Tenancy & lettings
Tenant onboarding checklist
From accepted application to keys, with nothing forgotten.
Used by: Tenants and lettings staff
Kestrel — My tenancyTenant
| Task | Owner | Due | Status |
|---|---|---|---|
| Sign letting agreement | Tenant | 9 Sep | Signed 7 Sep |
| Pay deposit €2,650 | Tenant | 9 Sep | Received 7 Sep |
| Acknowledge inventory | Tenant | 12 Sep | Awaiting |
| Transfer utilities | Tenant | 12 Sep | Awaiting |
| Key handover | Agency | 13 Sep | Scheduled |
How this works
Drives the move-in: agreement signing, deposit and first rent, utility transfer, inventory and key handover as a tracked checklist.
Who uses it
New tenants · Lettings manager
Step by step
- 1Once an application is accepted, an onboarding checklist is created for the tenancy.
- 2The tenant signs the letting agreement in the portal and acknowledges the house rules and inventory.
- 3Deposit and first rent receipts are recorded; utility transfer and standing order confirmations are ticked off.
- 4Key handover completes the checklist and the tenancy becomes active.
Data captured
- Checklist items with owner, due date and completion timestamp
- Signed agreement and inventory acknowledgements
- Payment receipts
Emails it sends automatically
- Onboarding started with next steps
- Task reminder
- Move-in confirmation with the signed pack attached
Why it matters commercially
A repeatable move-in process that new staff can run correctly on day one.
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