Adding New Residents
Learn how to efficiently add and onboard new residents to your properties
Overview
Adding new residents to your property involves several important steps to ensure a smooth onboarding process. This guide covers everything from initial documentation to final move-in procedures.
- Streamlined move-in experience for residents
- Reduced administrative errors and paperwork
- Better compliance with legal requirements
- Access to the resident management dashboard
- Necessary legal documentation templates
- Unit information and availability
Preparation & Documentation
Before adding a new resident, ensure you have all necessary documentation and information.
Required Documents Checklist
Creating Resident Profile
Set up the resident's profile in the system with accurate personal and contact information.
Important Profile Fields
- Full legal name
- Date of birth
- Contact information (email, phone)
- Emergency contact details
- Occupancy preferences
Lease Assignment
Assign the resident to their specific unit and set up lease terms.
- Lease duration
- Monthly rent amount
- Security deposit
- Payment due dates
- Maintenance responsibilities
Payment Setup
Configure payment methods and schedules for the new resident.
Access Credentials
Provide the resident with access to the resident portal and property facilities.
Move-in Checklist
Complete the move-in process with a comprehensive checklist.
- Unit inspection walkthrough
- Key handover
- Utility setup assistance
- Property amenities tour
- Emergency contact information
Communication Setup
Ensure the resident is set up to receive important communications and updates.
If you need immediate assistance, please contact our support team.
Support Hours: Monday - Friday, 9 AM - 6 PM
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