A new tenancy involves several separate events: documents, signatures, funds, condition records, and access. A checklist prevents one completed event from being mistaken for all of them.
Prepare before sending
Verify the approved packet, recipients, roles, property and unit, dates, and amounts. Check required disclosures and electronic-signing requirements. Offer an appropriate alternative for someone unable to use the digital route.
Name one person responsible for tracking completion and handling corrections.
Track events separately
Document delivered, viewed, signed, and fully executed are different states. A payment initiated is not necessarily settled. A condition report received is not proof that a repair is complete.
Use the actual system evidence for each status. If a packet changes, follow the proper correction procedure instead of treating earlier signatures as acceptance of new terms.
Confirm the handoff
Review legal possession and access obligations before setting conditions for keys. Confirm the agreed handoff time, required readiness items, copies of completed documents, reporting channels, and any outstanding issues.
Do not invent a universal keys-after-payment rule; the agreement and local requirements matter.
After move-in, check that residents can use the agreed communication and payment channels. A successful signature screen should lead into a usable tenancy process, not an abandoned onboarding task.
