolutely. Use conditional logic to create custom workflows based on unit type, duration, or tenant profile.

Q: How fast can we get started?

Most teams launch in under a week with no-code workflows, templates, and onboarding support.

Q: Is this secure for tenant data?

Yes. Role-based access, version control, and full audit logs are built into every workflow.

Automate approvals, enforce compliance, and deliver a consistent tenant experience with Cora, your AI workflow engine.

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Tenant onboarding that streamlines move-ins and tracks every step

Trusted by more than 3000 companies

What's your biggest tenant onboarding challenge?

Use automated workflows to connect every team and step, from lease signing to move-in day.

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Tenant onboarding sets the tone for your entire lease.
If move-ins feel disorganized, communication is delayed, or tasks fall through the cracks, trust erodes and turnover risk increases.

Process Street's tenant onboarding gives your team a repeatable, trackable system to ensure every tenant move-in runs smoothly. Cora enforces tasks, flags delays, and keeps everything on record.

Automate every step of the move-in process

Trigger checklists based on lease signing, approvals, or scheduled dates.

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Automate every step of the move-in process

Assign tasks across departments

Coordinate leasing, maintenance, cleaning, and finance with role-based workflows.

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Track documents, payments, and approvals

Ensure deposits, contracts, and pre-move inspections are completed and logged.

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Track documents, payments, and approvals

Maintain audit-ready logs

Capture every action, comment, and file with time-stamped documentation.

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Meet Cora:
your AI operations partner

Cora is your move-in compliance engine. Built into Process Street, Cora monitors onboarding progress, flags risks, and tracks everything for audit or review.

Launches onboarding workflows automatically Based on lease execution, CRM events, or move-in schedules
Flags delays and missed steps Identifies bottlenecks and overdue actions before move-in
Enforces SOPs and local policies Ensures compliance with fair housing, safety, or lease terms
Prepares move-in logs instantly Export full histories of onboarding tasks, communications, and confirmations

Cora helps you move tenants in smoothly,
consistently, and with full visibility.

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Customize by property type or lease terms

Use logic to tailor workflows for residential, commercial, or short-term leases.

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Customize by property type or lease terms

Control access for staff and partners

Grant permissions based on role, location, or function, from managers to contractors.

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Embed forms and collect documents

Capture move-in forms, policy signoffs, and ID uploads inside the workflow.

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Monitor onboarding KPIs

Track average onboarding time, missed steps, and readiness across units or properties.

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Property managers, leasing teams, and operations leaders use Process Street's tenant onboarding to:

Standardize move-in checklists

Ensure every tenant gets a consistent onboarding experience.

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Collect required documentation

Track lease agreements, insurance, deposits, and ID verification.

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Coordinate move-in preparation

Assign and confirm cleaning, repairs, access setup, and welcome packets.

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Conduct pre-move inspections

Document and store photos, condition reports, and tenant signoffs.

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Track compliance steps

Log fair housing documentation, disclosures, and safety checks.

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Align teams across portfolios

Maintain consistency across multifamily, single-family, or mixed-use properties.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

What is tenant onboarding?

How does Process Street improve move-ins?

Can this integrate with our property management system?

Can we customize workflows by lease type or property?

How fast can we get started?

Is this secure for tenant data?

Trusted by 3000+ companies

From national property managers to boutique landlords, Process
Street powers tenant onboarding with clarity, speed, and proof.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results