Lease Welcome / Move-In Instructions
Welcome a new tenant and provide move-in instructions, key pickup details, and portal setup.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Sends move-in instructions and a welcome message to a new tenant ahead of their lease start date.
- New tenant welcome email
- Move-in day instructions
- Lease start onboarding
Fields your team can fill in
To
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Cc
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Subject
Welcome, tenant_first_name — Move-In Instructions for property_address
Hi tenant_first_name,
Welcome to your new home at property_address! We're glad to have you as a resident and want to make your move-in as smooth as possible. Here's everything you need to know for move_in_date.
KEY PICKUP
• key_pickup_instructions
UTILITIES
• utility_setup_notes
MOVE-IN CHECKLIST
A move-in condition checklist is attached. Please complete it within 5 days of taking possession and return a signed copy to our office — this protects you by documenting the condition of the unit before you moved in. Any pre-existing damage you note will not be charged against your security deposit at move-out.
YOUR TENANT PORTAL
We manage all maintenance requests, rent payments, and lease documents through our online tenant portal at portal_url. Please set up your account as soon as possible — it's the fastest way to reach us for non-emergency needs.
A FEW IMPORTANT REMINDERS
• Rent is due on the 1st of each month — a grace period and late fee schedule are detailed in your lease
• For maintenance emergencies (flooding, no heat, gas smell) call us immediately at me::phone
• Review your lease for rules regarding guests, parking, noise, and alterations to the unit
We want this to be a great experience. Don't hesitate to reach out at me::phone with any questions.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
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Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
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