Move-in/Move-out Process

10 min read
Property managers

Streamline move-ins and move-outs with comprehensive workflows that ensure smooth transitions for both residents and management.

Overview

The move-in and move-out process is crucial for maintaining property condition, ensuring tenant satisfaction, and protecting your investment. Syndik provides structured workflows to manage these transitions efficiently.

Key Components

  • Detailed inspection checklists
  • Photo documentation system
  • Security deposit management
  • Digital key handover tracking

Move-in Process

Pre-Move-in Preparation

  1. 1Complete final unit cleaning and inspection
  2. 2Verify all maintenance items are resolved
  3. 3Prepare welcome packet and unit information
  4. 4Coordinate key pickup and access setup

Move-in Day Tasks

Conduct walkthrough inspection with resident
Document any existing conditions with photos
Review and sign lease documents
Collect security deposit and first month's rent
Provide keys and access credentials

Information Handover

Property rules and regulations packet
Emergency contact information
Utility setup instructions and contacts
Amenity access codes and schedules
Maintenance request procedures

Move-out Process

Notice Requirements

Ensure proper notice periods are followed according to lease terms and local regulations (typically 30-60 days).

Pre-Move-out Steps

Schedule pre-move-out inspection

Identify any issues that need attention before final inspection

Provide move-out checklist

Give residents clear expectations for unit condition requirements

Final Inspection

Complete detailed unit inspection
Document all findings with photos
Calculate any deductions from security deposit
Collect all keys and access devices
Schedule any necessary repairs or cleaning

Inspection Checklists

Living Areas

  • Walls and paint condition
  • Flooring and carpets
  • Windows and blinds
  • Light fixtures and switches
  • Outlets and electrical

Kitchen & Bath

  • Appliances functionality
  • Plumbing fixtures
  • Cabinets and countertops
  • Tile and grout condition
  • Ventilation fans

Systems & Safety

  • HVAC operation
  • Smoke detector batteries
  • Security system function
  • Water pressure and temperature
  • Door locks and hardware

Digital Documentation

All inspection items are automatically saved with timestamps, photos, and inspector notes for complete audit trails.

Security Deposits

Deposit Management

Track deposits in dedicated accounts

Calculate interest where required

Maintain detailed deduction records

Refund Process

Complete final inspection within required timeframe
Provide itemized deduction list to tenant
Process refund according to local laws
Send refund with detailed statement
Keep records for required retention period

Legal Compliance

Follow all local and state laws regarding deposit handling, interest calculations, and return timeframes to avoid penalties.

Documentation

Required Documents

Move-in/move-out inspection reports
Photo documentation of unit condition
Signed acknowledgment forms
Key inventory and tracking forms
Security deposit calculations and receipts

Record Keeping

Maintain digital copies of all documents
Store records according to legal requirements
Ensure easy access for future reference

Best Practices

Process Efficiency

  • Use standardized checklists for consistency
  • Implement digital workflows to reduce paperwork
  • Schedule inspections well in advance
  • Maintain clear communication timelines

Tenant Relations

  • Provide clear expectations upfront
  • Offer flexible scheduling when possible
  • Respond promptly to questions and concerns
  • Follow up after moves to ensure satisfaction

Success Tips

  • Create welcome packets for new residents with all essential information
  • Use video walkthroughs for remote tenants or as backup documentation
  • Maintain unit turnover schedule to minimize vacancy time
  • Keep spare keys and access devices properly labeled and secure

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