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Free sample standard operating procedure
Approved Applicant to Lease Signing Workflow
Turn an approved application into a documented, on-time lease signing and move-in handoff.
Real estate
Tenant onboarding & move-in
Step-by-step procedure
- Verify the approval conditions, unit availability date, rent, deposits, and lease term before sending documents.
- Send the lease package with a clear signing deadline, payment instructions, and the move-in checklist.
- Confirm all required signers have completed the lease and collect deposits using the approved payment method.
- Schedule move-in orientation, inspection, and key handoff after funds and signatures are verified.
- Record final lease dates, payment confirmation, contacts, and handoff appointments in the property system.