Template

Property onboarding worksheet template

Everything you need to collect before a property goes live: ownership, banking, access, utilities, insurance, and existing tenancies.

When to use this template

Everything you need to collect before a property goes live: ownership, banking, access, utilities, insurance, and existing tenancies.

Key fields

  • Legal owner and entity
  • Mailing address
  • Payout account
  • Utility accounts and who pays
  • Insurance carrier and policy
  • Access, keys and codes
  • Existing leases and rents
  • Vendors already in place

Who typically uses it

Property management companies onboarding a new owner or building.

State-specific notes

State-specific rules apply — always confirm the notice period, required disclosures, and format your state requires. See our landlord-law pages for state-by-state notes.

FAQ

Frequently asked

Is this template legally valid everywhere?

Templates are general starting points. State-specific rules apply and should be confirmed with a licensed professional in your jurisdiction.

Can I use this in Ayillo?

Yes. Ayillo generates the equivalent document from your property, lease, or resident record with the correct state-specific defaults.

Related resources

Keep exploring

Run this workflow in Ayillo

$49/month includes 5 units, then per-unit pricing that drops as you grow. Optional modules are billed separately and must be added deliberately.

Create this in Ayillo

30 days free. A card in your own name is required to start — we place a refundable $1 authorization to confirm it, and release it right away. Cancel any month.