The Ultimate Tenant Onboarding Checklist for Landlords

Landlords should think of the tenant onboarding process as an opportunity to set the stage for a smooth tenancy and start building a positive landlord-tenant relationship.

At this stage, tenants are still forming their impressions of you and the level of service you provide. A well-organised onboarding process is an opportunity to make a positive first impression, establish trust, and get your relationship off on the right foot.

However, with so many bases to cover, you’ll need to stay organised for things to run smoothly.

In this article, we’ll explain why the tenant onboarding process is so crucial – not only for keeping tenants happy but also for boosting your reputation and making your job easier.

To help, we’ve created a foolproof step-by-step tenant onboarding checklist for landlords. Use it to develop a comprehensive onboarding process and begin running a more professional and efficient property rental business. `

What is tenant onboarding?

Tenant onboarding is a process that landlords follow to prepare a rental property for a new tenant and ensure the tenant has a smooth transition into their new home.

During the onboarding process, landlords should set up the property ready for the new tenant, ensure that all legal and financial requirements are met, and provide the tenant with all the information they need for a smooth and hassle-free move-in.

Why is it important to have a comprehensive process in place for onboarding new tenants?

A thorough and well-structured onboarding process has numerous benefits for both the landlord and the tenant, helping to create a more professional and compliant rental business. By ensuring that tenancies get off to a smooth and organised start, landlords can reduce the potential for issues later down the line.

Let’s look at the five key benefits of a thorough tenant onboarding process.

Maintain legal compliance: Before welcoming a new tenant, landlords must meet several legal obligations. These include carrying out a Right to Rent check, registering the tenant’s deposit in a government-approved scheme, and drafting and signing a tenancy agreement. Following a structured onboarding process helps landlords ensure all these boxes are ticked to reduce the risk of fines, disputes, and compliance issues.

Reduce human error: A structured onboarding process helps to ensure consistency across all tenancies, reducing the risk of costly mistakes like missing paperwork or forgotten tasks.

Set clear expectations: Get every tenancy off on the right foot. When onboarding a new tenant, outline their responsibilities, including rent payment schedules, property maintenance expectations, reporting repairs, and rules on noise and pets. By ensuring that tenants know what is expected of them from the start, landlords can prevent confusion, misunderstandings, and disputes later in the tenancy.

Happy tenants: When clear expectations are set from the start, and tenants are provided with all necessary information upfront, they are less likely to feel confused or frustrated, helping them to settle into their new home quicker and enhancing their satisfaction with your service. Happy tenants are more likely to communicate clearly, pay rent on time, and respect the property – creating a more positive landlord-tenant relationship.

Reduce admin and save time: If you’re constantly dealing with the same tenant queries or disputes, updating your tenant onboarding process to address common concerns could significantly reduce the amount of time you need to spend on administrative tasks.

Tenant onboarding checklist

To help you run a more efficient and professional rental business, we’ve developed a comprehensive tenant onboarding checklist. Use it to review, update, and refine your existing process to ensure that nothing is overlooked.

By following this checklist, you can streamline your onboarding process, stay compliant with legal requirements, and provide tenants with a smooth and stress-free service. In the long run, this will help to save you time, reduce admin, and build stronger landlord-tenant relationships.

Step 1: Preparing the property

Before a new tenant moves in, landlords must deep clean the property, ensure it is in a good state of repair, and that all systems and appliances are safe and in good working order. A clean and well-maintained property creates a positive first impression and enhances your reputation as a professional and reliable landlord. Taking the time to ensure your rental property is in excellent condition also helps to ensure compliance with legal requirements and prevent maintenance issues later down the line.

Conduct a full inspection

Check that windows and doors close and lock properly.
Check that all fixtures, utilities, and appliances are in full working order.
Test plumbing for leaks or blockages.
Assess the condition of walls and floors.

Cleaning and maintenance

Deep clean carpets, flooring, and surfaces.
Remove any rubbish or leftover items from previous tenants.
Repaint walls or fix minor wear and tear if needed.

Gas, electrical, and fire safety checks

Test smoke alarms and carbon monoxide detectors.
Check that gas and electrical safety certificates are still valid and organise professional checks if required.

