Invicta Property Management Tenant Onboarding Checklist
Pre-Move-In Preparation:
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Ensure that you’ve signed the lease agreement and all required addendums. Make sure to keep a copy for your records.
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Confirm receipt of the security deposit and acquire a written receipt.
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Discuss and confirm the rent payment method and schedule.
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Acquire a key, access card, or code for the property. Generally found via lockbox.
Tenant Move-In Checklist:
Property Orientation:
☑️ Move-in Inspection: Participate in a walkthrough inspection to document the property's condition. Note any pre-existing damages.
☑️ Appliance Manuals: Familiarize yourself with the operation of appliances and HVAC systems if available.
☑️ Maintenance Requests: Understand how to submit maintenance requests and the procedures for emergencies.
Utilities and Services:
☑️ Utility Setup: Contact your local utility providers (electricity, gas, water, internet, etc.) to set up services.
☑️ Trash and Recycling: Check your local city website for trash collection schedules and recycling practices.
Tenant Responsibilities:
☑️ Property Rules: Review and understand the property rules and regulations.
☑️ Maintenance Expectations: Be aware of your responsibilities for routine maintenance and yard care.
Contact Information:
☑️ Property Management Contact: Note the contact information for the property manager or management company.
☑️ Emergency Contacts: Keep a record of contact information for emergency maintenance and repairs.
Tenant Documentation:
☑️ Tenant Handbook: Receive and review a tenant handbook outlining policies, procedures, and important information.
☑️ Renters Insurance: Consider obtaining renters' insurance and note resources for insurance providers.
Payment and Communication:
☑️ Rent Receipts: Understand the process for receiving rent receipts.
☑️ Communication Protocol: Learn the preferred method of communication with the property management company (e.g., email, phone).
Miscellaneous Items:
☑️ Parking Instructions: Understand parking rules and obtain permits if required.
☑️ Community Amenities: Learn how to access and use any community amenities or facilities.
☑️ Mail and Package Delivery: Get informed about mail delivery and package handling procedures.
☑️ Security Systems: Learn how to operate any security systems in place.
Move-In Inventory:
☑️ Furniture and Inventory: Review the inventory list and condition report if the property is furnished.
☑️ Appliance and Fixture Conditions: Check the condition of appliances, fixtures, and other included items.
☑️ Meter Readings: Note initial meter readings (e.g., water, gas, electricity).
☑️ Photographs: Take photos of the property's condition at move-in, focusing on areas with pre-existing damages.
☑️ Lease Start Date: Confirm your lease start date.