Before possession
- Complete and provide the required lease and disclosures.
- Confirm tenant and emergency contact details.
- Record lawful rent, deposit, due date, and agreed payment method.
- Complete required safety checks and province-specific condition documentation.
- Resolve repairs promised before move-in.
Handover record
- Date-stamped condition evidence and meter readings.
- Keys, fobs, remotes, parking, storage, and access instructions.
- Maintenance and emergency reporting process.
- Landlord contact and formal-notice information.
- Signatures or acknowledgements required by the jurisdiction.
First review
Confirm the first rent charge/payment and receipt record, verify tenant access, follow up on documented move-in issues, and securely store the final signed documents separately from drafts.