Create a detailed inventory report

Document the condition of all fixtures, fittings, and appliances.
Take photographs as evidence.

Final inspection

Carry out a final walkthrough.
Ensure all keys, fobs, and access details are ready for handover.

Step 2: Preparing legal documents and agreements

Ensuring that your new tenancy is legally compliant is an absolute must. Follow the steps below to ensure that you meet your legal obligations and don’t run the risk of receiving penalties or facing legal disputes for non-compliance.

Draft and review the tenancy agreement

Ensure it contains all key information.
Ensure the terms are clear and fair.

Conduct Right to Rent checks

Verify the tenant’s identity and immigration status.
Keep copies of the relevant documents.
Schedule follow-ups for tenants with time-limited visas.

Protect the deposit in a government-approved tenancy deposit scheme (TDP).
Provide the tenant with a deposit protection certificate and the prescribed information outlining how the deposit is protected.
Ensure information is provided within the required timeframe to avoid penalties,

Provide tenants with the legally required documentation

Valid Energy Performance Certificate (EPC).
Valid Gas Safety Certificate.
Valid Electrical Installation Condition Report (EICR).
The government’s How to Rent Guide.

Review and sign the inventory report with the tenant

Conduct a walkthrough of the property with the tenant so they can inspect and verify the inventory report.

Step 3: Financial and rent collection setup

Arrange a time to speak to the tenant before their move-in date about rent collection and the best way to set up their payments. During the conversation, clarify financial responsibilities and establish a structured rent collection process to help prevent missed or late payments.

Arrange a conversation about rent collection before move-in

Ensure the tenant understands rent payment terms.
Encourage the tenant to set up a standing order to automate rent payments.
Provide your bank details and confirm when the first payment will be made.
Clarify which bills the tenant is responsible for.

Step 4: Tenant handover process

On move-in day, an organised and thorough handover process can go a long way in helping your new tenant feel welcomed, informed, and confident in their new home. Use the handover process as an opportunity to set clear expectations, answer questions, and provide all the information tenants need to reduce future queries.

Provide a tenant welcome pack

At a minimum, the welcome pack should include landlord contact details, a copy of the signed tenancy agreement, emergency contacts for urgent repairs, a rubbish and recycling collection schedule, and instruction manuals for all appliances.

Record and provide meter readings

Take and document gas, electricity, and water meter readings.
Ensure that the tenant knows how to set up their utilities and internet.

Clarify tenant responsibilities and house rules

Set clear expectations about general property upkeep, garden maintenance, and prompt reporting of property maintenance issues.
Highlight any shared building rules regarding communal areas, parking, general conduct, etc.
Clarify pet and smoking policies.

Conduct the handover and provide the keys

Walk the tenant through the property and explain how to work systems like the heating and boiler, water stopcock, fuse box location, alarm systems, etc.
Provide all necessary keys, fobs, and access codes.

Step 5: Ongoing communication and support

Clear communication is key to preventing misunderstanding and reducing disputes in all types of relationships. By maintaining open and proactive communication, landlords can build stronger, more positive relationships with their tenants. When tenants feel comfortable reaching out to their landlord, they are more likely to raise maintenance issues or other concerns promptly.

Encourage open communication

Let tenants know they can reach out to you with questions or concerns at any time.
Provide your contact details for multiple methods of communication.
Provide an expected response time.

Explain the process for requesting repairs/maintenance

Outline the differences between tenant and landlord repairs and maintenance responsibilities.
Provide a simple process for reporting repairs.
Explain the procedure and provide contacts for emergency repairs.

Schedule regular check-ins/property inspections

Arrange a check-in within the first few weeks to ensure the tenant has settled in ok (this could be a phone call).
Schedule routine property inspections.

Set the stage for a smooth and hassle-free tenancy

Are you ready to put our checklist into action?

A thorough onboarding process is more than a formality – it’s a valuable tool for running a smooth and professional property rental business and building stronger tenant-landlord relationships.

Revisiting and improving your onboarding process could help you ensure legal compliance, streamline your operations, establish clear expectations, and minimise human error and disputes.

Use our checklist to review, update, and refine your tenant onboarding process and welcome new tenants with confidence, efficiency, and professionalism!