| name | Move-In Administration |
| slug | move_in_administration |
| version | 0.1.0 |
| status | draft |
| category | residential_multifamily |
| subsystem | residential_multifamily |
| pack_type | workflow |
| targets | ["claude_code"] |
| stale_data | Move-in document packets, welcome materials, utility setup checklists, and
reasonable-accommodation acknowledgment language are overlay-driven and will drift.
Security-deposit and prepaid-rent handling is jurisdiction-specific. Fair-housing
language in welcome communications is scanned at draft.
|
| applies_to | {"segment":["middle_market"],"form_factor":["garden","walk_up","wrap","suburban_mid_rise","urban_mid_rise"],"lifecycle":["lease_up","stabilized","renovation"],"management_mode":["self_managed","third_party_managed","owner_oversight"],"role":["property_manager","assistant_property_manager","leasing_manager"],"output_types":["checklist","email_draft","memo"],"decision_severity_max":"recommendation"} |
| references | {"reads":["reference/normalized/approval_threshold_defaults.csv","reference/normalized/move_in_documents__{jurisdiction}.yaml","reference/normalized/utility_setup_guides__{market}.yaml"],"writes":[]} |
| metrics_used | ["move_in_conversion","leased_occupancy","preleased_occupancy","physical_occupancy"] |
| escalation_paths | [{"kind":"move_in_ready_blocker","to":"maintenance_supervisor -> property_manager"},{"kind":"reasonable_accommodation_request","to":"regional_manager -> legal_counsel (human-only, routed)"},{"kind":"fair_housing_flag","to":"approval_request(row 3)"}] |
| approvals_required | [] |
| description | Coordinates every step from lease execution to resident in the unit. Confirms move-in
readiness, generates document packets per jurisdiction overlay, schedules utility
transfers, produces welcome communications, and closes the loop by marking the move-in
event and updating occupancy metrics. Routes any reasonable-accommodation signal out of
the workflow to a human path.
|
Move-In Administration
Workflow purpose
Drive a reliable, fair, and documented move-in for every new resident. Convert an executed lease into a prepared unit, a complete document packet, a scheduled utility transfer, a welcome touch, and a clean event record that updates the property's leased and physical occupancy metrics.
Trigger conditions
- Explicit: "prep move-in for unit X", "move-in packet for resident Y", "welcome communication", "move-in readiness check".
- Implicit: a lease transitions from
executed to within preleased_window of start_date; a unit ready-date approaches; a renter confirms move-in time.
- Recurring: daily scan of upcoming move-ins inside the overlay's notice window.
Inputs (required / optional)
| Input | Type | Required | Notes |
|---|
| Executed lease | record | required | lease_id, unit_id, start_date, resident_ids |
| Unit ready status | record | required | from workflows/unit_turn_make_ready |
| Jurisdiction move-in docs overlay | yaml | required | security-deposit and prepaid-rent handling |
| Utility setup overlay | yaml | required | transfer cutover guide by market |
| Welcome template library | md | optional | overlay-scoped templates |
| Accommodation-request flag | field | optional | if present, route out |
Outputs
| Output | Type | Shape |
|---|
| Move-in readiness checklist | checklist | blockers, owners, due dates |
| Document packet | assembled | lease copy, addenda, rules, disclosures per overlay |
| Utility transfer instructions | email_draft | resident-facing, market-specific |
| Welcome communication | email_draft | portal + email, marked |
