Property Management Onboarding Checklist Template

A Property Management Onboarding Checklist is a structured document designed to support new property managers during the transition into their role. It includes key tasks such as reviewing lease agreements, conducting property walkthroughs, updating tenant records, confirming utility setups and establishing communication with vendors. This document helps maintain operational continuity and ensures a smooth handoff of responsibilities.

Property owners, management companies or outgoing property managers complete or review this checklist with incoming staff to ensure all responsibilities are acknowledged.

The documents are generally filed with the property management company or retained internally for onboarding records.