Run a move-in

Move a tenant in with one guided flow that takes the deposit and first rent, records the walkthrough, and invites the tenant to their portal.

Before you start

• You need to be a property manager, account owner, or admin.
• The lease must already exist. See Add a tenant and create a lease.
• Have the deposit and first-period amounts ready, and plan to walk the unit so you can record its condition.

Steps

1. Open the lease from Leases and start the move-in.
2. Take the move-in money. Enter the deposit and the first rent. Wealtharu checks the deposit against your province's rules and refuses an amount that is not allowed.
3. Do the walkthrough. Add each area and its condition, with photos. An empty report cannot be signed, since it would not be useful evidence later.
4. Create the signable report. Wealtharu turns the walkthrough into a PDF that you and the tenant both sign.
5. Invite the tenant to their portal so they can pay rent and send maintenance requests.

What happens next

• The deposit and first rent are recorded on the lease, and the balance updates.
• The signed condition report is saved on the lease for both parties.
• The tenant gets a portal invite. Once they accept, they can pay online right away.

Troubleshooting

• The deposit is refused. The amount or type is not allowed in this province. Check your province's deposit rules, which Wealtharu surfaces as you enter the amount.
• You cannot create the report. Add at least one area to the walkthrough first.