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Lease creation and renewal management

Automatically creates new leases and manages lease renewals by checking tenant history, generating lease documents, and coordinating approvals. Reduces manual paperwork and ensures timely lease processing across property portfolios.

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Workflow Trigger

Lease expiration date approaches within 90 days or new tenant application is approved

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Lease Event Detection

    System detects approaching lease expiration or newly approved tenant application. Triggers workflow to begin lease creation or renewal process.

    AppFolioBuildium
  2. 2
    Action

    Retrieve Tenant Information

    Pulls tenant payment history, violation records, and current lease terms from property management system. Compiles comprehensive tenant profile for decision making.

    YardiRent Manager
  3. 3
    Decision

    Evaluate Renewal Eligibility

    Analyzes tenant payment history and lease compliance to determine if tenant qualifies for renewal. Routes to appropriate lease action based on tenant standing.

    TenantCloudPropertyware
  4. 4
    Action

    Generate Lease Documents

    Automatically creates lease agreement with updated terms, rent amounts, and property-specific clauses. Populates all tenant and property details from system records.

    AppFolioBuildium
  5. 5
    Action

    Send for Digital Signatures

    Delivers lease documents to tenant and property manager for electronic signature. Tracks signature status and sends reminders for incomplete documents.

    YardiTenantCloud
  6. 6
    Action

    Update System Records

    Records signed lease in property management system and updates tenant portal access. Schedules rent collection and maintenance coordination for new lease term.

    Rent ManagerPropertyware
  7. 7
    Output

    Lease Activation Complete

    Confirms lease is fully executed and all systems are updated. Sends confirmation notifications to all parties and activates new lease terms.

    AppFolioBuildium

Outputs

  • Executed lease agreement
  • Updated tenant records
  • Automated rent collection schedule
  • Lease renewal calendar updates

Key Metrics

  • Lease processing time
  • Renewal acceptance rate
  • Document completion rate

Tools & Integrations

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