How to add a Tenant to a Property so it’s ‘Leased’ instead of ‘Vacant’?
To change a Property or a Unit’s status from ‘Vacant’ to ‘Leased’ i.e. to add a Tenant to a Property, you will need to create a Lease for this property that links the Tenant to this Property/Unit. However, if you have a future Lease that hasn’t started, the property would also appear as ‘Vacant’ until the Lease’s start date.
To create a Lease:
1. Go into desired individual Property or Unit page.
2. Click ‘Add Lease’ in the middle column.
3. Fill out Lease information. If you wish to ‘Create a new Person’ instead of choosing an existing tenant, make sure to click ‘Save New Person’ before moving onto Lease Term and Rent.
4.Next, you will be able to ‘Create a lease document’ through Pendo, ‘Upload a document’ of your own, or Neither. If you don’t have the document now – no worries; you can always come back and attach it to the Lease in the future.
5. To access Lease Documents at a later date, click the underlined Lease title (e.g. Fixed Length Lease) in the Lease Snapshots section, and you can view them in the Lease Summary.