Inviting and Onboarding Tenants

Learn how to efficiently invite new tenants, create lease agreements, and set up their portal access for a seamless onboarding experience.

Why Use Digital Tenant Onboarding?

Faster processing and reduced paperwork

Automated document collection and verification

Professional tenant experience

Centralized communication and document storage

Step-by-Step Tenant Invitation Process

Step 1: Prepare Tenant Information

Collect tenant's full name, email, and phone number

Gather employment and income verification documents

Prepare rental application form and requirements

Set rent amount, security deposit, and move-in date

Step 2: Create Digital Invitation

Navigate to Tenants → Invite New Tenant

Fill in tenant contact information and property details

Customize invitation message and requirements

Set invitation expiration date (recommended: 7 days)

Step 3: Send Invitation

Review invitation details and click "Send Invitation"

Tenant receives email with secure invitation link

Track invitation status in your dashboard

Send follow-up reminders if needed

Step 4: Tenant Application Process

Tenant clicks invitation link and creates account

Complete rental application with personal information

Upload required documents (ID, pay stubs, references)

Submit application for your review

Step 5: Review and Approval

Review completed application in your dashboard

Verify income, employment, and references

Run background and credit checks if required

Approve or request additional information

Step 6: Lease Agreement and Move-in

Generate digital lease agreement using templates

Customize terms, rent amount, and move-in date

Send lease for tenant's digital signature

Collect security deposit and first month's rent

Best Practices for Tenant Onboarding

Document Preparation

• Have all required forms ready before inviting
• Use clear, professional language
• Include all necessary disclosures
• Set realistic application deadlines

Communication

• Respond to inquiries within 24 hours
• Provide clear next steps
• Use professional but friendly tone
• Follow up on incomplete applications

Legal Compliance

• Follow fair housing laws
• Use legally compliant lease templates
• Maintain consistent application criteria
• Document all decisions and communications

Tenant Experience

• Make the process as smooth as possible
• Provide helpful resources and FAQs
• Offer support during the application
• Welcome new tenants warmly