End-of-tenancy checklist for self-managing owners
A tenancy ending should not leave the owner with loose emails, missing dates and unclear property status. The platform should convert the exit into a structured workflow.
Capture who initiated the exit
The owner should know whether the tenancy end was initiated by the tenant, owner or mutual agreement, and the requested or confirmed final occupancy date should be visible to both sides.
Archive the old tenancy before adding the next one
When the tenant moves out, the existing tenancy record should be retained and archived. A new tenant should create a new tenancy record, not overwrite the old one.
- Retain tenant and tenancy history
- Mark the property vacant after the final occupancy date
- Create a new listing or onboarding flow for the next tenancy
- Keep documents, rent ledger and maintenance history linked to the old tenancy
Email both parties when key milestones happen
When an exit is initiated or completed, both owner and tenant should receive a clear email showing who initiated the workflow and the final occupancy date recorded in the platform.
Practical takeaway
Do not treat tenant changeover as an edit. Treat it as a lifecycle event with archived history and a fresh tenancy record.