Welcome and Property Contacts
Introduce the property team, emergency contacts, and office hours.
4.8
on G2
Free Real Estate & Property Template
Download a free tenant onboarding guide template in Word, PDF, or Markdown. Or turn any video into tenant onboarding guide template with Docsie AI — auto-fills every required field.
Use this template to guide new tenants through move-in, utilities, access, rules, and support channels.
| Field | Details |
|---|---|
| Category | Real Estate & Property |
| Owner | [Team or owner] |
| Version | [Version number] |
| Effective Date | [Date] |
| Review Cycle | [Monthly / Quarterly / Annual / Event-based] |
| Status | [Draft / In Review / Approved] |
Introduce the property team, emergency contacts, and office hours.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Summarize lease dates, rent due date, deposits, occupants, parking, and included services.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
List payments, insurance, elevator booking, key pickup, condition report, and ID requirements.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Explain keys, fobs, mail, package rooms, parking, storage, gyms, and shared areas.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Document utility setup, internet providers, trash, recycling, and maintenance requests.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Cover quiet hours, pets, guests, alterations, smoking, and common-area expectations.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Provide maintenance, emergency, billing, and property management contact paths.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Document review conclusions, approvals, unresolved items, and next review date.
| Role | Name | Date | Notes |
|---|---|---|---|
| Preparer | [Name] | [Date] | [Notes] |
| Reviewer | [Name] | [Date] | [Notes] |
| Approver | [Name] | [Date] | [Notes] |
Deploy this template when new tenants sign a lease and need structured property orientation before move-in day.
This template produces a complete tenant orientation document covering access, obligations, and property operations from day one.
Most onboarding guides fail by burying critical deadlines or omitting jurisdiction-specific tenant rights disclosures.
Template Structure
Use this real estate & property template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.
Introduce the property team, emergency contacts, and office hours.
Summarize lease dates, rent due date, deposits, occupants, parking, and included services.
List payments, insurance, elevator booking, key pickup, condition report, and ID requirements.
Explain keys, fobs, mail, package rooms, parking, storage, gyms, and shared areas.
Document utility setup, internet providers, trash, recycling, and maintenance requests.
Cover quiet hours, pets, guests, alterations, smoking, and common-area expectations.
Provide maintenance, emergency, billing, and property management contact paths.
Write a tenant onboarding guide for a managed property. Structure with these Markdown sections:
Introduce the property team, emergency contacts, and office hours.
Summarize lease dates, rent due date, deposits, occupants, parking, and included services.
List payments, insurance, elevator booking, key pickup, condition report, and ID requirements.
Explain keys, fobs, mail, package rooms, parking, storage, gyms, and shared areas.
Document utility setup, internet providers, trash, recycling, and maintenance requests.
Cover quiet hours, pets, guests, alterations, smoking, and common-area expectations.
Provide maintenance, emergency, billing, and property management contact paths.
Electric service must be active in the tenant's name by the lease start date. Water and trash are billed through the resident portal.
Submit non-urgent maintenance in the portal. Call the emergency line for leaks, lockouts, or loss of heat.
Already have a walkthrough or training video covering this process? Skip manual drafting. Upload the video and Docsie AI generates tenant onboarding guide template with every required field populated — ready for review, signoff, or export.
Use the template manually, or let Docsie generate the first draft from source footage.
Define asset strategy, leasing priorities, capital plan, operating targets, risk controls, and reporting cadence
Request approval for property capital work with business case, budget, schedule, funding, and operational impact
Organize property loss details, damage evidence, mitigation work, invoices, tenant impacts, and claim tracking
Summarize key lease economics, dates, options, obligations, and operating restrictions for property operations
Standardize lease abstracting, critical dates, amendments, and compliance tracking
Triage maintenance requests, assign vendors, and document resident communication
Template FAQ
Common questions about downloading and generating a tenant onboarding guide template.
Q: What is a tenant onboarding guide template?
A: A tenant onboarding guide template is a structured document for guide new tenants through move-in, utilities, access, rules, and support channels.
Q: Is the tenant onboarding guide template really free?
A: Yes. The tenant onboarding guide template is completely free to download in Word (DOCX), PDF, and Markdown formats. No signup or credit card required to download.
Q: How do I turn a video into a tenant Onboarding Guide?
A: Upload a process walkthrough, training recording, or screen capture to Docsie. The AI analyzes the video and generates a complete tenant Onboarding Guide using this template's structure — every required field auto-filled from the footage.
Q: Can I edit the tenant onboarding guide template after downloading?
A: Yes. The DOCX format opens in Microsoft Word or Google Docs. The Markdown format imports into Notion, Confluence, Docsie, or any markdown editor. Customize fields, add your branding, and adapt to your internal workflow.