How do I edit a lease?

Help Center For Landlord Leasing Move In

You can edit previously added leases with some exceptions, which you should pay attention to before you start.

Presented below is a list of lease statuses available for editing:

  • Active
  • Draft

Please note!
Ended, Past, and Future leases cannot be edited. 

To edit the lease, please, go to "Contacts" in the left-side menu of your dashboard. Find the desired tenant, click “View profile” from the tenant’s card, and switch to the "Leases" tab.

Here, you can see all the leases, to which a specific tenant is/was included. Click "View" on the needed lease to check the detailed information. Then select the "Edit Lease" option from the Actions menu.

On the first page, "Property & Tenants,” the property cannot be edited. The lease invoicing type cannot be adjusted as well, but you can add/remove tenants to/from the lease, update the lease dates, type, and convert to month-to-month if needed.

Add tenant to the lease:

If you add a tenant to the lease, then rent and other recurring invoices will be posted to all your tenants with the next publish date.

Please note!

  • Once you have added a new tenant to the lease and your tenants pay individually, make sure that split rent amounts are divided with the tenant's exact portion.
  • The tenant who has just been added to the lease will receive a notification that the lease has been shared;
  • Previous lease invoices are not visible to the new tenant.

Remove tenant from the lease:

If you remove the tenant from the lease then rent recurring and other invoices will stop posting for that tenant. The leases, attachments, maintenance requests, and all lease-related transactions will be removed from the tenant's account.

Please note!

  • Once you have deleted one tenant from the lease and your tenants pay individually, make sure that split amounts for rent are divided with the tenant's exact portion. The tenant who has been just deleted from the lease will receive a notification that they have been moved out from the property;
  • On your side, transactions that were already posted to that tenant will not be deleted. You can delete them manually if you would like to;
  • -If your tenants pay jointly then you should have at least two tenants on the lease.

On the "Lease Transactions" page you can change the rent amount and due date. The first rent invoice date cannot be changed. 

Please note!
If you add a tenant to the lease or remove them while editing, please make sure that the rent amounts are divided between tenants with their exact portion if your tenants pay you individually or you can assign different amounts to tenants as well.

You can also add deposit, other lease recurring transactions or stop an automatic lease recurring invoice:

The link might be helpful for further purposes: 
How do I stop a recurring invoice?

You'll have full access to editing the second "Extra fees & utilities" step:

On the "Additional Services" step you can enable/disable the renters insurance purchase requirements:

You can also require insurance from the respective section on the lease details page:

Press the “Update“ button to save the changes made:

To edit the lease agreement(s), go back to the lease preview page and click on the “Edit“ option in the “Lease agreements” section.

Here the previously selected templates with assigned fields to tenants are shown, you can select more templates and send agreements to sign or share the generated files:

You can add more auto-fill elements for the information to be auto-populated or delete unneeded fields that are assigned to tenants. Click on “Send to review” to apply the changes:

 

Last updated:
Sep. 11, 2024

Related Articles