Property Management Onboarding Checklists

	A	B	C
1	Residential Property Onboarding Checklist
2	Task	Description	Completed
3	Tenant Screening	Collect rental applications and verify all provided information.
4		Conduct credit checks to evaluate financial reliability.
5		Perform background checks for renting history and evictions.
6		Contact previous landlords for reference and confirmation of behavior.
7		Verify employment status and income to ensure the ability to pay rent.
8	Notes
9	Lease Agreement Preparation	Customize lease agreements based on state and local regulations.
10		Clearly outline lease terms, including duration, rent amount, and payment deadlines.
11		Include clauses for security deposits, maintenance responsibilities, and tenant obligations.
12		Discuss and add any custom terms specific to the tenant and landlord’s mutual agreement.
13		Review the final lease with the tenant for signature and confirmation of terms.
14	Notes
15	Move-In Inspection	Walk through the property and document its condition with photos or videos.
16		Test all appliances, plumbing, and electrical systems for functionality.
17		Check the locks, doors, and windows to ensure security and proper operation.
18		List any pre-existing damages and share documentation with the tenant.
19		Obtain the tenant's signature on the inspection form for future reference.
20	Notes
21	Maintenance Schedule Setup	Schedule seasonal HVAC maintenance to ensure efficient performance.
22		Set up landscaping or lawn care services if applicable.
23		Plan routine checks for plumbing systems, including water heaters and leaks.
24		Arrange for pest control services or inspections based on the area and building type.
25		Coordinate emergency repair procedures and vendor contacts.
26	Notes
27	Utility Setup	Contact utility companies to establish new accounts for electricity, water, and gas.
28		Confirm if utilities will be in the tenant’s name or included in tenancy agreements.
29		Set up service accounts for waste disposal and recycling.
30		Ensure internet and cable providers are contacted for setup if applicable.
31		Verify all meters are accurately recorded to avoid disputes during move-in.
32	Notes
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