How to Create and Send a Lease for Signature
- Navigate to Leasing from the PM dashboard sidebar.
- Select the New Lease button to open the lease creation dialog.
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Choose a property from the dropdown.
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Choose a tenant from the dropdown.
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Set the Start date and End date for the lease.
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Enter the Monthly rent and Security deposit amounts.
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Select Save as Draft to save the lease without sending it.
⚠️ Heads up: Draft leases are not visible to the tenant. Only the PM can view and edit drafts.
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When ready, open the draft lease and select Send for Signature.
What to expect
The lease status moves to Pending. All parties (tenant, landlord, PM) receive a signing email. The lease appears in the Pending tab of the Leasing page.
Need help?
| Symptom | Cause | Fix |
|---|---|---|
| No properties in dropdown | No properties exist in your account | Add a property first |
| No tenants in dropdown | No tenants are registered | Invite the tenant to create an account |
| Send for Signature fails | Required lease fields may be incomplete | Open the draft lease and verify all fields are filled |