How do I view a lease?

To view a tenant's lease, go to the "Contacts" page from your dashboard's left menu. Find the tenant, click "View profile," and switch to the “Leases” tab. Here, you can see all leases associated with the tenant. To view details of a specific lease, click "View."

You will be able to see general lease details, which include lease duration, type, property, etc.

Also, you’ll find two widgets here:

Lease Agreements: Request lease signatures and check how many tenants have signed. Statuses: pending and signed.

Insurance: Request insurance and view tenant-provided insurance. Statuses: pending, active, and expired. (the US users)

Other lease information is divided into 4 tabs:

The “Tenants” tab contains the Tenant Information and Dependants sections which show the tenants and dependants who have been added to the lease. You can easily track if tenants have not provided insurance or signed the lease. If the lease has not yet been shared, you can do so by clicking the "Share lease" button:

If there are any lease renewals, the link to the previous lease will appear in the Details section right near the lease type.

The “Lease Transactions” tab includes everything related to accounting and invoices.

From the Recurring Transaction section, it is possible to check the current recurring transactions or add new ones:

The Deposits section allows you to see all the lease-related deposit invoices, view the details, apply them, or return them to the tenant:

The Utilities section displays the list of utilities the Landlord/ Property Manager and Tenant are responsible for paying and maintaining.

In the Extra Fees section, you will see which late and/or management fees are enabled for that particular lease:

The 3rd tab called “Agreements” allows you to View, download, and upload agreements or attachments. Share files with tenants or keep them private.

The last tab is the “Insurance” tab. View tenant-provided insurance records, including policy details like the policy number, company name, and expiration dates.effective/ expiration dates.

Last updated:
Sep. 13, 2024