Tenancy process: what landlords and agencies see
Create a tenancy (e-lease or manual), track the booking form, approve applications, and monitor signing and deposit.
This describes the tenancy (lease) process from the landlord or agency side: creating a tenancy, tracking tenant progress, approving applications, and monitoring signing and deposit.
Creating a tenancy
Tenancies are created from Manage → Leases → Create lease (or Add tenancy).
Step 1: Tenant
- Add one or more tenants (lead tenant plus optional co-tenants).
- Enter name, email, phone; optionally documents and referencing requirements.
- If you use e-lease, each tenant will get a tenancy process and must complete the booking form and signing flow.
Step 2: Lease
- Select the property (and unit if applicable).
- Set start date, end date (or rolling), rent amount, payment day, deposit.
- Choose whether this is an e-lease (tenant completes booking form and e-signs) or manually created.
- Configure other lease details as needed.
Step 3: Summary
- Review and submit. On submit:
- The lease is created with status pending (e-lease) or active (manual).
- For e-lease, a tenancy process is created per tenant with stage booking-form-stage.
- Referencing and Docuseal (e-signing) are set up as configured.
After creation, the lease appears in Manage → Leases. For e-leases, tenants can be invited to complete the application (booking form) in the tenant portal.
Approving and tracking
- Pending leases are listed under Manage → Leases (e.g. “Pending” or “Incomplete booking form”).
- From the lease details page you can:
- See which tenants have completed the booking form and which haven’t.
- Approve (or Unapprove) the application; approval moves tenants to document signing and triggers the signing emails.
- View timeline and Docuseal status (signed / not signed).
- See deposit payment status when applicable.
Once all required steps are done (booking form, approval if required, signing, deposit if required), the lease can be moved to active and the tenant has full portal access.
Manual tenancies
If the lease is created without e-lease (manually created):
- No tenancy process or booking form is used.
- The lease can be set to active immediately.
- Tenant details and documents can be added by you; the tenant may still get portal access if they have an account linked to the tenancy.