Tenant Onboarding Automation

Property managers spend hours on every new tenancy: sending the lease, collecting signatures, setting up utilities, providing move-in documentation, and coordinating key handover. This workflow automates the complete tenant onboarding experience: when a lease is signed, the workflow sends a personalized welcome email with a digital welcome pack (house rules, appliance manuals, emergency contacts, local services), creates the tenant portal account, sends utility setup instructions with pre-filled account details, schedules the key handover appointment, and creates a move-in inspection checklist task. Rent collection instructions and direct debit setup are sent in a separate follow-up on day 3.

• Professional first impression — tenants feel welcomed and organized from day one
• All critical information delivered before move-in day — fewer 'where is X?' calls
• Utility setup instructions with account details reduce setup delays
• Move-in inspection checklist protects landlord from false damage claims
• Consistent process for every tenancy regardless of property manager availability