Guide

How to manage a resident move-in

Move-in day sets the tone for the tenancy. Do it in person or on video; do it with photos; document everything.

The short answer

A move-in is complete when funds have cleared, keys are logged, the inspection is photographed and acknowledged, utilities are transferred, and the resident has portal access with autopay set.

Overview

Move-in day sets the tone for the tenancy. Do it in person or on video; do it with photos; document everything.

Why it works this way

Move-in day is the only moment when the resident is fully engaged and the unit is empty. Anything not documented then is documented never — condition, meter readings, key count, parking assignment.

Clearing funds before handing keys is the other discipline. Keys given against a pending payment is the most common way a tenancy starts with a balance nobody planned for.

Do it in this order

1. Confirm keys, fobs, and access codes. 2. Walk the unit with the resident and photograph every room. 3. Sign the move-in inspection. 4. Confirm autopay is enabled. 5. Send a welcome email with the neighborhood essentials.

Common mistakes

  • Releasing keys before deposit and first rent have cleared.
  • No key or fob count on the record, which makes move-out replacement charges unenforceable.
  • Utilities left in the owner's name past the start date.

Checklist

  • Confirm keys, fobs, and access codes.
  • Walk the unit with the resident and photograph every room.
  • Sign the move-in inspection.
  • Confirm autopay is enabled.
  • Send a welcome email with the neighborhood essentials.
FAQ

Frequently asked

Certified funds or ACH for move-in money?

Either, as long as it has cleared. ACH is fine if you allow settlement time; do not treat initiated as received.

Related resources

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