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How do I use the Landlord forms offered by software?

Updated over 3 months ago

The software contains a package of ready-to-use agreements and notice forms that you may use during the move-in process, when sending notices, or while building a property management agreement with the owner.

Besides Free Standard templates, there are multiple Landlord Forms available that could be used for renting purposes whether it’s Tenant Notices or Lease Agreements.

To use a free basic document template, select Forms section straight from the left-side menu:

You will need to select the property to see the available list of forms.

  • Basic Residential Lease Agreement - is used during the move-in process, contains all the needed basic information, can be auto-filled, and is ready to use.

  • Basic Property Management Agreement could be used as a contract between the property’s owner and property manager/or property management company.

Specially Labeled Landlord Forms

  • Some Landlord Forms are marked with a special label.

  • These documents:

    • May be state-specific based on the property’s address.

    • Can also be used across all U.S. states.

    • Are available only to U.S.-based users.

    • Are provided in PDF format and cannot be edited or deleted.

    • Can be previewed or printed for hard copy use.

Customization Capabilities

While the form text is locked, you can:

  • Add textbox elements

  • Insert signatures, initials, and auto-fill fields


Universal Landlord Forms (Available Across All U.S. States)

The following documents are supported nationwide:

  • General Lease Agreement

  • Rules Addendum

  • Pet Addendum

  • Smoke-Free Addendum

  • Inspection Checklist Addendum

  • Lead-Based Paint Disclosure

  • Welcome Letter

  • Security Deposit Receipt

  • Notice of Rent Increase

  • 24-Hour Notice to Enter


Using a Tenant Agreement Template

  • When you select a Tenant Agreement template:

    1. You can begin using it immediately.

    2. You’ll be redirected to the standard move-in flow.

    3. The selected agreement will auto-load during the "Agreement & Signature" step.


Using a Legal Notice Template

  1. Select the appropriate Legal Notice Template for your situation.

  2. Click the "Use Template" button in the top-right corner.

  3. Choose the relevant tenant and associated lease number.

  4. (Optional) Add any necessary fields:

    • Signatures

    • Dates

    • Textbox fields

  5. Notify the tenant to sign immediately after setup.


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