Leasing - Tenant Onboarding

13 steps 11 automations

Process steps

Enter property details

1 days from previous step

task

Property Name: {{property-name-1585429}} Property Address: {{property-address-1585430}} Property Manager: {{property-manager-name-1585431}}

Form fields in this step

Property Code/ID

Sqft

Rent per sq. ft.

Amount for security deposit

Availability from date

Enter tenant details

1 days from previous step

task

Tenant name: {{tenant-name-1585432}} Tenant contact number: {{tenant-contact-number-1585433}} Tenant email: {{tenant-contact-email-1585434}} Please collect additional tenant details

Form fields in this step

Tenant Address

Expected move-in date

Occupation

Employer Name

Employer Address

Emergency Contact Name

Relationship

Emergency Contact Number

Complete background check for tenant

2 days from previous step

task

Perform background and credit score on the tenant. Please do not mark this task complete if the background check does not come back positive. Inform Area/Property Manager about this.

Form fields in this step

Upload background check report

Upload credit score report

Notes

Provide information to create lease agreement

2 days from previous step

task

Provide information to office manager in order to create a lease agreement.Please use the following standard template for creating the lease agreement and update the required details.Lease Agreement Template

Form fields in this step

Lease Type

Lease Start Date

Lease duration

Option to renew

Rent amount per month

Notice period for move out (in days)

Clauses

Changes/Repairs required?

Notes

Create lease agreement

2 days from previous step

task

Upload lease agreement and send for review to property manager.Property Name: {{property-name-1585429}}Tenant Name: {{tenant-name-1585432}}Rent per sqft: {{rent-per-sq-ft-7643669}}Lease Start Date: {{lease-start-date-7643665}}Lease Type: {{lease-type-7643664}}Lease Duration: {{lease-duration-7643657}}Rent amount per month: {{rent-amount-per-month-7643660}}Clauses: {{clauses-7643662}}

Form fields in this step

Link to lease agreement

Review lease (internal)

1 days from previous step

task

Please review the following lease for approval: {{link-to-lease-agreement-7643647}}

Form fields in this step

Approve lease?

Notes

Update lease agreement

1 days from previous step

task

Review feedback and update lease agreement: {{link-to-lease-agreement-7643647}} Feedback notes: {{notes-7643689}}

Send lease agreement to tenant

3 days from previous step

task

Hi {{tenant-name-1585432}},Please find the lease agreement at the following link: {{link-to-lease-agreement-7643647}} Kindly insert signatures at the mentioned spots. Please handover the signed lease agreement along with the security deposit check at the office.If you have any questions or need to request changes, please let us know in the notes sections below.Thank you.

Form fields in this step

Notes