Welcome and Property Contacts
Introduce the property team, emergency contacts, and office hours.
4.8
on G2
Free Real Estate & Property Template
Guide new tenants through move-in, utilities, access, rules, and support channels
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] |
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.
Record a walkthrough, training session, or process demonstration. Docsie AI turns it into structured documentation using this template as the starting framework.
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 using and generating a tenant Onboarding Guide.
Q: What is a tenant Onboarding Guide?
A: A tenant Onboarding Guide is a structured document for guide new tenants through move-in, utilities, access, rules, and support channels.
Q: Can I download this tenant Onboarding Guide as Word or PDF?
A: Yes. This page includes free downloads in DOCX, PDF, and Markdown formats so you can edit, share, or import the template into your documentation system.
Q: Can Docsie generate this from a video?
A: Yes. Upload a process walkthrough, training recording, or screen capture to Docsie, then use this template structure to generate a first draft automatically.