Before you begin
- Confirm the tenancy, notice date and intended move-out date.
- Have access to the unit, its meters, supplied inventory and the earlier move-in handover.
- Arrange tenant and staff attendance for the review and collect any evidence needed for a separate deposit decision.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
An owner can follow a repeatable visit and retain the readings, condition notes and missing-key details needed for later discussion.
What the workflow coordinates
The draft displays saved state, summary counts, required-reading warnings and comparison flags; the tenancy displays outstanding checklist items. PDF/email and signing behavior are simulated.
What people review
People inspect the property, verify evidence, discuss disputed changes, decide any deposit treatment and review the separate financial posting.
Open the correct move-out record
In Handovers & inspections, filter by building, move-out type, status or date and open the draft for the correct tenancy. Review the tenancy Overview as well: a tenancy with notice has a Move-out checklist for keys, final meters, inspection, deposit decision and forwarding address.
The unit, tenant, handover type and intended date agree across the records.
The unit, tenant, handover type and intended date agree across the records.
Record condition room by room
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Handover — room condition
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately.
Confirm current availability before attempting this stage.
Capture final meter evidence
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Handover — meter readings
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately.
Confirm current availability before attempting this stage.
Reconcile keys and supplied inventory
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Handover — keys and access
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately.
Confirm current availability before attempting this stage.
Compare with the move-in baseline
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Compare move-in and move-out
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately.
Confirm current availability before attempting this stage.
Review before the signing stage
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Handover — review and signature
The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately.
Confirm current availability before attempting this stage.
Finish the tenancy checklist and route the deposit separately
Return to the tenancy Move-out checklist to record keys returned, final readings, final inspection, the deposit decision and forwarding address, then use Save move-out checklist when the record is ready. The interface states that a deposit refund is posted separately in the rent ledger, so do not assume that selecting Return the full deposit or Return part of the deposit pays money back.
The operational checklist records what happened, while any refund is handled as a separate reviewed financial action.
The operational checklist records what happened, while any refund is handled as a separate reviewed financial action.
What you should have at the end
The intended result is an evidence-based move-out record linked to its move-in baseline and a clear list of remaining tenancy tasks. Review signatures and remaining checklist items before closing the departure work; handle any deposit refund through its separate financial record.
Demonstration notes and availability
- Reviewed against the official demo at demo.estatereal.io. Screenshots are native 3× captures in English/light mode. Preset records and enabled functions can change.
- This review followed navigation, record tabs and unsaved forms. It did not submit payments, signatures, invitations, messages or irreversible record changes.
- Current demo limits: The reviewed handover/inspection list has no seeded completed report for this detailed state. The creation form and current list are documented separately.
Useful answers
Does scheduling an inspection complete the move-out?+
No. The schedule, actual inspection, handover evidence and financial/deposit review are distinct records and decisions.
Was a completed report or deposit refund tested?+
No. The read-only review opened the current list and forms. No completed handover, signature or refund was created to reproduce a picture.