Leases & Tenant Management

Comprehensive tools for managing rental agreements, tenant relationships, and lease lifecycle.

Overview

The Leases section allows you to manage all rental agreements and tenant relationships for your properties. This section provides comprehensive tools for tracking lease terms, tenant information, payment schedules, and lease lifecycle management.

Leases dashboard (click to zoom)

Getting Started

Accessing Leases

Navigate to a property's Leases section to view and manage all rental agreements associated with that property. This serves as your main dashboard for lease and tenant management.

Lease Management Structure

The lease management system is organized into two main levels to help you efficiently manage both overview and detailed lease information:

1. Property Leases Overview

  • Purpose: View and manage all leases for a specific property
  • Access: Navigate to the Leases section within any property
  • Features:
  • View all current and past leases
  • See lease status at a glance
  • Quick access to individual lease details
  • Filter and sort leases by various criteria
Property → Leases Overview (click to zoom)

2. Individual Lease Management

  • Purpose: Manage detailed information for a specific lease
  • Access: Click on any lease from the overview to access detailed management
  • Features:
  • Comprehensive lease terms and conditions
  • Detailed tenant information and contact details
  • Payment history and financial tracking
  • Document management and storage
  • Communication logs and notes
Property → Leases → Individual Lease Detail (click to zoom)

Key Lease Features

Lease Information Management

  • Lease terms and conditions tracking
  • Start and end date management
  • Rental amount and payment schedules
  • Security deposit information
  • Lease renewal and modification tools

Tenant Relationship Management

  • Complete tenant contact information
  • Emergency contact management
  • Tenant communication history
  • Notes and interaction tracking
  • Tenant screening documentation

Financial Tracking

  • Comprehensive payment history
  • Outstanding balance tracking
  • Late payment monitoring and fees
  • Security deposit management
  • Financial reporting and summaries

Document Management

  • Lease agreement storage
  • Signed contract management
  • Amendment and addendum tracking
  • Related correspondence filing
  • Document version control

Navigation Guide

Accessing Lease Management

  1. Start: Navigate to your Properties dashboard
  2. Select: Choose the specific property you want to manage
  3. Access: Click on the Leases section within the property
  4. Manage: View all leases or click on individual leases for detailed management

Lease Management Hierarchy

Property
├── Leases (Overview)
│   ├── Current Leases
│   ├── Expired Leases
│   └── Individual Lease Details
│       ├── Lease Information
│       ├── Tenant Details
│       ├── Payment History
│       ├── Documents
│       └── Communications

Common Workflows

Creating a New Lease

  1. Navigate to Property → Leases
  2. Click "Add New Lease" or "Create Lease"
  3. Enter tenant information and contact details
  4. Set lease terms (dates, rent, deposit)
  5. Upload lease documents and agreements
  6. Save and activate the lease

Managing Lease Renewals

  1. Review leases approaching expiration
  2. Open the specific lease for renewal
  3. Review and update lease terms
  4. Generate renewal documentation
  5. Process tenant approval and signatures
  6. Update lease status and end date

Tracking Payments

  1. Access individual lease details
  2. Navigate to payment history section
  3. Record new payments as received
  4. Monitor outstanding balances
  5. Apply late fees when necessary
  6. Generate payment reports and summaries

Handling Lease Terminations

  1. Open the lease to be terminated
  2. Record termination date and reason
  3. Process final payments and deposits
  4. Complete move-out inspection
  5. Update lease status to terminated
  6. Archive all related documents

Best Practices

Regular Monitoring

  • Review lease expiration dates monthly
  • Monitor payment schedules and follow up on late payments
  • Keep tenant contact information current
  • Track lease modification requests promptly

Documentation

  • Keep all lease documents properly organized
  • Document all tenant communications
  • Maintain detailed payment records
  • Store signed agreements securely

Communication

  • Respond promptly to tenant inquiries
  • Maintain professional relationships
  • Document all interactions and agreements
  • Use consistent communication channels

Security & Access

  • All lease and tenant information is protected by authentication
  • Access is controlled based on user permissions and property rights
  • Personal tenant information is secured according to privacy laws
  • Financial data is encrypted and regularly backed up

Support & Troubleshooting

  • Check that you have the necessary permissions for the property and lease data
  • Ensure your internet connection is stable for document uploads
  • Keep your browser up-to-date for optimal performance
  • Contact support if you experience persistent issues with lease management