🏡 Real estate template
Tenant move-in template
A tenant move-in checklist for property managers: the signed lease, security deposit, first month's rent, renters insurance and utility transfers to collect before move-in day.
Free. Once it's in your account you can rename it, add or remove items, and change anything.
- Each job is named
- "Move-in"
- Usually repeats
- As needed
Ask the client for
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Signed lease
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Security deposit and first month's rent
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Proof of renters insurance
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Confirmation utilities are in their name
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Completed move-in condition checklist
Your steps
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Hand over keys
How it works with Follow Up With
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1
Make it yours
Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.
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2
Start it for a client
Start a job for any client in one click. The list is ready; you just pick who it's for.
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3
The assistant does the asking
Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.
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