New Resident Welcome Packet
Comprehensive welcome document covering rules, contacts, amenities, and community info.
About This Template
First impressions matter, and a professional welcome packet sets the tone for a positive homeowner relationship. This comprehensive template helps new residents understand their community, find important contacts, and learn the rules before problems arise.
The packet covers essential information including assessment payment procedures, key rules and regulations, amenity access, architectural review requirements, and contact information. It also introduces the community culture and encourages engagement.
Providing welcome packets reduces rule violations from uninformed residents, decreases calls to management with basic questions, and helps new homeowners feel part of the community from day one.
What's Included
- Welcome letter from the board
- Important contacts (management, emergency, utilities)
- Assessment payment information and methods
- Key rules and regulations summary
- Amenity information and access procedures
- Architectural review process overview
- Community calendar and events
- Governing documents reference
How to Use This Template
- 1Customize the template with your community information
- 2Add your logo and community photos
- 3Update contact information and payment details
- 4Include copies of key rules (or links to full documents)
- 5Print packets or create a digital PDF version
- 6Distribute to new owners at closing or shortly after
- 7Update annually or when information changes
Who Should Use This
- Property managers onboarding new residents
- Board members welcoming neighbors
- Communities improving resident relations
- HOAs reducing rule violations
Frequently Asked Questions
Reference the governing documents and explain how to access them, but including full documents makes packets unwieldy. New owners should receive these at closing anyway.
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