Check-In Checklist
When you have a new tenant checking in, you may find this list helpful! Save this page in your phone, or feel free to copy and paste it onto a Google Doc to personalize it or print! Include a copy of it in the first page of your landlord packet so you can go back and refer to it during the check-in process.
- Have all documents in order. See our free Welcome Folder Template for helpful examples!
- Do a walkthrough of the interior of the property. Be sure to show all features of furnishings for example, a pull-out sofa or a table with a dropleaf. At some homes, there is a trick to turning on the shower. Some appliances may need a short introduction like an air fryer, Keurig, dishwasher, or washer and dryer. Show the tenant where you put all the extra sheets, lightbulbs, etc.
- This may also be a good time to do the Lease Agreement Inspection Checklist. Alternatively, some landlords do it in advance and allow the tenant to get back to them with any discrepancies within 24-48 hours. Either way, be sure to have photo documentation!
- Point out all electronics. Give passwords to Wi-Fi and streaming services if you offer them and do inventory of remote controls. Use our Key and Remote Control Inventory List for a helpful example!
- Address if there are any maintenance requirements for your property, for example cleaning an air conditioner filter monthly or watering plants.
- Address if any home improvements are allowed to be made. This can include painting, hanging anything with nails, shelving, etc. and also what time the building allows any noise during improvements.
- Do a walkthrough of the exterior of the property. Be sure to include mailbox, parking spaces, where to sign in guests, where to register a car, and where the main office and security office are!
- Assign keys, fobs, remotes, passcodes, and lock codes. If the front door has an automatic or digital lock, be sure to show how to use it until the tenant feels very comfortable. There should be a new code for every tenant. If there is a lockbox on the property that the tenant will be allowed to use, don't forget to tell them where it is and provide the code. The code should be reset before each new tenant. Make sure to have a key inventory printed and ready with your documents!
- Go through the welcome folder and lease together. Make sure all documents are initialed, signed, and dated. Things that you may have highlighted or consider very important may take a little extra time to go over, but this can save a lot of time and headache later, and you will feel at ease knowing that you have talked through everything in person.
- Address any documents that may need to be filed with the resident manager or main office, such as new tenant registration, car registration, etc.
- Touch on House Rules if you are in a building with an owner or HOA packet of rules. Sometimes these packets are very long, so make sure that you already know which rules need to be pointed out.
- Address any documents that may have been emailed, such as the EPA disclosure for lead based paint. Make sure that the tenant understands the documents.
- Collect any prorated rent, monthly rent, and security deposits. Detail how you would like any future payments made and provide receipts! A rent receipt is actually required in Hawaii. Feel free to use the template we have posted for Rent Receipts.
- Exchange phone numbers! Save your tenant's number in your phone and have them save yours. At this time, also give them the phone numbers to security, the resident manager, and your property manager.
- Leave a welcome gift. This is not necessary, but some landlords like to give a small appreciation gift such as local chocolates or nuts.
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