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Onboarding

The lease is signed. Then the checklist starts.

Access codes, house rules, a welcome message, the first invoice, the move-in video request — sent the same day a lease is signed, without anyone working down a list by hand.

Everything happens in writing — you'll get a concrete plan back, not a sales call.

The problem
  • Move-in depends on someone remembering to send an email
  • A new resident learns the door code in person, verbally, at the front desk
  • The first invoice and house rules arrive "sometime later"
What changes
  • A signed lease triggers the whole sequence on its own
  • Access, rules and the invoice arrive in writing, on day one
  • Visibility into who's moved in and who hasn't opened the email yet
Onboarding — Unit 214, lease starts Nov 1

Lease signed

Unit 214 · lease start Nov 1
Triggers the onboarding sequence

Welcome packet

Access codes, house rules, parking info, first invoice

Move-in checklist

Access codes sent
Welcome email opened
Move-in video requested

Illustrative example — your build runs on your own rules, templates and software.

Ask about your own move-in checklist

Step by step

From a signature to move-in day

1

The lease gets signed

Wherever the signature happens - DocuSign, your PM software, a scanned PDF by email - that's the trigger. Nothing needs to change in how you close a lease.

2

A welcome message goes out

Sent to the resident the same day, in their language: what to expect, when to move in, who to contact.

3

Access gets configured

Door codes, gate codes, parking passes, package-room access - whatever your buildings use, listed out and sent, not handed over verbally at the front desk.

4

House rules & first invoice included

The building's actual house rules and the first prorated invoice, attached - not "ask the office later."

5

A move-in video gets requested

A link to record the move-in walkthrough (see Move-in / Move-out Records) goes out automatically, so the condition record exists before day one is over.

6

Staff sees what's pending

A simple view of who's moved in, who hasn't opened the welcome email, and what's still outstanding - nothing depends on someone remembering a new tenant exists.

Setup

What I need from you

Usually gathered in one email thread. No preparation beyond finding the documents you already have.

Onboarding checklistWhat a new resident actually needs on day one - access, documents, contacts.
Access system detailsHow door/gate codes or fobs get issued today, so the automation slots into it.
Welcome message & templatesYour own wording, or I'll draft a first version for you to approve.
Questions

Fair questions

Does this replace giving out keys in person?

No - it replaces the checklist around it: what gets sent, when, and whether anyone checked it happened. Physical handoffs stay exactly as they are today.

What if a lease gets signed outside normal hours?

The sequence doesn't wait for office hours - a lease signed Friday night still gets a welcome message before Monday.

Can it handle buildings with different rules?

Yes - the packet is built per building, from that building's own house rules and access setup, not a generic template.

How does a new tenant learn where anything is right now?

Tell me what happens today between a signed lease and move-in day — two or three sentences is enough. You'll get a concrete plan built around your own buildings, not a pitch deck.

Tell me about your process