Help Center - For Landlord
How do I create a lease ?
To move in a tenant, click on the Contacts button in the side menu of your dashboard. The default page shows the moved-in tenants. Click the "No lease" option to view those tenants that are not moved in. Find the necessary tenant and click on the "move in" button under the tenant's name:
The move in process includes a few steps to set up recurring rent invoicing, deposit, and other details. Fill out all the necessary information for the lease including property, unit, lease type, dates, rent schedule, cost of rent per month, and other details.
There are two types of leases: separate invoicing and combined invoicing.
Please note, when you select separate invoicing, you can add roommates after you complete this lease and move in the current tenant. View the lease and click “+ add a roommate”. Each roommate will have a separate lease within the system and will pay separately.
Make sure you have entered the correct "First invoice date," as the system will post all recurring invoices based on the first invoice date and the schedule. This option is helpful when you want to add all the past transactions.
On the second page of the lease entitled "Extra Fees and Utilities" fill in: Late Fee Settings, Management Fee, Utilities, and enable email notifications. Press the "Next" button:
"Insurance" is the third step of the move-in process. You can enable the "Require Tenant(s) to Purchase Renters Insurance" toggle button if it is needed. Renters insurance will cover your personal property and personal liability. Then press the "Next" button.
If your tenants are on Combined lease, you can request renter’s insurance from a particular tenant.
This might be helpful:
On the last step of the lease, "Agreement & Signature", you can include agreements, upload attachments, and even ask to sign the added agreements and addendum by activating the E-Sign option. This is not required, and you can attach an already signed agreement.
The E-signature option is not available in the free basic account. If you want to use this option, please upgrade your account subscription.
This might be helpful:
How to update electronic signature?
How to add Residential Agreement template?
Don't forget to press the "Complete Move In"button (if you do not require E-signature), or the "Send to Sign" button (if you do require E-signature).
Please note! You can add up to 50,000 symbols to the document.
There can be three possible statuses:
Active - a tenant(s) is moved in successfully and the system will keep posting recurring invoices.
Signature Pending - a tenant or all tenants need to sign the agreement. The system will NOT post recurring invoices.
Insurance Pending - a tenant or all tenants need to purchase renters insurance. The system will NOT post recurring invoices.
Watch the video guide to learn more:
Mar. 19, 2020