Seamless Tenant Onboarding, Every Time
Turn move-ins into a smooth, automated process. AutomatePM handles checklists, documents, payments, and communications automatically.
The Manual Onboarding Problem
Manual move-in coordination creates stress for staff and tenants alike
Hours Per Move-In
Staff spending 3-5 hours coordinating each move-in with emails, calls, and document chasing
Missing Documentation
Incomplete insurance certificates, missing IDs, unsigned forms discovered after move-in
Inconsistent Experience
Each tenant gets a different onboarding experience depending on who handles it
Coordination Chaos
Coordinating key pickups, utility transfers, move-in inspections across multiple parties
Automated Tenant Onboarding Journey
Every step handled automatically from lease signing to move-in
Welcome Email
Automated welcome package sent upon lease signing
Document Collection
Request and collect insurance, IDs, and move-in forms
Checklist & Scheduling
Send move-in checklist and schedule walkthrough
Access & Payments
Coordinate key pickup, portal access, and first payment
Move-In Complete
Update PM system and send welcome-to-your-home message
Welcome Email
Automated welcome package sent upon lease signing
Document Collection
Request and collect insurance, IDs, and move-in forms
Checklist & Scheduling
Send move-in checklist and schedule walkthrough
Access & Payments
Coordinate key pickup, portal access, and first payment
Move-In Complete
Update PM system and send welcome-to-your-home message
Your 30-Day Onboarding Timeline
From lease signing to settled tenant, fully automated
Lease Signed
Automation triggers the moment lease is executed
Document Collection
Automated reminders ensure all required documents are submitted
Pre-Move Coordination
Schedule inspections and coordinate logistics
Payment & Access Setup
First payment collected and access credentials delivered
Move-In Day
Final walkthrough and welcome to new home
Follow-Up & Feedback
Check in on tenant experience and gather feedback
Complete Onboarding Coverage
Every aspect of move-in handled automatically
Welcome Communications
- Personalized welcome email sequence
- What to expect during onboarding
- Important dates and deadlines
- Contact information and support
Required Documents
- Renter's insurance verification
- Government-issued ID collection
- Emergency contact information
- Vehicle/pet registration forms
Financial Setup
- First month's rent collection
- Security deposit processing
- Recurring payment enrollment
- Fee explanations and receipts
Property Access
- Key pickup coordination
- Access code delivery
- Parking pass issuance
- Amenity access activation
Intelligent Onboarding Features
Advanced automation that creates exceptional tenant experiences
Smart Document Management
Automatically request, collect, verify, and store all required tenant documents.
- Automated document request sequences
- Real-time upload tracking
- Verification and expiration monitoring
- Secure cloud storage integration
Multi-Channel Communication
Reach tenants where they are with perfectly timed messages across all channels.
- Email welcome sequences
- SMS reminders for time-sensitive items
- In-app notifications via portal
- Automated follow-up escalations
Payment & Billing Automation
Collect first payments, deposits, and set up recurring rent seamlessly.
- Automated payment collection
- Multiple payment method support
- Proration calculations
- Receipt generation and delivery
Inspection & Scheduling
Coordinate move-in inspections and logistics without the back-and-forth.
- Self-service scheduling calendars
- Automated appointment confirmations
- Digital inspection checklists
- Photo documentation capture
Real Move-In Scenarios
How automation handles common onboarding challenges
Last-Minute Lease Signing
Lease signed Friday evening, tenant moving in Monday morning
Automation immediately sends welcome email, document requests, and payment links. Weekend reminders keep process moving.
All documents collected, payment processed, and access ready by Monday 9 AM. Zero weekend staff work.
Missing Insurance Certificate
Tenant hasn't provided renter's insurance 2 days before move-in
Escalating reminder sequence automatically sends increasingly urgent notifications. If not received 24 hours before move-in, property manager is alerted.
Insurance received 36 hours before move-in. Compliance maintained without PM intervention.
Multi-Unit Move-In Day
Five move-ins scheduled on the same day across different properties
Automated scheduling staggers inspections, coordinates key pickups, and sends property-specific instructions to each tenant.
All five move-ins completed smoothly. Staff handled inspections without coordination chaos.
Proven Onboarding Results
Measurable improvements in efficiency and satisfaction
Cut onboarding time from 5 hours to 75 minutes per tenant
All documents collected before move-in day
Higher satisfaction scores from smooth onboarding
Automated scheduling and reminders eliminate back-and-forth
Seamless Platform Integration
Works with your existing property management and business tools
Plus 100+ other property management and business platforms
Frequently Asked Questions
Everything you need to know about automated tenant onboarding
Perfect Move-Ins, Every Time
Create exceptional first impressions and save 75% of onboarding time. Your automated tenant onboarding system will be live in 30 days guaranteed.