onboardingv1.0
Tenant Onboarding Workflow
Tenant Management
Application approved → lease signed → deposit collected → unit assigned → portal access enabled → welcome communication sent.
Property ManagerTenant
⚡ Trigger: Lease fully executed and activated
1
Application Approved
Tenant application reviewed and approved.
Role: Property ManagerTrigger: Screening completeAction: Application marked approved, applicant notified
Tenant: Application approved
2
Lease Signed
Lease agreement executed by both parties.
Role: Leasing Agent / TenantTrigger: ApprovalAction: Lease signed and activated
3
Deposit Collected
Security deposit received and posted to trust.
Role: AccountantTrigger: Lease executedAction: Deposit recorded in trust account
Tenant: Deposit receipt
4
Assign Unit
Unit linked to the tenant record. Status changed to Occupied.
Role: Property ManagerTrigger: Deposit receivedAction: Unit assigned, occupancy status updated
5
Enable Portal Access
Tenant portal invitation sent. Tenant creates account.
Role: Property Manager / SystemTrigger: Unit assignedAction: Portal access enabled, invitation emailed
Tenant: Portal access invitation
6
Send Welcome Communication
Welcome message sent with building information, rent dates, and emergency contacts.
Role: Property ManagerTrigger: Portal access enabledAction: Welcome email/message sent
Tenant: Welcome to your new home
