1. Lease approved welcome
Hi [Tenant Name], welcome to [Property/Company]. Your lease for [property/unit] is approved. Next steps: [lease/payment/portal step], [move-in date/window], and [key/access step]. Reply here with general questions, or use [official channel] for lease/account questions.
Review: Confirm approval status, unit, dates, and official channels before sending.
2. Portal setup reminder
Welcome reminder: please set up your tenant portal at [link] by [date] so payments, maintenance requests, and notices stay in one place. If you have login trouble, contact [support channel].
Review: Use only the approved portal link; do not ask for sensitive payment data by text.
3. Move-in checklist note
Before move-in on [date], please review: utilities [step], renter insurance [step if applicable], parking/access [step], key pickup [step], and maintenance request channel [step]. We are glad to have you at [property/community].
Review: Match the lease, property policy, and local requirements.
4. Utility reminder
Friendly reminder for [property/unit]: utilities that need tenant action are [list]. Please complete setup by [date] and upload/send confirmation through [approved channel] if required.
Review: Do not assign utility responsibility unless it is verified in the lease or policy.
5. Key or access pickup
Your key/access pickup for [property/unit] is scheduled for [date/time/location]. Please bring [required item] and contact [office/manager] if the window no longer works.
Review: Confirm identity requirements and access release rules before sending.
6. Maintenance channel setup
For maintenance requests after move-in, please use [maintenance portal/channel]. Include the issue, location, photos if helpful, access notes, and urgency. For emergencies, use [emergency instruction].
Review: Emergency/safety instructions must match company policy exactly.
7. First-week check-in
Hi [Name], checking in after your move-in at [property/unit]. Is there anything basic we should route to the property manager or maintenance team? Please use [portal/channel] for maintenance requests so they are tracked.
Review: Do not promise repairs or timelines before triage and approval.
8. Missing detail request
To finish your move-in file, we still need [missing item]. Please send/upload it by [date] through [approved channel]. Let us know if you need help finding the right form.
Review: Avoid requesting private documents over insecure channels unless policy allows it.
9. Tenant FAQ reply
Thanks for asking. The approved answer for [question] is [policy/lease-based answer]. If your situation is different, we will route it to [manager/team] for review before giving a final answer.
Review: Escalate lease, legal, fee, accommodation, or exception questions.
10. Move-in issue acknowledgment
Thanks for the note about [issue]. We have logged it under [work-order/CRM label] and will route it to [team/vendor/manager] for review. Please add photos or access notes in [portal/channel] if available.
Review: Keep the acknowledgment factual and avoid fault, reimbursement, or repair promises.
11. Internal onboarding handoff
New tenant handoff: property/unit [details], lease start [date], move-in [date/window], portal status [complete/pending], utilities [status], keys/access [status], open questions [list], first-week follow-up owner [person], stop rules [lease/legal/fair-housing].
Review: Store only necessary operational details and protect tenant privacy.
12. AI welcome packet prompt
Create a new tenant welcome packet from these approved facts: tenant first name [name], unit [unit], lease start [date], move-in instructions [paste], portal link [link], maintenance channel [channel], utility instructions [facts], access/key pickup [facts], open questions [list], stop rules [policy/legal/fair-housing/privacy].
Review: Property manager approves final wording before sending.